# Data

**URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=17

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

**Page:** 18

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## [visualization of repeted customers](https://community.hubspot.com/t/visualization-of-repeted-customers/121498)

<div class="topic-metadata">

**Author:** [@MPedraza3](https://community.hubspot.com/u/MPedraza3)\
**Replies:** 1\
**Last updated:** [November 27, 2024, 2:44pm UTC](https://community.hubspot.com/t/visualization-of-repeted-customers/121498 "2024-11-27T14:44:46Z")

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Hello there! How can I visualize in the list of customers the ones that are repeated?

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## [Mandatory formatting](https://community.hubspot.com/t/mandatory-formatting/121379)

<div class="topic-metadata">

**Author:** [@EVatsev](https://community.hubspot.com/u/EVatsev)\
**Replies:** 2\
**Last updated:** [November 26, 2024, 12:53pm UTC](https://community.hubspot.com/t/mandatory-formatting/121379 "2024-11-26T12:53:10Z")

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Hi, I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and …

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## [impossible de modifier mes pages web créer par Hubsport](https://community.hubspot.com/t/impossible-de-modifier-mes-pages-web-creer-par-hubsport/121169)

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**Author:** [@Eythane](https://community.hubspot.com/u/Eythane)\
**Replies:** 4\
**Last updated:** [November 26, 2024, 12:42pm UTC](https://community.hubspot.com/t/impossible-de-modifier-mes-pages-web-creer-par-hubsport/121169 "2024-11-26T12:42:16Z")

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Bonjour, je suis sur une formule gratuite, et j’ai connecté mon domaine https://cabinet.france-justicia.online/fr/ , ensuite j’ai crée mes page de site web, et celà fonctionnai deux mois presque, ensuite et depuis une s…

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## [Abonnements mit SevDesk](https://community.hubspot.com/t/abonnements-mit-sevdesk/121364)

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**Author:** [@PLotzer](https://community.hubspot.com/u/PLotzer)\
**Replies:** 1\
**Last updated:** [November 26, 2024, 10:09am UTC](https://community.hubspot.com/t/abonnements-mit-sevdesk/121364 "2024-11-26T10:09:18Z")

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Hallo, ich habe eine wichtige Frage, bevor wir entscheiden können, auf Hubspot komplett umzusteigen: Wir verkaufen jährliche Lizenzen einer Software und möchten diese Lizenzen Kontakten zuordnen, damit wir einen gesamm…

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## [Re-enrollment issues - Looping Renewal Deal Workflow](https://community.hubspot.com/t/re-enrollment-issues-looping-renewal-deal-workflow/121245)

<div class="topic-metadata">

**Author:** [@andyjohnson](https://community.hubspot.com/u/andyjohnson)\
**Replies:** 2\
**Last updated:** [November 26, 2024, 2:25am UTC](https://community.hubspot.com/t/re-enrollment-issues-looping-renewal-deal-workflow/121245 "2024-11-26T02:25:21Z")

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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 …

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## [Tracking Funnel Conversions from Stage to Stage](https://community.hubspot.com/t/tracking-funnel-conversions-from-stage-to-stage/120847)

<div class="topic-metadata">

**Author:** [@Chinmayy](https://community.hubspot.com/u/Chinmayy)\
**Replies:** 6\
**Last updated:** [November 25, 2024, 6:47pm UTC](https://community.hubspot.com/t/tracking-funnel-conversions-from-stage-to-stage/120847 "2024-11-25T18:47:03Z")

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Hi HS Community, We are having an issue in my company. We have lifecycle stages on our company level that are: Target → Prospect → Awareness → MQA → SAA \> SQA → Customer. We also have certain workflows that set some com…

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## [Physical text -\> OCR -\> Hubspot: Possible?](https://community.hubspot.com/t/physical-text-ocr-hubspot-possible/119437)

