# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=20 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 21 --- ## [\[Beta\] Data Sync - Test Sync](https://community.hubspot.com/t/beta-data-sync-test-sync/112737)
**Author:** [@JonasR](https://community.hubspot.com/u/JonasR)\ **Replies:** 1\ **Last updated:** [August 29, 2024, 9:42am UTC](https://community.hubspot.com/t/beta-data-sync-test-sync/112737 "2024-08-29T09:42:24Z")
We are excited to announce that Test Sync is now available in Private Beta for all Data Sync integrations. This feature allows you to simulate the sync process on your real business data without actually performing a syn… --- ## [How to create Workflow Enrollment Trigger from Custom Integration](https://community.hubspot.com/t/how-to-create-workflow-enrollment-trigger-from-custom-integration/58608)
**Author:** [@nthatcher-airbr](https://community.hubspot.com/u/nthatcher-airbr)\ **Replies:** 1\ **Last updated:** [August 28, 2024, 3:52pm UTC](https://community.hubspot.com/t/how-to-create-workflow-enrollment-trigger-from-custom-integration/58608 "2024-08-28T15:52:08Z")
Hello RevOps community, I am trying to create a workflow that sends email notifications to customers that have a failed payment on our platform. We are currently receiving the notice in Hubspot through a custom integra… --- ## [Replicate Hubspot lists in Salesforce](https://community.hubspot.com/t/replicate-hubspot-lists-in-salesforce/113877)
**Author:** [@rulpats](https://community.hubspot.com/u/rulpats)\ **Replies:** 4\ **Last updated:** [August 28, 2024, 12:05pm UTC](https://community.hubspot.com/t/replicate-hubspot-lists-in-salesforce/113877 "2024-08-28T12:05:34Z")
What are several possible ways and the easiest one to replicate Hubspot lists in Salesforce? I have created a list in Hubspot and I want to find those leads/contacts in SFDC. --- ## [Lime CRM sync](https://community.hubspot.com/t/lime-crm-sync/59747)
**Author:** [@FransLeys](https://community.hubspot.com/u/FransLeys)\ **Replies:** 1\ **Last updated:** [August 28, 2024, 7:26am UTC](https://community.hubspot.com/t/lime-crm-sync/59747 "2024-08-28T07:26:41Z")
Hey folks, Frans with Data Sync here. We have a connector for Lime CRM available in beta right now, to sync Contacts, Companies & Deals two-way with HubSpot. It requires access to the Lime CRM API, but no special featu… --- ## [Modernizing Financial Services with Data Integration to HubSpot](https://community.hubspot.com/t/modernizing-financial-services-with-data-integration-to-hubspot/112853)
**Author:** [@Justin\_Graci](https://community.hubspot.com/u/Justin_Graci)\ **Replies:** 1\ **Last updated:** [August 28, 2024, 6:49am UTC](https://community.hubspot.com/t/modernizing-financial-services-with-data-integration-to-hubspot/112853 "2024-08-28T06:49:40Z")
New Content for Financial Services! The Financial Services Industry is particularly challenged by digital transformation and the need to modernize technology and capabilities. In this guide, you’ll get expert guidance o… --- ## [Custom Code Action - Look up the associated contact on a deal record](https://community.hubspot.com/t/custom-code-action-look-up-the-associated-contact-on-a-deal-record/79852)
**Author:** [@ARich](https://community.hubspot.com/u/ARich)\ **Replies:** 6\ **Last updated:** [August 27, 2024, 6:36pm UTC](https://community.hubspot.com/t/custom-code-action-look-up-the-associated-contact-on-a-deal-record/79852 "2024-08-27T18:36:15Z")
I’ve been fighting for two days trying to get a custom code action to look up the associated contact on a deal triggered flow. My goal is to grab properties that I can then utilize inside the deal. Ultimately, we’re hopi… --- ## [Simple Report Export to Google Sheets?](https://community.hubspot.com/t/simple-report-export-to-google-sheets/34108)
