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Trigger workflow based on object associations
- Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company. ...read more
Associate objects based on a custom property
- Hi HubSpot Community ! I am almost sure that this need custom development, and I need to confirm this. Context : A user submit a form, which contains a field based on a custom property, order_number for example. On submit, form is linked to an inbox that treat new conversations as support tickets. At the same time, we have deals that also contains a property named order_number. Requirement: On ticket creation, how would it b ...read more
Formatting of a ticket description via custom code
- Hey community, I have automated a new ticket creation. However, the problem is that the ticket description of the automatically created ticket is difficult to read due to a poor format. I would now like to create a workflow that takes the ticket, formats the ticket description and then overwrites it with the new format via custom code. Enclosed you will find the custom code I used in the workflow. The code generally seems to work. I have also ...read more
Property sync not possible
- Hello, We have a few mandatory deal based properties in a pipeline. Sales guys needs to fill them during outreach and calls, but we want to have them on a company level. These properties are more company specific, but since I can only use deal based properties as mandatory in a pipeline, now I need to transfer them to a company level properites. I already created company level properties a few weeks ago and planned to use a workflow for this ...read more
Are Shopify Line Item Properties mapped to anything in HubSpot?
- We're using the Shopify Connector to pull in Abandoned Carts. In Shopify, each Line Item has a 'Properties' free-text field. We store in that field Customer data related to that Line Item (e.g. Student Name for an Online Test). Is that 'Properties' property mapped to anything in HubSpot? We'd hoped it would be the 'Body HTML' property but it's not, that property is empty. ...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

140 Replies

youngthug01

Member

September 02, 2024

Welcome to the OpsLife community Looking forward to sharing insights and learning from your experience in marketing and revenue operat...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

Solved

kieranknock on September 13, 2024

Trigger workflow based on object associations

Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company.

Reply Discussion Data Quality Automation filters

0 upvote

2 Replies

kieranknock

Member

September 13, 2024

Hey @karstenkoehler , Thanks for your prompt response. This worked! For clarification, I'll note that I had to use "rollup" instead of a "calcuat...read more

VroomlyTeam on September 13, 2024

How to Handle Multiple Deals in Specific Stages for a Company Property Update?

Hi HubSpot Community, I’m trying to create a calculated property for companies that returns “Yes” if the company has one or more deals in specific stages of a given pipeline. Here’s what I’ve done so far: 1.I created a custom company pro read more

Reply Discussion RevOps

0 upvote

1 Reply

JessieS

HubSpot Moderator

September 13, 2024

Hi VroomlyTeam! Good morning! From my understanding, you want to create a calculated property that sets the property to “Yes” if the company has...read more

BKrauth on September 12, 2024

Custom Object Views by Lifecycle Stage / Pipeline / Property?

I saw that you can create separate "Views" by Team. Is there any way to create separate Views based on the object itself? (I'm not talking about the table/list view, I'm talking about when you look at the Object Record) Examples: Deals in diffe read more

Reply Discussion Data Hygiene

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

September 12, 2024

@BKrauth as far as I can tell, that's not possible. You would have to place these in the left sidebar.

Solved

ArnaudAubert on September 11, 2024

Associate objects based on a custom property

Hi HubSpot Community ! I am almost sure that this need custom development, and I need to confirm this. Context : A user submit a form, which contains a field based on a custom property, order_number for example. On submit, form is linked t read more

Reply Discussion Programmable Automation

0 upvote

2 Replies

ArnaudAubert

Member

September 12, 2024

Hi @karstenkoehler , Thanks a lot for pointing this beta feature! This is a wonderful new. Going to test it right now. Best regards!

Solved

FBaumstark on September 05, 2024

Formatting of a ticket description via custom code

Hey community, I have automated a new ticket creation. However, the problem is that the ticket description of the automatically created ticket is difficult to read due to a poor format. I would now like to create a workflow that takes the ticket, fo read more

Reply Discussion Custom Code Actions

0 upvote

3 Replies

FBaumstark

Participant

September 12, 2024

Hey community, thanks for the feedback. With help of the developer docs I was able to solve the problem. The code is correct and works. Unfortunate...read more

Solved

EVatsev on September 04, 2024

Property sync not possible

Hello, We have a few mandatory deal based properties in a pipeline. Sales guys needs to fill them during outreach and calls, but we want to have them on a company level. These properties are more company specific, but since I can only use deal b read more

Reply Discussion Data Sync

0 upvote

4 Replies

kennedyp

Community Manager

September 12, 2024

Yes! All existing values in the property you are syncing from will sync to your new Property sync field. It may take a few minutes to populate depe...read more

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