Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs.
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Hello! I have five businesses, each with its own Xero account. I now want to set up my HubSpot account with 5 business units. The issue is that I want to set up Xero integration for each of the 5 business units so that I can tell which Xero acc read more
Hi everyone! I'm new with Hubspot, and I'm trying to create an automation on Zapier for a client, a law firm. The client would like to send an automated email to his accountant, that will remind him to prepare a quote for clients of the law firm a read more
Hi @CBoccaccini1 ,
You should be able to retrieve any property from the deal record with a simple two-step Zap, but retrieving data from the ...read more
My sales/service model is collecting a downpayment to start service then billing the balance once the service is complete. Is there an efficient or accurate way to set up automating these invoices with the current QBO/HubSpot integration? Exampl read more
Hi @Colbytallen ,
I was going to suggest the same thing the other person in the other forum suggested, and since that won't work for you, our...read more
All Salesforce Opps & Accounts will sync to HubSpot from Salesforce regardless of if there's an associated Contact or not.
To prevent Opps ...read more
I want to sync values for a Hubspot Contact only when a new record is being created and the sync is happening for the first time. How do I I stop the sync after it has already happened once even though I have updated the record in Salesforce or Hubs read more
Hey @PSharma617
There is no direct way to stop sync now but you can stop the sync after it has already happened by clicking the Actions dro...read more
We are looking to set tasks for employees using Hubspot, and have them show up in Asana. We use Asana for projects and Hubspot for Sales/CRM, but there is obvious crossover. Every youtube video and message board has gotten us no where. Ple read more
Hi there @JLucido With the native Asana <> HubSpot integration, you can create Asana tasks using workflows. This means that instead of sync...read more
We're running into instances where a prospect / lead will fill out a form and sucessfully create an Activity in Hubspot. We have the Salesforce integration set to automatically create a Task in Salesforce. We're finding that some of these form s read more
This HubSpot hosted session was an open forum specifically designed for HubSpot's customers in the Health Care industry. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a Hub read more
Hi, I want to use LinkedIn sales Navigator to update the "Industry" proprty on my Hubspot company record. Is there away to automate this process? I want to overide the Indsutry populated by Hubspot and use LinkedIn indsutry instead. Thanks in read more
Thanks @BérangèreL and hi @YMontgomery84 ! Keen to see what solutions others come up with for integrating information from LinkedIn into HubSpot...read more
Hi, I have to select "terms" to be 0 cause the integration with stripe doesn't let me do otherwise(see 1st screenshot) Then if i select a quote and put a vat, the vat isn't applied in the second payment(see 2nd screenshot). so the recc read more
Hey @dmattauch that definitely is strange, I just did a bit of searching there and it looks like adding a tax per line item (IE taxing the overall ...read more
Hello! All good? 🙂 I was wondering if you know of any way to populate properties in HubSpot from a Google spreadsheet. I see that the opposite happens, but if we want to make information flow from a spreadsheet into Hubspot, I don't see how read more
This HubSpot hosted session was an open forum specifically designed for HubSpot's customers in the Health Care industry. During the session, attendees had the opportunity to ask live questions and discuss their industry specific use-cases with a Hub read more