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ASamaha on March 12, 2025
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 read more
0 upvote
2 Replies
Contributor | Elite Partner
March 13, 2025 11:04
Hey @ASamaha ! If you have Operations Hub Pro or Ent., you can use a custom code action; there is a code snippet in the HubSpot library that m...read more
Solved
SYdoate6 on March 11, 2025
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?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 11, 2025 10:44
Hi @SYdoate6 , HubSpot currently does not have any asset-based workflows, so it's currently not possible to set up automation. You would have ...read more
NGSMario on March 06, 2025
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
1 upvote
4 Replies
Member
March 12, 2025 05:40
Hey @NGSMario - there's no in-built function on Hubspot to make this happen. You need 3rd party integrations. I've used Superjoin before....read more
KimRogers on March 05, 2025
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? read more
0 upvote
1 Reply
Community Manager
March 05, 2025 11:58
Hi @KimRogers , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they coul...read more
Solved
ACarr1 on March 04, 2025
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, read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 04, 2025 15:38
Hi @ACarr1 , Most apps rely on an integration user - if that person leaves, the integration might fail, at the latest when an re-authenticatio...read more
Solved
00490 on March 04, 2025
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
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 04, 2025 09:33
Hi @00490 , The simplest option would be a sync property: https://knowledge.hubspot.com/properties/create-sync-properties Best regards...read more
MPearson15 on March 03, 2025
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 read more
0 upvote
2 Replies
Hall of Famer
March 04, 2025 09:20
I'm sorry @DianaGomez , I don't have any insight on this one. Hopefully one of the others can help @MPearson15 find a resolution!
Solved
adam7282 on March 03, 2025
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 read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
March 03, 2025 05:43
Hi @adam7282 , In the enrollment criteria of your workflow, when adding a filter, change the "Filtering on" dropdown from "Deal (Current Objec...read more
Solved
OJ_ONT on February 27, 2025
We have over 134,000 suggestions for correcting address information. That's never going to be a manual task, how can I automate it?
1 upvote
2 Replies
Accepted solution
Participant
February 27, 2025 16:28
Hi @OJ_ONT , I think we can approach the problem in two ways: 1. We could try to find consistency in the formatting issues, as mentioned b...read more
Solved
CBurciaga on February 26, 2025
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 read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 27, 2025 10:07
@CBurciaga in that case, if the below steps aren't working, that would be a bug and I'd recommend reaching out to HubSpot in-app directly, via chat...read more
Solved
ACarr1 on February 26, 2025
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 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
February 27, 2025 00:15
Hi @ACarr1 , Are you referring to the contact object or the lead object in HubSpot? While it's easier with the contact object (as the le...read more
Matt-B on February 24, 2025
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 read more
0 upvote
4 Replies
Contributor
February 26, 2025 17:31
Hey, I set something up similar recently. Here is how its setup: Create two properties: LTM Deal and Prior LTM Deal Populate "Yes" for each via ...read more
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