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maggiebutler on Setembro 14, 2020
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 Leia mais
19 avaliações positivas
139 Respostas
Membro
Agosto 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...Leia mais
Solucionado
Wiktor on Outubro 10, 2024
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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro
Outubro 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...Leia mais
Solucionado
DJohnson4 on Maio 05, 2023
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 Leia mais
0 avaliações positivas
10 Respostas
Solução Aceita
Top colaborador(a)
Maio 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...Leia mais
Solucionado
MFriberg on Abril 21, 2023
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 Leia mais
0 avaliações positivas
6 Respostas
Solução Aceita
Participante
Setembro 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...Leia mais
apainter on Agosto 27, 2022
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 Leia mais
2 avaliações positivas
1 Respostas
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...Leia mais
Solucionado
SOllerenshaw on Julho 07, 2022
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 Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
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...Leia mais
louischausse on Dezembro 01, 2020
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 Leia mais
1 avaliações positivas
3 Respostas
Participante | Parceiro Elite
Dezembro 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 Abril 16, 2020
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 Leia mais
2 avaliações positivas
5 Respostas
Equipe de Produto da 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...Leia mais
DaniPerales on Março 09, 2020
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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Março 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 ...Leia mais
breandax on Março 09, 2020
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 Leia mais
0 avaliações positivas
1 Respostas
HubSpot Employee
Março 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...Leia mais
RiccardoPisani on Março 04, 2020
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 Leia mais
Top colaborador(a)
Março 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...Leia mais
lalexander on Janeiro 23, 2020
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 Leia mais
HubSpot Employee
Junho 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...Leia mais
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