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
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
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
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
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
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
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
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
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?
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
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
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
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
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
On this line: hubspotClient.crm.deals.associationsApi.create(searchDealResponse.body.results[0].id,'contacts', event.object.objectId,'deal_to_contac...read more
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
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
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
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
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
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