# \#workflow-extension **URL:** https://community.hubspot.com/tag/workflow-extension/1446.md [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) --- ## [Creating workflows at the product line level](https://community.hubspot.com/t/creation-de-workflow-au-niveau-des-lignes-produits/161196)
**Author:** [@Melanie-Marques](https://community.hubspot.com/u/Melanie-Marques)\ **Replies:** 2\ **Last updated:** [October 12, 2026, 7:55am UTC](https://community.hubspot.com/t/creation-de-workflow-au-niveau-des-lignes-produits/161196 "2026-10-12T07:55:02Z")
It would be good to be able to select information to be automatically completed at the product line level, in the Tr… --- ## [Why aren’t qualified AI leads syncing reliably in HubSpot?](https://community.hubspot.com/t/why-aren-t-qualified-ai-leads-syncing-reliably-in-hubspot/160796)
**Author:** [@MarioCovela](https://community.hubspot.com/u/MarioCovela)\ **Replies:** 11\ **Last updated:** [October 7, 2026, 12:29pm UTC](https://community.hubspot.com/t/why-aren-t-qualified-ai-leads-syncing-reliably-in-hubspot/160796 "2026-10-07T12:29:01Z")
Hi everyone, I’m Mario… AI lead workflow succeeds, but qualified leads don’t reliably reach HubSpot — architecture advice? --- ## [Apollo → HubSpot for SDRs: company matching, duplicates, field mapping and CRM hygiene](https://community.hubspot.com/t/apollo-hubspot-for-sdrs-company-matching-duplicates-field-mapping-and-crm-hygiene/156609)
**Author:** [@Stan](https://community.hubspot.com/u/Stan)\ **Replies:** 2\ **Last updated:** [August 20, 2026, 1:31pm UTC](https://community.hubspot.com/t/apollo-hubspot-for-sdrs-company-matching-duplicates-field-mapping-and-crm-hygiene/156609 "2026-08-20T13:31:19Z")
How reliable is Apollo at detecting that a company or contact already exists in HubSpot, and which properties does it actua… --- ## [Custom Workflow Actions: POST\_ACTION\_EXECUTION function](https://community.hubspot.com/t/custom-workflow-actions-post-action-execution-function/151429)
**Author:** [@CHarro](https://community.hubspot.com/u/CHarro)\ **Replies:** 2\ **Last updated:** [June 26, 2026, 12:17pm UTC](https://community.hubspot.com/t/custom-workflow-actions-post-action-execution-function/151429 "2026-06-26T12:17:44Z")
I’m working on a custom workflow action, and cannot find documentation on the POST\_ACTION\_EXECUTION function type. There is documentation about PRE\_ACTION\_EXECUTION, PRE\_FETCH\_OPTIONS, and POST\_FETCH\_OPTIONS functions h… --- ## [Get data from all associated Line Items in workflow](https://community.hubspot.com/t/get-data-from-all-associated-line-items-in-workflow/126732)
**Author:** [@Nathanhobbs](https://community.hubspot.com/u/Nathanhobbs)\ **Replies:** 8\ **Last updated:** [January 27, 2026, 9:52am UTC](https://community.hubspot.com/t/get-data-from-all-associated-line-items-in-workflow/126732 "2026-01-27T09:52:11Z")
Hi there, I’m trying to create a workflow that sends information associated with a deal using a webhook. I need to get the information for all Line Items, including the SKU, Quantity, and Unit Cost. When I edit the ava… --- ## [Custom Code Not Working in Workflow](https://community.hubspot.com/t/custom-code-not-working-in-workflow/92134)
**Author:** [@RWeir2](https://community.hubspot.com/u/RWeir2)\ **Replies:** 3\ **Last updated:** [October 16, 2025, 12:39pm UTC](https://community.hubspot.com/t/custom-code-not-working-in-workflow/92134 "2025-10-16T12:39:17Z")
Hi folks, I’m having some trouble with the custom code I wrote for a workflow. We have a page where our potential customers can sign up for a variety of free trials. On that page, there is a free trial ID that gets pass… --- ## [Formatting Phone Numbers in HubSpot Workflows](https://community.hubspot.com/t/formatting-phone-numbers-in-hubspot-workflows/127814)
