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💬 RevOps Discussions

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maggiebutler 9月 14日, 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 続きを読む

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18 いいね！

133 コメント

abhishekmittal9

メンバー

3月 26日, 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...続きを読む

解決済み

DJohnson4 5月 05日, 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 続きを読む

返信 Contacts Conversations Developer Enterprise Workaround Workflows

0 いいね！

10 コメント

Accepted Solution

ArdenM

投稿者

5月 10日, 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...続きを読む

解決済み

MFriberg 4月 21日, 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 続きを読む

返信 Contacts Workflows

0 いいね！

6 コメント

Accepted Solution

DanielJeal

参加者

9月 25日, 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...続きを読む

apainter 8月 27日, 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 続きを読む

返信 Automation code Integrations Workflows xero

2 いいね！

1 コメント

LeeBartelme

HubSpot Employee

8月 30日, 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...続きを読む

解決済み

SOllerenshaw 7月 07日, 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 続きを読む

返信 Workflows

1 いいね！

4 コメント

Accepted Solution

LeeBartelme

HubSpot Employee

8月 25日, 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...続きを読む

louischausse 12月 01日, 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 続きを読む

返信 Enterprise Lists Professional Workflows

1 いいね！

3 コメント

EvensSheehy

参加者 | Elite Partner

12月 02日, 2020 08:24

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

mphelps2 4月 16日, 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 続きを読む

返信 Reporting SMS Workflows

2 いいね！

5 コメント

a_schumacher

HubSpot製品開発チーム

4月 27日, 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...続きを読む

DaniPerales 3月 09日, 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 続きを読む

返信 Workflows

0 いいね！

2 コメント

DaniPerales

参加者

3月 11日, 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 ...続きを読む

breandax 3月 09日, 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 続きを読む

返信 Sales Hub Sales Pro Workflows

0 いいね！

1 コメント

esliney

HubSpot Employee

3月 10日, 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...続きを読む

RiccardoPisani 3月 04日, 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 続きを読む

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

2 いいね！

2 コメント

RiccardoPisani

トップ投稿者

3月 06日, 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...続きを読む

lalexander 1月 23日, 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 続きを読む

返信 Automation Marketing Marketing and Sales Alignment Sales Workflows

0 いいね！

9 コメント

HadarS

HubSpot Employee

6月 26日, 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...続きを読む

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