reconvene-opus

10:55 AM - 11:24 AM PDT · 1 blocks

opusPlatypus

Executive Summary

The day centered on a single working session tackling HubSpot and Meta (Facebook) lead capture integration for what appears to be a real estate operation tied to Francisco's requirements. The core blocker discovered is that HubSpot Free's 10 custom property slots are all consumed by Flow, meaning custom form fields from Meta get silently dropped. The team explored Zapier as a bridge and discussed a webhook-to-Cloudflare-Worker-to-D1 approach to store lead data independently, bypassing HubSpot's limitations. Secondary items included deploying a privacy policy page, configuring UTM tracking for the Sierra campaign, and unresolved friction around not having a company card for paid tool upgrades.

Mind Map

mindmap
  root((2026-05-05))
    HubSpot Limitations
      10 custom property slots maxed
        All used by Flow
        Meta form fields get dropped
      Paid plan needed for premium CRM events
      No room for Francisco's detailed form fields
    Meta Integration
      Native HubSpot integration insufficient
        Only maps to existing HubSpot properties
      Custom webhook needed
      UTM tracking for Sierra campaign
    Workarounds
      Zapier webhook bridge
        Connect Meta to Zapier
        Emit to own databases
      Cloudflare Worker + D1
        Store lead data independently
        Bypass HubSpot property limits
      Manual daily export from Meta
        Fallback option
    Francisco's Forms
      General contact form
      Sell your property form (detailed)
      Decision: make all forms hyper-detailed
      Spanish response email configured
    Deployments
      Privacy policy page going live
      Website updated
    Ops Blockers
      No company card from bank
      Can't upgrade paid tools
      

Action Items

HubSpot / Meta Integration

Forms & Francisco

Privacy Policy & Website

UTM / Tracking

Meta Webhook (Technical)

Operations

Pipeline: opus cleaned 1 block. opus synthesized the assembled transcript into structured insights.
opus — Cleaned Transcript opus
# Transcript: 2026-05-05

> 1 time blocks from 10:55 AM to 11:24 AM

---

### HubSpot and Zapier setup discussion
**10:55 AM - 11:24 AM PDT** | *meeting*

**Microphone:**
You're talking about Francisco? Oh yeah, I'm handling that. It'll be awesome. Anything coming from Meta.

Right, but what about all of these questions that I'm asking? Yeah, it's going to get saved to the contact record, if I'm not mistaken. I'll double check to confirm.

No, we did not. We can super quickly though, if you want me to do after collection.io/policy. And I'll provision it.

Also, the emails that he wants are written. I don't know. So in the part of his response email it says "recibido, voy a revisar la propiedad y te contacto pronto" — that's what he wants in the emails. Well yeah, it's done. Fine. Okay. And I only turned it off because he fucking tweaked. He's like, we need different notifications, which I told him it's enabled. So that better be fucking good.

And then privacy policy is getting deployed now. Might need you to set up something on Meta to make sure that we're capturing all of this data. It seems like we might need to set up a custom webhook. The Meta HubSpot native integration only maps to HubSpot properties. Since all 10 custom property slots are used, Meta form fields have nowhere to go in HubSpot. They get dropped. We need a webhook endpoint.

How the fuck do you set up a webhook in HubSpot? I'm gonna message saying that website's up to date. Make sure that it doesn't look bad.

Okay, I'm about to send it through iMessage. Can you send that through WhatsApp?

Just the first six steps is what I'm referring to. That'll take a while though.

All right. Oh shit. Well, I have no clue how we're going to do that quick and easy then. Might just need to manually export it from Meta and maybe we can just do it daily. That's like exactly what a co-scheduled workflow is for.

What are you trying to do? I'm trying to set up tracking for the Sierra. Oh, it should be automatic. You're talking about UTM parameter stuff? Yeah.

Let's do it. Give me a moment.

Text me like I'm not here. Hello? Yeah, yeah, I'm good. I got this guy and I have this whole thing. I don't understand this.

Take a screenshot really quick. Yeah, HubSpot right there. It says HubSpot by Zapier. Damn, is there an acquisition I didn't know about?

Yeah let's do it. I mean it's just quick and easy. Do the info out, you know. Unless you're using it for another custom.

Just select all. We'll deal with it. This is the form I created. Yeah, I believe so. Just click that? Yeah. Well, I mean, it's whatever field is appropriate. Like yeah, that was for street address. Or just addy or address — what the fuck? Oh, maybe that's not property address, is that? Huh. Yeah, what the fuck? To do this for 142 dollars? Nah, fuck all that dude.

No, just select all of them, don't map it. You know, just like let it get inserted into the system.

Yeah I'll double check on that really quick, let me see. This is insane. That can be mapped. HubSpot Free only has 10 custom property slots and they're all used by Flow. The standard fields will sync fine but custom questions have nowhere to go unless you upgrade HubSpot for more custom properties.

Alright yeah, so we're still gonna have to do some bullshit, but I think just set it up. Don't do any extra configuration and we'll deal with the mess.

