Hi All, Unfortunately before I got to my company someone created a Converted Account ID Picklist to sync with Salesforce IDs and today we hit an Option Limit Exceeded error message, may I ask what the best way to get around this or the best way read more
What is the option being used for? Accounts don't convert in Salesforce to another object like a Lead to a Contact + Account, unless there is a CDO b...read more
Hello everyone! I've been researching solutions on the market to add LinkedIn/Instagram contacts and messages into HubSpot, but I couldn't find any solution on marketplace. So I searched outside of the platform and found HubLead for LinkedIn but I'm read more
@val_spot_on Both HubLead and Surfe have different options for syncing LinkedIn with HubSpot, they both have their pros and cons - I highly recomme...read more
Hi @Thielandteam , I'm assuming 'Discovery' is a stage in your deal pipeline. It's my understanding you would more so delete the deal and move t...read more
Need to add a hyperlink to Deals like this: https://api.example.com/deal/?name=Whatever&account=Dunder+Mifflin&amount=25000&owner=Jane+Doe&ownerEmail=jdoe@example.com that users can click to open in a new tab. It seems like I read more
@NStuyvesant sure, single-line text fields with a URL should show a small icon that will open the link when clicked. Alternatively, you can also se...read more
Hi, I want to add LinkedIn connections and InMails in the report of activity by rep with activity type breackdown and couldn't find anything. It only tracks LinkedIn Messages that the rep Logged. Is there a way to add the connections and InMails i read more
@BérangèreL I'm not aware of a way to target those properties in a custom report, I don't currently have access to an account with Sales Navigator ...read more
When data synchs from HubSpot to NetSuite, the lead comes across and is assigned "Customer-won" status. I read thru the community notes and found some instruction on how to change the default setting in NetSuite's sales preference. The problem is th read more
I found the solution!!!! When setting up the synch in HubSpot, the "Lifecycle Stage" field needs to map to NetSuite's "Status" field. Before doin...read more
Hi there, We are looking to create a bar chart that shows target revenue vs actual reveue for past months (so two vertical bars per month), and then target vs forecasted revenue for future months. This is not possible to do in HubSpot becau read more
Hey @C-Craven
we actually use this type of report (but it might be for Enterprise licence)
This way you can setup a revenue goal , have a tren...read more
I need new leads that come from HubSpot to sync into NetSuite in a "Lead - New Lead Status". Our sync is setup so that when a contact record in HubSpot has a lifecycle stage of Marketing Qualified or Sales Qualified; that record when syncs into Net read more
Hi @GPFlores15 , Looks like the key problem is this Netsuite part : Setup > Sales > Sales Preferences: Default new customer status = 'Custo...read more
Hi everyone. We offer the following: 1. Upfront physical product that usually lasts 3-5 years 2. Annual service fees, that are usually paid for 3-5 years 3. Another type of optional annual service fee, that is usually paid for 3-5 years 4. M read more
Hey @MNar - This HubSpot Admin session will be worth joining / watching the recording: https://events.hubspot.com/events/details/hubspot-hubspot-...read more
we are planning on using pipelines for our project management as it's fairly straightforward. We are looking for a way to have some type of intake form that is filled out in-house when a deal is completed. The form details would be stored in not read more
Hello. We are following the process outlined in the "Create NetSuite sales order from a deal record" section of this KB article: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-netsuite Everything is working as int read more
Hey there @SupportW - that looks like it's quite frustrating. I think I'd lose my mind every time I have to take that path.
I'm wondering if...read more
Hello everyone, This is Enrique, I'm struggling with some company data provided by HubSpot Insights, we'd like to enrich even more all the info regarding to the companies. Do you know any company enrichment data tool for HubSpot? Better if it's for read more
@EGarcíadeAlca HubSpot recently acquired Clearbit so I imagine more enrichment is coming soon!
There's an event coming up hosted by the Admi...read more