RevOps & Operations Hub

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    • 👋 Hi there, Is it possible to fetch the sequence label using the Sequence id? For internal tracking / reporting purposes, my team wants to automatically copy this sequence label every time it is updated into a custom property we've created called, "Last Sequence Enrolled - Name" with field type 'Single-line text'. I can successfuly console.log the enrolled contact's "Last Sequence Enrolled" id, but unable to find API documentation ...read more
    • I have a workflow that fetches a Date property from a custom object in custom code and returns this.   This steps works like a charm, returning the expected value when I test it. Now at a later point in the same workflow, I try to format the date for display purposes, depending on conversation language, so there's multiple branches doing a different formatting each. Since event_start is a Date (tried Datetime as well), I as ...read more
    • Dear Hubspot Community, I have been using the new feature recently released from Hubspot, the deal score, and I find it so useful! I was wondering if anyone has thought about a baseline for the deal score, divided by deal stage. What is the threshold after that you do not consider the score positive anymore? ...read more
    • Hello, I'm looking for help creating a custom report in Hubspot - I'd like to be able to search keywords from email sent and received with the overall goal of having reports by subject matter and/or brand. Is this possible? Thanks! ...read more
    • 👋 Hi everyone, I'm trying to set up a Custom Code action where based on my determined deal enrollment triggers. I want to do the following: Find the enrolled deal's Associated Company id & 'Company owner' value Copy the 'Company owner' value into a custom property created on the deal, called 'Associated Company Owner Email' (can accomplish with native workflow actions) Assign task to stored 'Associated Company Owner E ...read more

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maggiebutler on September 14, 2020
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
19 upvotes
134 Replies
Most Valuable Member | Elite Partner
June 14, 2024
Welcome to the community @Jess51 , happy you're here! I'm working on a project with a similar tech stack and looking at options for connecting...read more
DianaGomez on May 10, 2024
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
7 upvotes
2 Replies
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
Schiste on June 13, 2024
Data Quality features to clean up data are getting better and better. They help a lot to maintain databases quite clean. But at the moment, they are small scale features. They work when a few hundreds records are impacted, but wor DB with 100s read more
0 upvote
3 Replies
Hall of Famer | Partner
June 13, 2024
@Schiste if you could wave a wand, what should you be able to do at that point?
JamesonC on June 10, 2024
👋 Hi there, Is it possible to fetch the sequence label using the Sequence id? For internal tracking / reporting purposes, my team wants to automatically copy this sequence label every time it is updated into a custom property we've create read more
Participant
June 11, 2024
Thanks @PamCotton , but I still can't find this in HubSpot's API documentation. Do you mind sending me the URL of the resource you're referring to, ...read more
psalvado on June 07, 2024
We've started seeing several instances where there's no activity reported under Page Views and Events, despite there being entries in Clearbit. We know this because we get the Slack message with the pages visited by a company but when we open that r read more
0 upvote
1 Reply
HubSpot Employee
June 10, 2024
Hi @psalvado , We apprecaite you reaching out to the Community! To best assist you with this request, as it requires reviewing your Cle...read more
svamann on June 07, 2024
I have a workflow that fetches a Date property from a custom object in custom code and returns this.   This steps works like a charm, returning the expected value when I test it. Now at a later point in the same workflow, I try read more
Most Valuable Member | Elite Partner
June 11, 2024
Honestly I'd tag in @Jnix284 on this one. I think she's done some custom coding in workflows - more than me, anyway!
CDiVincenzo on June 06, 2024
Dear Hubspot Community, I have been using the new feature recently released from Hubspot, the deal score, and I find it so useful! I was wondering if anyone has thought about a baseline for the deal score, divided by deal stage. What is the th read more
0 upvote
3 Replies
Top Contributor
June 11, 2024
Hi @CDiVincenzo , I am in the same boat as @danmoyle , but would echo his sentiment of reverse-engineering a baseline from your existing data...read more
RMosley on June 06, 2024
I've been using QuickBooks for my small business, but lately, it keeps crashing randomly. It's disrupting my work and causing delays in managing my finances. What could be causing this, and how can I fix it?
0 upvote
1 Reply
Community Manager
June 12, 2024
Hi @RMosley , Thank you for reaching out to the Community! Which integration are you using? Is it this one " QuickBooks Online "? After which ac...read more
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