The webhook and worker approach solves this by storing everything in D1. Yeah, the one thing I would do is I would connect to Zapier, which I might as well do right now. Go and set up the Zapier webhook whenever it gets created and have it emitted to our databases and store it there so that we can just deal with the data on our side.

Did you already update the? Oh. I'm just checking, I know. Relax.

Oh my god, just fucking load. Jesus Christ.

Well, I mean, we can continue building workarounds in this room. Honestly, you don't have a fucking company card yet. How the fuck has that not been figured out by the bank, dude? Do we need to get on their ass? Are we gonna go fight them?

There's also like, I can see I can set up CRM events here but then it takes me here. So how do I set this up? Well, that's already set up. Go here. So I can just do HubSpot. Right, but then why isn't it letting me click it? Like, why isn't it letting me set it up?

You gotta spend money to make money. I mean, I don't mind this. Hold on, let me just take a screenshot of that. Okay. I'll see if I can figure out what the fuck's going on there.

I do need access to my computer. Taisha, I wish you had a Mac, then I could just always control your computer whenever I wanted. To be able to work your magic.

Wait, wait, wait. Quick question on Francisco's stuff. Claude is all cut up because it's like, oh, but you want a general contact form, which is like what we were talking about earlier, where this form is really long. And then you have the sell your property form, you have this form or that, and that's the more detailed one. I thought Francisco's telling us to just make them all hyper detailed. Yeah, definitely.

**System Audio:**
Yeah, yeah, I'm here. So I got this guy and I have his whole thing. I don't understand this. Oh yeah, it says HubSpot by Zapier. See? I don't... no, this is inside.

Oh, there's a lot of shit here. This is the form I created. Would I just click that? And why is this — you do it to do this for $142? That's fucking retarded, hold up.

This is insane. Did you already update the pop-up or no?

Yeah, you need a paid plan to use premium.

Yeah, I mean I don't mind it honestly. There's also like, I can set up CRM events here and go here, so I can just do HubSpot. But then it takes me here. So how do I set this up? Right, but then why isn't it letting me click it? Like, why isn't it letting me set it up?

Let me just give you access to my computer. Hold on, let me see. You need the access code. Yeah, I want to be able to work your magic.

It's not giving me a notification or anything.

Yeah, that's what he's saying.
opus — Synthesis opus
The day centered on a single working session tackling HubSpot and Meta (Facebook) lead capture integration for what appears to be a real estate operation tied to Francisco's requirements. The core blocker discovered is that HubSpot Free's 10 custom property slots are all consumed by Flow, meaning custom form fields from Meta get silently dropped. The team explored Zapier as a bridge and discussed a webhook-to-Cloudflare-Worker-to-D1 approach to store lead data independently, bypassing HubSpot's limitations. Secondary items included deploying a privacy policy page, configuring UTM tracking for the Sierra campaign, and unresolved friction around not having a company card for paid tool upgrades.

