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sboerstler
(He/him)
Participante | Parceiro Diamante
Membro desde ‎abr 3, 2022
  • Soluções
    1
  • Respostas
    3
  • Avaliações positivas dadas
    25
  • Avaliações positivas recebidas
    5
  • Ideias
    0

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Stephen Boerstler

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AnnaQ on Março 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 Leia mais
0 avaliações positivas
56 Respostas
Participante | Parceiro Diamante
Abril 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...Leia mais
Solucionado
sboerstler on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Solucionado
sboerstler on Fevereiro 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. Leia mais
0 avaliações positivas
3 Respostas
Participante | Parceiro Diamante
Fevereiro 16, 2024
Excellent answer. I agree with your assessment, if you are using one, the other (may) be irrelevant.
Solucionado
sboerstler on Fevereiro 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. Leia mais
0 avaliações positivas
3 Respostas
Participante | Parceiro Diamante
Fevereiro 16, 2024
Excellent answer. I agree with your assessment, if you are using one, the other (may) be irrelevant.
HBohler on Agosto 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 Leia mais
1 avaliações positivas
3 Respostas
Participante | Parceiro Diamante
Janeiro 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...Leia mais
Solucionado
sboerstler on Agosto 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 Leia mais
0 avaliações positivas
2 Respostas
Participante | Parceiro Diamante
Agosto 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...Leia mais
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