# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=26 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 27 --- ## [Experiencing an Issue with the QuickBooks Integration](https://community.hubspot.com/t/experiencing-an-issue-with-the-quickbooks-integration/83534)
**Author:** [@LChristian](https://community.hubspot.com/u/LChristian)\ **Replies:** 6\ **Last updated:** [January 24, 2024, 10:03pm UTC](https://community.hubspot.com/t/experiencing-an-issue-with-the-quickbooks-integration/83534 "2024-01-24T22:03:21Z")
Is anyone experiencing errors or other issues in using the enhanced features in the new QuickBooks app intergration in HubSpot? We get an error when we enable the features to use workflows and basically all the functiona… --- ## [If Close Dates change how can this affect other properties?](https://community.hubspot.com/t/if-close-dates-change-how-can-this-affect-other-properties/98494)
**Author:** [@JMiddleton2](https://community.hubspot.com/u/JMiddleton2)\ **Replies:** 1\ **Last updated:** [January 24, 2024, 10:15am UTC](https://community.hubspot.com/t/if-close-dates-change-how-can-this-affect-other-properties/98494 "2024-01-24T10:15:53Z")
Hi All I really like the new additions to conditional properties etc, it has enabled us to take some major steps. I am now looking to solve the challenge of an area that conditional properties don’t address. In our Sa… --- ## [How absense of third party cookies will affect Hubspot's Tracking capabilities?](https://community.hubspot.com/t/how-absense-of-third-party-cookies-will-affect-hubspots-tracking-capabilities/98304)
**Author:** [@Manzar-Mashhood](https://community.hubspot.com/u/Manzar-Mashhood)\ **Replies:** 8\ **Last updated:** [January 23, 2024, 4:41pm UTC](https://community.hubspot.com/t/how-absense-of-third-party-cookies-will-affect-hubspots-tracking-capabilities/98304 "2024-01-23T16:41:39Z")
Hey guys! I’ve got a question for you. What’s your take on Google’s move to phase out third-party cookies, and how do you think it might impact HubSpot tracking? I believe the data we collect on our website (www.glueup.… --- ## [Workflow Custom Code POST API - Registered contact in external (3rd party) system](https://community.hubspot.com/t/workflow-custom-code-post-api-registered-contact-in-external-3rd-party-system/57926)
**Author:** [@GGuy](https://community.hubspot.com/u/GGuy)\ **Replies:** 1\ **Last updated:** [January 22, 2024, 10:26pm UTC](https://community.hubspot.com/t/workflow-custom-code-post-api-registered-contact-in-external-3rd-party-system/57926 "2024-01-22T22:26:43Z")
Hi all, We are premium users of your system and Hubspot’s startup program members. Within our Automation → Workflow, We are trying to set custom code using an API to one of our partners. The API simply allows us to re… --- ## [Stages and Atributtion - Companies VS Contacts](https://community.hubspot.com/t/stages-and-atributtion-companies-vs-contacts/98234)
**Author:** [@DSpagnol](https://community.hubspot.com/u/DSpagnol)\ **Replies:** 3\ **Last updated:** [January 22, 2024, 3:42pm UTC](https://community.hubspot.com/t/stages-and-atributtion-companies-vs-contacts/98234 "2024-01-22T15:42:26Z")
Hey Community! I have had somethings troubling me for some time now and would like to request your support/ideas! :slightly\_smiling\_face: When we are talking about Lifecycle Stage or Lead Status, we are usually talking… --- ## [Creating Revenue Reports Between Pipelines include shared deal owners](https://community.hubspot.com/t/creating-revenue-reports-between-pipelines-include-shared-deal-owners/98300)
**Author:** [@Snapdragon23](https://community.hubspot.com/u/Snapdragon23)\ **Replies:** 1\ **Last updated:** [January 22, 2024, 11:44am UTC](https://community.hubspot.com/t/creating-revenue-reports-between-pipelines-include-shared-deal-owners/98300 "2024-01-22T11:44:49Z")
Hello Everyone, I have a few questions as I am newer to the revenue reporting side of things and have a somewhat tricky setup currently. We are currently setup to have a few pipelines: 1) New Business 2) Expansion/Re… --- ## [Balancing Platforms for Sales and Operations](https://community.hubspot.com/t/balancing-platforms-for-sales-and-operations/98159)
**Author:** [@JWilliamsFTTS](https://community.hubspot.com/u/JWilliamsFTTS)\ **Replies:** 1\ **Last updated:** [January 19, 2024, 11:53am UTC](https://community.hubspot.com/t/balancing-platforms-for-sales-and-operations/98159 "2024-01-19T11:53:02Z")
Hi All. I am looking to see if anyone has had experience balancing the use of HubSpot and Connectwise. We are about to launch the use of Connectwise as our PSA. Even though there is an integration with HubSpot, Our opera… --- ## [Error](https://community.hubspot.com/t/error/98103)
