Hi there, My organization currently records all upcoming meetings, and these are sent out every first day of the week manually on Slack. Is there any way for the Hubspot integration in Slack to send out meetings occuring within the week on each read more
My custom deal views keep resetting when I leave or refresh the page. I create a new view, updated the columns to what I want and change all the filters to create the view I am looking for. As soon as I leave and return to the page or refresh the pa read more
Hi @CMartin20 ,
You need to save the view for it to persist: https://knowledge.hubspot.com/records/filter-records-and-save-views#filter-recor...read more
Hi @CPacana ,
No, this is not a feature of Operations Hub. However, there are great integrations on the HubSpot app marketplace for this:
h...read more
Hello, I think I missed a part of documentation. Could someone please point me in the right direction to solve the issue below? How do I get the dataset forumla field value to display in the custom report? Dataset forumla field value is not app read more
HubSpot support was able to assist. Sharing answer here in case someone else ever needs this. The error was in parenthesis. While all were closed...read more
We have need to update a semicolon separated list string that is within a single text property by removing multiple values from the string. I've gotten as far as removing a single value using a workflow with the following steps: Copy multi- read more
Hi @JoshuaW ,
Just to confirm, a HubSpot single-line property has, for example, the value 'A;B;C;D' and you want to translate this into anothe...read more
Hi, I'm looking to update some Contact properties via the CRM API. Can anyone confirm for me if that will trigger the 'Property value change' trigger in a workflow? I worked with a tool before that if you did a manual change to a property it w read more
We use a lot of workflows for email campaigns and the automatic switch-off feature has been a godsend. However, it would be great if we could filter the workflows on the list page by whether they're set to automatically switch off or not, or even b read more
Thanks Karsten, got mixed up between the help and ideas section. Have now resubmitted as an idea here: https://community.hubspot.com/t5/HubSpot-Idea...read more
👋🏻 Frans here, product manager for Data Sync at HubSpot.
We've built a feature, now available in closed beta , to help you customize how records match in a sync, or turn it off all together. We'd love to talk to some of yo read more
Hi! I'm trying to synchronize my google contacts with hubspot. While setting up the synchronization with the official integration, I can't assign a field (address work) from google contacts to a user-defined field in hubspot. It's of the same ty read more
@VPankoke so in data sync some HubSpot properties are actually off-limits, what you can do is Create a custom property and map that to Google Conta...read more
Hello, I'd like to know if it is possible to get the string of the association label on a Contact that is associated with a deal. Then using that string to copy it over to a Contact property. I've got the below custom code where I'm able to read more
Hey @DEstillero , thank you for posting in our Community!
You can use the HubSpot API to retrieve the association label from a contact assoc...read more
Hi,
Suppose I have filled in 2 Deal properties:
Start date of the license (date)
Length of the license (in years)
Calculation of End date License
Now, I want the dnd date of the license (property) to be automatically calculated ( read more
@hanno - faced with a similar challenge some while back, I ended up using a calculated property (assuming you have not used all tehse up for you in...read more
I would need to use the logarithm log() or even better the natural logarithm ln() in order to create a customer valuation score. I need to use the ln() because I don't want explosive behaviour in my function if for example the value of a variable is read more
Hey @FabioLangbein
If you've got access to custom code workflow actions (ops pro or ent), you could create a custom property on the record a...read more