RevOps & Operations Hub

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    • The accepted answer to triggering workflows on associations seems to be (from many community posts and discussions with my HS technical implementation consultant) to have a property to COUNT the number of associations. You then trigger the workflow when that property is KNOWN. Sounds straightforward, but I'm having difficulty setting it up. It seems my workflows will not accept "Number of associated companies" as a reenrollement criteria (se ...read more
    • Hi all, Working with a client on setting up the native integration between HS and SFDC. Is it possible to set up the selective sync so that opportunities in the first two stages of the SF pipeline are synced to HS as SQLs and the latter stages are synced to HS as regular opportunities? I have read the documentation , but it's not clear to me how flexible selective sync is. Any input is welcome. Thanks in advance Mads ...read more
    • Hello! I am working on gathering intelligence from associated deals on the company level. What I am trying to do is get an accurate number of total number of paid licenses for a company, when they've purchased users across multiple deals. What I am wondering is if there is a way to add a date based condition when using the sum calculated property? I would like to create some sort of logic that says sum all active paid licenses in closed won ...read more
    • Do you guys know if we have a history tracking table in Salesforce? Similar to this: https://help.salesforce.com/s/articleView?id=sf.tracking_field_history.htm&type=5 Thanks a ton. ...read more
    • I have a working custom-coded workflow action that finds a Deal with a property value matching the value of the Contact's property. It succesfully associates the Deal with the Contact. I would like to assign an association label as well, but I can't quite get the syntax right. Here is the successful code: // Import the Hubspot NodeJS Client Library - this will allow us to use the HubSpot APIs const hubspot = require('@hubspot/api-clien ...read more

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maggiebutler on September 14, 2020
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
15 upvotes
93 Replies
Contributor | Elite Partner
September 29, 2022
Not at all a pitch, but we know that stack and what you're trying to do EXTREMELY well. We're an HS/Outreach/SFDC partner and have gone super deep in...read more
PNispel on December 06, 2022
Hey, I'm trying to submit Forms via Workflows. This is my code: (I use correct portal ID, bearer token, form ID, and email) const hubspot = require('@hubspot/api-client'); const hubspotClient = new hubspot.Client({ accessToken: proce read more
Community Manager
December 07, 2022
Hi @PNispel Thank you for reaching out. I want to tag some of our experts here - @Teun @Anton @amwilie do you know what's happen...read more
MarcosBarcelos on December 03, 2022
Knowledge is the way. MOTIVATION After analyzing some sales processes, we faced something that we as sales ops should do: the documentation. So that when proposing a new strategy, new activities, or pipelines we would have an e read more
Community Manager
December 05, 2022
Thank you for sharing, @MarcosBarcelos !
Solved
JBurns7 on December 02, 2022
Good morning, looking for some help with a formatting effort within a contact workflow. I'm looking to add information in an unpopulated property, to include "text+" + [another property] and can't seem to find something standard that works for this read more
Participant
December 02, 2022
I think I made this harder than it needed to be, thank you!
ryanjoconnor on November 30, 2022
I've upgraded to Ops Hub and want to understand the best way to clean up / format domains when they're submitted via form. For context, we have several custom objects created via forms, and the domain seems to be the best feild to associate them read more
0 upvote
1 Reply
Community Manager
December 01, 2022
Hi @ryanjoconnor Thank you for reaching out. I want to tag some of our experts here - @LMeert @Jonno_Price @chrisworqflow do you...read more
Solved
PAtlan on November 24, 2022
The accepted answer to triggering workflows on associations seems to be (from many community posts and discussions with my HS technical implementation consultant) to have a property to COUNT the number of associations. You then trigger the workflo read more
0 upvote
4 Replies
Hall of Famer | Partner
November 29, 2022
Hi @PAtlan , The company workflow would not have to re-enroll. If a new company is added it will be enrolled in this assisting workflow once, ...read more
FCastanheira on November 22, 2022
Hi, everyone! My customer has an API with a firewall that needs to know the IP used by HubSpot Custom Code actions. However, the IP is changing, and the workflow request is been blocked. How can I solve it? Thank you!!
Community Manager
November 22, 2022
Hi @FCastanheira Thank you for reaching out. I want to tag some of our experts here - @LMeert @Bryantworks @Teun do you have any...read more
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