When using the Microsoft Dynamics 365 data-sync the Dynamics ID is not filling in the contact property with the corrisponding 'Microsoft Dynamics ID'. I was looking to create email links to Dynamics 365 for direct access similar to the integrat Beitrag ansehen
I have a deactivated account and as I am trying to log-in it's not letting me in. I got my phone stolen so scanning the QR Code right now is not the option. What other ways do I have to access my account and reactivate it?
Hey @GWeidler ! There is a form linked in this Knowledge Base article to open a ticket with HubSpot Support and recover your account. Be advised...Beitrag ansehen
Hi team, I am trying to post on LinkedIn via Hubspot social tool. But this has happened for the first time that the post failed to get published. What could be the reason for this? Here is the message that I get. "LinkedIn may have flagged your Beitrag ansehen
Hi @rulpats ,
Since the error refers to LinkedIn directly, I'd recommend reaching to LinkedIn customer support: https://www.linkedin.com/help...Beitrag ansehen
Hello! So I'm wondering if anyone else has tried to achieve this. Essentially what I'd like is to be able to automate the syncing of tickets to/from a Contact (that is linked to the deal) with the Zendesk topic "onboarding" to the Deal. Similarly Beitrag ansehen
Hi @BLaverack9 ! Welcome to the Community-- happy to have you here 😊
I understand your goal is to sync calls with the topic 'onboarding' ...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
@PSterkenburg I believe Koalify can assist you in comparing values between duplicate pairs and detect how they could be associated using the Koalif...Beitrag ansehen
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 Beitrag ansehen
Hey @ErikHolmberg , thank you for posting in our Community.
Great question! When working with HubSpot’s datasets and formula fields, it can ...Beitrag ansehen
👋 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 Beitrag ansehen
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, ...Beitrag ansehen
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.
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...Beitrag ansehen
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 Beitrag ansehen
Hi @ArnaudA ,
No development needed 🙂 this is in beta: https://knowledge.hubspot.com/workflows/manage-crm-record-associations-with-workflo...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
Hi @EVatsev ! Welcome to the Community-- happy to have you here 😊
I understand you are looking to change an existing property to a property...Beitrag ansehen