**Author:** [@DHarris\_Keevo](https://community.hubspot.com/u/DHarris_Keevo)\ **Replies:** 5\ **Last updated:** [August 23, 2024, 3:24am UTC](https://community.hubspot.com/t/simple-report-export-to-google-sheets/34108 "2024-08-23T03:24:00Z")
I am trying to simply export the data from a report created to manage ticket resolution into google sheets. I’ve looked into Zapier as a middle-ware, but not sure where else to turn? In detail, I want to export the data… --- ## [Workflow get stuck when copying Contact information to Deal information](https://community.hubspot.com/t/workflow-get-stuck-when-copying-contact-information-to-deal-information/115053)
**Author:** [@MDorobantu](https://community.hubspot.com/u/MDorobantu)\ **Replies:** 3\ **Last updated:** [August 22, 2024, 4:07pm UTC](https://community.hubspot.com/t/workflow-get-stuck-when-copying-contact-information-to-deal-information/115053 "2024-08-22T16:07:38Z")
Hello community! I have some troubles with one of my workflows and I can see that it is a common thing, but I can’t figure it myself. I have a workflow that creates a Deal whenever a new contact is created through form… --- ## [Deal Stages - Process paused stage - how to implement?](https://community.hubspot.com/t/deal-stages-process-paused-stage-how-to-implement/114131)
**Author:** [@BalintSipos](https://community.hubspot.com/u/BalintSipos)\ **Replies:** 7\ **Last updated:** [August 22, 2024, 3:39pm UTC](https://community.hubspot.com/t/deal-stages-process-paused-stage-how-to-implement/114131 "2024-08-22T15:39:57Z")
In the Deal Stages, how would you manage a “Process Paused” Stage? It would essentially mean that the deal is not lost but might only get picked up again at a later stage. All work and interactions regarding this deal … --- ## [MEDDIC or Multi-Line Properties in a useable UI](https://community.hubspot.com/t/meddic-or-multi-line-properties-in-a-useable-ui/94611)
**Author:** [@SLapitka](https://community.hubspot.com/u/SLapitka)\ **Replies:** 5\ **Last updated:** [August 16, 2024, 3:49pm UTC](https://community.hubspot.com/t/meddic-or-multi-line-properties-in-a-useable-ui/94611 "2024-08-16T15:49:35Z")
Does anyone have guidance regarding how to set up Hubspot well from a UI perspective for Enterprise Sales cycles where you have a lot of multi-line fields? We have implemented MEDDIC and I find Deal reviews require me t… --- ## [Campaign Reporting - UTM syntax + tracking utm\_content](https://community.hubspot.com/t/campaign-reporting-utm-syntax-tracking-utm-content/112889)
**Author:** [@RLicau](https://community.hubspot.com/u/RLicau)\ **Replies:** 5\ **Last updated:** [August 15, 2024, 11:27pm UTC](https://community.hubspot.com/t/campaign-reporting-utm-syntax-tracking-utm-content/112889 "2024-08-15T23:27:50Z")
We’re currently testing using the default campaigns reporting and we run in a few hiccups: encoding the space with “%20” is mandatory (issue: we’ve build a tracking template that ads “+” instead of “%20” to make more c… --- ## [Fetch sequence label from sequence Id](https://community.hubspot.com/t/fetch-sequence-label-from-sequence-id/109075)
**Author:** [@JamesonC](https://community.hubspot.com/u/JamesonC)\ **Replies:** 3\ **Last updated:** [August 14, 2024, 6:05pm UTC](https://community.hubspot.com/t/fetch-sequence-label-from-sequence-id/109075 "2024-08-14T18:05:44Z")
:waving\_hand:Hi there, Is it possible to fetch the sequence label using the Sequence id? For internal tracking / reporting purposes, my team wants to automatically copy this sequence label every time it is updated into… --- ## [Track last meeting of a given type](https://community.hubspot.com/t/track-last-meeting-of-a-given-type/113989)
**Author:** [@RobHansen](https://community.hubspot.com/u/RobHansen)\ **Replies:** 2\ **Last updated:** [August 13, 2024, 1:52pm UTC](https://community.hubspot.com/t/track-last-meeting-of-a-given-type/113989 "2024-08-13T13:52:01Z")
Hi, I want to populate a property on a company object with the last time that a meeting of a specific type, e.g., a QBR, was held. I can trigger this based on a filter for any companies that have a meeting of this type, … --- ## [Count associated records created within a time period](https://community.hubspot.com/t/count-associated-records-created-within-a-time-period/114170)
**Author:** [@IanShawUnily](https://community.hubspot.com/u/IanShawUnily)\ **Replies:** 1\ **Last updated:** [August 9, 2024, 1:50pm UTC](https://community.hubspot.com/t/count-associated-records-created-within-a-time-period/114170 "2024-08-09T13:50:19Z")
I have a custom object that logs specific contact activities. I’d like to have a property on the contact record that looks at the ‘type’ property on the associated custom object records and the create date, and then ret… --- ## [Creating a meeting activity via Workflow](https://community.hubspot.com/t/creating-a-meeting-activity-via-workflow/114113)
**Author:** [@CDeMares](https://community.hubspot.com/u/CDeMares)\ **Replies:** 1\ **Last updated:** [August 9, 2024, 4:21am UTC](https://community.hubspot.com/t/creating-a-meeting-activity-via-workflow/114113 "2024-08-09T04:21:10Z")
We have a deal stage in the sales pipeline called ‘‘meeting scheduled’’ - however some of our sales reps forget to register the meeting activity in HubSpot, so to address this I want to be able to create workflow or a va… --- ## [Incorporate Feedback Surveys into the Lead Scoring Process](https://community.hubspot.com/t/incorporate-feedback-surveys-into-the-lead-scoring-process/113828)
**Author:** [@FEixdeal](https://community.hubspot.com/u/FEixdeal)\ **Replies:** 3\ **Last updated:** [August 7, 2024, 4:40am UTC](https://community.hubspot.com/t/incorporate-feedback-surveys-into-the-lead-scoring-process/113828 "2024-08-07T04:40:40Z")
The objective is to assign a score of 10 points to individuals who choose to complete a feedback survey (hubspot Survey). I have been unable to locate any resources that would assist me in accomplishing this task. Initia… --- ## [Need to query all custom objects associated to a contact and pull a single property from each](https://community.hubspot.com/t/need-to-query-all-custom-objects-associated-to-a-contact-and-pull-a-single-property-from-each/113430)
**Author:** [@JErickson60](https://community.hubspot.com/u/JErickson60)\ **Replies:** 3\ **Last updated:** [August 6, 2024, 9:12am UTC](https://community.hubspot.com/t/need-to-query-all-custom-objects-associated-to-a-contact-and-pull-a-single-property-from-each/113430 "2024-08-06T09:12:12Z")
Need to query all custom objects associated to a contact and pull a single property from each one to add to a contact. So we have custom objects called “Buildings” and a given contact can have multiple “Buildings” Assoc… --- ## [How to effectively manage Support Desk and Internal Teams Inbound Tickets](https://community.hubspot.com/t/how-to-effectively-manage-support-desk-and-internal-teams-inbound-tickets/111010)
**Author:** [@robertmaclean](https://community.hubspot.com/u/robertmaclean)\ **Replies:** 3\ **Last updated:** [August 2, 2024, 8:46pm UTC](https://community.hubspot.com/t/how-to-effectively-manage-support-desk-and-internal-teams-inbound-tickets/111010 "2024-08-02T20:46:31Z")
We’re a small team and we’ve only been using HubSpot for just under a year. A problem that I foresee growing is that we have our Support Desk which our customers use to seek support. However we also have members of our t… --- ## [Using the Orders Object with Shopify Sync](https://community.hubspot.com/t/using-the-orders-object-with-shopify-sync/113432)
**Author:** [@BSmith08](https://community.hubspot.com/u/BSmith08)\ **Replies:** 2\ **Last updated:** [August 1, 2024, 2:00pm UTC](https://community.hubspot.com/t/using-the-orders-object-with-shopify-sync/113432 "2024-08-01T14:00:48Z")
Hi, I was wondering if anyone else has run into issues with the shopify sync since it’s updated the orders to sync with “Orders” now rather than Deals. The main issue I’m facing is web purchases are no longer showing a… --- ## [Custom code workflow is created double records](https://community.hubspot.com/t/custom-code-workflow-is-created-double-records/113129)
**Author:** [@AFayet](https://community.hubspot.com/u/AFayet)\ **Replies:** 6\ **Last updated:** [July 31, 2024, 4:05pm UTC](https://community.hubspot.com/t/custom-code-workflow-is-created-double-records/113129 "2024-07-31T16:05:59Z")
Hello, I’m requesting your help because Hubspot support team can’t help me on that. I’m testing a new workflow to automate the deal renewal, with copied properties & line items, using custom code with Operations Hub. … --- ## [Custom Workflow action not showing outputs](https://community.hubspot.com/t/custom-workflow-action-not-showing-outputs/53411)
**Author:** [@PFriederich](https://community.hubspot.com/u/PFriederich)\ **Replies:** 7\ **Last updated:** [July 30, 2024, 8:40am UTC](https://community.hubspot.com/t/custom-workflow-action-not-showing-outputs/53411 "2024-07-30T08:40:23Z")
I’m working on a custom workflow action which returns a result based on two input properties in a workflow. I’ve set up the inputs and outputs according to the docs, and the automation API accepts the definition without … --- ## [Clearbit reports](https://community.hubspot.com/t/clearbit-reports/112869)
**Author:** [@MBesse](https://community.hubspot.com/u/MBesse)\ **Replies:** 3\ **Last updated:** [July 29, 2024, 5:37pm UTC](https://community.hubspot.com/t/clearbit-reports/112869 "2024-07-29T17:37:29Z")
We use the ‘Prospects Visited’ Report to try and identify stealth companies looking at our product pages. It seems to de-anonymize a very small amount of the site traffic coming in. I am assuming Clearbit is not powering… --- ## [How to create TTM sales data for Contacts from QBO Invoice Integration](https://community.hubspot.com/t/how-to-create-ttm-sales-data-for-contacts-from-qbo-invoice-integration/112905)
**Author:** [@BSchwartz1](https://community.hubspot.com/u/BSchwartz1)\ **Replies:** 2\ **Last updated:** [July 26, 2024, 2:56pm UTC](https://community.hubspot.com/t/how-to-create-ttm-sales-data-for-contacts-from-qbo-invoice-integration/112905 "2024-07-26T14:56:39Z")
Hi, I have my sales data synced through the QuickBooks Online integration. This creates all the invoices under the appropriate contact, but there is no summary data. How do I create a new property that will sum the inv… --- ## [HB task to Netsuite task](https://community.hubspot.com/t/hb-task-to-netsuite-task/112588)
**Author:** [@JoannaBudries](https://community.hubspot.com/u/JoannaBudries)\ **Replies:** 1\ **Last updated:** [July 23, 2024, 4:41pm UTC](https://community.hubspot.com/t/hb-task-to-netsuite-task/112588 "2024-07-23T16:41:11Z")
I received this message when I tried to sync a to do task call task This record didn’t sync because of a NetSuite error. Please enter value(s) for: Change Order I have no idea how to resolve this error. The company … --- ## [Hubspot to Slack Integration for Calendar](https://community.hubspot.com/t/hubspot-to-slack-integration-for-calendar/111980)