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**Author:** [@Andreas10016](https://community.hubspot.com/u/Andreas10016)\
**Replies:** 6\
**Last updated:** [November 25, 2024, 2:14pm UTC](https://community.hubspot.com/t/physical-text-ocr-hubspot-possible/119437 "2024-11-25T14:14:41Z")

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I think a slightly unusual case: I generally build GTM workflows B2B, but I have a client that needs to get handwritten customer cards (Name, anniversary, referrred by etc.) into Hubspot. OCR with GPT4o is really good a…

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## [Pipedrive Deal Sync Errors: "This record didn't sync because of a HubSpot error." with no info](https://community.hubspot.com/t/pipedrive-deal-sync-errors-this-record-didnt-sync-because-of-a-hubspot-error-with-no-info/120670)

<div class="topic-metadata">

**Author:** [@JakeL](https://community.hubspot.com/u/JakeL)\
**Replies:** 5\
**Last updated:** [November 25, 2024, 11:00am UTC](https://community.hubspot.com/t/pipedrive-deal-sync-errors-this-record-didnt-sync-because-of-a-hubspot-error-with-no-info/120670 "2024-11-25T11:00:52Z")

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I have successfully connected the Pipedrive integration, and it is syncing deals. However, there are many deals that will not sync with the following error: “This record didn’t sync because of a HubSpot error.” There i…

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## [Setting Up Webhooks for Workflow Trigger Asynchronously](https://community.hubspot.com/t/setting-up-webhooks-for-workflow-trigger-asynchronously/120985)

<div class="topic-metadata">

**Author:** [@JFenchel](https://community.hubspot.com/u/JFenchel)\
**Replies:** 1\
**Last updated:** [November 20, 2024, 10:13pm UTC](https://community.hubspot.com/t/setting-up-webhooks-for-workflow-trigger-asynchronously/120985 "2024-11-20T22:13:28Z")

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I’m currently working with Affirm to receive webhooks and they want me to provide a url for them to send the webhooks to. But as far as I can tell in order to allow hubspot to receive a webhook, I need to receive a test …

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## [File Download Broken in Hubspot](https://community.hubspot.com/t/file-download-broken-in-hubspot/120874)

<div class="topic-metadata">

**Author:** [@JSpain](https://community.hubspot.com/u/JSpain)\
**Replies:** 2\
**Last updated:** [November 20, 2024, 4:52pm UTC](https://community.hubspot.com/t/file-download-broken-in-hubspot/120874 "2024-11-20T16:52:42Z")

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Hey there, We are having an urgent issue with a file in our hubspot instance. This file download was working but we have received reports that it no longer works within the past day. This file is fetched via a command l…

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## [Custom Code to change Date/Time stamp to Date](https://community.hubspot.com/t/custom-code-to-change-date-time-stamp-to-date/109875)

<div class="topic-metadata">

**Author:** [@lana604](https://community.hubspot.com/u/lana604)\
**Replies:** 12\
**Last updated:** [November 20, 2024, 1:54am UTC](https://community.hubspot.com/t/custom-code-to-change-date-time-stamp-to-date/109875 "2024-11-20T01:54:37Z")

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I have a workflow rule where I grab a date/time field with custom code and update that field to a date field (MM/DD/YYYY) as an output. Example: Date/time: 2024-06-21T00:29:23.243Z Date: 06/21/2024 I receive a “Succe…

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## [Conflicting IP Addresses in DNS Configuration for Domain Connection](https://community.hubspot.com/t/conflicting-ip-addresses-in-dns-configuration-for-domain-connection/120821)

<div class="topic-metadata">

**Author:** [@SallyAlly](https://community.hubspot.com/u/SallyAlly)\
**Replies:** 1\
**Last updated:** [November 19, 2024, 2:38pm UTC](https://community.hubspot.com/t/conflicting-ip-addresses-in-dns-configuration-for-domain-connection/120821 "2024-11-19T14:38:27Z")

