Hello, I created a workflow that checks: if a contact ever had a meeting booked? (regardless of the outcome) The date of the first meeting that was actually held with the contact (outcome = Completed) It Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite