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Stef_N on October 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 read more
0 upvote
3 Replies
Member
October 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...read more
PSterkenburg on October 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 read more
Top Contributor
October 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...read more
Solved
ErikHolmberg on October 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 read more
0 upvote
2 Replies
Accepted solution
Community Manager
October 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 ...read more
Solved
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 read more
0 upvote
5 Replies
Accepted solution
Recognized Expert | 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, ...read more
Solved
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.
Accepted solution
Hall of Famer | 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...read more
Solved
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 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | 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...read more
Solved
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 read more
0 upvote
4 Replies
Accepted solution
Participant
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...read more
Solved
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 read more
0 upvote
4 Replies
Accepted solution
Community Manager
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...read more
Solved
GAntunes8 on August 29, 2024
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
0 upvote
2 Replies
Accepted solution
Recognized Expert
September 02, 2024 14:54
Olá @GAntunes8 ! Espero que você esteja bem. Se eu não me engano, recentemente foi liberado essa possibilidade de fazer o tratamento das ...read more
Solved
GWardJan on August 28, 2024
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
1 upvote
6 Replies
Accepted solution
Participant
August 30, 2024 15:08
As others have said, before we can give an answer we need to figure out which app you are using for the integration. Most likely you are using t...read more
Solved
LStrubing on August 28, 2024
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
0 upvote
3 Replies
Accepted solution
Hall of Famer
September 01, 2024 12:28
@LStrubing if you want to surface NetSuite data on the sales order, I'd recommend having a developer create a custom CRM card that would surface ...read more
Solved
esealpha on August 26, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
August 26, 2024 13:43
Hi @esealpha , Delays are good thinking but fixed ones don't match the reality and delays until a value is changed don't always behave as expe...read more
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