Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records read more
@PSterkenburg I believe Koalify can assist you in comparing values between duplicate pairs and detect how they could be associated using the Koalif...read more
Hey community, I have automated a new ticket creation. However, the problem is that the ticket description of the automatically created ticket is difficult to read due to a poor format. I would now like to create a workflow that takes the ticket, fo read more
Hey community, thanks for the feedback. With help of the developer docs I was able to solve the problem. The code is correct and works. Unfortunate...read more
Need to query all custom objects associated to a contact and pull a single property from each one to add to a contact. So we have custom objects called "Buildings" and a given contact can have multiple "Buildings" Associated. I need to know if i read more
hey there @JErickson60 you can do this with a custom code action via the API: 1. use this endpoint to retrieve all of the associated Buildings of a...read more
We have need to update a semicolon separated list string that is within a single text property by removing multiple values from the string. I've gotten as far as removing a single value using a workflow with the following steps: Copy multi- read more
Hi @JoshuaW ,
Just to confirm, a HubSpot single-line property has, for example, the value 'A;B;C;D' and you want to translate this into anothe...read more
Hello, I'd like to know if it is possible to get the string of the association label on a Contact that is associated with a deal. Then using that string to copy it over to a Contact property. I've got the below custom code where I'm able to read more
Hi @DEstillero happy to help you out! For example,
const objectType = "DEAL";
const objectId = "your_deal_id";
const toObjectType = "CONTACT";...read more
I have a workflow that fetches a Date property from a custom object in custom code and returns this. This steps works like a charm, returning the expected value when I test it. Now at a later point in the same workflow, I try read more
I just figured this out at last. The custom code (Python in my case) needs to return the date as a timestamp in milliseconds and ensure that it is an...read more
Hi There, I wasn't sure if I should put this in the API or Ops Hub location... I chose the latter. I'm trying to dedupe contacts based on firstname, lastname and company. Mainly to take care of duplicate contacts as a result of merging two read more
Does anyone know workflow custom code that would extract a specific parameter from the "Last Page Seen" contact property URL to then apply that value to another property for the contact? For example: If the "Last Page Seen" value is the following U read more
Does anyone have custom code already created for automatic sequential numbering for deals I could use? I'd like to add this code to a workflow via Operations Hub to auto-assign a job number to every newly created deal for accounting purposes. Thank read more
I'm trying to figure out how to get custom code actions (not custom workflow actions) to change the exectution state. All custom code actions have the enumeration "hs_execution_state" as an output option, but I haven't been able to find ANY document read more
You cannot use the value hs_execution_state in your code since it is outputed after the code is ran. hs_execution_state will be set to "success" if...read more
Hello Community, I'm making a workaround in order to be able to count the number marketing emails delivered but after a certain condition/date. Since the native HubSpot field Number of marketing emails delivered is a number field that can' read more
Thanks for the tag @PamCotton ! Fully agree with @JTBuys solution here, just wanted to add that even if you think you can do something in HubSpot ...read more
We created a custom behavioral event called "Attended Event" to report transfer Zoom Meeting attendance records into Hubspot so we could report on our customer's attendance within their weekly groups. For the most part, this works great to create re read more
Great, thank you. What do you think of a workflow like below? This triggers weekly for all contacts in an active list that are on a group roster. I ...read more