sboerstler

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Participant | Diamond Partner

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solutions
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Stephen Boerstler

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sboerstler

Participant | Diamond Partner

April 15, 2024

Reply to Legacy QuickBooks Online integration is being retired in favor of the new integration

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

Line item categories

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

Reply Discussion CRM Deals Professional

0 upvote

2 Replies

sboerstler

Participant | Diamond Partner

February 16, 2024

Reply to Differences with Lead Stage (Prospecting) and Lead Status (property)

Excellent answer. I agree with your assessment, if you are using one, the other (may) be irrelevant.

Solved

sboerstler on February 16, 2024

Differences with Lead Stage (Prospecting) and Lead Status (property)

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

Reply Discussion Best Practices

0 upvote

6 Replies

sboerstler

Participant | Diamond Partner

January 02, 2024

Reply to HS & NetSuite Integeration

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

sboerstler

Participant | Diamond Partner

August 11, 2023

Reply to HubSpot ConnectWise Integration Pipeline Stage Mapping

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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