Looking for Feedback & Implementation Advice: Automated Student Assignment Flow in HubSpot
Hi everyone! I am building an automated workflow to assign students to classrooms once a deal is closed . Our use case involves custom objects in Hu read more
Hey @Palak19 ! I love your use case here - HubSpot for Education is an area I work in fairly regularly and like to push the boundaries of HubSpot ...read more
I'm verifying a country as a string is allowed in our other country field (drop down) before I attempt to write it. This is to support the logic applied in salesforce to pass a lead to the right sales queue. My script fetches the property options fr read more
Hi, I need to assign a new company as a primary one. I do this in the automation, via a custom code. At first I start with removing the existing association and later set a new primary company. Everything looks fine in a log, but give no result - th read more
The issue might be that HubSpot needs time to process the disassociation before assigning the new primary. Try adding a short delay (1–2 seconds) bet...read more
I am trying to use a calculated field, but if one of the values is empty in the calculation, then it returns a null value. ([properties.imported_total] + [properties.total_donations]) There has to be an easy way to fix this but chatgpt is te read more
@Huntscape-Ops strange - can you save this and see if it populates correctly on records? It should work, see my screenshot. If it doesn't after ref...read more
Hey Operations Hub community! 👋 We've written a "Custom Code" Action we'd like to share that can help you generate short, unique IDs directly within your HubSpot workflows. This can add a layer of unique identification to your data without need read more
Hi, The custom code will only output the generated short UUID. Therefore, you'll need to add a second step to your workflow to edit (update) your r...read more
Hi! In our Contact Object we have a single-line text property called Company_Qcode in which the values can look like this: {SECLNT10034182} or.... like this: {SECLNT87247981,SECLNT89752329} If there are mutliple ones like in the last example read more
Hi @Andreas11 ,
If you have Operations Hub Professional or Enterprise, this can be achieved either with the format data workflow action (speci...read more
In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code? Thank you! 🙂
@karstenkoehler deal deduplication is now available with Koalify! Automated or bulk merging is fully embedded within HubSpot workflows. Not sure i...read more
I am trying to abbreviate all of the written out State/Regions for companies with the custom code function (Texas -> TX) then have the output update the State/Region property. My private app is set for reading company data, but the logs keep sa read more
Sure, no problem! I ended just adding the library, Axios, and was able to fix it that way. Code starts here: /* * * Edit Secret Name here */ cons...read more
Hello,
I created a workflow that checks:
if a contact ever had a meeting booked? (regardless of the outcome)
The date of the first meeting that was actually held with the contact (outcome = Completed)
It read more
@IDevolé - all I can see is a rather trivial issue of an extra comma at the end of the outputFields JSON definition. I can't exactly reproduce what...read more
Hello! I have created four cloned dropdown multi-select checkboxes in Companies, Contacts, Deals, and Leads. I would like to be able to update one object's list when new values are needed and have a custom code to grab that list and update the read more
Hey community, I spent some good hours to set the new Course object but when I create the workflow to associate the contacts to course, I saw that this is not available through the "Create association" action. I tried assoc8 app but the new read more
Hi everyone, We currently use an integration called Subskribe to manage all of our subscriptions (SaaS). The Subscriptions custom object information is: objectTypeId: 2-21331959 internal name: subskribe_subscription fullyQualifiedName: p8 read more
Hey @MCarr2 , thank you for posting in our Community!
It sounds like your workflow is on the right track! To ensure it works as intended, co...read more