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

Hello community! I have some troubles with one of my workflows and I can see that it is a common thing, but I can't figure it myself. I have a workflow that creates a Deal whenever a new contact is created through form submission, but after read more

Hi, I want to populate a property on a company object with the last time that a meeting of a specific type, e.g., a QBR, was held. I can trigger this based on a filter for any companies that have a meeting of this type, but I can't seem to figure ou read more

What are several possible ways and the easiest one to replicate Hubspot lists in Salesforce? I have created a list in Hubspot and I want to find those leads/contacts in SFDC.

Hi, I was wondering if anyone else has run into issues with the shopify sync since it's updated the orders to sync with "Orders" now rather than Deals. The main issue I'm facing is web purchases are no longer showing as deals which creates read more