sboerstler

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solutions
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Stephen Boerstler

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AnnaQ on March 12, 2024

Legacy Quickbooks Online (QBO) integration is being retired in favor of the new integration

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

Reply Blog Account & Billing All Product Groups Integrations

0 upvote

56 Replies

sboerstler

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

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

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

3 Replies

sboerstler

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

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

Reply Discussion best practices

0 upvote

3 Replies

sboerstler

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

HS & NetSuite Integeration

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

Reply Discussion Professional

1 upvote

3 Replies

sboerstler

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

HubSpot ConnectWise Integration Pipeline Stage Mapping

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

Reply Discussion Data Sync

0 upvote

2 Replies

sboerstler

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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