**Author:** [@mirzaabdullaht](https://community.hubspot.com/u/mirzaabdullaht)\ **Replies:** 2\ **Last updated:** [January 18, 2024, 12:00pm UTC](https://community.hubspot.com/t/error/98103 "2024-01-18T12:00:47Z")
Hi everyone, When i try to send an email through Hubspot, I get this error. Can someone tell me, How to resove it ? --- ## [How to create exclusive content on Hubspot CMS for premium customers](https://community.hubspot.com/t/how-to-create-exclusive-content-on-hubspot-cms-for-premium-customers/22465)
**Author:** [@jakesdekock](https://community.hubspot.com/u/jakesdekock)\ **Replies:** 5\ **Last updated:** [January 18, 2024, 10:25am UTC](https://community.hubspot.com/t/how-to-create-exclusive-content-on-hubspot-cms-for-premium-customers/22465 "2024-01-18T10:25:26Z")
We want to limit our premium content to selected customers that subscribe to our premium service. What’s the best way to create web pages that only selected customers can access? How do you automate this so that selected… --- ## [Account Updates](https://community.hubspot.com/t/account-updates/97518)
**Author:** [@CEvans48](https://community.hubspot.com/u/CEvans48)\ **Replies:** 12\ **Last updated:** [January 17, 2024, 2:59pm UTC](https://community.hubspot.com/t/account-updates/97518 "2024-01-17T14:59:05Z")
Hello HubSpot Community, I was wondering if any one has had an issue with profiles updating with the correct company name. Many times our contacts will leave one company and move to another however the company name under… --- ## [Fuzzy match to create "Contact" or "Lead Object"](https://community.hubspot.com/t/fuzzy-match-to-create-contact-or-lead-object/97968)
**Author:** [@system](https://community.hubspot.com/u/system)\ **Replies:** 3\ **Last updated:** [January 17, 2024, 2:18pm UTC](https://community.hubspot.com/t/fuzzy-match-to-create-contact-or-lead-object/97968 "2024-01-17T14:18:43Z")
We are working to set up the leads object in HS. Does anyone have experience/guidance on how to set up fuzzy matching to 1-if no user exists in HubSpot (based on email and account ID), we want HubSpot to create a “COntac… --- ## [Find company owner to be assigned to open deals](https://community.hubspot.com/t/find-company-owner-to-be-assigned-to-open-deals/97984)
**Author:** [@AOber](https://community.hubspot.com/u/AOber)\ **Replies:** 2\ **Last updated:** [January 17, 2024, 4:02am UTC](https://community.hubspot.com/t/find-company-owner-to-be-assigned-to-open-deals/97984 "2024-01-17T04:02:11Z")
Hi all, I’m creating a work flow to update all open deals to the company owner when a company owner is changed. The first step I have is creating code to get the company owner ID to be used later in assigned it to the o… --- ## [Automating Updating Line Items](https://community.hubspot.com/t/automating-updating-line-items/76576)
**Author:** [@leenalzubi](https://community.hubspot.com/u/leenalzubi)\ **Replies:** 3\ **Last updated:** [January 12, 2024, 11:34am UTC](https://community.hubspot.com/t/automating-updating-line-items/76576 "2024-01-12T11:34:00Z")
Hi there! I am trying to automate the following: Our CSMs create a renewal deal --\> deal created --\> renewal type is upsell --\> upsell deal created --\> CSM closes upsell, eg. 1 (new) line item in it --\> CSM has to go b… --- ## [Clearbit GTM tracking not capturing data even though it's set up properly](https://community.hubspot.com/t/clearbit-gtm-tracking-not-capturing-data-even-though-its-set-up-properly/97439)
**Author:** [@Leigh-at-BLINK](https://community.hubspot.com/u/Leigh-at-BLINK)\ **Replies:** 1\ **Last updated:** [January 11, 2024, 7:37pm UTC](https://community.hubspot.com/t/clearbit-gtm-tracking-not-capturing-data-even-though-its-set-up-properly/97439 "2024-01-11T19:37:05Z")
I have an individual account that IS showing visitor traffic; however, I cannot get our global primary account to properly connect and send data, though I’ve repeatedly checked the tagging in GTM, disconnected my persona… --- ## [Lifecycle Stage Sync with Salesforce](https://community.hubspot.com/t/lifecycle-stage-sync-with-salesforce/97333)
