Luke Owen

  • Total activity 16
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 9

Activity overview

Latest activity by Luke Owen
  • Luke Owen created an article,

    Dynamics CRM Installation Steps

    MS Dynamics Versions Formstack Sync has multiple connectors available in order to support different versions of Microsoft Dynamics.  You'll need to choose which connector to use based on the versio...

  • Luke Owen created an article,

    How Does Formstack Sync's NetSuite Connector Impact Concurrency Limits?

    Every NetSuite customer has a certain number of limits for how many calls can be made concurrently against their instance of NetSuite. You'll want to connect with your NetSuite Admin to learn more ...

  • Luke Owen created an article,

    Most Common Reason Why Duplicate Deals in HubSpot Happen

    A key use case for our customers is sending back to HubSpot their CRM Opportunity records to help close the loop on how leads sent from HubSpot turned out in terms of opportunities. This can help f...

  • Luke Owen created an article,

    ConnectWise - "The primarySalesRep/id field is required."

    When you see this error back from ConnectWise, it means that you were trying to create an Opportunity and the Primary Sales Rep field was not getting set with a valid Member ID. This is a required ...

  • Luke Owen created an article,

    Setting up Workflow Rules to Ensure Records Always Remain In Sync If they Already Exist in All Systems

    Sometimes you'll have situations where a record may already exist in all of the systems you have integrated in Formstack Sync and in most cases you will want to ensure that this record remains in s...

  • Luke Owen created an article,

    ConnectWise - "Cannot lookup site without company ID"

    This error from ConnectWise is most comment when you are trying to create new Opportunities in ConnectWise by way of HubSpot Deals. In order to create an Opportunity in ConnectWise you must have a ...

  • Luke Owen created an article,

    ConnectWise Revenue Fields and How They Work

    In ConnectWise on the Opportunity there are a certain number of revenue fields that are available to map in your integration. Below is an overview of how these fields work and can be used in your i...