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💬 RevOps Discussions

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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

19 upvotes

139 Replies

JiquanNgiam

Member

August 22, 2024 17:40

Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more

Wiktor on October 10, 2024

HubSpot - Jira workflows

Hi, i went through many guides or topics about HubSpot -> Jira automations and i actually couldn't find anything that could solve my problem. Until now i've been using Zapier to automate creating Jira issue for our support department with HubSp read more

Reply Workflows

0 upvote

2 Replies

Wiktor

Member

October 11, 2024 04:46

Hey, thanks for quick response! Now i know everything step by step how to do it, everything is clear so further help won't be needed. Thanks you. C...read more

Solved

DJohnson4 on May 05, 2023

Chatbot Date Re-formatting Custom Code

I have a Hubspot chatbot on my website which asks customers to enter a departure date. They enter it in dd/mm/yyyy format and it saves to a custom date picker property. However, when the departure date response is saved to the custom property, it s read more

Reply Contacts Conversations Developer Enterprise Workaround Workflows

0 upvote

10 Replies

Accepted solution

ArdenM

Contributor

May 10, 2023 18:39

I think I have this solved! Long story short, it's probably best to save the date provided by the user as a string, and then convert that string into...read more

Solved

MFriberg on April 21, 2023

Converting a string property to an int using custom code in workflow?

Hi! I've recently started deep-diving into what I would consider more advanced parts of HubSpot, and I've realized that one crucial property I use in various workflows is stored as a string instead of an integer, which limits how I can use it with read more

Reply Contacts Workflows

0 upvote

6 Replies

Accepted solution

DanielJeal

Participant

September 25, 2023 11:18

Something like this can do it, also define output as a number and you can use it in a later 'copy values' step. def main(event): # Use inputs t...read more

apainter on August 27, 2022

XERO Webhook Workflow Examples?

Hi all, for purpose of data integrity, I would like to be able to create the following workflow: Trigger: Deal stage becomes closed won. Action: webhook and initialize a XERO Invoice, then immediately send back the XERO Invoice_ID and read more

Reply Automation code Integrations Workflows xero

2 upvotes

1 Reply

LeeBartelme

HubSpot Employee

August 30, 2022 10:17

At a basic level you would create a custom code workflow action in your workflow to interface with the XERO API and create an invoice. You may have t...read more

Solved

SOllerenshaw on July 07, 2022

Workflow Enrolment on Quote Recall & Edit and/or Re-Publish actions

Hi folks, I cannot figure out a way to enrol a Deal to a Workflow when a linked Quote is Recalled & Edited. Each time a Quote is created OR Recalled & Edited I need to update a unique ID field on the Deal which will be embedded in read more

Reply Workflows

1 upvote

4 Replies

Accepted solution

LeeBartelme

HubSpot Employee

August 25, 2022 08:38

Have you tried making the workflow trigger for the quote just status "is known" and then in the workflow itself using if logic to run on specific sta...read more

louischausse on December 01, 2020

Problem with the workflow migration process requested by HubSpot before January 8

If you use HubSpot workflows for several years, maybe you have received an email from HubSpot with this subject line: [Action Required] One or more of your workflows need to be updated by January 8 I discovered a quite big problem with the read more

Reply Enterprise Lists Professional Workflows

1 upvote

3 Replies

EvensSheehy

Participant | Elite Partner

December 02, 2020 08:24

You're right Louis. I think it's better to prevent that to have to repair! I'm voting up!

mphelps2 on April 16, 2020

Sakari SMS / Workflows

We're using the Sakari SMS integration to send text messages to contacts through a workflow. Based on the contact's preferences, the person either receives an email or the aforementioned text message. Is there a way to track how many texts are b read more

Reply Reporting SMS Workflows

2 upvotes

5 Replies

a_schumacher

HubSpot Product Team

April 27, 2020 16:40

Hi @mphelps2 ! Perhaps you could make a custom number field called "number of texts" and add an action to "increment property" by 1 every time ther...read more

DaniPerales on March 09, 2020

Measurement of Workflows/Emails Efficiency - Goals

Hey! Just wanted to state a couple of big questions that I am facing right now regarding the measurement of the new Nurturing Strategy that we are creating. I hope to resolve this before implementing all the new WFs as doing big changes without read more

Reply Workflows

0 upvote

2 Replies

DaniPerales

Participant

March 11, 2020 05:52

Hi Erin, Thanks a lot for your detailed answer, it is deeply appreciated. 🙂 Some of the solutions and workarounds you provide are exactly ...read more

breandax on March 09, 2020

[Workflows] Change in how "is none of" logic is applied

I've recently noticed a workflow logic behaving differently. We're looking at: IF (property) is none of (values) In the context of an example: Company dropdown property field "Status" which includes the value "Paying Customer" IF "Status" is none read more

Reply Sales Hub Sales Pro Workflows

0 upvote

1 Reply

esliney

HubSpot Employee

March 10, 2020 08:58

Hi Brendan, this sounds like a great case for the Support team who can do some troubleshooting for you and figure out what’s going on. Please log in...read more

RiccardoPisani on March 04, 2020

Spot contacts that viewed your pricing page 3 (or more!) times within a given time window!

Hi HubSpotters within the list tool it looks like you can filter page views only by date OR number of times someone viewed your page/s ~> https://monosnap.com/file/I2oEUhY93vmVwfb0mOudXv5GzhEj91 One criterion only availa read more

Reply Contacts CRM list conditions list tool Marketing Operations pageviews Properties url url conditions Workflows

2 upvotes

2 Replies

RiccardoPisani

Top Contributor

March 06, 2020 07:04

Hi @jfields , it would be amazing having the possibility to have this as standard functionality within the list tool! I hear you on the "high i...read more

lalexander on January 23, 2020

What one thing have you done to help your sales and marketing teams work together effectively?

Many of you have mentioned that you're skilled in workflows and the CRM, and many of your job titles include phrases like "demand gen" and "automation manager." What is one process, workflow, property, or other thing that you've set up to create a s read more

Reply Automation Marketing Marketing and Sales Alignment Sales Workflows

0 upvote

9 Replies

HadarS

HubSpot Employee

June 26, 2020 15:08

@LizO love that! Please be sure to submit your Ideas to the Ideas Forum: https://community.hubspot.com/t5/custom/page/page-id/ideaslandingpage . T...read more

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