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JLethin
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Member since ‎Nov 25, 2024
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JLethin
Member
January 10, 2025
Reply to Use existing Product Library for Line Item Import on Deals
I had to first upload all of the deals on there own, then use the record ID's created for a second import and associate those Deal Record ID's to eac...read more
JLethin on January 10, 2025
New Contact form, associate to company without making new contact the primary company contact
The defaults in Hubspot are restricting things so that if I want my Sales employees to create a new contact from the new contact form and add a company association (so I can ensure it's being linked to the right company) it will automatically and al read more
Reply Discussion Contacts
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JLethin
Member
December 18, 2024
Reply to Use existing Product Library for Line Item Import on Deals
I tried doing just create Line Items because I saw another post saying that had to be used to add line items to existing deals. It says I can use eit...read more
JLethin
Member
December 18, 2024
Reply to Use existing Product Library for Line Item Import on Deals
Do you mean use the Product SKU as the Line Item Record ID when I'm doing an import? I don't have SKU's on all my products but I can add them. I trie...read more
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JLethin on December 17, 2024
Use existing Product Library for Line Item Import on Deals
I have a list of new deals I am importing into Hubspot. I want each deal to have multiple line items associated with it. My product library is already built out with Line Items and Unit cost. I want to utilize those existing products for the line it read more
Reply Discussion Deals
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