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JonathanS
Colaborador | Partner nivel Elite
Colaborador | Partner nivel Elite
Miembro desde ‎dic 8, 2021
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Jonathan Stevens

As a Product Specialist at hapily - I love to help others get more out of HubSpot by utilizing apps from the HubSpot marketplace. If you have any questions about automating associations, cloning deals, timing tickets/deals, or even how to integrate Stripe and HubSpot - I'm here to help!

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elisestieren en Junio 09, 2023
Automation - Associating Contacts with Companies
Hi there, We have the automation setting that associate contacts with companies turned off. Our CRM is salesforce and at present we do not want Hubspot to create new account records. The only contacts asscociating with companies are salesforce Leer más
Responder Conversación Companies Contacts Enterprise
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4 Respuestas
JonathanS
Colaborador | Partner nivel Elite
Junio 14, 2023
@LaurenRyan thanks for the Associ8 shout here! Hey @elisestieren ! I'm part of the team, hapily, that built and supports Associ8 which han...Leer más
andy_gh en May 10, 2023
Search all custom objects
Hello! I have created a custom object in my Hubspot instance and I'm trying to use this as a parent ticket of various tickets that are a similar issue. I'm now looking for a NodeJS code that will allow me to search issues within this custom obje Leer más
Responder Conversación SDK
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2 Respuestas
JonathanS
Colaborador | Partner nivel Elite
May 17, 2023
Hey @andy_gh ! This isn't a NodeJS code for creating associations, but we have an app, Associ8 , that allows for automatic associations via...Leer más
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PAtlan en Abril 06, 2022
Workflows, Custom Objects and Associations
I have a custom object ("Site") to which I will associate contacts. The custome object is also associated with a "Company" object (The Site is a Company Branch, basically). I'm thinking of making a workflow to ensure that contacts associated wit Leer más
Responder Conversación
1 Me gusta
7 Respuestas
JonathanS
Colaborador | Partner nivel Elite
Abril 03, 2023
Hey @NivaDonga , if you are referring to ASsoci8 - you can use Associ8 in both Standard and Custom Object based workflows! The Associ8 action...Leer más
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AWalker0 en Marzo 20, 2023
How to see Stripe subscriptions in Hubspot?
Hi there, Just getting started with Hubspot and Stripe. I have a few paying subscribers in Stripe - but I can't figure out where this shows up in Hubspot. I've synced Stripe with Hubspot using the integration and can see a few Invoices in Hu Leer más
Responder Conversación Free
1 Me gusta
8 Respuestas
JonathanS
Colaborador | Partner nivel Elite
Marzo 20, 2023
Thanks for the tag @PamCotton ! @AWalker0 repeating what Pam said, there are two different integrations each with a different purpose. ...Leer más
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JGood en Enero 25, 2023
Stripe Integration
Hi everyone, I'm looking to move some data in Stripe into Hubspot so I can track paid attribution for our ad spend and to track revenue associated with a sales team. I'm curious to know what tools folks have used to do this. I see a number of f Leer más
Responder Conversación Enterprise Integrations
2 Me gusta
4 Respuestas
JonathanS
Colaborador | Partner nivel Elite
Febrero 01, 2023
Hey, @JGood there are a couple of different options out there and @jolle is spot on with Zapier which allows you to build a fairly simple connect...Leer más
RM88 en Diciembre 01, 2022
Direct Debits and Hubspot CRM
We are in the process of migrating our CRM to Hubspot. We run regular monthly direct debit payment collection and wanted to know how this would work well with Hubspot. Is there any recommended direct debit service providers that can manage t Leer más
Responder Conversación Starter
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9 Respuestas
JonathanS
Colaborador | Partner nivel Elite
Diciembre 28, 2022
Jumping in here as I work closely with both Stripe and HubSpot. @RM88 Using Stripe as your primary payment process offers a bunch of flexibi...Leer más
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