MatthewShepherd

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(He/him)

Key Advisor

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solutions
117
Replies
363
Upvotes Given
259
Upvotes Received
457
Ideas
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Matthew Shepherd

I'm a Freelance HubSpot Consultant and former Senior Inbound Consultant with HubSpot. I have been working in the online marketing industry for over ten years and possess a wide range of skills and experience in SEO, marketing automation, the HubSpot platform, and Inbound marketing.

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Solved

tcxen on September 04, 2023

Error when using custom code workflow action to merge contacts based on matching phone number

Hi there, We are using a custom code workflow action to attempt to merge contacts if they have a matching Phone Number (phone) contact property. Adapted the code from this example: https://github.com/HubSpot/sample-workflow-custom-code/ read more

Reply Discussion JavaScript

0 upvote

5 Replies

MatthewShepherd

Key Advisor

September 27, 2023

Hi @tcxen I recently used this code and had to remove the body node from contactResult.body.properties and searchResults.body.results as mentione...read more

Solved

chinhd on August 22, 2019

Where I can find team member user ID?

Hi there, I use Integromat connect to HubSpot to synchronized task. When I assigned to team member, Integromat required team member user ID. Integromat didn't accept team member name nor email. So, where I can find team member user ID? Many than read more

Reply Discussion Contacts

0 upvote

5 Replies

MatthewShepherd

Key Advisor

September 13, 2023

Hi @callie HubSpot API Keys started being sunset last November, which is perhaps why this error is showing your API key doesn't exist: https://...read more

Salehish on October 31, 2019

Conditional Properties

It would be great if you could set conditional properties for contacts and companies. For instance "if XX property is set to XX, then show XYZ properties in the about view as well". This is needed as we have different types of customers who each hav read more

Reply Idea Contacts & Companies

202 upvotes

36 Replies

MatthewShepherd

Key Advisor

February 15, 2023

Hi @HoudaLB maybe this idea on conditional options in forms describes more of what you are looking for? If so I'd suggest upvoting that idea too....read more

Salehish on October 31, 2019

Conditional Properties

Reply Idea Contacts & Companies

202 upvotes

36 Replies

MatthewShepherd

Key Advisor

February 15, 2023

Hi @HoudaLB maybe this idea on conditional options in forms describes more of what you are looking for? If so I'd suggest upvoting that idea too....read more

DSacer on February 03, 2023

Gated module on webpages

Hello, we've started developing resource pages rather than having content in the basic PDF gated format but would like to have a gated module where it will hide all the sections below where this module will be placed. Visitors must sign up/s read more

Reply Discussion Developer Landing Pages Marketing Website Pages

0 upvote

2 Replies

MatthewShepherd

Key Advisor

February 08, 2023

Hi @DSacer I would imagine with some custom development a module like this would be possible or you could try and use smart content - further dis...read more

Sylg on June 18, 2020

Start Chatbot on button click

Hi all, I have a button in my navbar and footer to "book a demo". I want that button to start a chatbot flow. I tried by having the bot available on "all pages". and setting hsConversationsSettings param loadImmediately to false like so read more

Reply Discussion Developer tools

0 upvote

17 Replies

MatthewShepherd

Key Advisor

December 16, 2022

Hi @alisongraham Yes, as long as you have your HubSpot tracking code installed on that external site and a chatflow configured to trigger based...read more

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