# Data Hub

**URL:** https://community.hubspot.com/c/revops-data-hub/64.md

[Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md)

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## [About the Data Hub category](https://community.hubspot.com/t/about-the-data-hub-category/150191)

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**Author:** [@system](https://community.hubspot.com/u/system)\
**Replies:** 0\
**Last updated:** [June 12, 2026, 1:20am UTC](https://community.hubspot.com/t/about-the-data-hub-category/150191 "2026-06-12T01:20:19Z")

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Welcome to the HubSpot Community. We’re happy to have you here. This is the place to ask questions, share your solutions, and discuss the HubSpot Data Hub platform. What this category is for In this forum, you can: A…

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## [Integrating Zendesk tickets into a Deal](https://community.hubspot.com/t/integrating-zendesk-tickets-into-a-deal/118005)

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**Author:** [@BLaverack9](https://community.hubspot.com/u/BLaverack9)\
**Replies:** 3\
**Last updated:** [November 2, 2026, 7:20pm UTC](https://community.hubspot.com/t/integrating-zendesk-tickets-into-a-deal/118005 "2026-11-02T19:20:29Z")

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Hello! So I’m wondering if anyone else has tried to achieve this. Essentially what I’d like is to be able to automate the s…

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## [Naming Convention Ideas](https://community.hubspot.com/t/naming-convention-ideas/162996)

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**Author:** [@Jamie.George](https://community.hubspot.com/u/Jamie.George)\
**Replies:** 2\
**Last updated:** [October 27, 2026, 10:41am UTC](https://community.hubspot.com/t/naming-convention-ideas/162996 "2026-10-27T10:41:43Z")

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Hello! We have almost finished our integration into Hubspot and I recently joined the team to take over email marketing. I a…

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## [5,777 "customers" with no closed-won deal: untangling lifecycle stages that had drifted for years](https://community.hubspot.com/t/5-777-customers-with-no-closed-won-deal-untangling-lifecycle-stages-that-had-drifted-for-years/162576)

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**Author:** [@Pete-Cleary-Hatchi](https://community.hubspot.com/u/Pete-Cleary-Hatchi)\
**Replies:** 0\
**Last updated:** [October 21, 2026, 9:57am UTC](https://community.hubspot.com/t/5-777-customers-with-no-closed-won-deal-untangling-lifecycle-stages-that-had-drifted-for-years/162576 "2026-10-21T09:57:53Z")

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If your HubSpot portal has been around for a few years, there’s a decent chance your lifecycle stages aren’t telling the trut…

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## [How to modify default Enrichment](https://community.hubspot.com/t/how-to-modify-default-enrichment/161006)

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**Author:** [@CreedWood](https://community.hubspot.com/u/CreedWood)\
**Replies:** 6\
**Last updated:** [October 6, 2026, 1:07pm UTC](https://community.hubspot.com/t/how-to-modify-default-enrichment/161006 "2026-10-06T13:07:15Z")

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Hi, I’m new to the HubSpot Community, though I’ve been working in the backend of HubSpot for my company for about a year and …

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## [Modeling dynamic store + quantity data for client-facing quotes (no line items)](https://community.hubspot.com/t/modeling-dynamic-store-quantity-data-for-client-facing-quotes-no-line-items/145784)

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**Author:** [@SRussell\_FA](https://community.hubspot.com/u/SRussell_FA)\
**Replies:** 4\
**Last updated:** [October 19, 2026, 5:58pm UTC](https://community.hubspot.com/t/modeling-dynamic-store-quantity-data-for-client-facing-quotes-no-line-items/145784 "2026-10-19T17:58:06Z")

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Looking for guidance from a RevOps / data-modeling perspective. We use HubSpot quotes for client-facing subscription pricing,…

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## [Hidden Gem in Data Quality: "Edit Columns" for Duplicate Management](https://community.hubspot.com/t/hidden-gem-in-data-quality-edit-columns-for-duplicate-management/162203)

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**Author:** [@HubSpotWizard](https://community.hubspot.com/u/HubSpotWizard)\
**Replies:** 1\
**Last updated:** [October 16, 2026, 5:16pm UTC](https://community.hubspot.com/t/hidden-gem-in-data-quality-edit-columns-for-duplicate-management/162203 "2026-10-16T17:16:58Z")

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Okay… am I the only one who just noticed the “Edit Columns” button in Data Quality → Manage Duplicates? :sweat\_smile: No …

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## [Courses to understand more about RevOps](https://community.hubspot.com/t/courses-to-understand-more-about-revops/145677)

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**Author:** [@RBanola](https://community.hubspot.com/u/RBanola)\
**Replies:** 5\
**Last updated:** [October 15, 2026, 10:19pm UTC](https://community.hubspot.com/t/courses-to-understand-more-about-revops/145677 "2026-10-15T22:19:39Z")

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Hi Team, Which courses or resources shall i use to learn more about commercial/revOps mgmt in hubspot or other CRMs? Also, …

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## [Returning Legacy Quotes](https://community.hubspot.com/t/returning-legacy-quotes/143927)

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**Author:** [@UserZ](https://community.hubspot.com/u/UserZ)\
**Replies:** 7\
**Last updated:** [October 14, 2026, 7:42pm UTC](https://community.hubspot.com/t/returning-legacy-quotes/143927 "2026-10-14T19:42:03Z")

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I spent 2 months developing a custom quote template on the legacy quote system. Now I have been force migrated to the new qu…

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## [Automate google drive folder creation with HubSpot](https://community.hubspot.com/t/automate-google-drive-folder-creation-with-hubspot/121983)

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**Author:** [@Isabel\_c](https://community.hubspot.com/u/Isabel_c)\
**Replies:** 9\
**Last updated:** [October 12, 2026, 8:27pm UTC](https://community.hubspot.com/t/automate-google-drive-folder-creation-with-hubspot/121983 "2026-10-12T20:27:02Z")

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Is there a way for hubspot to auto create a google drive folder for new records, allow full access to anyone with a link, and…

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## [Problem with HubSpot/ Bexio Integration](https://community.hubspot.com/t/problem-with-hubspot-bexio-integration/54596)

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**Author:** [@benjaminkroeni](https://community.hubspot.com/u/benjaminkroeni)\
**Replies:** 8\
**Last updated:** [October 9, 2026, 10:13pm UTC](https://community.hubspot.com/t/problem-with-hubspot-bexio-integration/54596 "2026-10-09T22:13:33Z")

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Hey guys! I hope you’re doing well. I noticed that since I connected my HubSpot Account with Bexio, I have a different cont…

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## [Best practices for syncing large PostgreSQL databases with HubSpot using n8n without hitting API lim](https://community.hubspot.com/t/best-practices-for-syncing-large-postgresql-databases-with-hubspot-using-n8n-without-hitting-api-lim/161218)

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**Author:** [@Asif\_Automation](https://community.hubspot.com/u/Asif_Automation)\
**Replies:** 4\
**Last updated:** [October 8, 2026, 3:56pm UTC](https://community.hubspot.com/t/best-practices-for-syncing-large-postgresql-databases-with-hubspot-using-n8n-without-hitting-api-lim/161218 "2026-10-08T15:56:00Z")

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Hi everyone, I’m working on setting up a robust data pipeline between an external PostgreSQL database and HubSpot CRM using …

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## [How to keep SMS phone numbers clean?](https://community.hubspot.com/t/how-to-keep-sms-phone-numbers-clean/147091)

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**Author:** [@MBaerbock](https://community.hubspot.com/u/MBaerbock)\
**Replies:** 8\
**Last updated:** [October 8, 2026, 1:31pm UTC](https://community.hubspot.com/t/how-to-keep-sms-phone-numbers-clean/147091 "2026-10-08T13:31:47Z")

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We are using an external vendor (free to us) to try some SMS messaging and the external vendor’s requirment is that SMS numbe…

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## [Only First Filter in If/Then Branch from Workflow API](https://community.hubspot.com/t/only-first-filter-in-if-then-branch-from-workflow-api/51633)

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**Author:** [@dlapointeus](https://community.hubspot.com/u/dlapointeus)\
**Replies:** 3\
**Last updated:** [October 5, 2026, 11:11am UTC](https://community.hubspot.com/t/only-first-filter-in-if-then-branch-from-workflow-api/51633 "2026-10-05T11:11:23Z")

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Hi, We are trying to clone a contact based workflow. As per the documentation, we are querying the existing workflow with th…

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## [How do you track stale deals in HubSpot as your pipeline grows?](https://community.hubspot.com/t/how-do-you-track-stale-deals-in-hubspot-as-your-pipeline-grows/148346)

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**Author:** [@As021](https://community.hubspot.com/u/As021)\
**Replies:** 6\
**Last updated:** [September 24, 2026, 3:52am UTC](https://community.hubspot.com/t/how-do-you-track-stale-deals-in-hubspot-as-your-pipeline-grows/148346 "2026-09-24T03:52:52Z")

