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⚙ Operations Hub

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CP12 on Janeiro 15, 2024

Netsuite Integration

I hope you will be able to help me through this. Hi! I am working to understand the entire Netsuite and Hubspot sync via API for my org. Currently our main usage on Netsuite is that we create Invoices and accept payments from customers and what Leia mais

Responder Professional

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Jaycee_Lewis

Gerente da Comunidade

Janeiro 16, 2024 11:18

Hey, @CP12 👋 Welcome to our community! Thanks for the great question. I'm moving this over to the data sync community so that it will get seen b...Leia mais

joseadiazc on Janeiro 26, 2023

How to Associate Feedback Surveys to Custom Objects & Other Records?

We are currently running a CSAT survey for customers that triggers based on a Contact Property, this contact property is modified by a Custom Object Workflow, for example: Project (Custom Object) enters "Completed" Stage > Custom Object Workf Leia mais

Responder Custom Objects Enterprise Feedback Surveys How-To Professional Service Workaround

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ChrisoKlepke

Conselheiro(a) de destaque | Parceiro Elite

Janeiro 30, 2023 09:15

Thank you @kvlschaefer for introducing this thread to me. Hey @joseadiazc , thank you for reaching out to the community about that. ...Leia mais

BLai on Agosto 18, 2022

Custom code workflow doesn't behave as same as the test action

Hello team, I am creating a workflow to standardize the State property of contacts. (e.g. Arizona ➡️ AZ) Here's what it looks like: I set up two list as outcome to track the results. If the workflow can not update the State (e.g. Leia mais

Responder Professional Workflows

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Jnix284

Participante de valor | Parceiro Elite

Agosto 18, 2022 21:21

@BLai Have you tried increasing the delay after the custom code? I'm curious if the 3 minutes is enough time for the server to run the code and ide...Leia mais

VGauthier on Fevereiro 14, 2022

hs_content.value comment from NPS survey is undefined

hi there, I am having an issue that I was hoping the community could help me with. When I send a webhook out after someone fills out an nps survey, the first time it gets sent, hs_content.value (which is the feedback comment) is undef Leia mais

Responder Professional Webhooks

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JenWallace on Dezembro 20, 2021

Add proper case option to data format

We have just started with Operations Hub and I'm setting up some automation that cleans up our data. I have alot of names that are in All Caps. Just using the option to "capitalize" under the automation format data doesn't work. The only way I fo Leia mais

Responder Professional

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FransLeys

Equipe de Produto da HubSpot

Março 10, 2022 09:53

You find more information here: https://knowledge.hubspot.com/workflows/format-your-data-with-workflows

Refuel on Outubro 22, 2021

Deleted record identification from Microsoft Dynamics

We are synced to Microsoft Dynamics through the simple Operations Hub integration. When contacts get deleted in Dynamics, we want to be able to identify those and delete in HubSpot. Is there a way to identify what contacts have been deleted in Dynam Leia mais

Responder Professional

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Refuel

Participante

Outubro 29, 2021 18:32

Hi @FransLeys . Thank you for looking into this. Really, I'd be happy with any of those options but the third one would be the best. I've been...Leia mais

BrogrammerSon on Outubro 05, 2021

Hubspot and NetSuite Data Sync Question

Hello. We are new to setting up Hubspot and NetSuite data sync market place app. We were able to set up one way sync from Hubspot to NetSuite for both Company and Contact. What I'm struggling with is, I am not able to bring over Hubspot Custome Leia mais

Responder Integrations Professional

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