# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=13 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 14 --- ## [Analyze inbound lead conversion based on first contact](https://community.hubspot.com/t/analyze-inbound-lead-conversion-based-on-first-contact/118187)
**Author:** [@ErikHolmberg](https://community.hubspot.com/u/ErikHolmberg)\ **Replies:** 2\ **Last updated:** [April 3, 2025, 7:17pm UTC](https://community.hubspot.com/t/analyze-inbound-lead-conversion-based-on-first-contact/118187 "2025-04-03T19:17:53Z")
I’m trying to analyze conversion rates on inbound leads based on how fast the lead was contacted, ideally I would want the report to look something like Contacted within (hours) # Leads Conversion rate 1 A X% 2… --- ## [Updating a Dropdown List from one Object to Another](https://community.hubspot.com/t/updating-a-dropdown-list-from-one-object-to-another/124119)
**Author:** [@HSpaulding](https://community.hubspot.com/u/HSpaulding)\ **Replies:** 5\ **Last updated:** [April 3, 2025, 7:13pm UTC](https://community.hubspot.com/t/updating-a-dropdown-list-from-one-object-to-another/124119 "2025-04-03T19:13:16Z")
Hello! I have created four cloned dropdown multi-select checkboxes in Companies, Contacts, Deals, and Leads. I would like to be able to update one object’s list when new values are needed and have a custom code to grab … --- ## [SaaS Products - Calculating Deferred Revenue when Deal is Paid Up Front](https://community.hubspot.com/t/saas-products-calculating-deferred-revenue-when-deal-is-paid-up-front/125080)
**Author:** [@JPadgett7](https://community.hubspot.com/u/JPadgett7)\ **Replies:** 3\ **Last updated:** [April 3, 2025, 7:07pm UTC](https://community.hubspot.com/t/saas-products-calculating-deferred-revenue-when-deal-is-paid-up-front/125080 "2025-04-03T19:07:56Z")
Our company sells software licenses agreements at a monthly rate for 1, 2, and 3 year license terms. Almost all these licenses purchases are billed/paid upfront. Ex. Customer buys a 1 year license agreement for $29/mont… --- ## [Outreach.io and HubSpot integration](https://community.hubspot.com/t/outreach-io-and-hubspot-integration/42368)
**Author:** [@RSingh96](https://community.hubspot.com/u/RSingh96)\ **Replies:** 12\ **Last updated:** [April 3, 2025, 7:35am UTC](https://community.hubspot.com/t/outreach-io-and-hubspot-integration/42368 "2025-04-03T07:35:13Z")
Hi, I want to know what are the features of the Outreach.io and HubSpot integration. When I do my outbound, and receive replies, I want to sync those prospects with the HubSpot CRM and be able to see all prospect activit… --- ## [User access management](https://community.hubspot.com/t/user-access-management/128975)
**Author:** [@schinea](https://community.hubspot.com/u/schinea)\ **Replies:** 2\ **Last updated:** [April 1, 2025, 4:31pm UTC](https://community.hubspot.com/t/user-access-management/128975 "2025-04-01T16:31:42Z")
Good day all, we would like to give to UAM team the ability to create, update and disable Hubspot user while the team should have a restricted access to CRM, Sales and other data. We started with the standard permissio… --- ## [Deals making up the KPI for Sales Goals](https://community.hubspot.com/t/deals-making-up-the-kpi-for-sales-goals/128728)
**Author:** [@KInvie](https://community.hubspot.com/u/KInvie)\ **Replies:** 7\ **Last updated:** [April 1, 2025, 11:59am UTC](https://community.hubspot.com/t/deals-making-up-the-kpi-for-sales-goals/128728 "2025-04-01T11:59:28Z")
Hey Everyone - I am stepping into using Goals to set up Quota tracking for Sales Goals. Is there a way within the Goals area to have the ability to drill into the KPI to see what Deals are contributing to the KPI value?… --- ## [Microsoft Dynamics Integration](https://community.hubspot.com/t/microsoft-dynamics-integration/104627)
**Author:** [@KMohamed15](https://community.hubspot.com/u/KMohamed15)\ **Replies:** 3\ **Last updated:** [April 1, 2025, 7:57am UTC](https://community.hubspot.com/t/microsoft-dynamics-integration/104627 "2025-04-01T07:57:19Z")
Hi, I’m trying to use the Microsoft Dynamics 365 integration in Hubspot. To be more specific, I wanted to know if it was possible in Contacts to leverage the following fields: • Notes in the Activities tab of a Contact … --- ## [Deduplicating companies by company owner in bulk](https://community.hubspot.com/t/deduplicating-companies-by-company-owner-in-bulk/128139)
