I am trying to find a deal through a form submission so I can push a deal down a pipeline. So when someone fills out a form, (lets say the identifier is first + last name) It will go through the deals in a specific stage in the pipeline. Ideally read more
I have a contact property called "contact engagement score" and another contact property called "lead status". Whenever the lead status is anything other thank "JUnk", I want an average of all the contact engagement scores, to be input into a custom read more
Hi @Manasa_V ,
I wouldn't do this with a workflow / custom code, but a roll-up property instead: https://knowledge.hubspot.com/properties/cre...read more
Hey, according to our IT specialists we have an integration of our own data via an API. And I try to map the data but the menu is not shown for that whereas is other integrations I can see the sync and mapping menues. What do I have to do? When clic read more
Hello @SKnebusch ,
Unlike HubSpot's native Data Sync integrations (e.g., Salesforce, NetSuite), custom API connections don't include a built-in...read more
Hi, I want to get a list of companies that went through a specific workflow. The workflow only assigns company owners based on filter criteria so no property is set, nothing unique I can search for. I tried with making an active list, but t read more
Is anyone else experiencing ridiculously slow page loading times? HubSpot works brilliantly for the first hour of the day and then everything slows down, sometimes with a lag of 30 - 45 seconds between searching for a record and finding it or typing read more
Hi @ISánchez0 1.HubSpot’s outbound‑webhook action sits inside workflows and is only unlocked with Operations Hub Pro/Enterprise ( https://knowle...read more
Hi there, I'd like to set up a workflow that triggers everytime someone visits a high intent page. Once they visit the page, I would like an email to be sent to our team that includes the company of the person that visited that page. Our entire webs read more
I am attempting to use the custom code workflow capabilities in Operation Hub to merge two contacts if they match on the mobilephone (internal name) property. This is very similar to the use case provided by Hubspot staff here sample-workflow-custo read more
Hi @customtruck This might help you • Use the POST /crm/v3/objects/contacts/merge endpoint (not the old “merge-two” v1 URL). Body must be: { "p...read more
im using some code to check all contact email addresses within hubspot for their dmarc status to inform those contacts to improve their cyber security. const dns = require('dns').promises; exports.main = async (event, callback) => { const em read more
@CWhite36 Nice work At this point the missing link is how those outputs get written back to the contact record. In HubSpot, a custom‑code action ...read more
I'm setting up what I thought would be a simple set of automations. The client has an intake form for scheduling consultations. They have 2 types of consultations. I set a property for "which product" on the form that has a radio select for each ca read more
Hey @Jsum I understand the confusion - hopefully I am understanding your questions Payments and Deals are their own objects so each can opera...read more
Hi guys,
When setting up a sync for a custom object, at the top of the list for the HubSpot side of the sync are all available associations. These have worked fine so far.
However when attempting to do the same for contacts and read more
Hi @PThomasFuelius ,
In HubSpot, association labels for standard objects like Contacts and Companies are not exposed in the same way as for...read more