Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link deals to both the partner co read more

Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records read more

Hi, I'm trying to get into building datasets and using the formula fields. Howver, it's hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use [COMPANY.hs_analytics_source] as read more

👋 Hi everyone, I want to make an API call to OpenAI to categorize a HubSpot contact's job title into 1 of 8 job functions. For some reason, HubSpot's custom code editor does not allow me to save the code when I add the template liter read more

Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company.

Hi HubSpot Community ! I am almost sure that this need custom development, and I need to confirm this. Context : A user submit a form, which contains a field based on a custom property, order_number for example. On submit, form is linked t read more

Hey community, I have automated a new ticket creation. However, the problem is that the ticket description of the automatically created ticket is difficult to read due to a poor format. I would now like to create a workflow that takes the ticket, fo read more

Hello, We have a few mandatory deal based properties in a pipeline. Sales guys needs to fill them during outreach and calls, but we want to have them on a company level. These properties are more company specific, but since I can only use deal b read more

Oi, pessoal! Estou tentando realizar integração com Hubs e um fornecedor de vaçlidação cadastral via fluxograma por envio de webhook. O fluxo roda corretamente e o envio do webhook realiza com sucesso, porém as propriedades não são atualizadas co read more

We're using the Shopify Connector to pull in Abandoned Carts. In Shopify, each Line Item has a 'Properties' free-text field. We store in that field Customer data related to that Line Item (e.g. Student Name for an Online Test). Is that 'Properties' read more

Good day all, I am trying to find a way to get the tracking number from NetSuite displayed in HubSpot in a useful location. I have it syncing over on the invoice but I would like to find a way to either display it on the Sales order Sync card o read more

Several workflows move a user through different stages of a ticket. At one point, it sends a notification to the user, letting them know they need to change a property called Resolution , from blank to choice1 , choice2 , or choice3 . In the wor read more