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
It may be because you are using ID as the reference field for Company Name. Since for company records HubSpot needs either Company Name or Domain Nam...read more
I have run into the challenge where the Contact Owner does NOT equal Company Owner, and I need to correct that. Example: We have done some bulk merging of Contacts (and a lot more clean-up to come), and while we got rid of a lot of duplicates, with read more
Hi @PSterkenburg ,
I think this can be simplified. If the contact owner is already the same as the company owner, copying the company owner in...read more
I'm wondering if this functionality exists and I just don't have the right subscription. How can I trigger workflows on administrative actions, like "user added," "email published," "list created," etc. These seem like obvious triggers. read more
Hi @ryguyrg ,
The actions you're referring to do not exist as workflow triggers. Workflows are object-based in HubSpot, revolving around conta...read more
Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We are trying to build a H read more
I'm seeing a lot of newer email platforms popping up with the abililty to use if/else statements as email personalizations. Here's an example to give you the gist. After a lot of trial and error, I've worked out a solution to make HubSpot do t read more
Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Notes with the string "xyz" anywh read more
If you have the HubSpot operations hub, you could just create a custom code action within a workflow that would delete all the notes using the API. W...read more
I would like to know how to use parenthesesis in a formula with operation hub with the personalized mode. I would like to do this kind of formula : ( (durée de contrat en mois/12*Consommation CAR*marge courtier)+(marge abonnement courtier/12*nombre read more
Hi! Maybe you'll know the answer to this Ops Hub question @karstenkoehler ...
I want to format contact phone numbers from 8004567890 or 18004567890 to +1 (800) 456-7890.
I created a workflow and added the Format Data step. According to read more
Hi @EmmaAtKiwi , I hope that you are well! I have limited experience with coding so I'd like to ask some Top Experts to take a look at this: Hi @k...read more
Hi all, My company just procured Ops Hub, and I'd like to use the Custom Code step to automatically delete companies where salesforcedeleted = TRUE. The problem is I have no idea where to begin with the custom code step! Can someone please h read more
Hi @JJensen_Aurora Here's how to do it using NodeJS 1 - Create a private app with the scope " crm.objects.companies.write ": https://developers...read more
When I create a record using a workflow action, I want to be able to access the Record ID of that created record, so that I can use it in a custom code action and create an association between that record and another one. Is it possible to access th read more
Thanks Christoph. I realise that I can do this via the custom code action, and I have indeed done it that way in the end. What I'm confused about is...read more