⚙ Operations Hub

Filtrar por
  • Todos os rótulos
  • Custom Code Actions
  • Data Quality Automation
  • Datasets
  • Data Sync
  • Field mappings
  • filters
  • Format Data Actions
  • Programmable Automation
  • Resource
  • SNA
  • Snowflake
  • TOS
  • Webhook Actions
  • Workflow Extension
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
Estado
Todos
  • Todos
  • Solucionado
  • Unsolved
  • Sem respostas ainda
Solucionado
SMoyse on Abril 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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Colaborador(a)
Abril 20, 2024 06:59
Changing let idsToMerge = searchResults.body.results to let idsToMerge = searchResults.results fixed this issue. The rest of my problems w...Leia mais
JoshuaW on Abril 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 Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Abril 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 ...Leia mais
TSweet2 on Março 26, 2024
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 Leia mais
0 avaliações positivas
3 Respostas
Membro
Abril 12, 2024 00:04
Hi! You can do this quite easily with Lutra. I've created a demo video to show you how that is done! (Disclaimer: I am one of the founders here at...Leia mais
ARoberts_CC on Março 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Março 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.
Solucionado
Zayne on Fevereiro 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 Leia mais
1 avaliações positivas
4 Respostas
Accepted Solution
Conselheiro(a) de destaque | Parceiro Platinum
Fevereiro 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...Leia mais
Solucionado
ABrandt on Fevereiro 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' Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Colaborador(a)
Fevereiro 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 ...Leia mais
MHarp on Janeiro 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 Leia mais
1 avaliações positivas
3 Respostas
Colaborador(a) | Parceiro Platinum
Janeiro 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 ...Leia mais
ABrandt on Janeiro 24, 2024
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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Janeiro 25, 2024 13:26
Hello Bérangère, Thanks for the reply here and searching for previous solutions. It looks like the first solution you posted migh be the closes...Leia mais
Solucionado
AOber on Janeiro 16, 2024
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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro
Janeiro 16, 2024 23:02
Turns out all I needed to do was remove 'body' from let companyOwnerId = results.body.properties.hubspot_owner_id; Lesson to not always ta...Leia mais
Solucionado
JGibbs4 on Janeiro 11, 2024
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 Leia mais
0 avaliações positivas
5 Respostas
Accepted Solution
Participante
Janeiro 13, 2024 10:52
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...Leia mais
AOber on Janeiro 04, 2024
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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Janeiro 08, 2024 05:01
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 ...Leia mais
Solucionado
DCozens on Dezembro 08, 2023
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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Membro
Dezembro 10, 2023 06:06
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...Leia mais
cancelar
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar