# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=19 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 20 --- ## [Workflow challenge to set association label Company to Company](https://community.hubspot.com/t/workflow-challenge-to-set-association-label-company-to-company/117461)
**Author:** [@PSterkenburg](https://community.hubspot.com/u/PSterkenburg)\ **Replies:** 7\ **Last updated:** [October 10, 2024, 7:19pm UTC](https://community.hubspot.com/t/workflow-challenge-to-set-association-label-company-to-company/117461 "2024-10-10T19:19:48Z")
Hi all! Workflow question :thinking: Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that… --- ## [This post wasn't published to LinkedIn.](https://community.hubspot.com/t/this-post-wasnt-published-to-linkedin/118057)
**Author:** [@rulpats](https://community.hubspot.com/u/rulpats)\ **Replies:** 1\ **Last updated:** [October 10, 2024, 5:45am UTC](https://community.hubspot.com/t/this-post-wasnt-published-to-linkedin/118057 "2024-10-10T05:45:17Z")
Hi team, I am trying to post on LinkedIn via Hubspot social tool. But this has happened for the first time that the post failed to get published. What could be the reason for this? Here is the message that I get. “Link… --- ## [Workflows for multiple forms to assign lifecycle stage](https://community.hubspot.com/t/workflows-for-multiple-forms-to-assign-lifecycle-stage/118052)
**Author:** [@GTorres-Soler8](https://community.hubspot.com/u/GTorres-Soler8)\ **Replies:** 1\ **Last updated:** [October 10, 2024, 3:58am UTC](https://community.hubspot.com/t/workflows-for-multiple-forms-to-assign-lifecycle-stage/118052 "2024-10-10T03:58:49Z")
I’m creating a workflow to assign contacts as an MAL or an MQL. Our MAL means any one who has engaged with at least 1 marketing form and doesn’t fit our ICP; MQL = 1 form or many forms and is in our ICP. We use forms ac… --- ## [Häufig missachtete Workflow-Grundregeln](https://community.hubspot.com/t/haufig-missachtete-workflow-grundregeln/32874)
**Author:** [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Replies:** 9\ **Last updated:** [October 9, 2024, 12:06pm UTC](https://community.hubspot.com/t/haufig-missachtete-workflow-grundregeln/32874 "2024-10-09T12:06:11Z")
Mit Workflows entwickelt HubSpot sein volles Potenzial. Statt hunderte oder tausende Datensätze manuell bearbeiten zu müssen, erlauben es uns Workflows, Regeln festzulegen und Prozesse zu automatisieren. Die Zeitersparni… --- ## [Average Deal Size Visualization](https://community.hubspot.com/t/average-deal-size-visualization/117906)
**Author:** [@msshey](https://community.hubspot.com/u/msshey)\ **Replies:** 8\ **Last updated:** [October 9, 2024, 4:20am UTC](https://community.hubspot.com/t/average-deal-size-visualization/117906 "2024-10-09T04:20:12Z")
Hello, everyone! :blush: I need a little help building a report. I’m looking to create something similar to the chart below, but I’d like to include two bars that compare total revenue against our million-dollar goal. I… --- ## [Deal cards view](https://community.hubspot.com/t/deal-cards-view/117821)
**Author:** [@msshey](https://community.hubspot.com/u/msshey)\ **Replies:** 6\ **Last updated:** [October 8, 2024, 3:50pm UTC](https://community.hubspot.com/t/deal-cards-view/117821 "2024-10-08T15:50:44Z")
Hello HS Team, I’m new to HubSpot and have been using it for about three months. My team and I are still in the process of building and refining our pipelines and stages. I wanted to check if there’s a way to view email… --- ## [Formatting of a ticket description via custom code](https://community.hubspot.com/t/formatting-of-a-ticket-description-via-custom-code/115863)
**Author:** [@FBaumstark](https://community.hubspot.com/u/FBaumstark)\ **Replies:** 4\ **Last updated:** [October 7, 2024, 6:53am UTC](https://community.hubspot.com/t/formatting-of-a-ticket-description-via-custom-code/115863 "2024-10-07T06:53:30Z")
Hey community, I have automated a new ticket creation. However, the problem is that the ticket description of the automatically created ticket is difficult to read due to a poor format. I would now like to create a wor… --- ## [Managing Partner and Referral Data: Best Practices](https://community.hubspot.com/t/managing-partner-and-referral-data-best-practices/117512)
