Looking to sync Acumatica Quotes into HubSpot deals without the Acumatica CRM module (possibly API or Workato). Has anyone accomplished this? Also would like the quotes to automate through the pipeline as the quote is updated (PO/SO/Invoiced/Closed read more
Hello, We are trying to create lists with designated access. When a list is created only certain departments/teams should be able to view it? Can anyone help me with this? Thank you, Dana
Hello, We are trying to create lists with designated access. When a list is created only certain departments/teams should be able to view it? Can anyone help me with this? Thank you, Dana
Looking to sync Acumatica Quotes into HubSpot deals without the Acumatica CRM module (possibly API or Workato). Has anyone accomplished this? Also would like the quotes to automate through the pipeline as the quote is updated (PO/SO/Invoiced/Closed read more