We noticed that it is currently not possible to use the output of custom code as conditions for branches. However, it is possible to set them as the value of an object's properties. So, we built a workaround to save the values in object properties a read more
Hi @MWatermeyer ,
You're right. For AND/OR logic branches, you can't reference custom code action outputs and a custom property, updated via '...read more
I have a contact property called "contact engagement score" and another contact property called "lead status". Whenever the lead status is anything other thank "JUnk", I want an average of all the contact engagement scores, to be input into a custom read more
Hi @Manasa_V ,
I wouldn't do this with a workflow / custom code, but a roll-up property instead: https://knowledge.hubspot.com/properties/cre...read more
im using some code to check all contact email addresses within hubspot for their dmarc status to inform those contacts to improve their cyber security. const dns = require('dns').promises; exports.main = async (event, callback) => { const em read more
@CWhite36 Nice work At this point the missing link is how those outputs get written back to the contact record. In HubSpot, a custom‑code action ...read more
Hi everyone, I need help creating a workflow that reformats phone numbers in HubSpot to follow this structure: Standard 10-digit numbers should be formatted as XXX-XXX-XXXX If the number includes +1, it should be formatted as +1-XXX-XXX-XXXX For e read more
Hello @ASamaha , did you try the NEW BETA Format phone numbers using workflows?
It should do the trick. Here is a sample screenshot. Just g...read more
I have use case when I need to enroll workflow whenever particular proeprty of deal has been changed. Enrollment shuld be triggered for: - deals which as in particular pipeline - [and] deals which ahve assidned another deal in labelled assignation read more
Hi @adam7282 ,
In the enrollment criteria of your workflow, when adding a filter, change the "Filtering on" dropdown from "Deal (Current Objec...read more
Hi there, I'm trying to create a workflow that sends information associated with a deal using a webhook. I need to get the information for all Line Items, including the SKU, Quantity, and Unit Cost. When I edit the available data in the work read more
Hi @Nathanhobbs , It’s possible with Zapier using the “Search Line Items” module and inputting the deal ID. However, for each line item, you’ll...read more
I'm familiar with Follow-Up Boss as a CRM. I'm curious if there's a similar functionality where I'm able to create Action Plans or a checklist of steps to take when a contact is in a certain Deal or Lifestyle stage.
Hey @GMcCullough4 workflows and tasks are generally what you're looking for here, a good starting point would be the automate your processes guide ...read more
In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code? Thank you! 🙂
@karstenkoehler deal deduplication is now available with Koalify! Automated or bulk merging is fully embedded within HubSpot workflows. Not sure i...read more
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 read more
@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...read more
I'm currently working with Affirm to receive webhooks and they want me to provide a url for them to send the webhooks to. But as far as I can tell in order to allow hubspot to receive a webhook, I need to receive a test event while I still have the read more
Hey @JFenchel , thank you for posting in our Community!
It seems HubSpot’s webhook setup requires real-time testing to capture the URL durin...read more
Hello everyone, I have created a workflow that works as following: subscription criterias are "Status" = Not answering and "Contact owner" = Sales1 Then i create a task for Sales1 to call the lead with deadline the same day The problem aris read more
Hi @MScutra , HubSpot just rolled out a beta to allow for task based workflows. Or, you can wait for the scheduled release on 11/20. You'll need to ...read more
We have configured a workflow to send an email (using Send Email workflow action) when a Deal stage changes to 'Closed Won.' Although the email is successfully sent upon reaching this stage, it does not appear under the Deal's activity stream. Is t read more