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Robert Lance

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Latest activity by Robert Lance
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    Robert Lance created an article,

    Salesforce Opportunity Fields

     The Salesforce managed package adds the following items available for opportunities: Name Parent Object Type Other Notes  Send_to_Fusebill_lightning Opportunity Action   Activate_Opportunit...

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    Robert Lance created an article,

    Fusebill Salesforce Integration Managed Package Fields and Objects

    Fusebill's Managed Package adds a number of fields and objects. Most notably, it adds fields and buttons to: Accounts Opportunities It also adds custom objects in order to surface the following F...

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    Robert Lance created an article,

    Salesforce Integration Purchase Fields

    The Fusebill Salesforce Package creates a Custom Object called Purchase and it has the following fields. Name Parent Object Type Other Notes Add_Purchase Purchase Button or Link   Manage_Pur...

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    Robert Lance created an article,

    Salesforce Integration Invoice Fields

    Fusebill Salesforce Package creates a Custom Object called Invoices with the following components: Name Parent Object Type Other Notes Account Invoice Custom Field   FB.Id Invoice Custom Fie...

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    Robert Lance created an article,

    Salesforce Subscription Product Fields

    Creation of Subscription Product Field Set Fusebill Salesforce Package creates a Custom Object called Subscription Products with the following components: Name Parent Object Type Other Notes F...

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    Robert Lance created an article,

    Salesforce Integration Subscription Fields

    Fusebill's Salesforce managed package creates a Custom Object called Subscription with the following components: Name Parent Object Type Other Notes Add_Subscription Subscription Button or Lin...

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    Robert Lance created an article,

    Salesforce Integration Customer Account Fields

    Fusebill's managed package expands the Salesforce Account Entity with the following items: Name Parent Object Type Other Notes Billing Account Button or Link   Billing_Settings Account Butto...

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    Robert Lance created an article,

    Feature Under Development

    We're currently building a new feature, which is why this page is here. Expect good things in the future.   

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    Robert Lance created an article,

    Working subscriptions into Deals in HubSpot

    When working with a deal in Hubspot, Fusebill subscriptions can be added to the deal. In the right-hand list, you can add subscriptions.  Select a plan and frequency from the dropdown menu:   Mak...

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    Robert Lance created an article,

    Linking Fusebill customers in HubSpot

    Customers in Fusebill are linked to Contacts in HubSpot. It's not necessary to link to an existing Fusebill customer, as long as you're willing to have the customers created from within HubSpot.  I...