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How do you currently keep track of deals that go cold in HubSpot? I’ve noticed that once pipelines grow, it’s easy for deals…

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## [Tracking multiple dates and roles for the same person](https://community.hubspot.com/t/tracking-multiple-dates-and-roles-for-the-same-person/159464)

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**Author:** [@Sofia0](https://community.hubspot.com/u/Sofia0)\
**Replies:** 2\
**Last updated:** [September 22, 2026, 5:59am UTC](https://community.hubspot.com/t/tracking-multiple-dates-and-roles-for-the-same-person/159464 "2026-09-22T05:59:43Z")

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Hello, Is it possible on Hubspot to create multiple roles with associated dates for a single contact? For example, when look…

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## [How to track early-stage leads / deals?](https://community.hubspot.com/t/how-to-track-early-stage-leads-deals/106564)

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**Author:** [@carmenb](https://community.hubspot.com/u/carmenb)\
**Replies:** 9\
**Last updated:** [September 16, 2026, 9:04pm UTC](https://community.hubspot.com/t/how-to-track-early-stage-leads-deals/106564 "2026-09-16T21:04:44Z")

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What are other B2B SaaS companies doing to track early-stage leads (aka Lifecycle Stages = MQLs and SALs) in HubSpot? We use…

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## [Recurring Revenue Deals, Upgrades, Downgrades, Churns, Renewals and Line Items](https://community.hubspot.com/t/recurring-revenue-deals-upgrades-downgrades-churns-renewals-and-line-items/89278)

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**Author:** [@Swevive](https://community.hubspot.com/u/Swevive)\
**Replies:** 13\
**Last updated:** [September 14, 2026, 8:58am UTC](https://community.hubspot.com/t/recurring-revenue-deals-upgrades-downgrades-churns-renewals-and-line-items/89278 "2026-09-14T08:58:00Z")

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My company sells both recurring revenue items as well as one-time revenue items. A deal could have just recurring revenue lin…

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## [How can I track installed base equipment data in HubSpot?](https://community.hubspot.com/t/how-can-i-track-installed-base-equipment-data-in-hubspot/158575)

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**Author:** [@PKBIGGS](https://community.hubspot.com/u/PKBIGGS)\
**Replies:** 2\
**Last updated:** [September 12, 2026, 1:54pm UTC](https://community.hubspot.com/t/how-can-i-track-installed-base-equipment-data-in-hubspot/158575 "2026-09-12T13:54:02Z")

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Hi Hubspot Community We’d like to record the packaging machinery installed in our customer and target account production sit…

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## [Data Backups and Why](https://community.hubspot.com/t/data-backups-and-why/154704)

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**Author:** [@James699](https://community.hubspot.com/u/James699)\
**Replies:** 4\
**Last updated:** [September 7, 2026, 4:04pm UTC](https://community.hubspot.com/t/data-backups-and-why/154704 "2026-09-07T16:04:55Z")

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Hi, I am wondering if any users backup their HubSpot data? If you do, please let me know why and if you don’t I would also …

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## [How to model physician approval workflows in HubSpot for medical sales?](https://community.hubspot.com/t/how-to-model-physician-approval-workflows-in-hubspot-for-medical-sales/154680)

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**Author:** [@jcasas](https://community.hubspot.com/u/jcasas)\
**Replies:** 4\
**Last updated:** [September 2, 2026, 9:14pm UTC](https://community.hubspot.com/t/how-to-model-physician-approval-workflows-in-hubspot-for-medical-sales/154680 "2026-09-02T21:14:31Z")

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We are implementing HubSpot, a CRM system for a medical device manufacturing company (Company X). The system will be used by …

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## [Association Labels in Segments - not showing up](https://community.hubspot.com/t/association-labels-in-segments-not-showing-up/157646)

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**Author:** [@kb\_fleetclear](https://community.hubspot.com/u/kb_fleetclear)\
**Replies:** 1\
**Last updated:** [September 1, 2026, 9:39am UTC](https://community.hubspot.com/t/association-labels-in-segments-not-showing-up/157646 "2026-09-01T09:39:34Z")

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Hi Folks I have a quandary about Association Labels - it’s possible I’m a. trying to get it to do something it’s not suppose…

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## [Webhook issue in Flow](https://community.hubspot.com/t/webhook-issue-in-flow/118548)

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**Author:** [@SHansen2](https://community.hubspot.com/u/SHansen2)\
**Replies:** 3\
**Last updated:** [August 24, 2026, 2:05pm UTC](https://community.hubspot.com/t/webhook-issue-in-flow/118548 "2026-08-24T14:05:28Z")

