Looking for Feedback & Implementation Advice: Automated Student Assignment Flow in HubSpot
Hi everyone! I am building an automated workflow to assign students to classrooms once a deal is closed . Our use case involves custom objects in Hu read more
I need to put some order in my workflows, which have grown "organically" for the past two years. To do so, I would like to map properties of my main objects (contacts, deals, companies) to the workflows they trigger and the workflows that impact t read more
Client wants to know how many entries for example of a custom event (lets call it Purchase) over the entire history. Is there a workaround to the 5 year range limit that could be used (merging datasets in reports etc). Not super useful if we cannot read more
HubSpot’s native reporting does impose a 5-year limit for custom event data (like your "Purchase" event), but here are proven workarounds to analyze...read more
I'm verifying a country as a string is allowed in our other country field (drop down) before I attempt to write it. This is to support the logic applied in salesforce to pass a lead to the right sales queue. My script fetches the property options fr read more
Blue host can not seem to modify DNS to support Hubspots requirement to run email through my domain. Hard to believe since both organizations are so large. What am I missing? Should I change providers or kill Hubspot?
Hi, I am having some issues with accessing files uploaded from candidates via our website. Every time I click on the submission, it either says "There was a problem loading the submission, please refresh the page or try again later" or "this val read more
Hi Jaycee, Unfortunately its happening with external submissions as well! Ive tried changing the property name howeveer its saying i cannot edit ...read more
I'm looking to create a report that tracks the date a contact becomes associated with a custom object. Since a contact can be linked to multiple custom object records, I want to avoid creating numerous properties and workflows. The most effective s read more
I know you mentioned not using multiple properties and workflows, but I do feel that a date field on the Custom Object Record would work here. The r...read more
Hi, I need to assign a new company as a primary one. I do this in the automation, via a custom code. At first I start with removing the existing association and later set a new primary company. Everything looks fine in a log, but give no result - th read more
The issue might be that HubSpot needs time to process the disassociation before assigning the new primary. Try adding a short delay (1–2 seconds) bet...read more
We're currently having issues with tickets being created from multiple sources — forms, calls, and emails — all generating separate tickets for the same issue. We’d like to explore how we can better manage this, ideally by finding a way to merge read more
Hi @Psc2147 ,
It sounds like you have contacts who submit their requests via different channels repeatedly – do I understand that correctly?
...read more
Hi, I am new to Hubspot, so not sure if Im even setting this up correctly. I am trying to make a workflow triggered when an email comes into the shared inbox. Based on the email body text, I want to route it to different places. I can't figu read more
Hi @KateHoffer ,
This is unfortunately not possible at this stage. As far as I know, there is no conversation property that can be referenced ...read more
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