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Zayne on March 24, 2023
Hi community. I'm slightly confused about the functionality that one gains with Operations Hub Prof. We have the following Hubs: Sales Hub Enterprise Marketing Hub Professional Service Hub Professional Operations Hub Starter I see that read more
Community Manager
March 27, 2023 06:11
Hi @Zayne , Thank you for reaching out to the Community! I hope you don't mind if I also share a bit of information about the Operations Hub. ...read more
CaBisc on March 10, 2023
Hello, I've build the following custom code to deduplicate contacts based on 3 constants: firstname, lastname and company name: const DEDUPE_PROPERTY1 = 'firstname'; const DEDUPE_PROPERTY2 = 'lastname'; const DEDUPE_PROPERTY3 = 'company'; co read more
March 10, 2023 11:01
It looks like the error is caused by a missing closing parenthesis ')' somewhere in your code. From the error message, it's hard to tell exactly w...read more
kmcclung86 on February 28, 2023
Our HubSpot partner has messed a lot up. So now I question everything they have said/done. Below is a scenario with thier proposed solution that I need to validate. Scenario: Sending traffic to a landing page for a free e-book with an email opt- read more
0 upvote
2 Replies
March 24, 2023 06:15
I too am looking for best practices for workflow triggers. I'm beginning to think form-based workflows are best, but I'm considering pipeline stage t...read more
JOtten on February 27, 2023
I have a question. In order to avoid that internal emails, which are e.g. personal/confidential, are logged in HubSpot, I have blocked all emails with our company extension for registration in HubSpot (in stead of registering every single/individual read more
0 upvote
5 Replies
Community Manager
March 14, 2023 03:38
Hi @JOtten , I'm sorry that we couldn't find a better solution. I definitely understand your use case here and I believe other HubSpot users wou...read more
xtian1 on February 22, 2023
Hi! I've ben trying to create a workflow to push to a slack channel when a logged meeting happens but I am unable to make it work. Could you provide any help?
0 upvote
3 Replies
Recognized Expert | Elite Partner
February 24, 2023 01:04
Hello @xtian1 For the setup trigger, you should choose "Contact-based" as the starting object, not "Company-based". This is because meetings are ...read more
NSmits-Jørgen on February 21, 2023
I'm looking for some help troubleshooting the 'dedupe' suggestion on the library with programmable worfklow actions. https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/dedupe_contact.js I can't get it to run in my por read more
1 upvote
2 Replies
February 24, 2023 02:59
Thanks Mia. Would love to hear any suggestions from the experts you've tagged!
JBurns7 on December 02, 2022
Good morning, looking for some help with a formatting effort within a contact workflow. I'm looking to add information in an unpopulated property, to include "text+" + [another property] and can't seem to find something standard that works for this read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
December 02, 2022 06:41
Hi @JBurns7 , If creating a custom property is an option, this wouldn't even require custom code. It would take only 1-2 minutes to set this u...read more
Hollyce on November 16, 2022
I have a working custom-coded workflow action that finds a Deal with a property value matching the value of the Contact's property. It succesfully associates the Deal with the Contact. I would like to assign an association label as well, but I can' read more
1 upvote
3 Replies
Accepted Solution
November 17, 2022 10:58
On this line: hubspotClient.crm.deals.associationsApi.create(searchDealResponse.body.results[0].id,'contacts', event.object.objectId,'deal_to_contac...read more
erink1 on November 08, 2022
With the recent Sunset of "Send Internal SMS Text", has anyone found a workaround using a third party texting app such as SalesMessage to send an internal SMS text to a HubSpot user when for example, a deal comes into the sales pipeline? Let me know read more
2 Replies
Key Advisor | Diamond Partner
November 21, 2022 10:47
Hello @erink1 , you might use a third party texting app to send these internal notifications. I've tested two apps that connect pretty well with Hu...read more
MB360 on October 19, 2022
Is there currently a way in a workflow to use the deal owner as the one who is the sender of a sequence for automatic enrollment? Currently I have it setup with a workflow for each account which although does work is very time consuming to update? read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 19, 2022 04:17
Hi @MB360 , As far as I know, it's not possible to do this. Other users have requested this before: https://community.hubspot.com/t5/HubSpot-...read more
MarwanDajani on October 11, 2022
In my automation, I want to create a task that gets triggered when a deal reaches a certain stage I select "Create Task" action I want the task to say "follow up with [Customer Name]". However, I cannot select this in the Personalize drop down read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 11, 2022 21:19
Hi @MarwanDajani , You didn't miss anything. While it seems like an obvious option to have, it's not available in that dropdown. If you ...read more
MarwanDajani on October 11, 2022
For context: We have a deal that is about to expire and we want to notify the sales rep to renew the deal In Workflows, I have an automation that auto creates a New Deal .. The trigger is when the Expiry Date of the Old Date reaches a certain read more
0 upvote
2 Replies
Participant | Elite Partner
October 31, 2022 06:06
Hello MarwanDajani, You can indeed create the task using a new workflow that you associate with this new deal. You also have other altern...read more
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