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Hi Community, I’m experiencing issues with connecting my domain to HubSpot. I keep receiving error messages during the DNS verification process. The information displayed in HubSpot seems to be contradictory: The “Re…

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## [Re-enrollment trigger not working](https://community.hubspot.com/t/re-enrollment-trigger-not-working/120418)

<div class="topic-metadata">

**Author:** [@MScutra](https://community.hubspot.com/u/MScutra)\
**Replies:** 5\
**Last updated:** [November 15, 2024, 10:22pm UTC](https://community.hubspot.com/t/re-enrollment-trigger-not-working/120418 "2024-11-15T22:22:45Z")

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Hello everyone, I have created a workflow that works as following: subscription criterias are “Status” = Not answering and “Contact owner” = Sales1 Then i create a task for Sales1 to call the lead with deadline the sa…

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## [Agreements and contracts](https://community.hubspot.com/t/agreements-and-contracts/120576)

<div class="topic-metadata">

**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\
**Replies:** 3\
**Last updated:** [November 15, 2024, 5:24am UTC](https://community.hubspot.com/t/agreements-and-contracts/120576 "2024-11-15T05:24:09Z")

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I am working with a customer who is coaching. She wants to have people sign up for services through HubSpot and have agreements that the customer agrees to during the signup process. Is it possible to have agreements in …

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## [How to do a API Call Out from Hubspot](https://community.hubspot.com/t/how-to-do-a-api-call-out-from-hubspot/120504)

<div class="topic-metadata">

**Author:** [@GMaheshwari](https://community.hubspot.com/u/GMaheshwari)\
**Replies:** 2\
**Last updated:** [November 14, 2024, 7:57pm UTC](https://community.hubspot.com/t/how-to-do-a-api-call-out-from-hubspot/120504 "2024-11-14T19:57:49Z")

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Hi Team, I want to make a api call out from hubspot. Can i known what is the best practice to make a API callout and what all resource i would be requiring to setup a callout Thanks!

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## [Speed to Lead Reporting](https://community.hubspot.com/t/speed-to-lead-reporting/108229)

<div class="topic-metadata">

**Author:** [@CWat44](https://community.hubspot.com/u/CWat44)\
**Replies:** 3\
**Last updated:** [November 14, 2024, 3:49pm UTC](https://community.hubspot.com/t/speed-to-lead-reporting/108229 "2024-11-14T15:49:33Z")

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I am trying to build out a formula property that will calculate the time it takes from getting assigned a lead to sales outreach. I’ve run into two issues here: 1. the activities object consideres notes and tasks an ac…

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## [Is there really no way to dedupe import lists by more than just email/domain?](https://community.hubspot.com/t/is-there-really-no-way-to-dedupe-import-lists-by-more-than-just-email-domain/120364)

<div class="topic-metadata">

**Author:** [@AndyBlaSt](https://community.hubspot.com/u/AndyBlaSt)\
**Replies:** 2\
**Last updated:** [November 13, 2024, 6:51pm UTC](https://community.hubspot.com/t/is-there-really-no-way-to-dedupe-import-lists-by-more-than-just-email-domain/120364 "2024-11-13T18:51:47Z")

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After a lot of research, I’ve concluded that there are no tools that offer advanced deduping of list imports into HubSpot. Is this true, or am I missing something? The blanket assumption seems to be that every company w…

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## [Tag workflow emails to the Deal record activity stream](https://community.hubspot.com/t/tag-workflow-emails-to-the-deal-record-activity-stream/120409)

<div class="topic-metadata">

**Author:** [@Anupa\_Dayaratne](https://community.hubspot.com/u/Anupa_Dayaratne)\
**Replies:** 1\
**Last updated:** [November 13, 2024, 3:03pm UTC](https://community.hubspot.com/t/tag-workflow-emails-to-the-deal-record-activity-stream/120409 "2024-11-13T15:03:50Z")

