LeeBartelme

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solutions
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Lee Bartelme

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Activity

BByler101 on March 21, 2023

File field type should function independently of a form

Hello Friends, I bring to your attention the fact that the File field type only functions as an actual File upload field IF you use it on a form. Within the CRM, it functions as single-line text. This is a significant limitation. Here are read more

Reply Idea Deals Sales Documents

23 upvotes

12 Replies

LeeBartelme

HubSpot Employee

March 25, 2024

Any chance we can be able to set the files as public so they can be used in a non-internal context? We have the ability to power CMS pages from objec...read more

MatthewShepherd on September 27, 2022

Store Today's Date in a Contact Record Property for Time Between Calculations and Reporting

ORIGINAL AUTHOR: Neal Morrin, HubSpot PURPOSE & USE CASE This workflow stores and updates today’s date in a contact record property as a start or end date for use with Time between date-based calculations e.g. calculate / report on how ma read more

Reply Discussion Calculation Contacts-based CRM Marketing Reporting Sales Workaround

3 upvotes

1 Reply

LeeBartelme

HubSpot Employee

February 21, 2023

I think this workflow can be further simplified by removing the today's date dummy property. This also forces you to not center the workflow on a dat...read more

dennisedson on January 25, 2023

Live: New subscription types for Webhooks

We're adding new Webhook subscription types for merge, restore & association change events for CRM Objects. Merge : when one object is merged into the other in the CRM Restore : When an object is restored (opposite of delete) As read more

Reply Discussion Announcement API Integration

4 upvotes

1 Reply

LeeBartelme

HubSpot Employee

January 30, 2023

newObjectId : the Id of the object that was created from the result of the merge. This is separate from primaryObjectId because in some cases...read more

jhurwitz on December 02, 2022

HubSpot original source is sometimes incorrectly attributed to SSO provider

Our web application uses SSO (with choices including Google sign-in and Github sign-in) for new user sign-up, and uses the HubSpot Forms API to create a new contact in HubSpot when a user signs up for our app. Sometimes (but not always), the origina read more

Reply Discussion Forms

0 upvote

11 Replies

LeeBartelme

HubSpot Employee

December 14, 2022

FWIW, I just set utm_referrer to https://paypal.com and on my record it came through like so: So if you can capture the referral informati...read more

jhurwitz on December 02, 2022

HubSpot original source is sometimes incorrectly attributed to SSO provider

Reply Discussion Forms

0 upvote

11 Replies

LeeBartelme

HubSpot Employee

December 14, 2022

FWIW, I just set utm_referrer to https://paypal.com and on my record it came through like so: So if you can capture the referral informati...read more

jhurwitz on December 02, 2022

HubSpot original source is sometimes incorrectly attributed to SSO provider

Reply Discussion Forms

0 upvote

11 Replies

LeeBartelme

HubSpot Employee

December 14, 2022

FWIW, I just set utm_referrer to https://paypal.com and on my record it came through like so: So if you can capture the referral informati...read more

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