Hello! We recently upgraded to Operations Hub and I've been tasked with starting a migration of datasets from Airtable INTO Hubspot. A colleague and I worked manually (the only way to get this to work at first) to enter a common field calle read more
I have run into the challenge where the Contact Owner does NOT equal Company Owner, and I need to correct that. Example: We have done some bulk merging of Contacts (and a lot more clean-up to come), and while we got rid of a lot of duplicates, with read more
Hi @PSterkenburg ,
I think this can be simplified. If the contact owner is already the same as the company owner, copying the company owner in...read more
I'm wondering if this functionality exists and I just don't have the right subscription. How can I trigger workflows on administrative actions, like "user added," "email published," "list created," etc. These seem like obvious triggers. read more
Hi @ryguyrg ,
The actions you're referring to do not exist as workflow triggers. Workflows are object-based in HubSpot, revolving around conta...read more
Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We are trying to build a H read more
I'm seeing a lot of newer email platforms popping up with the abililty to use if/else statements as email personalizations. Here's an example to give you the gist. After a lot of trial and error, I've worked out a solution to make HubSpot do t read more
Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Notes with the string "xyz" anywh read more
If you have the HubSpot operations hub, you could just create a custom code action within a workflow that would delete all the notes using the API. W...read more
I would like to know how to use parenthesesis in a formula with operation hub with the personalized mode. I would like to do this kind of formula : ( (durée de contrat en mois/12*Consommation CAR*marge courtier)+(marge abonnement courtier/12*nombre read more
Hi! Maybe you'll know the answer to this Ops Hub question @karstenkoehler ...
I want to format contact phone numbers from 8004567890 or 18004567890 to +1 (800) 456-7890.
I created a workflow and added the Format Data step. According to read more
Hi @EmmaAtKiwi , I hope that you are well! I have limited experience with coding so I'd like to ask some Top Experts to take a look at this: Hi @k...read more
Hi all, My company just procured Ops Hub, and I'd like to use the Custom Code step to automatically delete companies where salesforcedeleted = TRUE. The problem is I have no idea where to begin with the custom code step! Can someone please h read more
Hi @JJensen_Aurora Here's how to do it using NodeJS 1 - Create a private app with the scope " crm.objects.companies.write ": https://developers...read more
When I create a record using a workflow action, I want to be able to access the Record ID of that created record, so that I can use it in a custom code action and create an association between that record and another one. Is it possible to access th read more
Thanks Christoph. I realise that I can do this via the custom code action, and I have indeed done it that way in the end. What I'm confused about is...read more