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ERTCZisty le Février 28, 2024
Hello Ops Hub! Today I attempted to create the property "Number of Associated Conversations" in the Ticket Object, but while attempting to create the property I was alerted it already existed as a "System Property." We've all seen this before Lire la suite
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Accepted Solution
Membre irremplaçable | Partenaire solutions Diamond
Février 29, 2024 07:45
@BérangèreL and @ERTCZisty I checked a few accounts and also can't access the property via settings or any ticket records, I thought maybe it wou...Lire la suite
BLaverack9 le Février 21, 2024
Hello! Essentially currently certain information our Ops team need to onboard deals (e.g. specific systems the company uses) are stored on a Company. I'd really like the information to also be available within a deal so the Ops team don't ha Lire la suite
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Membre
Février 22, 2024 07:37
Thanks Karsten, that's now working which is fab!
Paddle_LLC le Février 21, 2024
I am importing contact info from an excel cvs worksheet to HS. It appears that any contact properties that are NOT in HS yet have to be set up BEFORE I import and then must be manually mapped. Is there not a way to have HS create the contact propert Lire la suite
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Participant
Février 21, 2024 11:32
Okay...thanks so much for the quick response!
Résolues
Zayne le Février 21, 2024
I'm trying to figure out how to get custom code actions (not custom workflow actions) to change the exectution state. All custom code actions have the enumeration "hs_execution_state" as an output option, but I haven't been able to find ANY document Lire la suite
Accepted Solution
Conseiller clé | Partenaire solutions Platinum
Février 22, 2024 11:13
You cannot use the value hs_execution_state in your code since it is outputed after the code is ran. hs_execution_state will be set to "success" if...Lire la suite
Ops_DAC le Février 20, 2024
Hi, * We have 2 Super Admin (SA ACC) accounts, * 1st SA ACC installed and set up Google Contacts by Hubspot, * 2nd SA ACC can not see, view, edit the api as is does not display as a connected app? How do i resolve this please?
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Membre
Février 21, 2024 05:18
Thank you for your message. 🤙 1. When you mention that you have 2 super admin accounts. do you have 2 different Hub IDs? Or 2 different users th...Lire la suite
Résolues
LSchubert8 le Février 19, 2024
I'm currently looking for a smart way to update the renewal dates for subscription products. Our set up is the following: - our sales team sells SaaS products as well as one of products using Hubspot, we currently do not create renewal deals in Lire la suite
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Accepted Solution
Contributeur
Février 19, 2024 11:01
Hi @LSchubert8 , Thanks for providing further context. For the solution that I have in mind to work you will need Operations Hub - do you have ...Lire la suite
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topps-hops le Février 16, 2024
I'm having what could be a major issue. I went to log an email on a contact, and there was no contact. I checked my "restore records" went through every deletion record, and could not find it. I know they had an account, as I have made notes on it b Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Février 20, 2024 12:24
@topps-hops to avoid this, always pause at this screen: Typically, unless the contact requested it, a regular delete is perfectly f...Lire la suite
Résolues
PBellemare le Février 16, 2024
Why does it take so long to sync contacts from Hubspot to another app? It's been almost an hour since I started the synchronization and still no contacts have been transferred. I see the 3 roulettes turning as if the transfer is done but everythin Lire la suite
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Accepted Solution
Contributeur de premier rang
Février 16, 2024 10:56
Hi @PBellemare , HubSpot's API limits are most of the time the reason why it might take some time to sync contacts: https://developers.hubspot.c...Lire la suite
Résolues
AUlusan le Février 15, 2024
So I have been using hubspot for my clinic to store customer data, track sales and etc... recently I wanted to track each customer's each session at the clinic. For example, sometimes the deal won includes 5 sessions of a treatment and I want to rec Lire la suite
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5 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Février 15, 2024 08:15
@AUlusan that would work equally well, deals and tickets behave quite similarly for your purpose. A deciding factor could be whether you're current...Lire la suite
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Becky238 le Février 13, 2024
There is a default automation in the Leads object that moves a contact to a specific Lead stage when an email is sent to them. In our case, when a contact comes in, an initial ICP check is done and if they don't pass it, we send them an email to dis Lire la suite
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Accepted Solution
Membre irremplaçable | Partenaire solutions Diamond
Février 13, 2024 12:21
Hi @Becky238 Thanks for clarifying - I realized what you meant after I re-read it (sorry for the back-to-back replies) 🤦‍ There isn't a way ...Lire la suite
rulpats le Février 12, 2024
We have created custom additional value for the "lifecycle stage" which is "late stage negotiating." I want to create a date field that updates like other stages. It will get populated when the field gets updated and gets cleared when the value for Lire la suite
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5 Réponses
Au panthéon de la communauté | Partenaire solutions
Février 12, 2024 10:28
@rulpats I can see 'Date entered "Late stage opportunity" (Lifecycle stage pipeline)' right at the top - this field behaves exactly like you reques...Lire la suite
PAtlan le Février 12, 2024
Hi, In my contact onboarding process, i want to notify users that they have been attributed a new contact. I can't use the generic notification mechanism because this only concerns a subset of my contacts (i.e. they have a property called "conta Lire la suite
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4 Réponses
Contributeur
Février 14, 2024 05:30
Hmm, this seems interesting, but I need to delve more into the reporting side of things. I'll look into it!
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