**Author:** [@ASamaha](https://community.hubspot.com/u/ASamaha)\ **Replies:** 10\ **Last updated:** [July 22, 2025, 12:21pm UTC](https://community.hubspot.com/t/formatting-phone-numbers-in-hubspot-workflows/127814 "2025-07-22T12:21:23Z")
Hi everyone, I need help creating a workflow that reformats phone numbers in HubSpot to follow this structure: Standard 10-digit numbers should be formatted as XXX-XXX-XXXX If the number includes +1, it should be form… --- ## [Use Output of custom code as condition for branches](https://community.hubspot.com/t/use-output-of-custom-code-as-condition-for-branches/136408)
**Author:** [@MWatermeyer](https://community.hubspot.com/u/MWatermeyer)\ **Replies:** 1\ **Last updated:** [July 17, 2025, 1:02pm UTC](https://community.hubspot.com/t/use-output-of-custom-code-as-condition-for-branches/136408 "2025-07-17T13:02:31Z")
We noticed that it is currently not possible to use the output of custom code as conditions for branches. However, it is possible to set them as the value of an object’s properties. So, we built a workaround to save the … --- ## [Custom code / Format Data - split full name property](https://community.hubspot.com/t/custom-code-format-data-split-full-name-property/72665)
**Author:** [@ShlomiGani](https://community.hubspot.com/u/ShlomiGani)\ **Replies:** 11\ **Last updated:** [June 2, 2025, 10:07pm UTC](https://community.hubspot.com/t/custom-code-format-data-split-full-name-property/72665 "2025-06-02T22:07:02Z")
Hi everyone, Unfortunately I didn’t find any split command in the format data option. We do pay for OPS enterprise and I would like to keep this action in house instead of exporting it to Make.com / Zapier. Has anyone… --- ## [Merge deals - Workflows](https://community.hubspot.com/t/merge-deals-workflows/125770)
**Author:** [@SClara](https://community.hubspot.com/u/SClara)\ **Replies:** 6\ **Last updated:** [May 22, 2025, 1:45pm UTC](https://community.hubspot.com/t/merge-deals-workflows/125770 "2025-05-22T13:45:04Z")
In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code? Thank you! :slightly\_smiling\_face: --- ## [Workflow with Custom Code](https://community.hubspot.com/t/workflow-with-custom-code/133081)
**Author:** [@Manasa\_V](https://community.hubspot.com/u/Manasa_V)\ **Replies:** 1\ **Last updated:** [May 21, 2025, 6:31am UTC](https://community.hubspot.com/t/workflow-with-custom-code/133081 "2025-05-21T06:31:31Z")
I have a contact property called “contact engagement score” and another contact property called “lead status”. Whenever the lead status is anything other thank “JUnk”, I want an average of all the contact engagement scor… --- ## [problems with custom code not updating data output](https://community.hubspot.com/t/problems-with-custom-code-not-updating-data-output/130240)
**Author:** [@CWhite36](https://community.hubspot.com/u/CWhite36)\ **Replies:** 4\ **Last updated:** [April 28, 2025, 11:44am UTC](https://community.hubspot.com/t/problems-with-custom-code-not-updating-data-output/130240 "2025-04-28T11:44:26Z")
im using some code to check all contact email addresses within hubspot for their dmarc status to inform those contacts to improve their cyber security. const dns = require(‘dns’).promises; exports.main = async (event, … --- ## [Workflow enrollment for deals with assigned deal of labeled assignation](https://community.hubspot.com/t/workflow-enrollment-for-deals-with-assigned-deal-of-labeled-assignation/127186)