**Author:** [@Stef\_N](https://community.hubspot.com/u/Stef_N)\ **Replies:** 3\ **Last updated:** [October 6, 2024, 4:45pm UTC](https://community.hubspot.com/t/managing-partner-and-referral-data-best-practices/117512 "2024-10-06T16:45:22Z")
Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link de… --- ## [Employee Time Tracking Analyzing](https://community.hubspot.com/t/employee-time-tracking-analyzing/59121)
**Author:** [@hannahhayes](https://community.hubspot.com/u/hannahhayes)\ **Replies:** 1\ **Last updated:** [October 3, 2024, 8:28pm UTC](https://community.hubspot.com/t/employee-time-tracking-analyzing/59121 "2024-10-03T20:28:04Z")
We would like to have a dashboard we can look at for reporting and analyzing our employees time tracking from ClickUp. What time tracking tools has anyone used that integrate with ClickUp and show reports? Thank you! --- ## [Preview data tables while working on formula fields](https://community.hubspot.com/t/preview-data-tables-while-working-on-formula-fields/117435)
**Author:** [@ErikHolmberg](https://community.hubspot.com/u/ErikHolmberg)\ **Replies:** 2\ **Last updated:** [October 3, 2024, 1:15pm UTC](https://community.hubspot.com/t/preview-data-tables-while-working-on-formula-fields/117435 "2024-10-03T13:15:07Z")
Hi, I’m trying to get into building datasets and using the formula fields. Howver, it’s hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use \[COMPANY.h… --- ## [Data Sync from HubSpot to Dynamics 365](https://community.hubspot.com/t/data-sync-from-hubspot-to-dynamics-365/105883)
**Author:** [@KPiterski](https://community.hubspot.com/u/KPiterski)\ **Replies:** 2\ **Last updated:** [October 2, 2024, 9:21pm UTC](https://community.hubspot.com/t/data-sync-from-hubspot-to-dynamics-365/105883 "2024-10-02T21:21:42Z")
TLDR: Anyone have a way to sync data to dropdown fields? We are setting up an integration between HubSpot and Dynamics 365 but are running into custom mapping issues. It seems that we are unable to map FROM hubspot TO … --- ## [Fetch and format date in Workflow](https://community.hubspot.com/t/fetch-and-format-date-in-workflow/108888)
**Author:** [@svamann](https://community.hubspot.com/u/svamann)\ **Replies:** 9\ **Last updated:** [September 26, 2024, 9:19am UTC](https://community.hubspot.com/t/fetch-and-format-date-in-workflow/108888 "2024-09-26T09:19:38Z")
I have a workflow that fetches a Date property from a custom object in custom code and returns this. This steps works like a charm, returning the expected value when I test it. Now at a later point in the same wor… --- ## [How do I optimize my data structure to integrate with CPQ/Subscription Management tools?](https://community.hubspot.com/t/how-do-i-optimize-my-data-structure-to-integrate-with-cpq-subscription-management-tools/77253)
**Author:** [@eduardogn13](https://community.hubspot.com/u/eduardogn13)\ **Replies:** 7\ **Last updated:** [September 24, 2024, 4:28pm UTC](https://community.hubspot.com/t/how-do-i-optimize-my-data-structure-to-integrate-with-cpq-subscription-management-tools/77253 "2024-09-24T16:28:50Z")
Hey there! :slightly\_smiling\_face: Any SaaS business using Hubspot integrated with a CPQ/Subscription Management tool like DealHub or Chargebee? If so, how do you keep Hubspot up to date on subscription variations to m… --- ## [Set lifecycle on zoom registrants](https://community.hubspot.com/t/set-lifecycle-on-zoom-registrants/116950)
**Author:** [@Becky238](https://community.hubspot.com/u/Becky238)\ **Replies:** 3\ **Last updated:** [September 24, 2024, 2:24pm UTC](https://community.hubspot.com/t/set-lifecycle-on-zoom-registrants/116950 "2024-09-24T14:24:04Z")
Hi all, Is there a way to set lifecycle stage on contacts who have signed up to zoom webinars efficiently? I have thought ab… --- ## [Copy Contact Properties to Deal upon Assignment](https://community.hubspot.com/t/copy-contact-properties-to-deal-upon-assignment/116514)
**Author:** [@lofeierbach](https://community.hubspot.com/u/lofeierbach)\ **Replies:** 5\ **Last updated:** [September 23, 2024, 9:00pm UTC](https://community.hubspot.com/t/copy-contact-properties-to-deal-upon-assignment/116514 "2024-09-23T21:00:41Z")
Hi everyone! I am new to the world of HubSpot but I have been an admin of Salesforce for about 5-6 years now - so I am just getting familiarity with the product. I am trying to build a workflow that copies properties f… --- ## [Send Quickbooks Invoice reminder from HubSpot Workflow](https://community.hubspot.com/t/send-quickbooks-invoice-reminder-from-hubspot-workflow/116811)
