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katherineladue
Colaborador líder | Partner nivel Diamond
Colaborador líder | Partner nivel Diamond
Miembro desde ‎oct 1, 2020
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  • Respuestas
    27
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    54
  • Me gusta recibidos
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  • Ideas
    6

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Katherine LaDue

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katherineladue en Abril 10, 2024
Workaround for B2B Companies Using Quickbooks Integration
We are struggling to come up with a valid workaround for the limitations that the Quickbooks integration with HubSpot presents for our client that is a B2B company. Their clients in Quickbooks are under company names, not contact names, and some of Leer más
Responder Conversación Integrations Workaround
0 Me gusta
9 Respuestas
katherineladue
Colaborador líder | Partner nivel Diamond
Abril 16, 2024
Sorry, but I didn't accept this as a solution because it's not actually a solution... But I appreciate your input nonetheless. I'll continue to try t...Leer más
Resuelta
katherineladue en Abril 10, 2024
Workaround for B2B Companies Using Quickbooks Integration
We are struggling to come up with a valid workaround for the limitations that the Quickbooks integration with HubSpot presents for our client that is a B2B company. Their clients in Quickbooks are under company names, not contact names, and some of Leer más
Responder Conversación Integrations Workaround
0 Me gusta
9 Respuestas
katherineladue
Colaborador líder | Partner nivel Diamond
Abril 16, 2024
Sorry, but I didn't accept this as a solution because it's not actually a solution... But I appreciate your input nonetheless. I'll continue to try t...Leer más
Resuelta
katherineladue en Abril 10, 2024
Workaround for B2B Companies Using Quickbooks Integration
We are struggling to come up with a valid workaround for the limitations that the Quickbooks integration with HubSpot presents for our client that is a B2B company. Their clients in Quickbooks are under company names, not contact names, and some of Leer más
Responder Conversación Integrations Workaround
0 Me gusta
9 Respuestas
katherineladue
Colaborador líder | Partner nivel Diamond
Abril 16, 2024
Sorry, but I didn't accept this as a solution because it's not actually a solution... But I appreciate your input nonetheless. I'll continue to try t...Leer más
Resuelta
katherineladue en Abril 10, 2024
Workaround for B2B Companies Using Quickbooks Integration
We are struggling to come up with a valid workaround for the limitations that the Quickbooks integration with HubSpot presents for our client that is a B2B company. Their clients in Quickbooks are under company names, not contact names, and some of Leer más
Responder Conversación Integrations Workaround
0 Me gusta
9 Respuestas
katherineladue
Colaborador líder | Partner nivel Diamond
Abril 16, 2024
Sorry, but I didn't accept this as a solution because it's not actually a solution... But I appreciate your input nonetheless. I'll continue to try t...Leer más
Resuelta
katherineladue en Abril 10, 2024
Workaround for B2B Companies Using Quickbooks Integration
We are struggling to come up with a valid workaround for the limitations that the Quickbooks integration with HubSpot presents for our client that is a B2B company. Their clients in Quickbooks are under company names, not contact names, and some of Leer más
Responder Conversación Integrations Workaround
0 Me gusta
9 Respuestas
katherineladue
Colaborador líder | Partner nivel Diamond
Abril 16, 2024
Sorry, but I didn't accept this as a solution because it's not actually a solution... But I appreciate your input nonetheless. I'll continue to try t...Leer más
emhall810 en Enero 20, 2021
Required fields based on Lifecycle Stage or Lead Status
Similar to how Hubspot allows you to create required fields for when a deal moves along a pipeline, I want to create required fields when a contact changes Lifecycle Stages from a Lead to an MQL, SQL, Opportunity, etc. Also, if a contacts Lead S Leer más
Responder Idea Contacts & Companies
38 Me gusta
19 Respuestas
katherineladue
Colaborador líder | Partner nivel Diamond
Abril 09, 2024
Unfortunately conditional property logic still doesn't allow you to set up required properties within lifecycle stages. For some reason, you can use ...Leer más
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