**Author:** [@adam7282](https://community.hubspot.com/u/adam7282)\ **Replies:** 5\ **Last updated:** [March 4, 2025, 11:20am UTC](https://community.hubspot.com/t/workflow-enrollment-for-deals-with-assigned-deal-of-labeled-assignation/127186 "2025-03-04T11:20:09Z")
I have use case when I need to enroll workflow whenever particular proeprty of deal has been changed. Enrollment shuld be triggered for: - deals which as in particular pipeline - \[and\] deals which ahve assidned another… --- ## [Where Are Action Plans?](https://community.hubspot.com/t/where-are-action-plans/126170)
**Author:** [@GMcCullough4](https://community.hubspot.com/u/GMcCullough4)\ **Replies:** 2\ **Last updated:** [February 17, 2025, 5:22pm UTC](https://community.hubspot.com/t/where-are-action-plans/126170 "2025-02-17T17:22:28Z")
I’m familiar with Follow-Up Boss as a CRM. I’m curious if there’s a similar functionality where I’m able to create Action Plans or a checklist of steps to take when a contact is in a certain Deal or Lifestyle stage. --- ## [custom coded Workflow not updating outputs correctly](https://community.hubspot.com/t/custom-coded-workflow-not-updating-outputs-correctly/124657)
**Author:** [@IDevole](https://community.hubspot.com/u/IDevole)\ **Replies:** 3\ **Last updated:** [February 6, 2025, 11:47pm UTC](https://community.hubspot.com/t/custom-coded-workflow-not-updating-outputs-correctly/124657 "2025-02-06T23:47:27Z")
Hello, I created a workflow that checks: if a contact ever had a meeting booked? (regardless of the outcome) The date of the first meeting that was actually held with the contact (outcome = Completed) … --- ## [Setting Up Webhooks for Workflow Trigger Asynchronously](https://community.hubspot.com/t/setting-up-webhooks-for-workflow-trigger-asynchronously/120985)
**Author:** [@JFenchel](https://community.hubspot.com/u/JFenchel)\ **Replies:** 1\ **Last updated:** [November 20, 2024, 10:13pm UTC](https://community.hubspot.com/t/setting-up-webhooks-for-workflow-trigger-asynchronously/120985 "2024-11-20T22:13:28Z")
I’m currently working with Affirm to receive webhooks and they want me to provide a url for them to send the webhooks to. But as far as I can tell in order to allow hubspot to receive a webhook, I need to receive a test … --- ## [Re-enrollment trigger not working](https://community.hubspot.com/t/re-enrollment-trigger-not-working/120418)
**Author:** [@MScutra](https://community.hubspot.com/u/MScutra)\ **Replies:** 5\ **Last updated:** [November 15, 2024, 10:22pm UTC](https://community.hubspot.com/t/re-enrollment-trigger-not-working/120418 "2024-11-15T22:22:45Z")
Hello everyone, I have created a workflow that works as following: subscription criterias are “Status” = Not answering and “Contact owner” = Sales1 Then i create a task for Sales1 to call the lead with deadline the sa… --- ## [Tag workflow emails to the Deal record activity stream](https://community.hubspot.com/t/tag-workflow-emails-to-the-deal-record-activity-stream/120409)
**Author:** [@Anupa\_Dayaratne](https://community.hubspot.com/u/Anupa_Dayaratne)\ **Replies:** 1\ **Last updated:** [November 13, 2024, 3:03pm UTC](https://community.hubspot.com/t/tag-workflow-emails-to-the-deal-record-activity-stream/120409 "2024-11-13T15:03:50Z")
We have configured a workflow to send an email (using Send Email workflow action) when a Deal stage changes to ‘Closed Won.’ Although the email is successfully sent upon reaching this stage, it does not appear under the … --- ## [Creating a Workflow that moves customers to Closed Lost at Contract End Date.](https://community.hubspot.com/t/creating-a-workflow-that-moves-customers-to-closed-lost-at-contract-end-date/120266)
