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CaitlinHaire
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Member since ‎Aug 11, 2022
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Caitlin Haire

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CaitlinHaire on August 11, 2022
Has anyone found a solution to push information for custom fields if/when they're updated to a Monday.com board? Currently the integration is only setup to push updated field info for non-custom fields. Our ops and analytics teams are tracking our c read more
0 upvote
2 Replies
Participant
August 29, 2022
Thanks, Phil! Will explore these in a bit more detail. Gotta be honest, I dig look into Zapier and my eyes crossed 😉 Need to clear some time to re...read more
CaitlinHaire on August 18, 2022
I'm curious if anyone has had any luck pushing Quickbooks invoice amounts to Hubspot (at probably the company or deal level) without invoicing out of Hubspot. We're looking to track sales team revenue goals within Hubspot but accounting team wil read more
0 upvote
2 Replies
Participant
August 29, 2022
Thanks, Jaycee! From what I could see, the integration was about invoicing out of Hubspot, but I'm just trying to pull in the invoice totals if we're...read more
Solved
CaitlinHaire on August 29, 2022
Does anyone know how I could create a Report that lists the parent companies and then all the child companies underneath that? All I can find is a report that will list the number of child companies with each, but not the names of those. We're c read more
0 upvote
2 Replies
Recognized Expert | Elite Partner
August 30, 2022
@CaitlinHaire from what I've seen in HubSpot the last year or so, as more businesses use parent/child company relationships, is that HubSpot is cat...read more
CaitlinHaire on August 18, 2022
I'm curious if anyone has had any luck pushing Quickbooks invoice amounts to Hubspot (at probably the company or deal level) without invoicing out of Hubspot. We're looking to track sales team revenue goals within Hubspot but accounting team wil read more
0 upvote
2 Replies
Participant
August 29, 2022
Thanks, Jaycee! From what I could see, the integration was about invoicing out of Hubspot, but I'm just trying to pull in the invoice totals if we're...read more
Solved
CaitlinHaire on August 11, 2022
Has anyone found a solution to push information for custom fields if/when they're updated to a Monday.com board? Currently the integration is only setup to push updated field info for non-custom fields. Our ops and analytics teams are tracking our c read more
0 upvote
2 Replies
Participant
August 29, 2022
Thanks, Phil! Will explore these in a bit more detail. Gotta be honest, I dig look into Zapier and my eyes crossed 😉 Need to clear some time to re...read more
KOwen27 on March 08, 2022
Currently use Monday.com as our PM tool for our onboarding/fulfillment team. Use HS for our CRM. Is anyone using the integration to pass closed won deal info into Monday.com for an onboarding team?
0 upvote
4 Replies
Community Manager
August 11, 2022
Thanks for sharing this insight with us, @CaitlinHaire !
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