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Expertopinionsa
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Member since ‎Apr 5, 2023
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ESalvatierra4 on January 10, 2024
Managing Bi-Directional Sync between HubSpot and SFDC
Hello community, I'm curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initiative "all or nothing" syncs read more
Reply Discussion Data Quality Integrations MarketingOps RevOps
0 upvote
3 Replies
Expertopinionsa
Participant
January 11, 2024
Hey there! HubSpot-SFDC sync can be a handful, right? The "all or nothing" sync vibes can indeed stir up some trouble, especially with deal closed d...read more
SLapitka on November 22, 2023
MEDDIC or Multi-Line Properties in a useable UI
Does anyone have guidance regarding how to set up Hubspot well from a UI perspective for Enterprise Sales cycles where you have a lot of multi-line fields? We have implemented MEDDIC and I find Deal reviews require me to export the data vs. bein read more
Reply Discussion RevOps
0 upvote
5 Replies
Expertopinionsa
Participant
November 23, 2023
Hey @SLapitka Dealing with multi-line fields in HubSpot for Enterprise Sales cycles, especially with something as detailed as MEDDIC, can be...read more
Solved
EmmaAtKiwi on November 09, 2023
Regex_replace to format phone numbers
Hi! Maybe you'll know the answer to this Ops Hub question @karstenkoehler ... I want to format contact phone numbers from 8004567890 or 18004567890 to +1 (800) 456-7890. I created a workflow and added the Format Data step. According to read more
Reply Discussion Format Data Actions
1 upvote
14 Replies
Expertopinionsa
Participant
November 23, 2023
Give it a shot and let me know if it works this time. Fingers crossed! 🤞 If not, we can keep tweaking until we nail it. "Phone number " reg...read more
Solved
EmmaAtKiwi on November 09, 2023
Regex_replace to format phone numbers
Hi! Maybe you'll know the answer to this Ops Hub question @karstenkoehler ... I want to format contact phone numbers from 8004567890 or 18004567890 to +1 (800) 456-7890. I created a workflow and added the Format Data step. According to read more
Reply Discussion Format Data Actions
1 upvote
14 Replies
Expertopinionsa
Participant
November 23, 2023
Give it a shot and let me know if it works this time. Fingers crossed! 🤞 If not, we can keep tweaking until we nail it. "Phone number " reg...read more
NCalmettes on November 07, 2023
how to get the sign status of a quote?
Hello, I don't understand why when I make an API call to obtain the list of all quotes from our hubspot account, the hs_status value only returns DRAFT or APPROVAL_NOT_NEEDED without distinction between Signed, Signature pending, etc... Does someone read more
Reply Discussion Webhooks
0 upvote
4 Replies
Expertopinionsa
Participant
November 13, 2023
Hi, @NCalmettes I appreciate your efforts in obtaining the signature status for your quotes. To troubleshoot, verify that "signature_status" is t...read more
NCalmettes on November 07, 2023
how to get the sign status of a quote?
Hello, I don't understand why when I make an API call to obtain the list of all quotes from our hubspot account, the hs_status value only returns DRAFT or APPROVAL_NOT_NEEDED without distinction between Signed, Signature pending, etc... Does someone read more
Reply Discussion Webhooks
0 upvote
4 Replies
Expertopinionsa
Participant
November 13, 2023
Hi, @NCalmettes I appreciate your efforts in obtaining the signature status for your quotes. To troubleshoot, verify that "signature_status" is t...read more
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