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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

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

0 Reply

rulpats on October 10, 2024

This post wasn't published to LinkedIn.

Hi team, I am trying to post on LinkedIn via Hubspot social tool. But this has happened for the first time that the post failed to get published. What could be the reason for this? Here is the message that I get. "LinkedIn may have flagged your read more

Reply Discussion Data Sync

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 10, 2024

Hi @rulpats , Since the error refers to LinkedIn directly, I'd recommend reaching to LinkedIn customer support: https://www.linkedin.com/help...read more

GTorres-Soler8 on October 09, 2024

Workflows for multiple forms to assign lifecycle stage

I'm creating a workflow to assign contacts as an MAL or an MQL. Our MAL means any one who has engaged with at least 1 marketing form and doesn't fit our ICP; MQL = 1 form or many forms and is in our ICP. We use forms across all departments and read more

Reply Discussion MarketingOps

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 09, 2024

Hi @GTorres-Soler8 , This is typically best solved with a hidden field on forms. I for one am a big proponent of a "Conversion type" hidden fi...read more

BLaverack9 on October 09, 2024

Integrating Zendesk tickets into a Deal

Hello! So I'm wondering if anyone else has tried to achieve this. Essentially what I'd like is to be able to automate the syncing of tickets to/from a Contact (that is linked to the deal) with the Zendesk topic "onboarding" to the Deal. Similarly read more

Reply Discussion Data Sync

0 upvote

1 Reply

kennedyp

Community Manager

October 09, 2024

Hi @BLaverack9 ! Welcome to the Community-- happy to have you here 😊 I understand your goal is to sync calls with the topic 'onboarding' ...read more

Solved

msshey_ on October 08, 2024

Average Deal Size Visualization

Hello, everyone! 😊 I need a little help building a report. I’m looking to create something similar to the chart below, but I’d like to include two bars that compare total revenue against our million-dollar goal. It would be great to see bo read more

Reply Discussion RevOps SalesOps

0 upvote

8 Replies

karstenkoehler

Hall of Famer | Partner

October 09, 2024

@msshey_ of course, happy to help! Out of the box, unfortunately, HubSpot reports aren't good at monthly revenue reporting – unless you're al...read more

Solved

msshey_ on October 07, 2024

Deal cards view

Hello HS Team, I'm new to HubSpot and have been using it for about three months. My team and I are still in the process of building and refining our pipelines and stages. I wanted to check if there’s a way to view email activities directly on th read more

Reply Discussion RevOps SalesOps

0 upvote

6 Replies

karstenkoehler

Hall of Famer | Partner

October 08, 2024

@msshey_ the same applies here, unfortunately, no mini feed. You can however toggle some basic activity information to show, see here: https://kno...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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