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sboerstler
(He/him)
Participant | Diamond Partner
Member since ‎Apr 3, 2022
  • solutions
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  • Replies
    3
  • Upvotes Given
    25
  • Upvotes Received
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Stephen Boerstler

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Activity

AnnaQ on March 12, 2024
What’s changing about Hubspot’s QBO Integration? HubSpot still has an integration with QuickBooks Online (QBO), and that integration remains a top priority for us. We launched a new QBO integration in 2023 and we are now working on helping us read more
Participant | Diamond Partner
April 15, 2024
With the QBO Integration, is there any way to map custom fields created in QBO? We are hoping to sync data, like customer type to HubSpot. When we re...read more
Solved
sboerstler on March 26, 2024
Creating custom propeties that roll up values from associated objects is an awsome feature. But sometimes there are text and dropdown properties that are needed. Here is our my specific use case. In associated line items on a deal, there is a read more
Solved
sboerstler on February 16, 2024
What is the difference between Lead Stage and Lead Status? or, What is the relationship between Lead Stages and Lead Statuses? The default Lead Stages of Prospecting include similar selections of Lead status. But Lead status has more options. read more
0 upvote
3 Replies
Participant | Diamond Partner
February 16, 2024
Excellent answer. I agree with your assessment, if you are using one, the other (may) be irrelevant.
Solved
sboerstler on February 16, 2024
What is the difference between Lead Stage and Lead Status? or, What is the relationship between Lead Stages and Lead Statuses? The default Lead Stages of Prospecting include similar selections of Lead status. But Lead status has more options. read more
0 upvote
3 Replies
Participant | Diamond Partner
February 16, 2024
Excellent answer. I agree with your assessment, if you are using one, the other (may) be irrelevant.
HBohler on August 10, 2023
I've been working with my company for a couple of weeks to figure out how to integrate deals from HubSpot into projects within NetSuite. I believe there is no current, "straight" integration ability to do this. Has anyone dealt with this before? A read more
1 upvote
3 Replies
Participant | Diamond Partner
January 02, 2024
Hey @HBohler , We use NetSuite and HubSpot and we recently created a method to create a 1:1 sync between the systems. First, we created a Cust...read more
Solved
sboerstler on August 10, 2023
I'm in the process of syncing ConnectWise to HubSpot using the native integration. The sync for Companies and Contacts is working but the Deals sync is not. The problem is when mapping the Pipeline Stages, no stages are available from ConnectWise. I read more
0 upvote
2 Replies
Participant | Diamond Partner
August 11, 2023
Thank you for your response, Bérangère! Yes, that is the integration we are using. We have solved this using a similar method as described in a...read more
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