# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=35 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 36 --- ## [Best Tools for Marketing Operations Documentation](https://community.hubspot.com/t/best-tools-for-marketing-operations-documentation/70735)
**Author:** [@jmillerokc](https://community.hubspot.com/u/jmillerokc)\ **Replies:** 4\ **Last updated:** [December 10, 2022, 5:57pm UTC](https://community.hubspot.com/t/best-tools-for-marketing-operations-documentation/70735 "2022-12-10T17:57:43Z")
Hello everyone! I’m looking to implement a pretty hefty documentation project for my marketing operations apparatus. I want to cover the automation process, how workflows work, what custom fields trigger in HubSpot/SFDC… --- ## [Submit Hubspot form from custom code action](https://community.hubspot.com/t/submit-hubspot-form-from-custom-code-action/70638)
**Author:** [@PNispel](https://community.hubspot.com/u/PNispel)\ **Replies:** 2\ **Last updated:** [December 8, 2022, 10:38am UTC](https://community.hubspot.com/t/submit-hubspot-form-from-custom-code-action/70638 "2022-12-08T10:38:36Z")
Hey, I’m trying to submit Forms via Workflows. This is my code: (I use correct portal ID, bearer token, form ID, and email) const hubspot = require('@hubspot/api-client'); const hubspotClient = new hubspot.Client({ … --- ## [Custom Code to contact text + property](https://community.hubspot.com/t/custom-code-to-contact-text-property/70442)
**Author:** [@JBurns7](https://community.hubspot.com/u/JBurns7)\ **Replies:** 2\ **Last updated:** [December 2, 2022, 2:54pm UTC](https://community.hubspot.com/t/custom-code-to-contact-text-property/70442 "2022-12-02T14:54:47Z")
Good morning, looking for some help with a formatting effort within a contact workflow. I’m looking to add information in an unpopulated property, to include “text+” + \[another property\] and can’t seem to find something … --- ## [Import not recognising Deal ID even though it's definitely in the csv file 😿](https://community.hubspot.com/t/import-not-recognising-deal-id-even-though-its-definitely-in-the-csv-file/57013)
**Author:** [@RMorgan](https://community.hubspot.com/u/RMorgan)\ **Replies:** 3\ **Last updated:** [December 2, 2022, 9:38am UTC](https://community.hubspot.com/t/import-not-recognising-deal-id-even-though-its-definitely-in-the-csv-file/57013 "2022-12-02T09:38:56Z")
Hi wondferful community, I’m trying to update a deal field, but am having issues. The cvs file I have only has 2 records (as I’m testing before doing the real import!) The data is a direct export from hubspot. I’ve not… --- ## [Workflow to change object owner based on lack of activity](https://community.hubspot.com/t/workflow-to-change-object-owner-based-on-lack-of-activity/69496)
**Author:** [@AShachar](https://community.hubspot.com/u/AShachar)\ **Replies:** 2\ **Last updated:** [December 2, 2022, 9:02am UTC](https://community.hubspot.com/t/workflow-to-change-object-owner-based-on-lack-of-activity/69496 "2022-12-02T09:02:29Z")
Hello, I want to create a workflow for a custom object that is triggered on there being no email activity with any of the records within that object for a period of time - e.g.: If you haven’t emailed a partner (specifi… --- ## [Re Enrollment criteria for associations](https://community.hubspot.com/t/re-enrollment-criteria-for-associations/69965)
**Author:** [@PAtlan](https://community.hubspot.com/u/PAtlan)\ **Replies:** 4\ **Last updated:** [November 30, 2022, 5:34am UTC](https://community.hubspot.com/t/re-enrollment-criteria-for-associations/69965 "2022-11-30T05:34:46Z")
The accepted answer to triggering workflows on associations seems to be (from many community posts and discussions with my HS technical implementation consultant) to have a property to COUNT the number of associations. Y… --- ## [Calculate how long a ticket doesn't move](https://community.hubspot.com/t/calculate-how-long-a-ticket-doesnt-move/68908)
**Author:** [@JMICIO](https://community.hubspot.com/u/JMICIO)\ **Replies:** 4\ **Last updated:** [November 23, 2022, 9:33am UTC](https://community.hubspot.com/t/calculate-how-long-a-ticket-doesnt-move/68908 "2022-11-23T09:33:18Z")
Hi everyone, I’m looking for some help to create a dashboard. My goal is to monitor the average amount of time a ticket is in the “Standby” case in my Ops flow. I created a propertie to calculate the time between the … --- ## [Send Internal SMS Text to Team Member](https://community.hubspot.com/t/send-internal-sms-text-to-team-member/68822)