**Author:** [@mohamedhamad](https://community.hubspot.com/u/mohamedhamad)\ **Replies:** 3\ **Last updated:** [September 23, 2024, 1:14pm UTC](https://community.hubspot.com/t/send-quickbooks-invoice-reminder-from-hubspot-workflow/116811 "2024-09-23T13:14:22Z")
i’m trying to create a workflow that will send a customer a reminder that their invoice is due using a hubspot email. I’m using QBO for invoices and they are synced with hubspot. I’m able to create the email and the aut… --- ## [Contact Deleted, can't find record of deletion](https://community.hubspot.com/t/contact-deleted-cant-find-record-of-deletion/100382)
**Author:** [@topps-hops](https://community.hubspot.com/u/topps-hops)\ **Replies:** 7\ **Last updated:** [September 22, 2024, 3:03am UTC](https://community.hubspot.com/t/contact-deleted-cant-find-record-of-deletion/100382 "2024-09-22T03:03:54Z")
I’m having what could be a major issue. I went to log an email on a contact, and there was no contact. I checked my “restore records” went through every deletion record, and could not find it. I know they had an account,… --- ## [Programmable Automation | Inability to save when template literal added](https://community.hubspot.com/t/programmable-automation-inability-to-save-when-template-literal-added/116772)
**Author:** [@JamesonC](https://community.hubspot.com/u/JamesonC)\ **Replies:** 5\ **Last updated:** [September 20, 2024, 9:05pm UTC](https://community.hubspot.com/t/programmable-automation-inability-to-save-when-template-literal-added/116772 "2024-09-20T21:05:59Z")
:waving\_hand: Hi everyone, I want to make an API call to OpenAI to categorize a HubSpot contact’s job title into 1 of 8 job functions. For some reason, HubSpot’s custom code editor does not allow me to save the code wh… --- ## [How to Handle Multiple Deals in Specific Stages for a Company Property Update?](https://community.hubspot.com/t/how-to-handle-multiple-deals-in-specific-stages-for-a-company-property-update/116318)
**Author:** [@VroomlyTeam](https://community.hubspot.com/u/VroomlyTeam)\ **Replies:** 3\ **Last updated:** [September 17, 2024, 10:51pm UTC](https://community.hubspot.com/t/how-to-handle-multiple-deals-in-specific-stages-for-a-company-property-update/116318 "2024-09-17T22:51:27Z")
Hi HubSpot Community, I’m trying to create a calculated property for companies that returns “Yes” if the company has one or more deals in specific stages of a given pipeline. Here’s what I’ve done so far: 1.I created … --- ## [Reverting opportunities back to leads](https://community.hubspot.com/t/reverting-opportunities-back-to-leads/116398)
**Author:** [@Becky238](https://community.hubspot.com/u/Becky238)\ **Replies:** 4\ **Last updated:** [September 16, 2024, 3:07pm UTC](https://community.hubspot.com/t/reverting-opportunities-back-to-leads/116398 "2024-09-16T15:07:46Z")
Hi all, in our current lead management framework, we have a system whereby a deal gets created at opportunity stage. This is then cascaded from the company level down to all the contacts associated to it so that sales an… --- ## [Property sync not possible](https://community.hubspot.com/t/property-sync-not-possible/115771)
**Author:** [@EVatsev](https://community.hubspot.com/u/EVatsev)\ **Replies:** 4\ **Last updated:** [September 12, 2024, 9:48pm UTC](https://community.hubspot.com/t/property-sync-not-possible/115771 "2024-09-12T21:48:44Z")
Hello, We have a few mandatory deal based properties in a pipeline. Sales guys needs to fill them during outreach and calls, but we want to have them on a company level. These properties are more company specific, but s… --- ## [Custom Object Views by Lifecycle Stage / Pipeline / Property?](https://community.hubspot.com/t/custom-object-views-by-lifecycle-stage-pipeline-property/116243)
**Author:** [@BKrauth](https://community.hubspot.com/u/BKrauth)\ **Replies:** 3\ **Last updated:** [September 12, 2024, 3:42pm UTC](https://community.hubspot.com/t/custom-object-views-by-lifecycle-stage-pipeline-property/116243 "2024-09-12T15:42:11Z")
I saw that you can create separate “Views” by Team. Is there any way to create separate Views based on the object itself? (I’m not talking about the table/list view, I’m talking about when you look at the Object Record) … --- ## [Associate objects based on a custom property](https://community.hubspot.com/t/associate-objects-based-on-a-custom-property/116187)
