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customtruck on April 24, 2025
I am attempting to use the custom code workflow capabilities in Operation Hub to merge two contacts if they match on the mobilephone (internal name) property. This is very similar to the use case provided by Hubspot staff here sample-workflow-custo read more
0 upvote
1 Reply
Contributor
April 24, 2025 13:31
Hi @customtruck This might help you • Use the POST /crm/v3/objects/contacts/merge endpoint (not the old “merge-two” v1 URL). Body must be: { "p...read more
CWhite36 on April 21, 2025
im using some code to check all contact email addresses within hubspot for their dmarc status to inform those contacts to improve their cyber security. const dns = require('dns').promises; exports.main = async (event, callback) => { const em read more
0 upvote
3 Replies
Contributor
April 22, 2025 12:16
@CWhite36 Nice work At this point the missing link is how those outputs get written back to the contact record. In HubSpot, a custom‑code action ...read more
Solved
Jsum on April 20, 2025
I'm setting up what I thought would be a simple set of automations. The client has an intake form for scheduling consultations. They have 2 types of consultations. I set a property for "which product" on the form that has a radio select for each ca read more
0 upvote
6 Replies
Accepted solution
April 23, 2025 00:34
Hey @Jsum I understand the confusion - hopefully I am understanding your questions Payments and Deals are their own objects so each can opera...read more
Solved
PThomasFuelius on April 10, 2025
Hi guys, When setting up a sync for a custom object, at the top of the list for the HubSpot side of the sync are all available associations. These have worked fine so far. However when attempting to do the same for contacts and read more
1 upvote
5 Replies
Accepted solution
Participant | Platinum Partner
April 11, 2025 03:47
Hi @PThomasFuelius , In HubSpot, association labels for standard objects like Contacts and Companies are not exposed in the same way as for...read more
Solved
Huntscape-Ops on April 07, 2025
I am trying to use a calculated field, but if one of the values is empty in the calculation, then it returns a null value. ([properties.imported_total] + [properties.total_donations]) There has to be an easy way to fix this but chatgpt is te read more
Accepted solution
Hall of Famer | Partner
April 07, 2025 15:08
@Huntscape-Ops strange - can you save this and see if it populates correctly on records? It should work, see my screenshot. If it doesn't after ref...read more
rverheijen on April 02, 2025
Hey Operations Hub community! 👋 We've written a "Custom Code" Action we'd like to share that can help you generate short, unique IDs directly within your HubSpot workflows. This can add a layer of unique identification to your data without need read more
2 upvotes
2 Replies
Contributor | Platinum Partner
April 02, 2025 11:56
Thank you for sharing this with me
DanMYD on March 27, 2025
I feel like Datasets are an underappreciated part of Operation Hub. Especially with the improvements over the last year or so. I made a video to highlight some of the powers it has since there isn't a lot of content showing that right now. read more
2 upvotes
1 Reply
Community Manager
March 28, 2025 05:36
Hi @DanMYD , Thank you so much for sharing your video! It's great to see someone highlighting the capabilities of Datasets in Operations Hub...read more
Solved
JillianMolina on March 25, 2025
We've been testing an integration and decided it was best to start with a clean data set. I deleted our environment's Sandbox and immediately received a message that read " Because you downgraded to Operations Hub Free, custom mappings are no longer read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 26, 2025 01:28
Hi @JillianMolina , I'd recommend discussing this directly with HubSpot support in-app, via chat or email, or with your account manager. They ...read more
Solved
DBoussagol on March 24, 2025
My pipeline consists of several stages: Discovery Review > Detailed legal and technical review during the pre-sale phase Proposal > Quote sent Validated Quote > Written confirmation received Closed Won I would like to prev read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 25, 2025 01:18
Hi @DBoussagol , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more
Solved
LSimon38 on March 19, 2025
Hi all, Recetly there was a change in hubpsot and it seems that we are no longer able to send out personalized documents automatically. Previously we had a file property, where the documents were uploaded by the team, and it got attached to the ma read more
1 upvote
4 Replies
Accepted solution
Contributor | Gold Partner
March 22, 2025 16:04
You can fully automate the process of generating and uploading a PDF to the HubSpot file system and obtain a link. You can then use this link in a si...read more
Solved
Andreas11 on March 18, 2025
Hi! In our Contact Object we have a single-line text property called Company_Qcode in which the values can look like this: {SECLNT10034182} or.... like this: {SECLNT87247981,SECLNT89752329} If there are mutliple ones like in the last example read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 19, 2025 01:07
Hi @Andreas11 , If you have Operations Hub Professional or Enterprise, this can be achieved either with the format data workflow action (speci...read more
Solved
tlynncook on March 17, 2025
Hi there, We bought Operations Hub pro so we could easily deduplicate our companies. I'd like to merge based on company owner, but the out of the box filters in the dedupe tool are limited. Specifically, if I have a conflict between two owners, read more
0 upvote
5 Replies
Accepted solution
Member | Elite Partner
March 20, 2025 14:05
I'd be curious on where your owner IDs are coming from in the export? If you're using an owner property then the owner ID within that property may be...read more
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