**Author:** [@rulpats](https://community.hubspot.com/u/rulpats)\ **Replies:** 3\ **Last updated:** [January 11, 2024, 4:39pm UTC](https://community.hubspot.com/t/lifecycle-stage-sync-with-salesforce/97333 "2024-01-11T16:39:27Z")
I have implemented a two-way sync for the Lifecycle Stage property between Hubspot and SF. The issue with two-way sync is that the Lifecycle Stage property in Hubspot gets emptied in some cases. What I understand is that… --- ## [D365 multiple lead record data sync](https://community.hubspot.com/t/d365-multiple-lead-record-data-sync/96957)
**Author:** [@TLoring](https://community.hubspot.com/u/TLoring)\ **Replies:** 8\ **Last updated:** [January 9, 2024, 10:57am UTC](https://community.hubspot.com/t/d365-multiple-lead-record-data-sync/96957 "2024-01-09T10:57:35Z")
Hi, looking for some help with data sync I am using a data sync for Lead record creation in Dynamics 365 successfully so far. I have however now hit a ‘use case’ challenge. I would like to create multiple lead records … --- ## [Custom Coded Workflow - find line item associations](https://community.hubspot.com/t/custom-coded-workflow-find-line-item-associations/97154)
**Author:** [@AOber](https://community.hubspot.com/u/AOber)\ **Replies:** 2\ **Last updated:** [January 8, 2024, 10:01am UTC](https://community.hubspot.com/t/custom-coded-workflow-find-line-item-associations/97154 "2024-01-08T10:01:49Z")
I have some experience in R but nearly none in JavaScript/Python. In scowering the internet for hours this is the best I’ve came up with with finding line item associations with a deal. I want to be able to use the line … --- ## [Bubble-HubSpot data sync](https://community.hubspot.com/t/bubble-hubspot-data-sync/61896)
**Author:** [@KNgetich](https://community.hubspot.com/u/KNgetich)\ **Replies:** 2\ **Last updated:** [January 5, 2024, 4:18pm UTC](https://community.hubspot.com/t/bubble-hubspot-data-sync/61896 "2024-01-05T16:18:22Z")
Hello, Has anyone managed to integrate bubble with HubSpot? I am trying to integrate bubble with HubSpot using Data sync. I have provided correct Data API root url and private key but it still fails to authenticate. An… --- ## [Calculate the average number of tickets per user](https://community.hubspot.com/t/calculate-the-average-number-of-tickets-per-user/96496)
**Author:** [@enorberg](https://community.hubspot.com/u/enorberg)\ **Replies:** 3\ **Last updated:** [January 2, 2024, 7:44am UTC](https://community.hubspot.com/t/calculate-the-average-number-of-tickets-per-user/96496 "2024-01-02T07:44:54Z")
I’m trying to set up a report that shows the average number of Hubspot tickets per user. My definition of “Users” is a custom property on the company object with that same name - each customer has this filled in. So to a… --- ## [Manage Duplicate Records](https://community.hubspot.com/t/manage-duplicate-records/88149)
**Author:** [@JSOK](https://community.hubspot.com/u/JSOK)\ **Replies:** 2\ **Last updated:** [December 29, 2023, 8:10pm UTC](https://community.hubspot.com/t/manage-duplicate-records/88149 "2023-12-29T20:10:06Z")
The algorithm for finding dupes seems extremely flawed. Maybe it’s just me, but I have about a 99% false positive rate and in many cases, can’t see the logic in associating two entities. With a big database, that means I… --- ## [Is it possible to trigger a workflow specifically when a value increases (not decreases)?](https://community.hubspot.com/t/is-it-possible-to-trigger-a-workflow-specifically-when-a-value-increases-not-decreases/96623)
**Author:** [@MPenfold](https://community.hubspot.com/u/MPenfold)\ **Replies:** 2\ **Last updated:** [December 22, 2023, 9:52am UTC](https://community.hubspot.com/t/is-it-possible-to-trigger-a-workflow-specifically-when-a-value-increases-not-decreases/96623 "2023-12-22T09:52:44Z")
I want to trigger a Company workflow when the “Number of Associated Contacts” increases but not when it decreases. I want to have our team call a company when multiple new employees join their team and become users of o… --- ## [Removing a drop down option in a workflow](https://community.hubspot.com/t/removing-a-drop-down-option-in-a-workflow/96561)
**Author:** [@PAtlan](https://community.hubspot.com/u/PAtlan)\ **Replies:** 1\ **Last updated:** [December 21, 2023, 5:25am UTC](https://community.hubspot.com/t/removing-a-drop-down-option-in-a-workflow/96561 "2023-12-21T05:25:25Z")
I have a “Segment” drop down list for my contacts. A contact can be in multiple segments. I have lists that filter these segments based on multiple criteria (job description, deal association labels, etc…) I have work… --- ## [Freshdesk \<\> Hubspot Sync - How to handle name?](https://community.hubspot.com/t/freshdesk-hubspot-sync-how-to-handle-name/96352)
