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Workflow challenge to set association label Company to Company
- 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 with the same domain, but of which 4 are actually churned 'customers' (or 4x the same customer). Solution so far: I have built all kinds of intricate deduplication, but it's not even stemming th ...read more
Preview data tables while working on formula fields
- 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 basis for a selcetion. How would I review what table this data is included in as well as what data this column can hold? Now I feel like I need to know the datastructre before hand and have no way ...read more
How to change current Timezone
- So now, one of the Formatting issues I can fix is the UTC Timezone. I can do this in the Location section of Formatting issues. But I can only mass apply the change to 50 records at a time. How can I automate this feature? The Time zone property I have access to in workflows is not the correct one and the one I DO have access to declares it a HubSpot property and I am not allowed to change it. ...read more
Send Quickbooks Invoice reminder from HubSpot Workflow
- i'm trying to create a workflow that will send a customer a reminder that their invoice is due using a hubspot email. I'm using QBO for invoices and they are synced with hubspot. I'm able to create the email and the automation, but the one thing i'm missing is the link url to the QBO invoice for the client to click on to action on it. is it possible to get that information from the integration? ...read more
Programmable Automation | Inability to save when template literal added
- 👋 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 literal ${jobTitle} into my code. If I remove the template literal, it saves. See error message and red box in the screenshot. I believe my code is right, but am I missing something trivial? ...read more

maggiebutler on September 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more

Reply Discussion

19 upvotes

139 Replies

JiquanNgiam

Member

August 22, 2024

Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more

DianaGomez on May 10, 2024

Welcome to the Clearbit board

Hey Community! We are excited to announce the launch of the new Clearbit forum in our community. This is a space where you can ask support questions, share best practices and tips, and learn from other customers. What is Clearbit b read more

Reply Discussion Data

8 upvotes

2 Replies

mannyestevez

HubSpot Employee

June 10, 2024

Hi Tayo, Great question here, and our apologies for not getting to it any sooner. The Clearbit Platform has a ton of free features and ...read more

MGreene04 on October 11, 2024

Deals without Specific Association Label

I am trying to create a report of all the deals that one of many deal stages, but without a certain Association Label. I can only seem to get my report to work in the inverse - where the deal DOES contain a specific Association Label. Is there read more

Reply Discussion RevOps

0 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

October 12, 2024

Hi @MGreene04 , HubSpot is unfortunately not very good when it comes to "is not associated to any" logic, it's always a "is associated to at l...read more

ErikHolmberg on October 11, 2024

Analyze inbound lead conversion based on first contact

I'm trying to analyze conversion rates on inbound leads based on how fast the lead was contacted, ideally I would want the report to look something like Contacted within (hours) # Leads Conversion rate 1 A X% 2 B Y% 3 C Z% read more

Reply Discussion Process RevOps

0 upvote

1 Reply

Jaycee_Lewis

Community Manager

October 11, 2024

Hi, @ErikHolmberg 👋 Thanks for your question and for adding details about your desired result. Let's invite some of our community experts to t...read more

AMulready on October 11, 2024

Segregating Business

Background: We operate a large scale sales company (X) and have recently acquired another company (Y) that we want to keep seperate in our database. How do we stop contacts that fill in a form for "Y" from being contacted by someone from "X". We read more

Reply Discussion Data Quality Process RevOps

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 11, 2024

Hi @AMulready , This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...read more

Aibert on October 10, 2024

Access to 'Microsoft Dynamics ID' contact property

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 read more

Reply Discussion Contacts

0 upvote

1 Reply

Jaycee_Lewis

Community Manager

October 11, 2024

Hey, @Aibert 👋 I moved this to a different part of the community so that other folks who use data syncs might see it. Best, Jaycee

LPrice9 on October 10, 2024

Updating line items associated with invoice to the deal

Hi, We have set up a workflow for our quoting and invoicing where it is possible to have multiple quotes associated with a deal. The selected quote is then converted to an invoice. The line items that are associated with the deal are not automat read more

Reply Discussion SalesOps

0 upvote

1 Reply

JWingate2

Guide | Elite Partner

October 10, 2024

Hi @LPrice9 , This is not going to happen with OOTB functionality in HubSpot, other than potentially using a custom-coded workflow to pull t...read more

GWeidler on October 10, 2024

Account access issue

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?

Reply Discussion Resource

0 upvote

1 Reply

kennedyp

Community Manager

October 10, 2024

Hey @GWeidler ! There is a form linked in this Knowledge Base article to open a ticket with HubSpot Support and recover your account. Be advised...read more

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Workflow challenge to set association label Company to Company

Preview data tables while working on formula fields

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Send Quickbooks Invoice reminder from HubSpot Workflow

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