Data Hub

I need to know the current date time in my current custom workflow. HubSpot does not offer any step for this, so I decided to create a custom code workflow whose sole purpose is to supply an ISO8601 current date time. I've setup a custom workflo 続きを読む

I'm looking to create a report that tracks the date a contact becomes associated with a custom object. Since a contact can be linked to multiple custom object records, I want to avoid creating numerous properties and workflows. The most effective s 続きを読む

Hi, I want to get a list of companies that went through a specific workflow. The workflow only assigns company owners based on filter criteria so no property is set, nothing unique I can search for. I tried with making an active list, but t 続きを読む

I am attempting to use the custom code workflow capabilities in Operation Hub to merge two contacts if they match on the mobilephone (internal name) property. This is very similar to the use case provided by Hubspot staff here sample-workflow-custo 続きを読む

Hi all, Recetly there was a change in hubpsot and it seems that we are no longer able to send out personalized documents automatically. Previously we had a file property, where the documents were uploaded by the team, and it got attached to the ma 続きを読む

We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this?

Hey, We'd like to semi-automate lead assignements for our new leads. Ideally, we would utilize a mix of criteria (goal attainment, industry, etc..) to assign a lead, but we would also like manager approval before the assignment is done. Nearly a 続きを読む

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!

We run lots of campaigns and we push the contacts engaging with campaigns to salesforce campaigns in order to drive ROI reporting and use the SFDC campaign member status as a flag for sales to engage. This requires customising every form and lot 続きを読む

from datetime import datetime maintDate = '' def main(event): try: input_fields = event.get('inputFields') # Get the maintenance start and end dates maint_start_date = input_fields.get('maint_start_date') maint_end_date = input_fields.get('maint_en 続きを読む

Hey everyone, I'm trying to create a workflow that checks renewal deals on a daily basis, then moves them to corresponding stages in our Renewal Pipeline based on how far away their renewal date is. However, I cant get the deals to re-enroll automa 続きを読む

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. e.g. A customer gives chu 続きを読む