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We have configured a workflow to send an email (using Send Email workflow action) when a Deal stage changes to ‘Closed Won.’ Although the email is successfully sent upon reaching this stage, it does not appear under the …

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## [problem connect wordpress Error message](https://community.hubspot.com/t/problem-connect-wordpress-error-message/120305)

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**Author:** [@Odenspjut](https://community.hubspot.com/u/Odenspjut)\
**Replies:** 2\
**Last updated:** [November 13, 2024, 9:26am UTC](https://community.hubspot.com/t/problem-connect-wordpress-error-message/120305 "2024-11-13T09:26:06Z")

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“some error occured please try again after some time or use manual connect method” Someone have a solution? /Odenspjut

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## [Custom BDR bookings goal](https://community.hubspot.com/t/custom-bdr-bookings-goal/120354)

<div class="topic-metadata">

**Author:** [@JMarino2](https://community.hubspot.com/u/JMarino2)\
**Replies:** 1\
**Last updated:** [November 12, 2024, 10:51pm UTC](https://community.hubspot.com/t/custom-bdr-bookings-goal/120354 "2024-11-12T22:51:47Z")

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Hi - I’m trying to create a custom goal to track BDR performance against a booking goal. Historically, we have assigned points to deals sourced by BDRs but in 2025 we are moving away from the points system and assigning …

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## [Creating a Workflow that moves customers to Closed Lost at Contract End Date.](https://community.hubspot.com/t/creating-a-workflow-that-moves-customers-to-closed-lost-at-contract-end-date/120266)

<div class="topic-metadata">

**Author:** [@dthomp43](https://community.hubspot.com/u/dthomp43)\
**Replies:** 2\
**Last updated:** [November 12, 2024, 10:00pm UTC](https://community.hubspot.com/t/creating-a-workflow-that-moves-customers-to-closed-lost-at-contract-end-date/120266 "2024-11-12T22:00:47Z")

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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. …

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## [Mass Deleting Activities without Associated Objects](https://community.hubspot.com/t/mass-deleting-activities-without-associated-objects/119877)

<div class="topic-metadata">

**Author:** [@VPrimerano](https://community.hubspot.com/u/VPrimerano)\
**Replies:** 6\
**Last updated:** [November 12, 2024, 9:41pm UTC](https://community.hubspot.com/t/mass-deleting-activities-without-associated-objects/119877 "2024-11-12T21:41:51Z")

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Is it possible to separate activities that no longer have any associated objects (not linked to contacts, companies, deals) and mass delete them? I am able to report on activities without any associations, and can see t…

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## [Custom Code action not copying into Custum Property](https://community.hubspot.com/t/custom-code-action-not-copying-into-custum-property/37221)

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**Author:** [@NicolasF](https://community.hubspot.com/u/NicolasF)\
**Replies:** 14\
**Last updated:** [November 12, 2024, 2:27pm UTC](https://community.hubspot.com/t/custom-code-action-not-copying-into-custum-property/37221 "2024-11-12T14:27:12Z")

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Hi everyone ! I recently started to use operation pro for one of my account and I ran into a simple error I’m not sure how to fix. The goal was to create a numerical order for transactions created through the pre-order…

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## [Snippets and Quotes and Commerce Hub](https://community.hubspot.com/t/snippets-and-quotes-and-commerce-hub/120256)

<div class="topic-metadata">

**Author:** [@Rgonzalez1](https://community.hubspot.com/u/Rgonzalez1)\
**Replies:** 3\
**Last updated:** [November 12, 2024, 2:17pm UTC](https://community.hubspot.com/t/snippets-and-quotes-and-commerce-hub/120256 "2024-11-12T14:17:05Z")

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Due to certain restrictions with quotes, I am using snippets to describe services … e.g. like a library of products to add into quotes. This works for me as I am a sales team member of one, but we are selling commerce hu…

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## [Creating an Activity via a Workflow](https://community.hubspot.com/t/creating-an-activity-via-a-workflow/99566)