**Author:** [@erink1](https://community.hubspot.com/u/erink1)\ **Replies:** 2\ **Last updated:** [November 21, 2022, 6:47pm UTC](https://community.hubspot.com/t/send-internal-sms-text-to-team-member/68822 "2022-11-21T18:47:11Z")
With the recent Sunset of “Send Internal SMS Text”, has anyone found a workaround using a third party texting app such as SalesMessage to send an internal SMS text to a HubSpot user when for example, a deal comes into th… --- ## [How to sum values from all associated deals on company level?](https://community.hubspot.com/t/how-to-sum-values-from-all-associated-deals-on-company-level/69585)
**Author:** [@joel\_vandusen](https://community.hubspot.com/u/joel_vandusen)\ **Replies:** 3\ **Last updated:** [November 21, 2022, 5:42am UTC](https://community.hubspot.com/t/how-to-sum-values-from-all-associated-deals-on-company-level/69585 "2022-11-21T05:42:45Z")
Hello! I am working on gathering intelligence from associated deals on the company level. What I am trying to do is get an accurate number of total number of paid licenses for a company, when they’ve purchased users acr… --- ## [Total unique emails](https://community.hubspot.com/t/total-unique-emails/69414)
**Author:** [@JPrice82](https://community.hubspot.com/u/JPrice82)\ **Replies:** 4\ **Last updated:** [November 18, 2022, 6:00pm UTC](https://community.hubspot.com/t/total-unique-emails/69414 "2022-11-18T18:00:13Z")
Hi there, I’m trying to run some data and need to know the total number of unique emails we have sent out over this past year. I’ve reached out to HubSpot support and apparetly there is no current way to find out this i… --- ## [Properties Cleanup](https://community.hubspot.com/t/properties-cleanup/69163)
**Author:** [@SPatti](https://community.hubspot.com/u/SPatti)\ **Replies:** 5\ **Last updated:** [November 18, 2022, 5:15am UTC](https://community.hubspot.com/t/properties-cleanup/69163 "2022-11-18T05:15:59Z")
Hi, I am planning to clean up properties for all( contacts, deals, tickets, sites etc.,) which are unncessary and no longer use. ( data management tool finds no data or duplicate dat but I want no longer use properties… --- ## [Account Merge](https://community.hubspot.com/t/account-merge/69471)
**Author:** [@AppuMurugan](https://community.hubspot.com/u/AppuMurugan)\ **Replies:** 1\ **Last updated:** [November 17, 2022, 2:20pm UTC](https://community.hubspot.com/t/account-merge/69471 "2022-11-17T14:20:42Z")
Hi Experts ! is there any way to see some specific activity, not from the sales team? also want to know about that is possible to see the account merge activity in Hubspot? --- ## [Problem with Zoom integration](https://community.hubspot.com/t/problem-with-zoom-integration/69263)
**Author:** [@UrmasK](https://community.hubspot.com/u/UrmasK)\ **Replies:** 1\ **Last updated:** [November 16, 2022, 8:27am UTC](https://community.hubspot.com/t/problem-with-zoom-integration/69263 "2022-11-16T08:27:08Z")
Hi, So starting from monday all of our users on zoom lost the link on the zoom meeting confirmation email. We really have done no changes and all the integration and meeting page seems to be correctly configured. Have … --- ## [User Permissions](https://community.hubspot.com/t/user-permissions/69151)
**Author:** [@SPatti](https://community.hubspot.com/u/SPatti)\ **Replies:** 2\ **Last updated:** [November 14, 2022, 1:45am UTC](https://community.hubspot.com/t/user-permissions/69151 "2022-11-14T01:45:35Z")
Hi, I am working on restructuring the user permissions for my users and teams and changing the permissions sets ( permissions ). what is the best way to deal with that. 1. How to create a best framework to handle this c… --- ## [Troubleshoot custom code](https://community.hubspot.com/t/troubleshoot-custom-code/68005)
**Author:** [@TZiesing](https://community.hubspot.com/u/TZiesing)\ **Replies:** 2\ **Last updated:** [November 8, 2022, 1:25pm UTC](https://community.hubspot.com/t/troubleshoot-custom-code/68005 "2022-11-08T13:25:39Z")
Hi there, we did some custom code modules to use in emails for our users but within this programmable email beta changes it now turns out that the custom modules are displayin pieces of code (javascript, python) in the p… --- ## [Showing sum of 2 pipelines](https://community.hubspot.com/t/showing-sum-of-2-pipelines/68489)
