Hey folks, I recently created a custom object to track expos/events more thoroughly. Its called "Events" I have created association between custom object "Events" and contacts. I am able to associate contacts to custom object "Events". Now I wo read more
Hi @PMenkar1 ,
If you have figured out the calculation property for the number of associated contacts (a roll up property) then your other pro...read more
Goodmorning everyone, My company collaborates with many external operators, who rotate doing different activities in different dates. We have an excel file with their names, surnames, emails, date and type of activity they have to perform. Is ther read more
Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. Therefore I was trying to cre read more
Hey @DParisi , thank you for your post.
You could try reviewing the way you extract and handle the phone number property in the event. Check...read more
Dear Contributors, We are currently in the implementation phase of HubSpot and leveraging workflows to automate key aspects of our operations. As we integrate workflows extensively, we have several questions and would appreciate your insights to read more
In HubSpot currently, we can only enroll in a workflow by using an association label. We can't re-enroll to a workflow using association labels. This is my first concern. My second concern is when we configure the workflow enrollment, we can't c read more
@Anupa_Dayaratne you would have to create a custom calculation property (type rollup) on the deal object that counts how many associated companies ...read more
Flow: - Hubspot Companies to Netsuite Customer - Hubspot Opportunity to Netsuite Opportunity Question: Does the connector store Netsuite Internal IDs in Hubspot when synced? I'm assuming yes because it's able to handle updates - but on which p read more
Hello, Netsuite Internal ID is the unique identifier of the record. If in Hubspot say a company, https://app.hubspot.com/contacts/46126923/record/...read more
I created a workflow with custom code to fix misspelled gmail domains, so for example jane@gmai.com would update to jane@gmail.com . I put the code into the workflow, tested a contact, and the test says it was a success, but the contact's email n read more
Hey @RRezvanian , happy Friday!
It sounds like you’ve set up the workflow correctly, but the email field might not be updating due to permi...read more
Hi @NigeMc ,
Could you be a bit more specific? What exactly are you experiencing, what are you doing – step by step – and what is the current ...read more
Hello Everyone! I have a very specific problem that I need help solving for within HubSpot contact properties/workflows. Situation: We have a form that collects users' age with 3 separate properties - DOB Day (dropdown select) - DOB Mont read more
Hi @justinlu ,
Is there a reason why you're not simply using a regular custom date property? https://knowledge.hubspot.com/properties/propert...read more
How can we reference the account's timezone in the timezone field when formating date and time through workflows? Organization wants the time a property is changed to be stamped into a text property string so this information is visible for user read more
Hey there—I am fairly new to a team that had an existing Hubspot account that was set up before I started. Our Hubspot is huge, and we have lots of employees adding, updating, and generally managing our account. To say things are a mess is an unders read more
Hi community,
Anyone had any luck automating associations with the new objects to the core objects?
Can't see I can associate a contact to a course, via API, or using workflow.
I feel like I'm missing something.
Hi @Peter__Jones , I hope that you are well! Thank you for asking the Community! I understand that you'd like to associate contacts with custom ...read more