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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

Stef_N on October 02, 2024

Managing Partner and Referral Data: Best Practices

Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link deals to both the partner co read more

Reply Discussion Datasets Format Data Actions

0 upvote

2 Replies

kaseybayne

Participant

October 04, 2024

You're not alone in this one! I've seen everything from spreadsheet manual management of partner programs (noooooo!) to some really nice integrations...read more

PSterkenburg on October 01, 2024

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 read more

Reply Discussion Custom Code Actions Data Quality Automation Format Data Actions

0 upvote

5 Replies

harshadmpatel

Participant

October 02, 2024

Hi @PSterkenburg , I encountered a similar issue with one of our clients, but we were able to resolve it with the new update released by HubSpot. ...read more

Solved

ErikHolmberg on October 01, 2024

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 read more

Reply Discussion Datasets

0 upvote

2 Replies

ErikHolmberg

Participant

October 03, 2024

Thanks @PamCotton , it's a bit clunky way to go about it but it kinda works. To access this I clicked Company under datamodel -> searched or...read more

Solved

esealpha on October 01, 2024

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 h read more

Reply Discussion MarketingOps

1 upvote

2 Replies

esealpha

Contributor

October 01, 2024

Ah. Ok. I was afraid of that. I was hoping I was just missing something. But your solution would work.

Solved

Becky238 on September 24, 2024

Set lifecycle on zoom registrants

Hi all, Is there a way to set lifecycle stage on contacts who have signed up to zoom webinars efficiently? I have thought about creating a workflow and keep adding the webinar names for example, to the enrollment trigger but that doesn't seem sca read more

Reply Discussion RevOps

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

September 24, 2024

@Becky238 then you'll have to set up filters for each webinar manually, unfortunately.

Solved

mohamedhamad on September 20, 2024

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 read more

Reply Discussion Integrations

0 upvote

3 Replies

mohamedhamad

Contributor

September 23, 2024

So it turns out that while i can use Zapier to get the url link, there is a limitation in the native QBO integration, where invoices created from the...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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