**Author:** [@OmryS](https://community.hubspot.com/u/OmryS)\ **Replies:** 8\ **Last updated:** [November 8, 2022, 8:40am UTC](https://community.hubspot.com/t/showing-sum-of-2-pipelines/68489 "2022-11-08T08:40:09Z")
Hi! I was wondering if there was a way to create a report showing the total amout of all closed won deals from 2 different pipelines? I want to be able to show the total ARR from 2 separate pipelines, instead of showing… --- ## [How do I get my EXISTING QBO items sync over to Hubspot Products?](https://community.hubspot.com/t/how-do-i-get-my-existing-qbo-items-sync-over-to-hubspot-products/68312)
**Author:** [@MarwanDajani](https://community.hubspot.com/u/MarwanDajani)\ **Replies:** 5\ **Last updated:** [November 7, 2022, 10:13pm UTC](https://community.hubspot.com/t/how-do-i-get-my-existing-qbo-items-sync-over-to-hubspot-products/68312 "2022-11-07T22:13:19Z")
I just turned on the product sync between QBO and HubSpot. I realize that it will only sync newly created or updated QBO items. It is crazy amount of work to go into every QBO item and just do a minor update to trigger … --- ## [Does creating a quote through custom code not work?](https://community.hubspot.com/t/does-creating-a-quote-through-custom-code-not-work/68311)
**Author:** [@MarwanDajani](https://community.hubspot.com/u/MarwanDajani)\ **Replies:** 3\ **Last updated:** [November 7, 2022, 4:13pm UTC](https://community.hubspot.com/t/does-creating-a-quote-through-custom-code-not-work/68311 "2022-11-07T16:13:02Z")
Here is my process and end goal: I have a deal expiring I auto-create a renewal deal and assign it to the correct user I want to create a quote that is in draft stage and associate it with the new deal. I use custom co… --- ## [Randomizing the final outcome of a workflow](https://community.hubspot.com/t/randomizing-the-final-outcome-of-a-workflow/68727)
**Author:** [@JAnderson04](https://community.hubspot.com/u/JAnderson04)\ **Replies:** 3\ **Last updated:** [November 7, 2022, 3:35pm UTC](https://community.hubspot.com/t/randomizing-the-final-outcome-of-a-workflow/68727 "2022-11-07T15:35:44Z")
Hi all, New to Hubspot, wondering if someone could help me. Want to A/B test the MQLs. 20% going to further nurture.. and 80% going to Sales. Is there anyway this is possible? Coming from Marketo I can random in the liv… --- ## [Error message on website](https://community.hubspot.com/t/error-message-on-website/68242)
**Author:** [@JoSpiertz](https://community.hubspot.com/u/JoSpiertz)\ **Replies:** 6\ **Last updated:** [November 7, 2022, 2:31pm UTC](https://community.hubspot.com/t/error-message-on-website/68242 "2022-11-07T14:31:00Z")
My website is connected with Hubspot, but when logging in on my website in the last weeks I always get the message ‘app.hubspot.com is refusing the connection’. Is there anyone who can help me with this? My website: http… --- ## [Text to Value](https://community.hubspot.com/t/text-to-value/68511)
**Author:** [@PBaxter](https://community.hubspot.com/u/PBaxter)\ **Replies:** 4\ **Last updated:** [November 4, 2022, 11:55am UTC](https://community.hubspot.com/t/text-to-value/68511 "2022-11-04T11:55:40Z")
Hi, Using Ops Hub to transform some incoming string data (in a text field) like: “25% increase” “-10% decrease” I can easily use the replace function to strip the " % increase" and " % decrease" text to create data “… --- ## [Departmental Group Alerts](https://community.hubspot.com/t/departmental-group-alerts/68302)
**Author:** [@JGidcumb](https://community.hubspot.com/u/JGidcumb)\ **Replies:** 1\ **Last updated:** [November 1, 2022, 2:02pm UTC](https://community.hubspot.com/t/departmental-group-alerts/68302 "2022-11-01T14:02:27Z")
Hello! Seeking direction on how to setup a departmental group alert. For example, when a task is completed is there a way to alert a specific departmental group such as accounting, operations, etc? --- ## [Filter possible associations with a contact](https://community.hubspot.com/t/filter-possible-associations-with-a-contact/66922)
**Author:** [@PAtlan](https://community.hubspot.com/u/PAtlan)\ **Replies:** 5\ **Last updated:** [November 1, 2022, 8:15am UTC](https://community.hubspot.com/t/filter-possible-associations-with-a-contact/66922 "2022-11-01T08:15:50Z")
I have a situation where a Contact is linked to a Company, and the Company is linked to a number of Locations (custom objects). Each location can be linked to one company. Contacts should also be linked to a location (e… --- ## [Creating a Task for a new Deal that was created from an Old Deal](https://community.hubspot.com/t/creating-a-task-for-a-new-deal-that-was-created-from-an-old-deal/66889)