**Author:** [@JMarroquin9](https://community.hubspot.com/u/JMarroquin9)\ **Replies:** 2\ **Last updated:** [July 23, 2024, 4:15pm UTC](https://community.hubspot.com/t/hubspot-to-slack-integration-for-calendar/111980 "2024-07-23T16:15:56Z")
Hi there, My organization currently records all upcoming meetings, and these are sent out every first day of the week manually on Slack. Is there any way for the Hubspot integration in Slack to send out meetings occurin… --- ## [Snowflake List Filters or List "used-in".](https://community.hubspot.com/t/snowflake-list-filters-or-list-used-in/112567)
**Author:** [@phdm3](https://community.hubspot.com/u/phdm3)\ **Replies:** 1\ **Last updated:** [July 23, 2024, 3:49pm UTC](https://community.hubspot.com/t/snowflake-list-filters-or-list-used-in/112567 "2024-07-23T15:49:46Z")
We are using Snowflake to query Hubspot data. We are attempting to do some list maintenence and we are wanting to get a better understanding of which lists are used for each marketing email. Is it possible to query whic… --- ## [Help with company records with multiple ids e.g 12673133289|1720081965893](https://community.hubspot.com/t/help-with-company-records-with-multiple-ids-e-g-12673133289-1720081965893/110670)
**Author:** [@brianejmoran](https://community.hubspot.com/u/brianejmoran)\ **Replies:** 2\ **Last updated:** [July 23, 2024, 11:23am UTC](https://community.hubspot.com/t/help-with-company-records-with-multiple-ids-e-g-12673133289-1720081965893/110670 "2024-07-23T11:23:38Z")
Hey all, I am having an issue that is causing an error in my Zapier workflow. The cause of the error is that I have Company Records that have more than one id e.g 12673133289|1720081965893 I have an integration with d… --- ## [Shared Mailboxes](https://community.hubspot.com/t/shared-mailboxes/112468)
**Author:** [@bbsitc](https://community.hubspot.com/u/bbsitc)\ **Replies:** 2\ **Last updated:** [July 21, 2024, 5:22pm UTC](https://community.hubspot.com/t/shared-mailboxes/112468 "2024-07-21T17:22:56Z")
I am nto sure if this is possible i can not find any information. Is it possible to connect a shared mailbox to converstation channel? I know we can add a indivisual mailbox but i am not seeing anything on how to add a s… --- ## [Custom Code Workflow - Call App - Ziwo](https://community.hubspot.com/t/custom-code-workflow-call-app-ziwo/78214)
**Author:** [@NMehrotra16](https://community.hubspot.com/u/NMehrotra16)\ **Replies:** 5\ **Last updated:** [July 19, 2024, 7:43am UTC](https://community.hubspot.com/t/custom-code-workflow-call-app-ziwo/78214 "2024-07-19T07:43:52Z")
Hi everyone, Can someone help me know if there’s a solution to this issue I’m trying to resolve? I’ve connected a third party calling app called Ziwo in my account. They’ve mentioned HubSpot doesn’t allow them to show … --- ## [Best resources or YouTube vids that walk you through HubSpot projects to learn?](https://community.hubspot.com/t/best-resources-or-youtube-vids-that-walk-you-through-hubspot-projects-to-learn/111989)
**Author:** [@stevenmorano](https://community.hubspot.com/u/stevenmorano)\ **Replies:** 6\ **Last updated:** [July 18, 2024, 6:19pm UTC](https://community.hubspot.com/t/best-resources-or-youtube-vids-that-walk-you-through-hubspot-projects-to-learn/111989 "2024-07-18T18:19:37Z")
Hey everyone, If this is the wrong place to post this please let me know and I will post elsewhere. I’m a marketing professional with over 10 years of experience but I’m trying to shift more to the tech and Revops side … [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=19) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=21)