**Author:** [@tlynncook](https://community.hubspot.com/u/tlynncook)\ **Replies:** 5\ **Last updated:** [March 29, 2025, 9:18pm UTC](https://community.hubspot.com/t/deduplicating-companies-by-company-owner-in-bulk/128139 "2025-03-29T21:18:30Z")
Hi there, We bought Operations Hub pro so we could easily deduplicate our companies. I’d like to merge based on company owner, but the out of the box filters in the dedupe tool are limited. Specifically, if I have a con… --- ## [Using Hubspot Formulas in Reports for Conversion Rates](https://community.hubspot.com/t/using-hubspot-formulas-in-reports-for-conversion-rates/128201)
**Author:** [@CWat44](https://community.hubspot.com/u/CWat44)\ **Replies:** 2\ **Last updated:** [March 29, 2025, 5:06am UTC](https://community.hubspot.com/t/using-hubspot-formulas-in-reports-for-conversion-rates/128201 "2025-03-29T05:06:09Z")
Hello, I am trying to calculate conversion rates for MQL:SAL and MQL:STG2. I have a custom object that creates a record for every MQL and then stamps known SAL date and STG2 dates if the deal is created within 90 days o… --- ## [Advanced questions (deal automation, appending data, validation rules)](https://community.hubspot.com/t/advanced-questions-deal-automation-appending-data-validation-rules/128799)
**Author:** [@GHunt1](https://community.hubspot.com/u/GHunt1)\ **Replies:** 3\ **Last updated:** [March 28, 2025, 5:02pm UTC](https://community.hubspot.com/t/advanced-questions-deal-automation-appending-data-validation-rules/128799 "2025-03-28T17:02:09Z")
1. A pop-up screen that guides the users through the different stages, requiring them to fill out certain information such as contact role. We would want to be able to filter that a property is only required to be fille… --- ## [Some use cases for Datasets](https://community.hubspot.com/t/some-use-cases-for-datasets/128840)
**Author:** [@DanMYD](https://community.hubspot.com/u/DanMYD)\ **Replies:** 1\ **Last updated:** [March 28, 2025, 9:36am UTC](https://community.hubspot.com/t/some-use-cases-for-datasets/128840 "2025-03-28T09:36:25Z")
I feel like Datasets are an underappreciated part of Operation Hub. Especially with the improvements over the last year or so. I made a video to highlight some of the powers it has since there isn’t a lot of content show… --- ## [SalesOps / RevOps newbie: career/courses](https://community.hubspot.com/t/salesops-revops-newbie-career-courses/123263)
**Author:** [@SKankubji](https://community.hubspot.com/u/SKankubji)\ **Replies:** 6\ **Last updated:** [March 28, 2025, 7:00am UTC](https://community.hubspot.com/t/salesops-revops-newbie-career-courses/123263 "2025-03-28T07:00:17Z")
Hello all, I am new to Revenue Ops, and I want to build a career in it, I have worked for a saas company for two year as a Market Research Execuitive , and I have seen that Hubspot tools are very efficient for Marketing… --- ## [Reporting on one time discounts on deals](https://community.hubspot.com/t/reporting-on-one-time-discounts-on-deals/128635)
**Author:** [@GRiver](https://community.hubspot.com/u/GRiver)\ **Replies:** 2\ **Last updated:** [March 26, 2025, 6:19pm UTC](https://community.hubspot.com/t/reporting-on-one-time-discounts-on-deals/128635 "2025-03-26T18:19:50Z")
Hi there - anyone know how to see reporting on deals for the additional one time discounts that sales reps might give on the quote off the initial subtotal due? We don’t want to allow this and then end up with us report… --- ## [Sandbox missing Ops Hub when we have it in Production](https://community.hubspot.com/t/sandbox-missing-ops-hub-when-we-have-it-in-production/128645)
**Author:** [@JillianMolina](https://community.hubspot.com/u/JillianMolina)\ **Replies:** 1\ **Last updated:** [March 26, 2025, 5:28am UTC](https://community.hubspot.com/t/sandbox-missing-ops-hub-when-we-have-it-in-production/128645 "2025-03-26T05:28:17Z")
We’ve been testing an integration and decided it was best to start with a clean data set. I deleted our environment’s Sandbox and immediately received a message that read “Because you downgraded to Operations Hub Free, c… --- ## [Keap Integration](https://community.hubspot.com/t/keap-integration/121726)
