Hi all, Recetly there was a change in hubpsot and it seems that we are no longer able to send out personalized documents automatically. Previously we had a file property, where the documents were uploaded by the team, and it got attached to the ma read more

We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this?

Hey, We'd like to semi-automate lead assignements for our new leads. Ideally, we would utilize a mix of criteria (goal attainment, industry, etc..) to assign a lead, but we would also like manager approval before the assignment is done. Nearly a read more

In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code? Thank you! 🙂

We run lots of campaigns and we push the contacts engaging with campaigns to salesforce campaigns in order to drive ROI reporting and use the SFDC campaign member status as a flag for sales to engage. This requires customising every form and lot read more

from datetime import datetime maintDate = '' def main(event): try: input_fields = event.get('inputFields') # Get the maintenance start and end dates maint_start_date = input_fields.get('maint_start_date') maint_end_date = input_fields.get('maint_en read more

Hey everyone, I'm trying to create a workflow that checks renewal deals on a daily basis, then moves them to corresponding stages in our Renewal Pipeline based on how far away their renewal date is. However, I cant get the deals to re-enroll automa read more

Hello! I need a bit of help creating a workflow. I have a deal stage titled "Will Churn" and I would like to setup a workflow that automatically updates the deal stage to "Closed Lost" on the deal's contract end date. e.g. A customer gives chu read more

Goodmorning everyone, My company collaborates with many external operators, who rotate doing different activities in different dates. We have an excel file with their names, surnames, emails, date and type of activity they have to perform. Is ther read more

Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. Therefore I was trying to cre read more

Hi community, Anyone had any luck automating associations with the new objects to the core objects? Can't see I can associate a contact to a course, via API, or using workflow. I feel like I'm missing something.

👋 Hi everyone, I want to make an API call to OpenAI to categorize a HubSpot contact's job title into 1 of 8 job functions. For some reason, HubSpot's custom code editor does not allow me to save the code when I add the template liter read more