Hi, I'm trying to create a company based workflow which applies and updates " Most Recent " or " First " association labels to associated records. The associated records live within a custom object, and they're already associated through a read more
Hi there,
if it's a company based workflow, then enrollment could be based on each time the number of associated custom objects change. If an ob...read more
Hi all, We’re helping a client migrate their recurring billing and invoicing to HubSpot. One of their core requests is to allow for a secondary (backup) credit card in case the primary fails (as currently used in Stripe). Does anyone know if: read more
Hi @CANavarrete ,
At the moment, HubSpot Payments doesn’t support storing multiple payment methods for a single customer. That means if the prima...read more
Hi everyone, I'm looking for a way to bulk assign country codes (e.g. +61) to phone numbers in HubSpot. We have a large list of contacts with local phone numbers that are missing international dialing codes, and I'd like to clean this up efficiently read more
there is a private beta to this, which seems easier then custom code just request it at the product updates or via your CS or a Support so th...read more
I have set up and configured the Hubspot to Intercom data sync. The sync is one way, Hubspot to Intercom and is matching on a field I know has identical values. The Hubspot sync is reporting the data is synced (monthly value and other fields) b read more
Looking for Feedback & Implementation Advice: Automated Student Assignment Flow in HubSpot
Hi everyone! I am building an automated workflow to assign students to classrooms once a deal is closed . Our use case involves custom objects in Hu read more
Hey there @Palak19 and welcome to the Community! I'm with @HFisher7 in that, at initial look over, this looks like a logical flow. As long as you...read more
I need to put some order in my workflows, which have grown "organically" for the past two years. To do so, I would like to map properties of my main objects (contacts, deals, companies) to the workflows they trigger and the workflows that impact t read more
Client wants to know how many entries for example of a custom event (lets call it Purchase) over the entire history. Is there a workaround to the 5 year range limit that could be used (merging datasets in reports etc). Not super useful if we cannot read more
HubSpot’s native reporting does impose a 5-year limit for custom event data (like your "Purchase" event), but here are proven workarounds to analyze...read more
I'm verifying a country as a string is allowed in our other country field (drop down) before I attempt to write it. This is to support the logic applied in salesforce to pass a lead to the right sales queue. My script fetches the property options fr read more
Hey @OJ_ONT 👋 Thanks for your post. I think you are on the right track. I'd suggest using Postman to see the list of options for your dropd...read more
Blue host can not seem to modify DNS to support Hubspots requirement to run email through my domain. Hard to believe since both organizations are so large. What am I missing? Should I change providers or kill Hubspot?
Hi, I am having some issues with accessing files uploaded from candidates via our website. Every time I click on the submission, it either says "There was a problem loading the submission, please refresh the page or try again later" or "this val read more
I'm looking to create a report that tracks the date a contact becomes associated with a custom object. Since a contact can be linked to multiple custom object records, I want to avoid creating numerous properties and workflows. The most effective s read more
I know you mentioned not using multiple properties and workflows, but I do feel that a date field on the Custom Object Record would work here. The r...read more
Hi, I need to assign a new company as a primary one. I do this in the automation, via a custom code. At first I start with removing the existing association and later set a new primary company. Everything looks fine in a log, but give no result - th read more
The issue might be that HubSpot needs time to process the disassociation before assigning the new primary. Try adding a short delay (1–2 seconds) bet...read more