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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
@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