⚙ Operations Hub

Filtrar por
  • Todos os rótulos
  • Custom Code Actions
  • Data Quality Automation
  • Datasets
  • Data Sync
  • Field mappings
  • filters
  • Format Data Actions
  • Programmable Automation
  • Resource
  • SNA
  • Snowflake
  • TOS
  • Webhook Actions
  • Workflow Extension
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
Estado
Todos
  • Todos
  • Solucionado
  • Sem respostas ainda
BLaverack9 on Fevereiro 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 Leia mais
0 avaliações positivas
4 Respostas
Membro
Fevereiro 22, 2024 07:37
Thanks Karsten, that's now working which is fab!
Paddle_LLC on Fevereiro 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Fevereiro 21, 2024 11:32
Okay...thanks so much for the quick response!
Solucionado
Zayne on Fevereiro 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Conselheiro(a) de destaque | Parceiro Platinum
Fevereiro 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...Leia mais
Ops_DAC on Fevereiro 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?
0 avaliações positivas
4 Respostas
Membro
Fevereiro 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...Leia mais
Solucionado
LSchubert8 on Fevereiro 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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Colaborador(a)
Fevereiro 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 ...Leia mais
Solucionado
topps-hops on Fevereiro 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 Leia mais
0 avaliações positivas
6 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Fevereiro 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...Leia mais
Solucionado
PBellemare on Fevereiro 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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Top colaborador(a)
Fevereiro 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...Leia mais
Solucionado
AUlusan on Fevereiro 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 Leia mais
0 avaliações positivas
5 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Fevereiro 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...Leia mais
Solucionado
Becky238 on Fevereiro 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Participante de valor | Parceiro Diamante
Fevereiro 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 ...Leia mais
rulpats on Fevereiro 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 Leia mais
0 avaliações positivas
5 Respostas
Membro do Hall da Fama | Parceiro
Fevereiro 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...Leia mais
PAtlan on Fevereiro 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 Leia mais
0 avaliações positivas
4 Respostas
Colaborador(a)
Fevereiro 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!
JCarolan on Fevereiro 09, 2024
Hi We have set up the native connection between Netsuite and HubSpot in order to send closed won deals to Netsuite as sales orders. We have this working however we would like to map custom fields in HubSpot from the deal record to a Netsuite custom Leia mais
0 avaliações positivas
3 Respostas
Colaborador(a) | Parceiro Elite
Fevereiro 14, 2024 05:55
Hi there! I don't believe this is possible to do with the native integration but it is possible with a custom integration. We've recently built...Leia mais
cancelar
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar