⚙ Operations Hub

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MHarper5 on February 10, 2025
Hi My emails have always connected instantly to hubspot, but recently some aren't and i'm needing to create their contact. Any idea why or how i can rectify this? Thanks
0 upvote
1 Reply
Hall of Famer | Partner
February 10, 2025 05:19
Hi @MHarper5 , Could you please share a bit more detail and context? How are these emails sent / received exactly? Best regards
AD71 on January 29, 2025
Hello all, we have a problem with some of our users: mails are not tracked, logged, and assigned to the corresponding contact in HubSpot. The setup is as follows: 1. we uploaded the contacts to our CRM 2. our hubspot has a few users registe read more
0 upvote
1 Reply
Participant
January 29, 2025 14:23
Hi AD71 , It seems emails sent via Woodpecker aren’t logging in HubSpot due to unregistered aliases/domains. HubSpot typically tracks emails onl...read more
CHopkins1 on January 27, 2025
I am trying to abbreviate all of the written out State/Regions for companies with the custom code function (Texas -> TX) then have the output update the State/Region property. My private app is set for reading company data, but the logs keep sa read more
0 upvote
2 Replies
Participant
January 27, 2025 21:52
Kennedy - I've verified all of the items you listed, all look correct. I found that post even before posting and if you read the comments you can see...read more
IDevolé on January 23, 2025
Hello, I created a workflow that checks: if a contact ever had a meeting booked? (regardless of the outcome) The date of the first meeting that was actually held with the contact (outcome = Completed) It read more
Key Advisor | Partner
February 06, 2025 18:47
@IDevolé - all I can see is a rather trivial issue of an extra comma at the end of the outputFields JSON definition. I can't exactly reproduce what...read more
HSpaulding on January 16, 2025
Hello! I have created four cloned dropdown multi-select checkboxes in Companies, Contacts, Deals, and Leads. I would like to be able to update one object's list when new values are needed and have a custom code to grab that list and update the read more
0 upvote
4 Replies
Community Manager
February 06, 2025 17:12
Hi, @HSpaulding ! Thanks for sharing your continued progress 😊 The Community offers valuable insights from subject matter experts, but for a...read more
NirbhayT on January 16, 2025
Dear Operations Hub expert. My organization is planning to add operation hub starter, we are already using marketing hub. I am curious to know if you can guide me about some best practices to implement ops Hub from scratch and how can we utilise read more
0 upvote
1 Reply
Community Manager
January 16, 2025 16:45
Hi @NirbhayT ! Welcome to the Community-- happy to have you here 😊 I am glad you are planning to utilize the tools in Operations Hub! ...read more
Solved
tlynncook on January 14, 2025
I would like the ability to allow for certain users to be able to override a value within a calculated property. For example, example, we may have a calculated property to automatically calculate a subscription end date for a contract so that reps d read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 11:04
Hi @tlynncook , The best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/Hu...read more
kaanaro on January 14, 2025
Hey community, I spent some good hours to set the new Course object but when I create the workflow to associate the contacts to course, I saw that this is not available through the "Create association" action. I tried assoc8 app but the new read more
0 upvote
3 Replies
Member
February 07, 2025 01:39
@kaanaro login miocado wrote: Hi @Jigar_Thakker Thanks for your reply. So, I need to make this as an automation. So, that when someone mak...read more
OJ_ONT on December 17, 2024
We run lots of campaigns and we push the contacts engaging with campaigns to salesforce campaigns in order to drive ROI reporting and use the SFDC campaign member status as a flag for sales to engage. This requires customising every form and lot read more
Member
February 07, 2025 04:40
@OJ_ONT wgu login wrote: We run lots of campaigns and we push the contacts engaging with campaigns to salesforce campaigns in order to drive ROI...read more
Solved
CGabaston on December 12, 2024
Hello ! I'd like to have your feedback about Hubspot's best practices. I use Hubspot forms on my website (contact, download different types of contents...) and I currently have more than 100 forms in my CRM. Each form drives toward a different co read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
December 12, 2024 09:02
Hi @CGabaston , Managing that many forms can be challenging for sure. A couple of thoughts: Hidden properties populating values from quer...read more
Solved
LULUDEDE on December 10, 2024
I've searched around but have not been able to find if there's any kind of field/ property, that allows the team to immediately update a text field when looking at a report? For us it doesn't matter what field type this is. Context: revenue oper read more
0 upvote
2 Replies
Accepted solution
Guide | Platinum Partner
December 10, 2024 14:08
Yes @LULUDEDE , I know how those revenue operations team review meetings about pending deals can be. We typically recommend creating an opera...read more
Solved
JPask on December 09, 2024
I'm trying to get Freeagent to sync all it's contacts into HubSpot however the integration will only allow me to select a Freeagent contact and sync that with a HubSpot contact. The problem is that Freeagent calls everyone contacts even if they read more
0 upvote
7 Replies
Accepted solution
Contributor
December 11, 2024 06:31
Hi @JPask one way of doing this as suggested by @PamCotton is to use CSV and then import this data into HubSpot. But you are right, this will not...read more
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