# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=27 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 28 --- ## [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… --- ## [Data set to attribute £xxxafter being enrolled in a workflow and visiting a xx webpage thereafter](https://community.hubspot.com/t/data-set-to-attribute-xxxafter-being-enrolled-in-a-workflow-and-visiting-a-xx-webpage-thereafter/94301)
**Author:** [@Bhumika\_Bhatia](https://community.hubspot.com/u/Bhumika_Bhatia)\ **Replies:** 2\ **Last updated:** [December 5, 2023, 9:44am UTC](https://community.hubspot.com/t/data-set-to-attribute-xxxafter-being-enrolled-in-a-workflow-and-visiting-a-xx-webpage-thereafter/94301 "2023-12-05T09:44:16Z")
Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We a… --- ## [Error Mass update - Associate Companies and existing Deals](https://community.hubspot.com/t/error-mass-update-associate-companies-and-existing-deals/87930)
**Author:** [@RCzar](https://community.hubspot.com/u/RCzar)\ **Replies:** 3\ **Last updated:** [December 4, 2023, 7:32am UTC](https://community.hubspot.com/t/error-mass-update-associate-companies-and-existing-deals/87930 "2023-12-04T07:32:10Z")
Hi, The company where I work used to only work with Contacts and Deals for some reason but now we need to have Companies registered for our existing customers and associate these with the existing Deals (since all info … --- ## [Do deal cards have URL links?](https://community.hubspot.com/t/do-deal-cards-have-url-links/95148)
**Author:** [@HFas](https://community.hubspot.com/u/HFas)\ **Replies:** 1\ **Last updated:** [November 30, 2023, 11:27pm UTC](https://community.hubspot.com/t/do-deal-cards-have-url-links/95148 "2023-11-30T23:27:23Z")
I am currently trying to setup syncs into airtable and realised it would be useful if I could include deal card links in airtable that would instantly take me to the specific deal on hubspot. Is this possible? --- ## [Calculation Property Using 2 Date Fields](https://community.hubspot.com/t/calculation-property-using-2-date-fields/91020)
**Author:** [@GBettinson98](https://community.hubspot.com/u/GBettinson98)\ **Replies:** 2\ **Last updated:** [November 30, 2023, 6:01pm UTC](https://community.hubspot.com/t/calculation-property-using-2-date-fields/91020 "2023-11-30T18:01:35Z")
Our team is trying to show the days between two properties only when a certain property’s date is after another property’s date. Can a calculation property support this? We’re finding that the calculation property is sho… --- ## [Quickbooks Online Integration - Missing Invoice Button](https://community.hubspot.com/t/quickbooks-online-integration-missing-invoice-button/91920)
**Author:** [@MRuxton3](https://community.hubspot.com/u/MRuxton3)\ **Replies:** 4\ **Last updated:** [November 30, 2023, 5:14pm UTC](https://community.hubspot.com/t/quickbooks-online-integration-missing-invoice-button/91920 "2023-11-30T17:14:28Z")
Hi there, We recently reinstalled the QBO Integration because it was failling to sync and our invoices were getting stuck between HS and QBO. QBO recommend we reinstall, but now that we have done that, we are no longer… --- ## [\[Case Study\] How ConstructConnect uses Operations Hub to Automate Flywheel Content](https://community.hubspot.com/t/case-study-how-constructconnect-uses-operations-hub-to-automate-flywheel-content/53283)
**Author:** [@jbogaert](https://community.hubspot.com/u/jbogaert)\ **Replies:** 1\ **Last updated:** [November 30, 2023, 1:58pm UTC](https://community.hubspot.com/t/case-study-how-constructconnect-uses-operations-hub-to-automate-flywheel-content/53283 "2023-11-30T13:58:43Z")
ConstructConnect is using Operations Hub to create groundbreaking personalized experiences. They’ve automated flows across 8 brands, driven up to 300% more conversions in various funnels, and are developing new workfl… --- ## [Setting Billing Contact Status](https://community.hubspot.com/t/setting-billing-contact-status/94868)
**Author:** [@AJacob2](https://community.hubspot.com/u/AJacob2)\ **Replies:** 2\ **Last updated:** [November 28, 2023, 1:37pm UTC](https://community.hubspot.com/t/setting-billing-contact-status/94868 "2023-11-28T13:37:23Z")
I have a scenario where I have a custom object in practise lives underneath Companies, called Departments. Our sales process is to these individual departments and it is important that we know the billing contact and can… --- ## [get contact detail along with its associations if available](https://community.hubspot.com/t/get-contact-detail-along-with-its-associations-if-available/94821)
**Author:** [@RDeshpande6](https://community.hubspot.com/u/RDeshpande6)\ **Replies:** 1\ **Last updated:** [November 27, 2023, 12:57pm UTC](https://community.hubspot.com/t/get-contact-detail-along-with-its-associations-if-available/94821 "2023-11-27T12:57:50Z")
do we have any operations in hubspot where we can get all information of contact including its associctions if available --- ## [Setting correct Contact Owner if Company Owner is different](https://community.hubspot.com/t/setting-correct-contact-owner-if-company-owner-is-different/94715)
