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⚙ Operations Hub

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CBabb on September 19, 2023

Way to add new names to a list?

Hi - is there a way to add names to an existing list with Ops Hub? We have an table with names of our clients within our contract that is constantly updated when a new client joins. I'm looking for ways to automate adding new names to this t read more

Reply Field mappings

0 upvote

2 Replies

Expertopinionsa

Participant

September 21, 2023 09:43

Hi, @CBabb Sure thing! To make the magic happen and have new names added to your list in Ops Hub with some auto-calculation pizzazz, follow the...read more

BrendonTW on September 19, 2023

Interactive ERD Tool

Hey all. I am looking for a tool that will plot all of my objects and properties into an ERD format which can be edited in real-time to build out my HubSpot portal. I understand that there used to be a "data model overview" which seems to be sim read more

Reply Field mappings

0 upvote

1 Reply

Shadab_Khan

Contributor | Elite Partner

September 20, 2023 02:57

We generally build our ERDs in Miro (which is manual - but helps us learn the data model intimately), and I think it's not a great idea to map every ...read more

Solved

SAndersen on September 14, 2023

How to notify contact owner when deal owner is someone else?

Hello, I've received an inquiry to setup notifications to contact owner when deal owner is someone else. How would you go about this? It could be an option to create a workflow that copies deal owner to deal collaborator and contact owner to dea read more

Reply Workflow Extension

0 upvote

3 Replies

Accepted Solution

YLeBorgne

Participant

September 19, 2023 05:24

Hey @SAndersen , You can do it using custom code in a workflow (you need Operations Hub Professional or Enterprise to use custom code in workflow...read more

GoularteVieira on September 08, 2023

Sending WhatsApp messages

Hi folks! Which tool do you recommend for sending WhatsApp messages through the HubSpot workflow? I need one that can have different inboxes for teams (sales, customer success, etc.). What do you recommend?

Reply Programmable Automation

0 upvote

3 Replies

Brenner

Key Advisor

September 21, 2023 07:44

Hey @GoularteVieira , glad to see you here! We're using the Spread.Chat , and it's working for us (looking for expand our operations from 6...read more

MSaurat on September 01, 2023

Custom Code - Get firstname & lastname from email address

Hi, I'm not a developper of any sort but I'm trying to understand custom code for worflows. I'd like to be able to get the firstname & lastname of a contact when the email address looks like this "firstame.lastname@domain.com". I've used read more

Reply Custom Code Actions

0 upvote

4 Replies

Maciek-Magic

Member

September 12, 2023 06:24

That should do the trick. const hubspot = require('@hubspot/api-client'); exports.main = async (event, callback) => { const hubspotClient ...read more

HighlandScuba on August 31, 2023

Free Org Chart Software for HubSpot

Does anyone have any recommendations for free org chart software that integrates with HubSpot? I have a sales team of about a dozen individuals who will need roughly 100 Org Charts attached to Target Accounts on the Company Object. I have looke read more

Reply Resource

0 upvote

2 Replies

HubDoPete

Guide | Gold Partner

September 06, 2023 09:02

Hi there, I recommend trialling OrgChartHub because yes it's paid beyond a certain number of OrgCharts but the two UK developers have poured their ...read more

Solved

timo1 on August 27, 2023

Tracking Lead Response time for SDR Calls

Hi Everyone. I'm trying to build a calculation that shows the time between a lead becoming an MQL and an SDR making a call to them. My initial thinking was to create a calculation property using the new "Time Between" feature. Hubspot timestamps read more

Reply Programmable Automation

1 upvote

1 Reply

Accepted Solution

ChrisoKlepke

Key Advisor | Platinum Partner

August 28, 2023 08:02

Hey @timo1 , adding a Time Between calculation property would also be my first guess. And adding an additional property that gets set by a w...read more

Solved

JSOK on August 23, 2023

Manage Duplicate Records

The algorithm for finding dupes seems extremely flawed. Maybe it's just me, but I have about a 99% false positive rate and in many cases, can't see the logic in associating two entities. With a big database, that means I need to navigate 5000 match read more

Reply Data Quality Automation

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 23, 2023 11:09

Hi @JSOK , If you find HubSpot's deduplication / matching insufficient, your best option would currently be third party integrations like Insy...read more

Solved

RCzar on August 21, 2023

Error Mass update - Associate Companies and existing Deals

Hi, The company where I work used to only work with Contacts and Deals for some reason but now we need to have Companies registered for our existing customers and associate these with the existing Deals (since all info is stored there). Important i read more

Reply Data Sync

1 upvote

2 Replies

Accepted Solution

RCzar

Member

August 22, 2023 07:36

Thank you Kristen!

davidho on August 21, 2023

Hubspot sync is not triggering Netsuite User Event

I tried to sync the Hubspot Lifecycle property to the Customer Status field in Netsuite. The Status field is not supported by the integration. To circumvent this, I create a text field in Netsuite and mapped the Lifecycle stage to it. I then set up read more

Reply Companies

1 upvote

2 Replies

TomM2

Key Advisor | Partner

August 30, 2023 02:12

Hey @davidho are you seeing any errors in your integration or anything returned? It's hard to tell without seeing the integration but my guess here...read more

annaboateng on August 18, 2023

Hubspot Netsuite connector: Syncing customer case communciation

Hi, I was wondering if anyone knows of a way to sync case communications from NetSuite to HubSpot? Our Support team works primarily in NetSuite and our Sales team works in HubSpot and they need visibility of the conversations/cases open with ind read more

Reply Data Sync

1 upvote

4 Replies

annaboateng

Participant

August 22, 2023 13:01

Hi Winnie, We are mainly looking to sync the email communication, but also a couple of the case properties (what product(s) they contact us about...read more

Solved

DFarina on August 17, 2023

IP Address of email Opener

Does anyone Know a way to obtain the IP Address an email was opened on?

Reply Resource

1 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 17, 2023 15:18

Hi @DFarina , There is not, HubSpot is not collecting this information: " Please note: starting on May 29, 2019, the IP address wi...read more