**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\ **Replies:** 7\ **Last updated:** [March 25, 2025, 10:24am UTC](https://community.hubspot.com/t/keap-integration/121726 "2025-03-25T10:24:27Z")
I am getting ready to start a huge migration project from 50 Keap Instances into one Hubspot Enterprise Instance. Is it possible to use the Keap integration i.e. add one Keap instance and sync to Hubspot? Then remove th… --- ## [How to structure a sales pipeline in HubSpot when some steps can happen before or after closed won?](https://community.hubspot.com/t/how-to-structure-a-sales-pipeline-in-hubspot-when-some-steps-can-happen-before-or-after-closed-won/128476)
**Author:** [@Mrodriguez25ES](https://community.hubspot.com/u/Mrodriguez25ES)\ **Replies:** 3\ **Last updated:** [March 23, 2025, 1:26pm UTC](https://community.hubspot.com/t/how-to-structure-a-sales-pipeline-in-hubspot-when-some-steps-can-happen-before-or-after-closed-won/128476 "2025-03-23T13:26:30Z")
Hi everyone, I’m working on designing a sales pipeline in HubSpot and ran into a challenge .In our process, after a demo, prospects can go two ways: They may need to go through a technical setup required for a free tr… --- ## [Sync Hubspot Pipedrive](https://community.hubspot.com/t/sync-hubspot-pipedrive/101746)
**Author:** [@LSALAMA](https://community.hubspot.com/u/LSALAMA)\ **Replies:** 7\ **Last updated:** [March 20, 2025, 7:34am UTC](https://community.hubspot.com/t/sync-hubspot-pipedrive/101746 "2025-03-20T07:34:36Z")
Hello, I have installed the Pipedrive connector in order to sync my contacts and compagny between hubspot and pipedrive. I would like to use Hubspot to send emails marketing and to follow the people who had open and cl… --- ## [Splitting appended property value](https://community.hubspot.com/t/splitting-appended-property-value/128214)
**Author:** [@Andreas11](https://community.hubspot.com/u/Andreas11)\ **Replies:** 2\ **Last updated:** [March 20, 2025, 1:17am UTC](https://community.hubspot.com/t/splitting-appended-property-value/128214 "2025-03-20T01:17:36Z")
Hi! In our Contact Object we have a single-line text property called Company\_Qcode in which the values can look like this: {SECLNT10034182} or… like this: {SECLNT87247981,SECLNT89752329} If there are mutliple ones l… --- ## [Revenue](https://community.hubspot.com/t/revenue/128245)
**Author:** [@NMavar](https://community.hubspot.com/u/NMavar)\ **Replies:** 1\ **Last updated:** [March 19, 2025, 12:37pm UTC](https://community.hubspot.com/t/revenue/128245 "2025-03-19T12:37:11Z")
He’ll everyone. Nirmal this side. I am here to learn about revenue management course. Can someone help me --- ## [Trend line from 1 deal stage to another](https://community.hubspot.com/t/trend-line-from-1-deal-stage-to-another/127228)
**Author:** [@AMatalia](https://community.hubspot.com/u/AMatalia)\ **Replies:** 4\ **Last updated:** [March 13, 2025, 5:28pm UTC](https://community.hubspot.com/t/trend-line-from-1-deal-stage-to-another/127228 "2025-03-13T17:28:54Z")
We have a number of stages in our deal pipeline but I am mostly interested in identifying trends between 2: Discovery Completed (20%) Proposal Sent (30%) I have tried a # of report types but cannot figure out how to b… --- ## [Deals and Contact Lifecycle stage](https://community.hubspot.com/t/deals-and-contact-lifecycle-stage/127851)
**Author:** [@PMenkar1](https://community.hubspot.com/u/PMenkar1)\ **Replies:** 3\ **Last updated:** [March 13, 2025, 12:29pm UTC](https://community.hubspot.com/t/deals-and-contact-lifecycle-stage/127851 "2025-03-13T12:29:37Z")
Hi Folks, I have a requirement from the marketing team, that if we can restrict deal creation until and unless the contact to be associated with deal is updated to “Opportunity” on lifecycle stage. In other words, we ne… --- ## [Why is Breeze Buyer Intents showing less results than Clearbit?](https://community.hubspot.com/t/why-is-breeze-buyer-intents-showing-less-results-than-clearbit/126109)
**Author:** [@GrahamRobson](https://community.hubspot.com/u/GrahamRobson)\ **Replies:** 4\ **Last updated:** [March 12, 2025, 7:46pm UTC](https://community.hubspot.com/t/why-is-breeze-buyer-intents-showing-less-results-than-clearbit/126109 "2025-03-12T19:46:47Z")
We are seeing significantly lower volumes of website visitors reported using the Breeze Buyer Intents than those listed in Clearbit. The assumption had been that Hubspot uses the same underlying common Cloudset service.… --- ## [Automating Renewal Quarter Indicator in Reports](https://community.hubspot.com/t/automating-renewal-quarter-indicator-in-reports/127603)
