⚙ Operations Hub

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MHarper5 en Febrero 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
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1 Respuestas
Miembro del salón de la fama | Partner
Febrero 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 en Enero 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 Leer más
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Participante
Enero 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...Leer más
CHopkins1 en Enero 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 Leer más
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2 Respuestas
Participante
Enero 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...Leer más
IDevolé en Enero 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 Leer más
Asesor destacado | Partner
Febrero 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...Leer más
HSpaulding en Enero 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 Leer más
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4 Respuestas
Administrador de la comunidad
Febrero 06, 2025 17:12
Hi, @HSpaulding ! Thanks for sharing your continued progress 😊 The Community offers valuable insights from subject matter experts, but for a...Leer más
NirbhayT en Enero 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 Leer más
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1 Respuestas
Administrador de la comunidad
Enero 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! ...Leer más
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tlynncook en Enero 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 Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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...Leer más
kaanaro en Enero 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 Leer más
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3 Respuestas
Miembro
Febrero 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...Leer más
OJ_ONT en Diciembre 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 Leer más
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4 Respuestas
Miembro
Febrero 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...Leer más
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CGabaston en Diciembre 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 Leer más
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2 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
Diciembre 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...Leer más
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LULUDEDE en Diciembre 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 Leer más
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2 Respuestas
Solución Aceptada
Guía | Partner nivel Platinum
Diciembre 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...Leer más
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JPask en Diciembre 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 Leer más
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7 Respuestas
Solución Aceptada
Colaborador
Diciembre 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...Leer más
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