**Author:** [@dthomp43](https://community.hubspot.com/u/dthomp43)\ **Replies:** 2\ **Last updated:** [November 12, 2024, 10:00pm UTC](https://community.hubspot.com/t/creating-a-workflow-that-moves-customers-to-closed-lost-at-contract-end-date/120266 "2024-11-12T22:00:47Z")
Hello! I need a bit of help creating a workflow. I have a deal stage titled “Will Churn” and I would like to setup a workflow that automatically updates the deal stage to “Closed Lost” on the deal’s contract end date. … --- ## [Best Practices and Insights on HubSpot Workflow Implementation](https://community.hubspot.com/t/best-practices-and-insights-on-hubspot-workflow-implementation/119987)
**Author:** [@Anupa\_Dayaratne](https://community.hubspot.com/u/Anupa_Dayaratne)\ **Replies:** 4\ **Last updated:** [November 7, 2024, 1:54pm UTC](https://community.hubspot.com/t/best-practices-and-insights-on-hubspot-workflow-implementation/119987 "2024-11-07T13:54:09Z")
Dear Contributors, We are currently in the implementation phase of HubSpot and leveraging workflows to automate key aspects of our operations. As we integrate workflows extensively, we have several questions and would a… --- ## [Bulk Delete Activities - how to?](https://community.hubspot.com/t/bulk-delete-activities-how-to/94047)
**Author:** [@PSterkenburg](https://community.hubspot.com/u/PSterkenburg)\ **Replies:** 6\ **Last updated:** [November 1, 2024, 11:00pm UTC](https://community.hubspot.com/t/bulk-delete-activities-how-to/94047 "2024-11-01T23:00:57Z")
Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Note… --- ## [Custom Code Not Allowing API Call to Hubspot](https://community.hubspot.com/t/custom-code-not-allowing-api-call-to-hubspot/57746)
**Author:** [@BRogers1](https://community.hubspot.com/u/BRogers1)\ **Replies:** 4\ **Last updated:** [September 5, 2024, 5:49am UTC](https://community.hubspot.com/t/custom-code-not-allowing-api-call-to-hubspot/57746 "2024-09-05T05:49:51Z")
Hello, I’m using the custom code option (Python) within a workflow and am trying to call the Hubspot API. I am able to successfully use the Hubspot python library, but I need to call the users endpoints, which are not c… --- ## [Merge duplicates code errors](https://community.hubspot.com/t/merge-duplicates-code-errors/112759)
**Author:** [@CSteinbach](https://community.hubspot.com/u/CSteinbach)\ **Replies:** 5\ **Last updated:** [July 29, 2024, 2:22pm UTC](https://community.hubspot.com/t/merge-duplicates-code-errors/112759 "2024-07-29T14:22:25Z")
I was using the default merge duplicates code and updated the property that I need to merge contacts by which is “rim\_no” (a unique customer identifyer in our database). I have set up the API key in “Secrets” but after a… --- ## [Split assign tasks for multiple users using a workflow](https://community.hubspot.com/t/split-assign-tasks-for-multiple-users-using-a-workflow/84801)
**Author:** [@vignesh\_r](https://community.hubspot.com/u/vignesh_r)\ **Replies:** 10\ **Last updated:** [June 11, 2024, 11:01am UTC](https://community.hubspot.com/t/split-assign-tasks-for-multiple-users-using-a-workflow/84801 "2024-06-11T11:01:58Z")
Hello Team, We have a workflow that will create tasks for webinar attendees and non-attendees. I want the workflow to create the tasks, split equally and assign them to three different users and not just one specific us… --- ## [Recurring scheduled marketing emails](https://community.hubspot.com/t/recurring-scheduled-marketing-emails/105752)
