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Rafael_K
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Member since ‎Jul 31, 2020
  • solutions
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  • Replies
    2
  • Upvotes Given
    13
  • Upvotes Received
    6
  • Ideas
    1

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Activity

jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
338 upvotes
116 Replies
Participant
April 06, 2022
This would be emaising! Hope you manage to implement successfully soon! (@Ethan) Thx!
Naomi78 on May 03, 2018
It would be great if products information for an opportunity was included in the Salesforce integration. At the moment, opportunities/deals are passed from SF into hubspot without the products attached.
121 upvotes
43 Replies
Participant
September 14, 2021
+1 - We also would need this syncronization to work for our SF / Hubspot quotes / deals @husbpot - any workaround until this is possible? thanks!
Solved
cpburke on December 14, 2019
I inherited a horribly mismanaged Salesforce platform with a ton of duplicate data. In many cases, leads are also saved as contacts with the same email. When I import leads into HubSpot that should sync with those in Salesforce, there are insta read more
0 upvote
3 Replies
Participant
August 13, 2021
Hello Frank, We have the following issue: our team sends out emails to customers. this email is a secondary email from the customer which is n...read more
Rafael_K on August 24, 2020
3cx Calls are logged but we cannot identify who has made the calls. according to 3cx Forum, Hubspot does not have the possibility to store the user's phone extension like Salesforce or Zoho. This does seem like something impossible to accomplish read more
6 upvotes
5 Replies
Participant
April 22, 2021
Hi John, we haven't yet, but will move back to use the 3cx with salesforce integration. Best regards, Rafael
Solved
jmclaren on February 10, 2021
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
3 upvotes
72 Replies
Participant
March 03, 2021
Hi and thank you very much for the invitation, We have really high hopes for the Hubspot Quotes providing further solutions, as our current process...read more
Rafael_K on August 24, 2020
3cx Calls are logged but we cannot identify who has made the calls. according to 3cx Forum, Hubspot does not have the possibility to store the user's phone extension like Salesforce or Zoho. This does seem like something impossible to accomplish read more
6 upvotes
5 Replies
Participant
April 22, 2021
Hi John, we haven't yet, but will move back to use the 3cx with salesforce integration. Best regards, Rafael
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