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Solved
MWatermeyer on July 17, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 17, 2025 09:02
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
Solved
Manasa_V on May 21, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 21, 2025 02:31
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
Solved
CWhite36 on April 21, 2025
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
0 upvote
4 Replies
Accepted solution
Top Contributor
April 22, 2025 12:16
@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
Solved
ASamaha on March 12, 2025
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
0 upvote
10 Replies
Accepted solution
Participant | Gold Partner
June 25, 2025 08:28
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
Solved
adam7282 on March 03, 2025
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
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
March 03, 2025 05:43
Hi @adam7282 , In the enrollment criteria of your workflow, when adding a filter, change the "Filtering on" dropdown from "Deal (Current Objec...read more
Solved
Nathanhobbs on February 24, 2025
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
Accepted solution
Participant | Platinum Partner
February 25, 2025 11:45
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
Solved
GMcCullough4 on February 14, 2025
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.
0 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
February 17, 2025 12:22
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
Solved
SClara on February 10, 2025
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! 🙂
Accepted solution
Top Contributor
May 16, 2025 05:51
@karstenkoehler deal deduplication is now available with Koalify! Automated or bulk merging is fully embedded within HubSpot workflows. Not sure i...read more
Solved
IDevolé on January 23, 2025
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
Accepted solution
Key Advisor
February 06, 2025 18:47
@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
Solved
JFenchel on November 20, 2024
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
Accepted solution
HubSpot Alumni
November 20, 2024 17:13
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
Solved
MScutra on November 13, 2024
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
0 upvote
5 Replies
Accepted solution
Guide
November 15, 2024 17:22
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
Solved
Anupa_Dayaratne on November 13, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 13, 2024 10:03
Hello @Anupa_Dayaratne , This is unfortunately not possible at this stage. However, other users have requested this before: https://commu...read more
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