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JulBell
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Member since ‎Jun 12, 2024
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Jules Bellon

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Solved
JulBell on September 25, 2024
Using Pennylane properties
Hello, I have Pennylane to connect to HubSpot It shows me in the object the invoice amounts and especially the payment status. I'd like to use this information in reports or workflows. How can I do this? The information is not shown in properties read more
Reply Discussion Integrations
0 upvote
6 Replies
JulBell
Participant
September 30, 2024
Hi Pam, is it possible to flag the topic as uns olved ? idk why it's wirte as Solved 😁 thanks
Solved
JulBell on September 25, 2024
Using Pennylane properties
Hello, I have Pennylane to connect to HubSpot It shows me in the object the invoice amounts and especially the payment status. I'd like to use this information in reports or workflows. How can I do this? The information is not shown in properties read more
Reply Discussion Integrations
0 upvote
6 Replies
JulBell
Participant
September 30, 2024
Hi Pam, is it possible to flag the topic as uns olved ? idk why it's wirte as Solved 😁 thanks
Solved
JulBell on September 25, 2024
Using Pennylane properties
Hello, I have Pennylane to connect to HubSpot It shows me in the object the invoice amounts and especially the payment status. I'd like to use this information in reports or workflows. How can I do this? The information is not shown in properties read more
Reply Discussion Integrations
0 upvote
6 Replies
JulBell
Participant
September 30, 2024
Hi Pam, is it possible to flag the topic as uns olved ? idk why it's wirte as Solved 😁 thanks
Solved
JulBell on September 25, 2024
Using Pennylane properties
Hello, I have Pennylane to connect to HubSpot It shows me in the object the invoice amounts and especially the payment status. I'd like to use this information in reports or workflows. How can I do this? The information is not shown in properties read more
Reply Discussion Integrations
0 upvote
6 Replies
JulBell
Participant
September 30, 2024
Hi Pam, is it possible to flag the topic as uns olved ? idk why it's wirte as Solved 😁 thanks
KCTravison on April 19, 2023
Add the ability to see Invoices on a Contact or Deal Record in the Object Sidebar
I was incredibly shocked to find out that even though HubSpot now has Invoices as an Object (yay!), you can only see them in one location ...and it's buried. Not only that, I am very confused why you can associate an Invoice with a Contact or Deal, read more
Reply Idea Products and Quotes
2 upvotes
1 Reply
JulBell
Participant
July 29, 2024
Same problem here, waiting the update asap
NilsK on January 02, 2020
Automatic adding of TAX (VAT) when creating quotes
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
Reply Idea Products & Quotes
561 upvotes
213 Replies
JulBell
Participant
June 20, 2024
Still waiting for this feature 😉
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