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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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, Lire la suite

Hi everyone, I need help creating a workflow that reformats phone numbers in HubSpot to follow this structure: Standard 10-digit numbers should be formatted as XXX-XXX-XXXX If the number includes +1, it should be formatted as +1-XXX-XXX-XXXX For e Lire la suite

We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this?

Hi Community, Does anyone know of a way to automatically determine and set VAT for companies, based on the company name and address data? Regards, Mario

We are looking to use Close Bot AI and there isn't any native integrations with Hubspot, it looks like you have to use webhooks - we have operations Hub and enterprise level. Has anyone used this with their Hubspot account? Does it work well? Lire la suite

My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated by a departing team member, Lire la suite

Hiya If we have 7,000 deal records that have been tagged by a property, what is the easiest way to mirror this property in the company records (for the company related to the deal record) please? Thank you

I've read all the other community posts on syncing custom lists and the workaround to single line fields in netsuite and then sync the single line to single line in hubspot, but I am still having issues even getting the single line field to popula Lire la suite