**Author:** [@ArnaudA](https://community.hubspot.com/u/ArnaudA)\ **Replies:** 2\ **Last updated:** [September 12, 2024, 7:54am UTC](https://community.hubspot.com/t/associate-objects-based-on-a-custom-property/116187 "2024-09-12T07:54:18Z")
Hi HubSpot Community ! I am almost sure that this need custom development, and I need to confirm this. Context: A user submit a form, which contains a field based on a custom property, order\_number for example. On sub… --- ## [Airtable Company Sync Randomly Stopped Working](https://community.hubspot.com/t/airtable-company-sync-randomly-stopped-working/59483)
**Author:** [@AVehovic](https://community.hubspot.com/u/AVehovic)\ **Replies:** 1\ **Last updated:** [September 6, 2024, 3:59pm UTC](https://community.hubspot.com/t/airtable-company-sync-randomly-stopped-working/59483 "2024-09-06T15:59:41Z")
Hi there, My Airtable company sync to Hubspot randomly stopped working 11 days ago and I have not been able to figure out how to get it up and running again. Any recommendations? Thanks! --- ## [Adding a delay to a workflow](https://community.hubspot.com/t/adding-a-delay-to-a-workflow/115230)
**Author:** [@esealpha](https://community.hubspot.com/u/esealpha)\ **Replies:** 2\ **Last updated:** [September 6, 2024, 3:35pm UTC](https://community.hubspot.com/t/adding-a-delay-to-a-workflow/115230 "2024-09-06T15:35:55Z")
Several workflows move a user through different stages of a ticket. At one point, it sends a notification to the user, letting them know they need to change a property called Resolution, from blank to choice1, choice2, o… --- ## [Custom Code Not Allowing API Call to Hubspot](https://community.hubspot.com/t/custom-code-not-allowing-api-call-to-hubspot/57746)
**Author:** [@BRogers1](https://community.hubspot.com/u/BRogers1)\ **Replies:** 4\ **Last updated:** [September 5, 2024, 5:49am UTC](https://community.hubspot.com/t/custom-code-not-allowing-api-call-to-hubspot/57746 "2024-09-05T05:49:51Z")
Hello, I’m using the custom code option (Python) within a workflow and am trying to call the Hubspot API. I am able to successfully use the Hubspot python library, but I need to call the users endpoints, which are not c… --- ## [Inbound to Deal Reporting](https://community.hubspot.com/t/inbound-to-deal-reporting/115383)
**Author:** [@RayHoy](https://community.hubspot.com/u/RayHoy)\ **Replies:** 7\ **Last updated:** [September 4, 2024, 10:10am UTC](https://community.hubspot.com/t/inbound-to-deal-reporting/115383 "2024-09-04T10:10:21Z")
Hi, Looking for a report that tracks a contact that was either created by a form or CTA interaction (Inbound) to their current deal stage. Should be straightforward I would think..But I can’ seem to find the path. I di… --- ## [Tracking info from Netsuite to Hubspot](https://community.hubspot.com/t/tracking-info-from-netsuite-to-hubspot/115400)
**Author:** [@LStrubing](https://community.hubspot.com/u/LStrubing)\ **Replies:** 3\ **Last updated:** [September 1, 2024, 4:28pm UTC](https://community.hubspot.com/t/tracking-info-from-netsuite-to-hubspot/115400 "2024-09-01T16:28:27Z")
Good day all, I am trying to find a way to get the tracking number from NetSuite displayed in HubSpot in a useful location. I have it syncing over on the invoice but I would like to find a way to either display it on th… --- ## [Access issue](https://community.hubspot.com/t/access-issue/64470)
**Author:** [@NSu1](https://community.hubspot.com/u/NSu1)\ **Replies:** 3\ **Last updated:** [August 30, 2024, 11:51am UTC](https://community.hubspot.com/t/access-issue/64470 "2024-08-30T11:51:47Z")
We have a bit of a predicament. The Super Admin has left the company, and there is no one else with Super Admin status, which means there is no one that can edit permissions or set up new employees within HubSpot. How do… --- ## [DMARC and SPF](https://community.hubspot.com/t/dmarc-and-spf/99043)
**Author:** [@JSchulteis](https://community.hubspot.com/u/JSchulteis)\ **Replies:** 2\ **Last updated:** [August 29, 2024, 3:49pm UTC](https://community.hubspot.com/t/dmarc-and-spf/99043 "2024-08-29T15:49:19Z")
Hello, I am trying to get the DMARC and SPF records to work and I must be doing something wrong. Any chance someone has done this on Amazon Route 53 and could give me an example of getting the records to work there? [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=18) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=20)