<div class="topic-metadata">

**Author:** [@DCrinnion](https://community.hubspot.com/u/DCrinnion)\
**Replies:** 3\
**Last updated:** [November 8, 2024, 5:52am UTC](https://community.hubspot.com/t/creating-an-activity-via-a-workflow/99566 "2024-11-08T05:52:15Z")

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Hi All, I saw this on a Hubspot Community suggestion from 2017 but just want to see if there is anything close to this. I am looking to create a workflow where you can create an activity or a note on the Activity feed w…

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## [Looking for calculated field which could measure number of MQLs, SQLs from contact lifecycle stages](https://community.hubspot.com/t/looking-for-calculated-field-which-could-measure-number-of-mqls-sqls-from-contact-lifecycle-stages/120056)

<div class="topic-metadata">

**Author:** [@PMenkar1](https://community.hubspot.com/u/PMenkar1)\
**Replies:** 2\
**Last updated:** [November 8, 2024, 4:40am UTC](https://community.hubspot.com/t/looking-for-calculated-field-which-could-measure-number-of-mqls-sqls-from-contact-lifecycle-stages/120056 "2024-11-08T04:40:52Z")

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Hey folks, I recently created a custom object to track expos/events more thoroughly. Its called “Events” I have created association between custom object “Events” and contacts. I am able to associate contacts to custo…

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## [🖥️ Vídeo Operations Hub: correções de dados, enriquecimento de cadastros e comissões](https://community.hubspot.com/t/video-operations-hub-correcoes-de-dados-enriquecimento-de-cadastros-e-comissoes/118918)

<div class="topic-metadata">

**Author:** [@Tesore](https://community.hubspot.com/u/Tesore)\
**Replies:** 3\
**Last updated:** [November 7, 2024, 10:11pm UTC](https://community.hubspot.com/t/video-operations-hub-correcoes-de-dados-enriquecimento-de-cadastros-e-comissoes/118918 "2024-11-07T22:11:42Z")

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Fala comunidade, Gravei um vídeo com exemplos e casos de usos que resolvemos problemas e necessidades reais das operações e processos dentro da HubSpot. São 4 aplicações reais que podem gerar mais eficiência e elevar a…

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## [Custom Code Actions - extracting first three digits from a phone number string](https://community.hubspot.com/t/custom-code-actions-extracting-first-three-digits-from-a-phone-number-string/119995)

<div class="topic-metadata">

**Author:** [@DParisi](https://community.hubspot.com/u/DParisi)\
**Replies:** 1\
**Last updated:** [November 7, 2024, 9:49pm UTC](https://community.hubspot.com/t/custom-code-actions-extracting-first-three-digits-from-a-phone-number-string/119995 "2024-11-07T21:49:28Z")

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Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. …

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## [Project Management Certification](https://community.hubspot.com/t/project-management-certification/119949)

<div class="topic-metadata">

**Author:** [@BartBorrelli](https://community.hubspot.com/u/BartBorrelli)\
**Replies:** 3\
**Last updated:** [November 7, 2024, 6:38pm UTC](https://community.hubspot.com/t/project-management-certification/119949 "2024-11-07T18:38:49Z")

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Thoughts on whether getting a PMP or Google Project Managment Certification is a better use of time? My goal would be leveraging these additional skills in the SAAS world to help drive significant revenue through Sales S…

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## [Autamotic email using a calendar](https://community.hubspot.com/t/autamotic-email-using-a-calendar/120025)

<div class="topic-metadata">

**Author:** [@DSarti](https://community.hubspot.com/u/DSarti)\
**Replies:** 5\
**Last updated:** [November 7, 2024, 3:43pm UTC](https://community.hubspot.com/t/autamotic-email-using-a-calendar/120025 "2024-11-07T15:43:29Z")

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Goodmorning everyone, My company collaborates with many external operators, who rotate doing different activities in different dates. We have an excel file with their names, surnames, emails, date and type of activity …

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