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DStaat
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Member since ‎Apr 3, 2023
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David Staat

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JCatanach on February 10, 2022
Automatically associating a contact with new deal from Stripe.
Hey Everyone, Hubspot newbie here. I'm curious to see if people have a solution for my current situation. Our B2B customers make purchases themselves through our webapp. Stripe is our payment processor. The Stripe integration from what I'v read more
Reply Discussion Professional
0 upvote
7 Replies
DStaat
Participant
September 22, 2023
Hey @JCatanach , I'm a little late to the party but have you ever heard of Zaybra ? It's a Stripe - HubSpot integration that can do everything you...read more
Solved
SRobinson4 on February 12, 2023
Automatically associate contacts that are associated to a company with deal
Hi there, Companies are associated to deals and displayed in the deal side bar. How would I go about associating contacts to the deal based on company that is already associated to that deal? I.e is there a way to automatically associate any read more
Reply Discussion
1 upvote
2 Replies
DStaat
Participant
September 22, 2023
Hey @SRobinson4 , and @himanshurauthan , I'm a little late to the party but have you heard of Associ8 ? It lets you automatically create associa...read more
Solved
BAudia on November 30, 2022
Automatic association of meetings to tickets
Hello, I'm wondering if anyone knows of a way to automatically associate a meeting to a service ticket. For instance, we manage production of one of our main services through tickets. When a client books a meeting through a HubSpot meeting lin read more
Reply Discussion CRM
1 upvote
2 Replies
DStaat
Participant
September 22, 2023
Hey @BAudia , I'm a little late to the party but have you heard of Associ8 ? It lets you automatically create associations between objects based ...read more
Solved
NStarling on March 19, 2021
Automatically associate new contacts with existing deals
Hi All, Is there a way to automatically associate a new contact record (where the company is identified) with an existing deal record for that company? I've tried playing around in workflows and can happily create deals based on the contact read more
Reply Discussion Professional
5 upvotes
6 Replies
DStaat
Participant
September 22, 2023
Hey @NStarling , I'm a little late to the party but have you heard of Associ8 ? It lets you automatically create associations between objects bas...read more
Solved
VAtuyer on August 03, 2023
Automatically Associate Deals with Company
Hello In my database, many deals are not associated with a company. Is there a way to automatically associate a deal with a company (for example thanks to the email address of the email address of the client)? Thanks
Reply Discussion Professional
0 upvote
2 Replies
DStaat
Participant
September 22, 2023
Hey @VAtuyer , I'm a little late to the party but have you heard of Associ8 ? It lets you automatically create associations between objects based...read more
RDufour4 on September 06, 2023
Following conversation on customer portal
I've noticed that on the customer portal, I can access a view of ongoing tickets and communicate with support from this area. However, I haven't found any way to respond to ongoing tickets directly from HubSpot. The only available method seems to be read more
Reply Discussion Conversations
2 upvotes
7 Replies
DStaat
Participant
September 15, 2023
Hey @RDufour4 , I'm not quite sure I understand your use case correctly. Could you go into more detail for me and send over a screenshot or two of ...read more
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