**Author:** [@OAskarov](https://community.hubspot.com/u/OAskarov)\ **Replies:** 2\ **Last updated:** [March 12, 2025, 9:41am UTC](https://community.hubspot.com/t/automating-renewal-quarter-indicator-in-reports/127603 "2025-03-12T09:41:41Z")
Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal qua… --- ## [Find VAT automatically for company objekts](https://community.hubspot.com/t/find-vat-automatically-for-company-objekts/127460)
**Author:** [@NGSMario](https://community.hubspot.com/u/NGSMario)\ **Replies:** 4\ **Last updated:** [March 12, 2025, 9:40am UTC](https://community.hubspot.com/t/find-vat-automatically-for-company-objekts/127460 "2025-03-12T09:40:03Z")
Hi Community, Does anyone know of a way to automatically determine and set VAT for companies, based on the company name and address data? Regards, Mario --- ## [Automation for list and workflow management](https://community.hubspot.com/t/automation-for-list-and-workflow-management/127736)
**Author:** [@SYdoate6](https://community.hubspot.com/u/SYdoate6)\ **Replies:** 3\ **Last updated:** [March 12, 2025, 9:35am UTC](https://community.hubspot.com/t/automation-for-list-and-workflow-management/127736 "2025-03-12T09:35:24Z")
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 thi… --- ## [how to creat a chart in dashboard related to the rate of loging by country?](https://community.hubspot.com/t/how-to-creat-a-chart-in-dashboard-related-to-the-rate-of-loging-by-country/127709)
**Author:** [@Jaylin](https://community.hubspot.com/u/Jaylin)\ **Replies:** 6\ **Last updated:** [March 11, 2025, 9:39am UTC](https://community.hubspot.com/t/how-to-creat-a-chart-in-dashboard-related-to-the-rate-of-loging-by-country/127709 "2025-03-11T09:39:05Z")
i want to track the usage of system by country, and generate a chart in dashboard so that i can show it to my team, how can i set this chart? it seems that i can only use the exsting chart in audit log, it coundn’t be cr… --- ## [Cannot create mapping to Status field in Netsuite](https://community.hubspot.com/t/cannot-create-mapping-to-status-field-in-netsuite/87089)
**Author:** [@davidho](https://community.hubspot.com/u/davidho)\ **Replies:** 11\ **Last updated:** [March 10, 2025, 7:29pm UTC](https://community.hubspot.com/t/cannot-create-mapping-to-status-field-in-netsuite/87089 "2025-03-10T19:29:40Z")
Hello, I would like to create a mapping between the Lifecycle Stage field in Hubspot and the Status field in Netsuite for my companies, but the Status field doesn’t show up in the list when I try to create a mapping. Do… --- ## [Using HubSpot's Default Deal Push Rate in a Custom Report](https://community.hubspot.com/t/using-hubspots-default-deal-push-rate-in-a-custom-report/125114)
**Author:** [@JJ08](https://community.hubspot.com/u/JJ08)\ **Replies:** 3\ **Last updated:** [March 10, 2025, 4:29pm UTC](https://community.hubspot.com/t/using-hubspots-default-deal-push-rate-in-a-custom-report/125114 "2025-03-10T16:29:03Z")
Hello, HubSpot Community! We are trying to use the default Deal Push Rate that HubSpot provides in Reporting → Analytics Suite → Sales → Deals → Deal Push Rate and integrate this percentage into a custom report. Our Go… --- ## [Extracting Param Value From URL Path Using Custom Code](https://community.hubspot.com/t/extracting-param-value-from-url-path-using-custom-code/104647)
**Author:** [@JoshuaW](https://community.hubspot.com/u/JoshuaW)\ **Replies:** 3\ **Last updated:** [March 7, 2025, 3:31pm UTC](https://community.hubspot.com/t/extracting-param-value-from-url-path-using-custom-code/104647 "2025-03-07T15:31:01Z")
Does anyone know workflow custom code that would extract a specific parameter from the “Last Page Seen” contact property URL to then apply that value to another property for the contact? For example: If the “Last Page Se… --- ## [Copy meeting date into a custom property](https://community.hubspot.com/t/copy-meeting-date-into-a-custom-property/102149)
**Author:** [@Matan-PDQ](https://community.hubspot.com/u/Matan-PDQ)\ **Replies:** 3\ **Last updated:** [March 5, 2025, 2:01am UTC](https://community.hubspot.com/t/copy-meeting-date-into-a-custom-property/102149 "2025-03-05T02:01:21Z")
Hi team, I have the following challenge: I’d like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=12) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=14)