**Author:** [@AEhrensberger](https://community.hubspot.com/u/AEhrensberger)\ **Replies:** 2\ **Last updated:** [December 20, 2023, 2:11pm UTC](https://community.hubspot.com/t/freshdesk-hubspot-sync-how-to-handle-name/96352 "2023-12-20T14:11:10Z")
The freshdesk to hubspot sync tool… I don’t quite understand how Name is handled. Freshdesk looks for NAME. Hubspot has First Name and Last Name. Based on the screenshot - how is this going to work? If I have the na… --- ## [Manipulating Round Robin Action in Workflows](https://community.hubspot.com/t/manipulating-round-robin-action-in-workflows/91722)
**Author:** [@AFukumoto](https://community.hubspot.com/u/AFukumoto)\ **Replies:** 2\ **Last updated:** [December 19, 2023, 1:55pm UTC](https://community.hubspot.com/t/manipulating-round-robin-action-in-workflows/91722 "2023-12-19T13:55:16Z")
Is it possible or is there a workaround to manipulate the round-robin action in workflows to give one person more leads? We want to round-robin inbound contacts between Sarah, Jake and Courtney but we want Sarah to get … --- ## [Dataset-created field sorting alphabetically](https://community.hubspot.com/t/dataset-created-field-sorting-alphabetically/95646)
**Author:** [@00000](https://community.hubspot.com/u/00000)\ **Replies:** 5\ **Last updated:** [December 13, 2023, 6:29pm UTC](https://community.hubspot.com/t/dataset-created-field-sorting-alphabetically/95646 "2023-12-13T18:29:44Z")
Hello, In a report, how does one get dataset-created fields to display results in the order they were entered into the dataset field filter (or based on the value of the original property) instead of alphabetically by f… --- ## [How to set multiple associations between 2 entities?](https://community.hubspot.com/t/how-to-set-multiple-associations-between-2-entities/95677)
**Author:** [@DCozens](https://community.hubspot.com/u/DCozens)\ **Replies:** 3\ **Last updated:** [December 12, 2023, 8:07pm UTC](https://community.hubspot.com/t/how-to-set-multiple-associations-between-2-entities/95677 "2023-12-12T20:07:19Z")
I need to set multiple associations between a Contact and a Company via a workflow using the API I have a contact that I need to mark as PrimaryContact and BillingContact. This works fine via the Hubspot UI, but when I … --- ## [Editing Hubspot-Salesforce Integration Field Mapping](https://community.hubspot.com/t/editing-hubspot-salesforce-integration-field-mapping/95395)
**Author:** [@DGribanov](https://community.hubspot.com/u/DGribanov)\ **Replies:** 3\ **Last updated:** [December 12, 2023, 2:27pm UTC](https://community.hubspot.com/t/editing-hubspot-salesforce-integration-field-mapping/95395 "2023-12-12T14:27:11Z")
Hey guys! I have Hubspot-Salesforce integration installed and I’m going to update there Company Field Mappings, because several mappings have issues (corresponding Salesforce fields was renamed and Hubspot cannot find t… --- ## [Meeting comments](https://community.hubspot.com/t/meeting-comments/95486)
**Author:** [@YouAssa95](https://community.hubspot.com/u/YouAssa95)\ **Replies:** 2\ **Last updated:** [December 11, 2023, 1:57pm UTC](https://community.hubspot.com/t/meeting-comments/95486 "2023-12-11T13:57:10Z")
Hello everyone, I’m looking for insights on a potential workaround for attaching third-party comments to existing meetings on HubSpot records. As the current API doesn’t support this, I’m considering the following appro… --- ## [Contact integration](https://community.hubspot.com/t/contact-integration/95725)
**Author:** [@DChampion01](https://community.hubspot.com/u/DChampion01)\ **Replies:** 2\ **Last updated:** [December 10, 2023, 7:12am UTC](https://community.hubspot.com/t/contact-integration/95725 "2023-12-10T07:12:19Z")
Having a hard time with start up and contact integration --- ## [Turn Data Set Fields into Contact Properties](https://community.hubspot.com/t/turn-data-set-fields-into-contact-properties/92234)
**Author:** [@LSimon3](https://community.hubspot.com/u/LSimon3)\ **Replies:** 3\ **Last updated:** [December 6, 2023, 7:11pm UTC](https://community.hubspot.com/t/turn-data-set-fields-into-contact-properties/92234 "2023-12-06T19:11:15Z")
I currently have a calculation that I made using Data Sets that basically adds up all the deals that each contact has made in the past 1.5 years so that I can have a running revenue number for each person. It would be ni… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=25) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=27)