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Hi, we use a Webhook as a trigger in a contact based flow. We receive data from shopify about every minute. It workd fine fo…

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## [Best data enrichment for contact property phone number](https://community.hubspot.com/t/best-data-enrichment-for-contact-property-phone-number/156374)

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**Author:** [@TP.Alecto](https://community.hubspot.com/u/TP.Alecto)\
**Replies:** 1\
**Last updated:** [August 18, 2026, 1:23pm UTC](https://community.hubspot.com/t/best-data-enrichment-for-contact-property-phone-number/156374 "2026-08-18T13:23:24Z")

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Hi, All I’m wondering if you can make a suggestion on the best 3rd-party app to use for data enrichment, particularly for co…

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## [Attaching files and documents to contacts and companies via import](https://community.hubspot.com/t/attaching-files-and-documents-to-contacts-and-companies-via-import/149328)

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**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\
**Replies:** 2\
**Last updated:** [August 19, 2026, 12:43am UTC](https://community.hubspot.com/t/attaching-files-and-documents-to-contacts-and-companies-via-import/149328 "2026-08-19T00:43:26Z")

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I have a client that has 10k contacts that have files and documents in another CRM. We are migrating their data into HubSpot …

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## [How do you actually get internal buy-in when expanding your HubSpot stack?](https://community.hubspot.com/t/how-do-you-actually-get-internal-buy-in-when-expanding-your-hubspot-stack/155879)

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**Author:** [@Victoria-Ashford](https://community.hubspot.com/u/Victoria-Ashford)\
**Replies:** 4\
**Last updated:** [August 14, 2026, 11:09am UTC](https://community.hubspot.com/t/how-do-you-actually-get-internal-buy-in-when-expanding-your-hubspot-stack/155879 "2026-08-14T11:09:31Z")

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Hi everyone, I’m curious how other HubSpot users (especially those working with Sales Hub or Ops Hub) handle the internal ap…

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## [How do you actually get internal buy-in for new B2B software? (CFO / Security / Legal)](https://community.hubspot.com/t/how-do-you-actually-get-internal-buy-in-for-new-b2b-software-cfo-security-legal/155789)

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**Author:** [@Victoria-Ashford](https://community.hubspot.com/u/Victoria-Ashford)\
**Replies:** 1\
**Last updated:** [August 11, 2026, 10:03am UTC](https://community.hubspot.com/t/how-do-you-actually-get-internal-buy-in-for-new-b2b-software-cfo-security-legal/155789 "2026-08-11T10:03:53Z")

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Hi everyone, I’m currently researching how middle managers and operators actually get new B2B software approved inside their…

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## [Welcome to the OpsLife community! Introduce yourself here 💬](https://community.hubspot.com/t/welcome-to-the-opslife-community-introduce-yourself-here/25427)

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**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\
**Replies:** 171\
**Last updated:** [August 11, 2026, 10:00am UTC](https://community.hubspot.com/t/welcome-to-the-opslife-community-introduce-yourself-here/25427 "2026-08-11T10:00:27Z")

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OpsLife is HubSpot’s newest community for Operations professionals. Whether you’re in Marketing Ops, Sales Ops, Customer Succ…

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## [Clearbit Logo API Will Be Sunset on December 1, 2025](https://community.hubspot.com/t/clearbit-logo-api-will-be-sunset-on-december-1-2025/134244)

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**Author:** [@TracyTThomas](https://community.hubspot.com/u/TracyTThomas)\
**Replies:** 3\
**Last updated:** [August 5, 2026, 12:35pm UTC](https://community.hubspot.com/t/clearbit-logo-api-will-be-sunset-on-december-1-2025/134244 "2026-08-05T12:35:24Z")

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This is a reminder that the Clearbit Logo API will be sunset on December 1, 2025. This change affects all users, including t…

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## [How are you managing massive historical data migrations without crushing your API limits?](https://community.hubspot.com/t/how-are-you-managing-massive-historical-data-migrations-without-crushing-your-api-limits/154858)

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**Author:** [@DeepikaKeerthi](https://community.hubspot.com/u/DeepikaKeerthi)\
**Replies:** 3\
**Last updated:** [August 3, 2026, 12:53pm UTC](https://community.hubspot.com/t/how-are-you-managing-massive-historical-data-migrations-without-crushing-your-api-limits/154858 "2026-08-03T12:53:13Z")

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Hey everyone, Curious how you all manage huge historical data lifts into (or out of) HubSpot without blowing through your da…

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