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Managing Marketing and Non-Marketing Contacts with Salesforce Integration in HubSpot
- I’m currently working with the Salesforce-HubSpot integration and I’m looking for a more streamlined way to sync contacts based on their "RecordType" in Salesforce. Specifically, I want to automatically categorize contacts as marketing or non-marketing in HubSpot. Here’s my goal: If the Salesforce RecordType = X , I want to designate that contact as a non-marketing contact in HubSpot. For any other Salesforce RecordType , the contact shou ...read more
Storing and Reporting on Sales NOT connected to leads/deals/quotes/products
- I'm hoping i'm posting this in the correct community! I'm trying to build a UseCase for HubSpot with a non traditional CRM useage, unfortunately I can't figure out a way to configure the system to meet the requirements, any help would be appreciated. None of the information is or will be connected to Leads/Products/Deals/Quotes. I need to store the following information Up to 20 Tiered sales targets per year per Company Each Sales tar ...read more
Way around Logged Activity Cap
- HubSpot has an activity cap on 10K logged emails, and 50K activity cap on other logged activities (calls, notes, etc). Our business is rapidly expanding, and we anticipate (and already are) hitting this cap on many of our company/contact records. Is there a solution for a process where if we are at near capacity, we offload activities on a specific record and export (and remove activities to make room for additional logged activities) ...read more
Keap Integration
- I am getting ready to start a huge migration project from 50 Keap Instances into one Hubspot Enterprise Instance. Is it possible to use the Keap integration i.e. add one Keap instance and sync to Hubspot? Then remove that instance and add a different instance and sync to Hubspot. Then remove that instance and repeat so on and so forth? That way I could avoid manually adding and cleaning data. They have ops hub so I can use the custom map ...read more
Mandatory formatting
- Hi, I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and many more. Is there a way to set the mandatory formattin so that the first and last name is required? Then, that these fields can't contain @ so it can't be an email etc? Thanks! ...read more

maggiebutler on September 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more

Reply Discussion

19 upvotes

141 Replies

Devinputra

Member

November 23, 2024

Hi all, i am a business development that start implement RevOps Process in my current company.

DianaGomez on May 10, 2024

Welcome to the Clearbit board

Hey Community! We are excited to announce the launch of the new Clearbit forum in our community. This is a space where you can ask support questions, share best practices and tips, and learn from other customers. What is Clearbit b read more

Reply Discussion Data

9 upvotes

2 Replies

mannyestevez

HubSpot Employee

June 10, 2024

Hi Tayo, Great question here, and our apologies for not getting to it any sooner. The Clearbit Platform has a ton of free features and ...read more

JPask on December 09, 2024

Freeagent integration only allows you to sync companies as contacts

I'm trying to get Freeagent to sync all it's contacts into HubSpot however the integration will only allow me to select a Freeagent contact and sync that with a HubSpot contact. The problem is that Freeagent calls everyone contacts even if they read more

Reply Discussion Data Sync

0 upvote

2 Replies

JPask

Member

December 10, 2024

Hi Pam, Importing the contacts only gets them into HubSpot the first time but doesn't allow for them to stay in sync. Is it possible for the inte...read more

Solved

STN8 on December 08, 2024

Managing Marketing and Non-Marketing Contacts with Salesforce Integration in HubSpot

I’m currently working with the Salesforce-HubSpot integration and I’m looking for a more streamlined way to sync contacts based on their "RecordType" in Salesforce. Specifically, I want to automatically categorize contacts as marketing or non-market read more

Reply Discussion Coffee Chat

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 09, 2024

Hi @STN8 , This could be achieved with a contact-based workflowow that enrolls records "Salesforce RecordType is known". This requires that pr...read more

Taeliesyn on December 06, 2024

Storing and Reporting on Sales NOT connected to leads/deals/quotes/products

I'm hoping i'm posting this in the correct community! I'm trying to build a UseCase for HubSpot with a non traditional CRM useage, unfortunately I can't figure out a way to configure the system to meet the requirements, any help would be appreci read more

Reply Discussion Field mappings

0 upvote

2 Replies

Taeliesyn

Member

December 06, 2024

Hi @PamCotton Thanks for the reply and tagging the resident experts. I experiemented with Custom Objects and Custom Fields, but just couldn't wrap ...read more

Solved

Isabel_c on December 05, 2024

Automate google drive folder creation with HubSpot

Is there a way for hubspot to auto create a google drive folder for new records, allow full access to anyone with a link, and connect the link into the company information in hubspot (after form submission)?

Reply Discussion RevOps

0 upvote

4 Replies

ScottPennwood

Top Contributor | Platinum Partner

December 07, 2024

Hi @Isabel_c It sounds like what you're trying to do is work around HubSpot's seat-based pricing, in what would be possibly a quite insecure...read more

Colbyne123 on December 05, 2024

Way around Logged Activity Cap

HubSpot has an activity cap on 10K logged emails, and 50K activity cap on other logged activities (calls, notes, etc). Our business is rapidly expanding, and we anticipate (and already are) hitting this cap on many of our company/contact record read more

Reply Discussion Resource

0 upvote

5 Replies

danmoyle

Most Valuable Member | Elite Partner

December 09, 2024

Interesting, @Colbyne123 . It definitely sounds like you're pushing HubSpot beyond its intended design. Besides the thought shared earlier, I'd look...read more

dmattauch on December 05, 2024

Reports on NRR and GRR in Hubspot

Hi, Is it possible to directly report on NRR and GRR in Hubspot with reccuring revenue reporting? Thanks David

Reply Discussion RevOps SalesOps

0 upvote

1 Reply

kennedyp

Community Manager

December 05, 2024

Hey @dmattauch ! Thanks for your post. I understand your goal is to report on Net Revenue Retention and Gross Revenue Retention in HubSpot. ...read more

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Managing Marketing and Non-Marketing Contacts with Salesforce Integration in HubSpot

Storing and Reporting on Sales NOT connected to leads/deals/quotes/products

Way around Logged Activity Cap

Keap Integration

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