Transcript

10:55 AM - 11:24 AM PDTMicrophone
You're talking about Francisco? Oh yeah, I'm handling that. It'll be awesome. Anything coming from Meta.
10:55 AM - 11:24 AM PDTMicrophone
Right, but what about all of these questions that I'm asking? Yeah, it's going to get saved to the contact record, if I'm not mistaken. I'll double check to confirm.
10:55 AM - 11:24 AM PDTMicrophone
No, we did not. We can super quickly though, if you want me to do after collection.io/policy. And I'll provision it.
10:55 AM - 11:24 AM PDTMicrophone
Also, the emails that he wants are written. I don't know. So in the part of his response email it says "recibido, voy a revisar la propiedad y te contacto pronto" — that's what he wants in the emails. Well yeah, it's done. Fine. Okay. And I only turned it off because he fucking tweaked. He's like, we need different notifications, which I told him it's enabled. So that better be fucking good.
10:55 AM - 11:24 AM PDTMicrophone
And then privacy policy is getting deployed now. Might need you to set up something on Meta to make sure that we're capturing all of this data. It seems like we might need to set up a custom webhook. The Meta HubSpot native integration only maps to HubSpot properties. Since all 10 custom property slots are used, Meta form fields have nowhere to go in HubSpot. They get dropped. We need a webhook endpoint.
10:55 AM - 11:24 AM PDTMicrophone
How the fuck do you set up a webhook in HubSpot? I'm gonna message saying that website's up to date. Make sure that it doesn't look bad.
10:55 AM - 11:24 AM PDTMicrophone
Okay, I'm about to send it through iMessage. Can you send that through WhatsApp?
10:55 AM - 11:24 AM PDTMicrophone
Just the first six steps is what I'm referring to. That'll take a while though.
10:55 AM - 11:24 AM PDTMicrophone
All right. Oh shit. Well, I have no clue how we're going to do that quick and easy then. Might just need to manually export it from Meta and maybe we can just do it daily. That's like exactly what a co-scheduled workflow is for.
10:55 AM - 11:24 AM PDTMicrophone
What are you trying to do? I'm trying to set up tracking for the Sierra. Oh, it should be automatic. You're talking about UTM parameter stuff? Yeah.
10:55 AM - 11:24 AM PDTMicrophone
Let's do it. Give me a moment.
10:55 AM - 11:24 AM PDTMicrophone
Text me like I'm not here. Hello? Yeah, yeah, I'm good. I got this guy and I have this whole thing. I don't understand this.
10:55 AM - 11:24 AM PDTMicrophone
Take a screenshot really quick. Yeah, HubSpot right there. It says HubSpot by Zapier. Damn, is there an acquisition I didn't know about?
10:55 AM - 11:24 AM PDTMicrophone
Yeah let's do it. I mean it's just quick and easy. Do the info out, you know. Unless you're using it for another custom.
10:55 AM - 11:24 AM PDTMicrophone
Just select all. We'll deal with it. This is the form I created. Yeah, I believe so. Just click that? Yeah. Well, I mean, it's whatever field is appropriate. Like yeah, that was for street address. Or just addy or address — what the fuck? Oh, maybe that's not property address, is that? Huh. Yeah, what the fuck? To do this for 142 dollars? Nah, fuck all that dude.
10:55 AM - 11:24 AM PDTMicrophone
No, just select all of them, don't map it. You know, just like let it get inserted into the system.
10:55 AM - 11:24 AM PDTMicrophone
Yeah I'll double check on that really quick, let me see. This is insane. That can be mapped. HubSpot Free only has 10 custom property slots and they're all used by Flow. The standard fields will sync fine but custom questions have nowhere to go unless you upgrade HubSpot for more custom properties.
10:55 AM - 11:24 AM PDTMicrophone
Alright yeah, so we're still gonna have to do some bullshit, but I think just set it up. Don't do any extra configuration and we'll deal with the mess.
10:55 AM - 11:24 AM PDTMicrophone
The webhook and worker approach solves this by storing everything in D1. Yeah, the one thing I would do is I would connect to Zapier, which I might as well do right now. Go and set up the Zapier webhook whenever it gets created and have it emitted to our databases and store it there so that we can just deal with the data on our side.
10:55 AM - 11:24 AM PDTMicrophone
Did you already update the? Oh. I'm just checking, I know. Relax.
10:55 AM - 11:24 AM PDTMicrophone
Oh my god, just fucking load. Jesus Christ.
10:55 AM - 11:24 AM PDTMicrophone
Well, I mean, we can continue building workarounds in this room. Honestly, you don't have a fucking company card yet. How the fuck has that not been figured out by the bank, dude? Do we need to get on their ass? Are we gonna go fight them?
10:55 AM - 11:24 AM PDTMicrophone
There's also like, I can see I can set up CRM events here but then it takes me here. So how do I set this up? Well, that's already set up. Go here. So I can just do HubSpot. Right, but then why isn't it letting me click it? Like, why isn't it letting me set it up?
10:55 AM - 11:24 AM PDTMicrophone
You gotta spend money to make money. I mean, I don't mind this. Hold on, let me just take a screenshot of that. Okay. I'll see if I can figure out what the fuck's going on there.
10:55 AM - 11:24 AM PDTMicrophone
I do need access to my computer. Taisha, I wish you had a Mac, then I could just always control your computer whenever I wanted. To be able to work your magic.
10:55 AM - 11:24 AM PDTMicrophone
Wait, wait, wait. Quick question on Francisco's stuff. Claude is all cut up because it's like, oh, but you want a general contact form, which is like what we were talking about earlier, where this form is really long. And then you have the sell your property form, you have this form or that, and that's the more detailed one. I thought Francisco's telling us to just make them all hyper detailed. Yeah, definitely.
10:55 AM - 11:24 AM PDTSystem Audio
Yeah, yeah, I'm here. So I got this guy and I have his whole thing. I don't understand this. Oh yeah, it says HubSpot by Zapier. See? I don't... no, this is inside.
10:55 AM - 11:24 AM PDTSystem Audio
Oh, there's a lot of shit here. This is the form I created. Would I just click that? And why is this — you do it to do this for $142? That's fucking retarded, hold up.
10:55 AM - 11:24 AM PDTSystem Audio
This is insane. Did you already update the pop-up or no?
10:55 AM - 11:24 AM PDTSystem Audio
Yeah, you need a paid plan to use premium.
10:55 AM - 11:24 AM PDTSystem Audio
Yeah, I mean I don't mind it honestly. There's also like, I can set up CRM events here and go here, so I can just do HubSpot. But then it takes me here. So how do I set this up? Right, but then why isn't it letting me click it? Like, why isn't it letting me set it up?
10:55 AM - 11:24 AM PDTSystem Audio
Let me just give you access to my computer. Hold on, let me see. You need the access code. Yeah, I want to be able to work your magic.
10:55 AM - 11:24 AM PDTSystem Audio
It's not giving me a notification or anything.
10:55 AM - 11:24 AM PDTSystem Audio
Yeah, that's what he's saying.