CRM

Hello! Could anyone assist with a workflow to add custom objects to tickets based on association labels? One of the pipelines my team uses is to add new students to teachers' classes. I've created a new association label for "Teacher" that associ...

Hello, I'm trying to set up a sync between HubSpot Deals and Salesforce Opportunities, where I can associate a contact as the "Primary Contact" within a Deal. Our Sales team currently creates an Opportunity in Salesforce and marks a contact a...

Team, I have a situation where, at the beginning of every month, I need an object line created if a property is equal to the field type (this is created), BUT with the condition that the current date (1st of the month when the workflow is sched...

Hi folks, I have a custom object field called contracts. Here we keep the start and end date and contract value of the software we sell to our customers (for example, Adobe, Autodesk, Microsoft). I created a property called contract v...

Hi there, We want to use custom objects in our account but I'm struggeling at the moment, because I cannot find a way to automatically create custom objects from a contact or company based workflow. Also the enrollment in another workflow (custom b...

Hey community, Need to Know if we can replicate the product and line item features for tickets as well, just like we use it for deals. even if there is any work around for the same. Thanks and regards Pranav Pandhi

I have a custom object called membership. I can associate the custom object to orders via the HubSpot API. I can view those associations in the API. However, I cannot display my custom object's associated order inside the view for my custom obje...

Hello, I am surprised one cant show values from an associated object with an association property. For example, I want to "dot walk" to an object like this: First Order "Dot Walk" I think is supported today: Contact.Company.Phone This would enabl...

I have been asked to add either a section on the side bar in deals, or a deal view which shows informaiton together which current sits in different records. For example - Shipping address - sits on the contact and/or company record Deal stage...

Hi there! I currently have a Xero integration which is pulling in the invoice amount from Xero. Is there any way, via a workflow or cutom mapping that I can have the Invoice amount auto populated into the default 'Amount' property in the Deal re...

We are a supplier of Battery energy Storage systems to commercial customers. Many of our projects (deals) require that we supply our equipment in several tranches over several months or sometimes greater. When the Deal is closed as Won, the Dea...

Hello Everyone! I am hoping someone can help me out with a few object association issues outlined below. I have a custom object I created named "Assets," which is essentially a list of property addresses. The primary display property is labe...