**Author:** [@MarwanDajani](https://community.hubspot.com/u/MarwanDajani)\ **Replies:** 2\ **Last updated:** [October 31, 2022, 1:06pm UTC](https://community.hubspot.com/t/creating-a-task-for-a-new-deal-that-was-created-from-an-old-deal/66889 "2022-10-31T13:06:10Z")
For context: We have a deal that is about to expire and we want to notify the sales rep to renew the deal In Workflows, I have an automation that auto creates a New Deal.. The trigger is when the Expiry Date of the Old… --- ## [Neu im HubSpot App Marketplace: Sammlung deutschsprachiger Apps](https://community.hubspot.com/t/neu-im-hubspot-app-marketplace-sammlung-deutschsprachiger-apps/68061)
**Author:** [@MiaSrebrnjak](https://community.hubspot.com/u/MiaSrebrnjak)\ **Replies:** 0\ **Last updated:** [October 27, 2022, 7:17pm UTC](https://community.hubspot.com/t/neu-im-hubspot-app-marketplace-sammlung-deutschsprachiger-apps/68061 "2022-10-27T19:17:58Z")
Was ist neu? Seit dem Anfang dieses Jahres ist es möglich, die App-Listings im HubSpot App Marketplace in mehreren Sprachen zu veröffentlichen. So sind die Apps Kunden und Kundinnen auf der ganzen Welt zugänglich. Im A… --- ## [Stripe Integration for Cancellations](https://community.hubspot.com/t/stripe-integration-for-cancellations/67882)
**Author:** [@SWasvick](https://community.hubspot.com/u/SWasvick)\ **Replies:** 1\ **Last updated:** [October 26, 2022, 8:34am UTC](https://community.hubspot.com/t/stripe-integration-for-cancellations/67882 "2022-10-26T08:34:48Z")
Hi there, Hubspot friends! I hope this is the right spot to post this. Currently, if a member wants to cancel, they do so through our app. It cancels payment in Stripe, and triggers a Google Form Survey to be sent out. … --- ## [Scheduled workflow for deletion and insertion of records in Custom Object not working as expected](https://community.hubspot.com/t/scheduled-workflow-for-deletion-and-insertion-of-records-in-custom-object-not-working-as-expected/67079)
**Author:** [@SHarde](https://community.hubspot.com/u/SHarde)\ **Replies:** 2\ **Last updated:** [October 20, 2022, 7:17am UTC](https://community.hubspot.com/t/scheduled-workflow-for-deletion-and-insertion-of-records-in-custom-object-not-working-as-expected/67079 "2022-10-20T07:17:50Z")
Hello, I’m currently working on a usecase wherein I need to insert some records in Custom Objects daily. In order to achieve this, I have created a workflow with Custom Code action added in it. I need to execute this wo… --- ## [Enrol Deal Owner In Sequence Workflow](https://community.hubspot.com/t/enrol-deal-owner-in-sequence-workflow/67429)
**Author:** [@MB360](https://community.hubspot.com/u/MB360)\ **Replies:** 2\ **Last updated:** [October 19, 2022, 11:29am UTC](https://community.hubspot.com/t/enrol-deal-owner-in-sequence-workflow/67429 "2022-10-19T11:29:29Z")
Is there currently a way in a workflow to use the deal owner as the one who is the sender of a sequence for automatic enrollment? Currently I have it setup with a workflow for each account which although does work is ve… --- ## [How can I avoid Hubspot recording email openings when I open it myself?](https://community.hubspot.com/t/how-can-i-avoid-hubspot-recording-email-openings-when-i-open-it-myself/67365)
**Author:** [@abt](https://community.hubspot.com/u/abt)\ **Replies:** 1\ **Last updated:** [October 18, 2022, 4:46pm UTC](https://community.hubspot.com/t/how-can-i-avoid-hubspot-recording-email-openings-when-i-open-it-myself/67365 "2022-10-18T16:46:17Z")
Every time I open one of my emails, hubspot records this as an opened email. I feel like I’m tracking myself more than “leads”. --- ## [Help required with pipeline automation issue!](https://community.hubspot.com/t/help-required-with-pipeline-automation-issue/64487)
**Author:** [@JButtery](https://community.hubspot.com/u/JButtery)\ **Replies:** 5\ **Last updated:** [October 15, 2022, 8:13am UTC](https://community.hubspot.com/t/help-required-with-pipeline-automation-issue/64487 "2022-10-15T08:13:40Z")
Hi! So with a client we are working on a pipeline automation but this is causing some issues, so I will try to explain as best as I can but may have to re-write/re-post - All help and suggestions would be GREATLY apprec… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=34) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=36)