Hey folks, In my database, I have some contacts who are affiliates who are referring new contacts. When that happens, a new contact will store the affiliate ID of the person it has been referred by. Now, in my dataset I want to join the affi Leer más

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 Leer más

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?

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

👋 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 Leer más

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 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 Leer más

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 Leer más