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AnnaQ le Mars 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 Lire la suite

Répondre Blog Account & Billing All Product Groups Integrations

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sboerstler

Participant | Partenaire solutions Diamond

Avril 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...Lire la suite

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sboerstler le Mars 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 Lire la suite

Répondre Discussion CRM Deals Professional

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sboerstler le Février 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. Lire la suite

Répondre Discussion best practices

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sboerstler

Participant | Partenaire solutions Diamond

Février 16, 2024

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

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sboerstler le Février 16, 2024

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

Répondre Discussion best practices

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sboerstler

Participant | Partenaire solutions Diamond

Février 16, 2024

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

HBohler le Août 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 Lire la suite

Répondre Discussion Professional

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sboerstler

Participant | Partenaire solutions Diamond

Janvier 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...Lire la suite

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sboerstler le Août 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 Lire la suite

Répondre Discussion Data Sync

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sboerstler

Participant | Partenaire solutions Diamond

Août 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...Lire la suite

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