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 Leia mais

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? Leia mais

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, Leia mais

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 Leia mais

I have use case when I need to enroll workflow whenever particular proeprty of deal has been changed. Enrollment shuld be triggered for: - deals which as in particular pipeline - [and] deals which ahve assidned another deal in labelled assignation Leia mais

We have over 134,000 suggestions for correcting address information. That's never going to be a manual task, how can I automate it?

Hello, I have a free account after moving away from using Hubspot. I need to remove salesforce from my account because although it is no longer integrated it is causing some sync errors in our salesforce. When I attempt to remove it, I receive Leia mais

Hey, We'd like to semi-automate lead assignements for our new leads. Ideally, we would utilize a mix of criteria (goal attainment, industry, etc..) to assign a lead, but we would also like manager approval before the assignment is done. Nearly a Leia mais

Hey everyone, I'm trying to set up a calculated property in HubSpot and running into some trouble. I have a calculated property called "Time Since Deal Close" , which uses the "time between" calculation type to output values like 30 days Leia mais