⚙ Operations Hub

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Solved
JillianMolina on March 25, 2025
We've been testing an integration and decided it was best to start with a clean data set. I deleted our environment's Sandbox and immediately received a message that read " Because you downgraded to Operations Hub Free, custom mappings are no longer read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 26, 2025 01:28
Hi @JillianMolina , I'd recommend discussing this directly with HubSpot support in-app, via chat or email, or with your account manager. They ...read more
Taeliesyn on December 06, 2024
I'm hoping i'm posting this in the correct community! I'm trying to build a UseCase for HubSpot with a non traditional CRM useage, unfortunately I can't figure out a way to configure the system to meet the requirements, any help would be appreci read more
0 upvote
2 Replies
Member
December 06, 2024 18:55
Hi @PamCotton Thanks for the reply and tagging the resident experts. I experiemented with Custom Objects and Custom Fields, but just couldn't wrap ...read more
Solved
JFenchel on November 20, 2024
I'm currently working with Affirm to receive webhooks and they want me to provide a url for them to send the webhooks to. But as far as I can tell in order to allow hubspot to receive a webhook, I need to receive a test event while I still have the read more
Accepted solution
HubSpot Alumni
November 20, 2024 17:13
Hey @JFenchel , thank you for posting in our Community! It seems HubSpot’s webhook setup requires real-time testing to capture the URL durin...read more
Solved
osimaleki on July 25, 2024
Recently we were forced to update the Shopify connector as we updated our site. The new connector does not sync with Deals and instead syncs into Orders and Carts which are really not in a pipeline and practically useless for our B2B store. We had t read more
1 upvote
3 Replies
Accepted solution
HubSpot Alumni
September 26, 2024 15:16
Hey @osimaleki , thank you for your message and for explaining the challenge you're facing. You're right that updating deals from Carts and ...read more
Solved
Aaskarovo on May 22, 2024
Hello Community I need your help. I created a form and added hidden UTM fields. The form is embeded in external lending page platform I'm using. I tested it and I can see the UTM parameters in the 'Last Page Seen' property. But these parameters a read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
May 22, 2024 02:18
Hi @Aaskarovo , utm_source=paid is not something that's specified in the bucketing rules: https://knowledge.hubspot.com/reports/understand-hu...read more
Solved
Paddle_LLC on February 21, 2024
I am importing contact info from an excel cvs worksheet to HS. It appears that any contact properties that are NOT in HS yet have to be set up BEFORE I import and then must be manually mapped. Is there not a way to have HS create the contact propert read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 21, 2024 11:30
Hi @Paddle_LLC , Creating the properties before the import is indeed the correct way to go about this. You're not missing anything. Best...read more
Solved
rulpats on February 12, 2024
We have created custom additional value for the "lifecycle stage" which is "late stage negotiating." I want to create a date field that updates like other stages. It will get populated when the field gets updated and gets cleared when the value for read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
February 12, 2024 10:28
@rulpats I can see 'Date entered "Late stage opportunity" (Lifecycle stage pipeline)' right at the top - this field behaves exactly like you reques...read more
Solved
rulpats on January 23, 2024
We have one field named as 'opportunity stage' in Hubspot. I could not see its mapping with SF. I was wondering if this is a default property and how does it work. It is updating as per the opportunity stage in SF. Thanks, Rahul
1 upvote
6 Replies
Accepted solution
Top Contributor | Diamond Partner
January 26, 2024 10:24
@rulpats the screenshot is really helpful! Yes, this is a standard property in the integration. It's "Created by HubSpot," but it's created b...read more
Solved
KHerrod on November 28, 2023
Hello! We recently upgraded to Operations Hub and I've been tasked with starting a migration of datasets from Airtable INTO Hubspot. A colleague and I worked manually (the only way to get this to work at first) to enter a common field calle read more
0 upvote
8 Replies
Accepted solution
Top Contributor
November 29, 2023 08:03
Hi @KHerrod , The two properties that can be used as unique identifiers in data sync with HubSpot are Company Name and Domain name, which is li...read more
Solved
GBettinson98 on October 03, 2023
Our team is trying to show the days between two properties only when a certain property's date is after another property's date. Can a calculation property support this? We're finding that the calculation property is showing the days between regardl read more
Accepted solution
Hall of Famer | Partner
October 03, 2023 15:18
Hi @GBettinson98 , You could create a workflow that checks whether one date comes before the other ( re -enroll records when date A is known a...read more
Solved
CBabb on September 19, 2023
Hi - is there a way to add names to an existing list with Ops Hub? We have an table with names of our clients within our contract that is constantly updated when a new client joins. I'm looking for ways to automate adding new names to this t read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 20, 2023 00:30
Hi @CBabb , Can you share a bit more context about where this list is hosted? Which software is used to maintain the list? Generally, it...read more
Solved
BrendonTW on September 19, 2023
Hey all. I am looking for a tool that will plot all of my objects and properties into an ERD format which can be edited in real-time to build out my HubSpot portal. I understand that there used to be a "data model overview" which seems to be sim read more
1 upvote
3 Replies
Accepted solution
Most Valuable Member | Gold Partner
September 28, 2023 12:13
Hey @BrendonTW hope you are doing well. You can still find the Data Model in Hubspot in Reporting> Data Management > Data Model and It ...read more
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