Hi all, Recetly there was a change in hubpsot and it seems that we are no longer able to send out personalized documents automatically. Previously we had a file property, where the documents were uploaded by the team, and it got attached to the ma read more

Hi! In our Contact Object we have a single-line text property called Company_Qcode in which the values can look like this: {SECLNT10034182} or.... like this: {SECLNT87247981,SECLNT89752329} If there are mutliple ones like in the last example read more

Hi there, We bought Operations Hub pro so we could easily deduplicate our companies. I'd like to merge based on company owner, but the out of the box filters in the dedupe tool are limited. Specifically, if I have a conflict between two owners, read more

Hi everyone, I need help creating a workflow that reformats phone numbers in HubSpot to follow this structure: Standard 10-digit numbers should be formatted as XXX-XXX-XXXX If the number includes +1, it should be formatted as +1-XXX-XXX-XXXX For e read more

We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this?

Hi Community, Does anyone know of a way to automatically determine and set VAT for companies, based on the company name and address data? Regards, Mario

We are looking to use Close Bot AI and there isn't any native integrations with Hubspot, it looks like you have to use webhooks - we have operations Hub and enterprise level. Has anyone used this with their Hubspot account? Does it work well? read more

My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated by a departing team member, read more

Hiya If we have 7,000 deal records that have been tagged by a property, what is the easiest way to mirror this property in the company records (for the company related to the deal record) please? Thank you

I've read all the other community posts on syncing custom lists and the workaround to single line fields in netsuite and then sync the single line to single line in hubspot, but I am still having issues even getting the single line field to popula read more

I have use case when I need to enroll workflow whenever particular proeprty of deal has been changed. Enrollment shuld be triggered for: - deals which as in particular pipeline - [and] deals which ahve assidned another deal in labelled assignation read more

We have over 134,000 suggestions for correcting address information. That's never going to be a manual task, how can I automate it?