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Solved
PSterkenburg on October 01, 2024
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
Accepted solution
Top Contributor
October 05, 2024 08:09
@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
Solved
FBaumstark on September 05, 2024
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
0 upvote
4 Replies
Accepted solution
Participant
September 12, 2024 07:49
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
Solved
JErickson60 on July 31, 2024
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
0 upvote
3 Replies
Accepted solution
Participant
August 06, 2024 05:12
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
Solved
JoshuaW on July 01, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 01, 2024 08:50
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
Solved
DEstillero on June 20, 2024
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
0 upvote
5 Replies
Accepted solution
Top Contributor | Diamond Partner
June 28, 2024 09:02
Hi @DEstillero happy to help you out! For example, const objectType = "DEAL"; const objectId = "your_deal_id"; const toObjectType = "CONTACT";...read more
Solved
svamann on June 07, 2024
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
Accepted solution
Contributor
September 26, 2024 05:19
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
Solved
sMoyse on April 20, 2024
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
0 upvote
3 Replies
Accepted solution
Contributor
April 20, 2024 06:59
Changing let idsToMerge = searchResults.body.results to let idsToMerge = searchResults.results fixed this issue. The rest of my problems w...read more
Solved
JoshuaW on April 11, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 12, 2024 00:42
Hi @JoshuaW , This should be possible with a regex replace: I'm not a regex expert but this code snippet should correspond to ...read more
ARoberts_CC on March 07, 2024
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
0 upvote
2 Replies
Participant
March 28, 2024 10:13
Have you considered using the autogenerated Record ID that Hubspot creates? It's the first column whenever you export a deal view.
Solved
Zayne on February 21, 2024
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
Accepted solution
Key Advisor | Platinum Partner
February 22, 2024 11:13
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
Solved
ABrandt on February 05, 2024
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
0 upvote
4 Replies
Accepted solution
Top Contributor
February 08, 2024 13:33
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
MHarp on January 30, 2024
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
1 upvote
3 Replies
Top Contributor | Platinum Partner
January 31, 2024 17:21
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
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