I understand, since you’re new to OpsHub, I’ll break it down into actionable steps. The idea is to ensure replies are only linked to the correct deal, not all associated ones. You can do this using a combination of custom properties, workflows, and filtering logic.
1. Create a custom property on deals – name it something like Reply Tracking ID and store a unique identifier (the deal ID, a subject keyword, or a generated code). 2. Modify your automation – when sending the initial email, include this tracking ID in the subject or email body. 3. Set up a workflow in opshub – use a workflow to check incoming emails and match them with the correct deal based on this tracking ID instead of auto-associating with all linked deals. 4. Refine association logic – HubSpot’s API (or OpsHub's custom logic) can help limit associations based on email subject or recent activity.
Since you’re just getting started with OpsHub, you might find its free version enough to test this setup before diving into advanced customization.
1. Use custom properties on the deal to track whether a reply is expected. 2. Create a workflow that only associates replies with the deal in the correct stage (instead of all linked deals). 3. Filter based on sender domains or deal type to separate supplier vs. client interactions.
Since you’ve already tested association defaults, it might be worth looking into whether HubSpot's API or a custom OpsHub integration can filter replies based on recent email activity. Have you tried restricting associations manually via automation rules, or are you looking for a fully automated solution?
So i am just exploring the route here, to be honest i havent got much experience coding witin opshub so am unfamiliar with the library.
That solution sounds good, are you able to expand on the actionable steps?
The filter based on domain i dont think would be needed, if we can associate the response back to the deal (perhaps by this custom property you mentioned or by subject name as it stays on the reply)
I understand, since you’re new to OpsHub, I’ll break it down into actionable steps. The idea is to ensure replies are only linked to the correct deal, not all associated ones. You can do this using a combination of custom properties, workflows, and filtering logic.
1. Create a custom property on deals – name it something like Reply Tracking ID and store a unique identifier (the deal ID, a subject keyword, or a generated code). 2. Modify your automation – when sending the initial email, include this tracking ID in the subject or email body. 3. Set up a workflow in opshub – use a workflow to check incoming emails and match them with the correct deal based on this tracking ID instead of auto-associating with all linked deals. 4. Refine association logic – HubSpot’s API (or OpsHub's custom logic) can help limit associations based on email subject or recent activity.
Since you’re just getting started with OpsHub, you might find its free version enough to test this setup before diving into advanced customization.