**Author:** [@Aaskarovo](https://community.hubspot.com/u/Aaskarovo)\ **Replies:** 2\ **Last updated:** [April 25, 2024, 10:08am UTC](https://community.hubspot.com/t/recurring-scheduled-marketing-emails/105752 "2024-04-25T10:08:50Z")
Hi community, Is there a workaround for creating a recurring, weekly email reminder if I don’t have access to the “schedule” option in the workflows? I would like to send a weekly email to a list. Thank you --- ## [Workflow - Send slack notification for meeting time](https://community.hubspot.com/t/workflow-send-slack-notification-for-meeting-time/74921)
**Author:** [@Saqlain-Yaqoob](https://community.hubspot.com/u/Saqlain-Yaqoob)\ **Replies:** 3\ **Last updated:** [April 11, 2024, 12:57pm UTC](https://community.hubspot.com/t/workflow-send-slack-notification-for-meeting-time/74921 "2024-04-11T12:57:07Z")
Hi, I want to setup a workflow that sends a notification on slack when a meeting is about to start or maybe send in reminders 1 day and 3 days before the meeting. I haven’t had any luck with this yet, help will be appre… --- ## [Is it possible to trigger a workflow specifically when a value increases (not decreases)?](https://community.hubspot.com/t/is-it-possible-to-trigger-a-workflow-specifically-when-a-value-increases-not-decreases/96623)
**Author:** [@MPenfold](https://community.hubspot.com/u/MPenfold)\ **Replies:** 2\ **Last updated:** [December 22, 2023, 9:52am UTC](https://community.hubspot.com/t/is-it-possible-to-trigger-a-workflow-specifically-when-a-value-increases-not-decreases/96623 "2023-12-22T09:52:44Z")
I want to trigger a Company workflow when the “Number of Associated Contacts” increases but not when it decreases. I want to have our team call a company when multiple new employees join their team and become users of o… --- ## [Workflow "Send a Webhook" is sending wrong data.](https://community.hubspot.com/t/workflow-send-a-webhook-is-sending-wrong-data/95527)
**Author:** [@MHarp](https://community.hubspot.com/u/MHarp)\ **Replies:** 1\ **Last updated:** [December 6, 2023, 8:03pm UTC](https://community.hubspot.com/t/workflow-send-a-webhook-is-sending-wrong-data/95527 "2023-12-06T20:03:44Z")
Any date fields I try to send via a webhook in a Hubspot workflow is coming across as a number that is not the date. For example, today, Hubspot sent a date that is listed as 1/24/24 as “1706054400000.” Similarly, it se… --- ## [How to notify contact owner when deal owner is someone else?](https://community.hubspot.com/t/how-to-notify-contact-owner-when-deal-owner-is-someone-else/89625)
**Author:** [@SAndersen](https://community.hubspot.com/u/SAndersen)\ **Replies:** 3\ **Last updated:** [September 19, 2023, 9:24am UTC](https://community.hubspot.com/t/how-to-notify-contact-owner-when-deal-owner-is-someone-else/89625 "2023-09-19T09:24:35Z")
Hello, I’ve received an inquiry to setup notifications to contact owner when deal owner is someone else. How would you go about this? It could be an option to create a workflow that copies deal owner to deal collaborato… --- ## [Trying to find a way to bulk create custom object records based on other custom objects](https://community.hubspot.com/t/trying-to-find-a-way-to-bulk-create-custom-object-records-based-on-other-custom-objects/87582)
**Author:** [@BrendonTW](https://community.hubspot.com/u/BrendonTW)\ **Replies:** 5\ **Last updated:** [September 5, 2023, 2:15pm UTC](https://community.hubspot.com/t/trying-to-find-a-way-to-bulk-create-custom-object-records-based-on-other-custom-objects/87582 "2023-09-05T14:15:23Z")
Hey all. I have a unique use-case. We are a B2C home service company. We use Contacts to represent homeowners, and possibly their spouse (a separate contact). We use deals to track new revenue opportunities We use tick… [Next page](https://community.hubspot.com/tag/workflow-extension/1446.md?match_all_tags=true&page=1&tags%5B%5D=workflow-extension)