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Aibert on Oktober 10, 2024
When using the Microsoft Dynamics 365 data-sync the Dynamics ID is not filling in the contact property with the corrisponding 'Microsoft Dynamics ID'. I was looking to create email links to Dynamics 365 for direct access similar to the integrat Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
Oktober 11, 2024 12:41
Hey, @Aibert 👋 I moved this to a different part of the community so that other folks who use data syncs might see it. Best, Jaycee
GWeidler on Oktober 10, 2024
I have a deactivated account and as I am trying to log-in it's not letting me in. I got my phone stolen so scanning the QR Code right now is not the option. What other ways do I have to access my account and reactivate it?
0 Likes
1 Antwort
Community-Manager/-in
Oktober 10, 2024 18:16
Hey @GWeidler ! There is a form linked in this Knowledge Base article to open a ticket with HubSpot Support and recover your account. Be advised...Beitrag ansehen
rulpats on Oktober 10, 2024
Hi team, I am trying to post on LinkedIn via Hubspot social tool. But this has happened for the first time that the post failed to get published. What could be the reason for this? Here is the message that I get. "LinkedIn may have flagged your Beitrag ansehen
0 Likes
1 Antwort
Berühmtheit | Partner
Oktober 10, 2024 01:45
Hi @rulpats , Since the error refers to LinkedIn directly, I'd recommend reaching to LinkedIn customer support: https://www.linkedin.com/help...Beitrag ansehen
BLaverack9 on Oktober 09, 2024
Hello! So I'm wondering if anyone else has tried to achieve this. Essentially what I'd like is to be able to automate the syncing of tickets to/from a Contact (that is linked to the deal) with the Zendesk topic "onboarding" to the Deal. Similarly Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
Oktober 09, 2024 17:31
Hi @BLaverack9 ! Welcome to the Community-- happy to have you here 😊 I understand your goal is to sync calls with the topic 'onboarding' ...Beitrag ansehen
Stef_N on Oktober 02, 2024
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 Beitrag ansehen
0 Likes
3 Antworten
Mitglied
Oktober 06, 2024 12:45
We are in the process of making a decision on the PRM and are only considering vendors that integrate with HubSpot. I was evaluating whether it would...Beitrag ansehen
Gelöst
PSterkenburg on Oktober 01, 2024
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 Beitrag ansehen
Akzeptierte Lösung
Stratege/Strategin
Oktober 05, 2024 08:09
@PSterkenburg I believe Koalify can assist you in comparing values between duplicate pairs and detect how they could be associated using the Koalif...Beitrag ansehen
Gelöst
ErikHolmberg on Oktober 01, 2024
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 Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Community-Manager/-in
Oktober 01, 2024 15:44
Hey @ErikHolmberg , thank you for posting in our Community. Great question! When working with HubSpot’s datasets and formula fields, it can ...Beitrag ansehen
Gelöst
JamesonC on September 20, 2024
👋 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 Beitrag ansehen
0 Likes
5 Antworten
Akzeptierte Lösung
Trendsetter/-in | Elite Partner
September 20, 2024 16:55
I had a similar issue in the past, could you try renaming `jobTitle` to something else? I couldn't save a code action and thought I was going crazy, ...Beitrag ansehen
Gelöst
kieranknock on September 13, 2024
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.
Akzeptierte Lösung
Berühmtheit | Partner
September 13, 2024 11:05
Hi @kieranknock , Yes, this is best done by creating a calculation property, in this case a deal property of the type calculation which I woul...Beitrag ansehen
Gelöst
ArnaudA on September 11, 2024
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 Beitrag ansehen
0 Likes
2 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
September 11, 2024 16:07
Hi @ArnaudA , No development needed 🙂 this is in beta: https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflo...Beitrag ansehen
Gelöst
FBaumstark on September 05, 2024
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 Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Teilnehmer/-in
September 12, 2024 07:49
Hey community, thanks for the feedback. With help of the developer docs I was able to solve the problem. The code is correct and works. Unfortunate...Beitrag ansehen
Gelöst
EVatsev on September 04, 2024
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 Beitrag ansehen
0 Likes
4 Antworten
Akzeptierte Lösung
Community-Manager/-in
September 04, 2024 18:47
Hi @EVatsev ! Welcome to the Community-- happy to have you here 😊 I understand you are looking to change an existing property to a property...Beitrag ansehen
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