Hi all! We log a lot of client meetings in HubSpot (many are created by a call-recording tool and appear as Meeting records). We’d like to auto-populate the HubSpot meeting field “Call and meeting type” with a small set of generic categories, e.g.: 続きを読む
@BGullu9 keep in mind that this workflow would not fire for every meeting - it would trigger exactly once for a contact, as re-enrollment based on ...続きを読む
Hi all, I need to find a solution to be alerted when a specific property has been updated by a list of users. I have a property "Call and Meeting Type" that i need to be alerted to when some retrospectivlty changes it after a call has ended. By d 続きを読む
Closed: Preview only showed limited data - Formula works as expected. Hi Community, I am looking to create a field which should be true, if a contact has entered either the stage of marketingqualifiedlead OR salesqualifiedlead. So, this is what I 続きを読む
Hi there HubSpot community. I'm new to Data Hub and hoping someone can help with an issue we're having. We have a custom code block that when it runs it should: take the deal ID of the enrolled deal look to see what deals are associated with 続きを読む
Hi @BVowles , yep, this one is super common when you’re new to Data Hub and custom code actions. The “Not defined in code” message almost always me...続きを読む
Hello,
I try to get data from External api in a custom action in workflow. The external API need authorization header, but it seems that header Authorization not used by axios.
Here is my code.
const axios = require('axios')
ex 続きを読む
Hi @splancon
The screenshot you attached clearly shows that the Authorization header sent in both the local Node.js environment and the HubSpot ...続きを読む
I have a custom code action to strip out trailing '/' on LinkedIn URLs for our de-dupe tool. When I test it appears to work, but it's not copying the data into the custom field (cleaned_url). Not sure what I have wrong. 続きを読む
Hello, Can someone assist me with a formula? Within custom reports, I'm trying to aggregate 3 role types into 1. If, in the report, a contact is identified as a teahcer PK-5, teacher 6-12, or teacher on special assignment, I want those contacts 続きを読む
@JGrayson6 It works on my end with that formula. Alternatively, you can also apply a filter on that property to achieve the same result. Just t...続きを読む
I am attempting to create a calculation on deal records that will sum the net amounts on all line items of a specific Product Type. Steps I've taken:
Created a private app to view line items, products, deals and edit deals
Created a property & 続きを読む
Hey @JoeBurchard , the code you pasted looks fine for returning an output, so when HubSpot says def_amount is not defined, it’s usually not complai...続きを読む
Hi all, We’re trying to create a scheduled workflow in HubSpot using Operations Hub Pro that checks if a minimum number of marketing emails have been sent for three specific automated campaigns. If one or more fall below the threshold, we want 続きを読む
Hi @RichardRetail25 , you’re very close. The confusing part is that the test run logs can look correct even when the workflow doesn’t actually rece...続きを読む
Hi, I'm trying to create a company based workflow which applies and updates " Most Recent " or " First " association labels to associated records. The associated records live within a custom object, and they're already associated through a 続きを読む
Hi there,
if it's a company based workflow, then enrollment could be based on each time the number of associated custom objects change. If an ob...続きを読む
Looking for Feedback & Implementation Advice: Automated Student Assignment Flow in HubSpot
Hi everyone! I am building an automated workflow to assign students to classrooms once a deal is closed . Our use case involves custom objects in Hu 続きを読む
Hey there @Palak19 and welcome to the Community! I'm with @HFisher7 in that, at initial look over, this looks like a logical flow. As long as you...続きを読む
I'm verifying a country as a string is allowed in our other country field (drop down) before I attempt to write it. This is to support the logic applied in salesforce to pass a lead to the right sales queue. My script fetches the property options fr 続きを読む
Ahhhh... ok. I feel foolish, but also a little misled by the user interface. I thought I had to define the options for the enumeration in the UI (usi...続きを読む