Hello, I have recently gotten a notifciation that there is a contact in my account that is reaching the association limit for emails. I am trying to use a custom code action in workflows to possibly un-associate emails from the contact. I current 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
Hello community, While HubSpot provides a Number of times contacted field natively, this field is not very granular in that: It counts all types of activties indiscrimnantly. The number can only grow as its not calculated for a certain ti read more
Hello Bérangère, Thanks for the reply here and searching for previous solutions. It looks like the first solution you posted migh be the closes...read more
Hi all, I'm creating a work flow to update all open deals to the company owner when a company owner is changed. The first step I have is creating code to get the company owner ID to be used later in assigned it to the open deals. I've included t read more
Hi there, I am pretty sure there isn't a way to get this done, but I wanted to confirm. Background: We have created a "Contract" custom object and a "Project" custom object. Projects are associated with the Contract, and a company could ha read more
I am deploying Associ8 right now for similar use cases. You will need to have a matching property as you mentioned in the two objects that you wish...read more
I have some experience in R but nearly none in JavaScript/Python. In scowering the internet for hours this is the best I've came up with with finding line item associations with a deal. I want to be able to use the line items and their information l read more
Hey @BérangèreL & @AOber thanks for the mention (hopped on another acc), There a couple of potential issues I see here but I'd be great if ...read more
I need to set multiple associations between a Contact and a Company via a workflow using the API I have a contact that I need to mark as PrimaryContact and BillingContact. This works fine via the Hubspot UI, but when I try to set an additional a read more
OK, so I solved this by myself. When you PUT the associations for an entity and you need multiple labelled associations between the same two enti...read more
I'm seeing a lot of newer email platforms popping up with the abililty to use if/else statements as email personalizations. Here's an example to give you the gist. After a lot of trial and error, I've worked out a solution to make HubSpot do t read more
Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Notes with the string "xyz" anywh read more
If you have the HubSpot operations hub, you could just create a custom code action within a workflow that would delete all the notes using the API. W...read more