⚙ Operations Hub

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HSpaulding on January 16, 2025
Hello! I have created four cloned dropdown multi-select checkboxes in Companies, Contacts, Deals, and Leads. I would like to be able to update one object's list when new values are needed and have a custom code to grab that list and update the read more
0 upvote
2 Replies
Guide | Elite Partner
January 17, 2025 05:51
@HSpaulding - Two options here. 1. Have the property as a dropdown on one object only and as a sync property on the other three, the sync properti...read more
NirbhayT on January 16, 2025
Dear Operations Hub expert. My organization is planning to add operation hub starter, we are already using marketing hub. I am curious to know if you can guide me about some best practices to implement ops Hub from scratch and how can we utilise read more
0 upvote
1 Reply
Community Manager
January 16, 2025 16:45
Hi @NirbhayT ! Welcome to the Community-- happy to have you here 😊 I am glad you are planning to utilize the tools in Operations Hub! ...read more
tlynncook on January 14, 2025
I would like the ability to allow for certain users to be able to override a value within a calculated property. For example, example, we may have a calculated property to automatically calculate a subscription end date for a contract so that reps d read more
0 upvote
2 Replies
Contributor
January 14, 2025 11:08
Strange, I was in the ideas section when I created the post. Will try again, thanks for flagging.
kaanaro on January 14, 2025
Hey community, I spent some good hours to set the new Course object but when I create the workflow to associate the contacts to course, I saw that this is not available through the "Create association" action. I tried assoc8 app but the new read more
0 upvote
2 Replies
Participant
January 14, 2025 06:53
Hi @Jigar_Thakker Thanks for your reply. So, I need to make this as an automation. So, that when someone makes a payment thorugh the related pa...read more
OJ_ONT on December 17, 2024
We run lots of campaigns and we push the contacts engaging with campaigns to salesforce campaigns in order to drive ROI reporting and use the SFDC campaign member status as a flag for sales to engage. This requires customising every form and lot read more
Key Advisor
January 07, 2025 03:01
Hi @OJ_ONT - It truly depends on your current integration and reporting processes. If you’re using the dedicated landing page or form for each camp...read more
Solved
CGabaston on December 12, 2024
Hello ! I'd like to have your feedback about Hubspot's best practices. I use Hubspot forms on my website (contact, download different types of contents...) and I currently have more than 100 forms in my CRM. Each form drives toward a different co read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
December 12, 2024 09:02
Hi @CGabaston , Managing that many forms can be challenging for sure. A couple of thoughts: Hidden properties populating values from quer...read more
Solved
LULUDEDE on December 10, 2024
I've searched around but have not been able to find if there's any kind of field/ property, that allows the team to immediately update a text field when looking at a report? For us it doesn't matter what field type this is. Context: revenue oper read more
0 upvote
2 Replies
Accepted solution
Guide | Platinum Partner
December 10, 2024 14:08
Yes @LULUDEDE , I know how those revenue operations team review meetings about pending deals can be. We typically recommend creating an opera...read more
Solved
JPask on December 09, 2024
I'm trying to get Freeagent to sync all it's contacts into HubSpot however the integration will only allow me to select a Freeagent contact and sync that with a HubSpot contact. The problem is that Freeagent calls everyone contacts even if they read more
0 upvote
7 Replies
Accepted solution
Contributor
December 11, 2024 06:31
Hi @JPask one way of doing this as suggested by @PamCotton is to use CSV and then import this data into HubSpot. But you are right, this will not...read more
Taeliesyn on December 06, 2024
I'm hoping i'm posting this in the correct community! I'm trying to build a UseCase for HubSpot with a non traditional CRM useage, unfortunately I can't figure out a way to configure the system to meet the requirements, any help would be appreci read more
0 upvote
2 Replies
Member
December 06, 2024 18:55
Hi @PamCotton Thanks for the reply and tagging the resident experts. I experiemented with Custom Objects and Custom Fields, but just couldn't wrap ...read more
Solved
Colbyne123 on December 05, 2024
HubSpot has an activity cap on 10K logged emails, and 50K activity cap on other logged activities (calls, notes, etc). Our business is rapidly expanding, and we anticipate (and already are) hitting this cap on many of our company/contact record read more
0 upvote
5 Replies
Accepted solution
Most Valuable Member | Elite Partner
December 06, 2024 13:51
Hey there @Colbyne123 . Interesting use case. I'm always curious when folks strwtch HubSpot to its limit in something. 10k emails and/or 50k other a...read more
Solved
ahmedbs on December 03, 2024
from datetime import datetime maintDate = '' def main(event): try: input_fields = event.get('inputFields') # Get the maintenance start and end dates maint_start_date = input_fields.get('maint_start_date') maint_end_date = input_fields.get('maint_en read more
0 upvote
2 Replies
Accepted solution
Community Manager
December 03, 2024 17:42
Hey @ahmedbs , thank you for posting in our Community! Looks like the issue lies in the variable name mismatch in your return statement. You...read more
Solved
Huntscape-Ops on December 02, 2024
I am getting ready to start a huge migration project from 50 Keap Instances into one Hubspot Enterprise Instance. Is it possible to use the Keap integration i.e. add one Keap instance and sync to Hubspot? Then remove that instance and add a diff read more
0 upvote
5 Replies
Accepted solution
Hall of Famer
December 02, 2024 19:01
@Huntscape-Ops I'm 90% certain that sync/disconnect/repeat won't be possible. The other consideration you'll need to make is regarding the tags in ...read more
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