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💬 RevOps Discussions

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maggiebutler en Septiembre 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 Leer más

Responder

18 Me gusta

133 Respuestas

abhishekmittal9

Miembro

Marzo 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leer más

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DJohnson4 en 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 Leer más

Responder Contacts Conversations Developer Enterprise Workaround Workflows

0 Me gusta

10 Respuestas

Accepted Solution

ArdenM

Colaborador

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...Leer más

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MFriberg en Abril 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 Leer más

Responder Contacts Workflows

0 Me gusta

6 Respuestas

Accepted Solution

DanielJeal

Participante

Septiembre 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...Leer más

apainter en Agosto 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 Leer más

Responder Automation code Integrations Workflows xero

2 Me gusta

1 Respuestas

LeeBartelme

HubSpot Employee

Agosto 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...Leer más

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SOllerenshaw en Julio 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 Leer más

Responder Workflows

1 Me gusta

4 Respuestas

Accepted Solution

LeeBartelme

HubSpot Employee

Agosto 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...Leer más

louischausse en Diciembre 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 Leer más

Responder Enterprise Lists Professional Workflows

1 Me gusta

3 Respuestas

EvensSheehy

Participante | Partner nivel Elite

Diciembre 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 en Abril 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 Leer más

Responder Reporting SMS Workflows

2 Me gusta

5 Respuestas

a_schumacher

Equipo de producto de HubSpot

Abril 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...Leer más

DaniPerales en Marzo 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 Leer más

Responder Workflows

0 Me gusta

2 Respuestas

DaniPerales

Participante

Marzo 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 ...Leer más

breandax en Marzo 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 Leer más

Responder Sales Hub Sales Pro Workflows

0 Me gusta

1 Respuestas

esliney

HubSpot Employee

Marzo 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...Leer más

RiccardoPisani en Marzo 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 Leer más

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

2 Me gusta

2 Respuestas

RiccardoPisani

Colaborador líder

Marzo 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...Leer más

lalexander en Enero 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 Leer más

Responder Automation Marketing Marketing and Sales Alignment Sales Workflows

0 Me gusta

9 Respuestas

HadarS

HubSpot Employee

Junio 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...Leer más

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