**Author:** [@PSterkenburg](https://community.hubspot.com/u/PSterkenburg)\ **Replies:** 2\ **Last updated:** [November 24, 2023, 8:45am UTC](https://community.hubspot.com/t/setting-correct-contact-owner-if-company-owner-is-different/94715 "2023-11-24T08:45:06Z")
I have run into the challenge where the Contact Owner does NOT equal Company Owner, and I need to correct that. Example: We have done some bulk merging of Contacts (and a lot more clean-up to come), and while we got ri… --- ## [Administrative workflows - trigger on email published](https://community.hubspot.com/t/administrative-workflows-trigger-on-email-published/94590)
**Author:** [@ryguyrg](https://community.hubspot.com/u/ryguyrg)\ **Replies:** 2\ **Last updated:** [November 24, 2023, 1:57am UTC](https://community.hubspot.com/t/administrative-workflows-trigger-on-email-published/94590 "2023-11-24T01:57:05Z")
I’m wondering if this functionality exists and I just don’t have the right subscription. How can I trigger workflows on administrative actions, like “user added,” “email published,” “list created,” etc. These seem like… --- ## [Sales Goals Summary](https://community.hubspot.com/t/sales-goals-summary/94596)
**Author:** [@DStreibig](https://community.hubspot.com/u/DStreibig)\ **Replies:** 1\ **Last updated:** [November 23, 2023, 10:42am UTC](https://community.hubspot.com/t/sales-goals-summary/94596 "2023-11-23T10:42:44Z")
Hi -- Is there a way to build a goal detail summary into a dashboard or does this only live on the goals page? --- ## [Not able to sync Custom Prop with Pipedrive (Ops Hub Starter)](https://community.hubspot.com/t/not-able-to-sync-custom-prop-with-pipedrive-ops-hub-starter/46761)
**Author:** [@Jonno\_Price](https://community.hubspot.com/u/Jonno_Price)\ **Replies:** 18\ **Last updated:** [November 21, 2023, 12:07pm UTC](https://community.hubspot.com/t/not-able-to-sync-custom-prop-with-pipedrive-ops-hub-starter/46761 "2023-11-21T12:07:37Z")
Hello. I’ve got a client using Pipedrive and they want to sync with Hubspot. As per the docs I’ve got them to add Ops Hub Starter so that they can do custom field mappings. I’ve created a property in Hubspot: Custo… --- ## [Include Mail Sequences in Activity Report](https://community.hubspot.com/t/include-mail-sequences-in-activity-report/93439)
**Author:** [@PatEnergy](https://community.hubspot.com/u/PatEnergy)\ **Replies:** 4\ **Last updated:** [November 20, 2023, 10:22am UTC](https://community.hubspot.com/t/include-mail-sequences-in-activity-report/93439 "2023-11-20T10:22:32Z")
Hey all, I created a report with the following axes: y-axis: count of activities x-axis: activity date I set a filter for the activity type to only include calls, meetings, and emails sent to contacts. However, this … --- ## [2FA on forms](https://community.hubspot.com/t/2fa-on-forms/94270)
**Author:** [@OReinen](https://community.hubspot.com/u/OReinen)\ **Replies:** 3\ **Last updated:** [November 20, 2023, 10:13am UTC](https://community.hubspot.com/t/2fa-on-forms/94270 "2023-11-20T10:13:20Z")
Hi, I would like to have 2FA on a form that clients fill in (on my wix website), which includes email and sms authentication. Does anyone have experience with this --- ## [\[TUTORIAL\] Custom Code to Write Day of Week and Suggest a Meeting Window](https://community.hubspot.com/t/tutorial-custom-code-to-write-day-of-week-and-suggest-a-meeting-window/94276)
**Author:** [@Clare\_HS](https://community.hubspot.com/u/Clare_HS)\ **Replies:** 1\ **Last updated:** [November 20, 2023, 8:27am UTC](https://community.hubspot.com/t/tutorial-custom-code-to-write-day-of-week-and-suggest-a-meeting-window/94276 "2023-11-20T08:27:08Z")
I’m seeing a lot of newer email platforms popping up with the abililty to use if/else statements as email personalizations. Here’s an example to give you the gist. After a lot of trial and error, I’ve worked out a solut… --- ## [Building Conversion Formulas](https://community.hubspot.com/t/building-conversion-formulas/93273)
**Author:** [@CWat44](https://community.hubspot.com/u/CWat44)\ **Replies:** 3\ **Last updated:** [November 14, 2023, 1:40pm UTC](https://community.hubspot.com/t/building-conversion-formulas/93273 "2023-11-14T13:40:58Z")
I’m attempting to build out an MQL to SAL conversion rate, which in theory, is very easy, but I need to add a few caviats for them. I am attempting to pull only SALs from our “default” pipeline that have been created thi… --- ## [I want to add a formula with parenthesis](https://community.hubspot.com/t/i-want-to-add-a-formula-with-parenthesis/93858)
**Author:** [@EBirkui4](https://community.hubspot.com/u/EBirkui4)\ **Replies:** 1\ **Last updated:** [November 13, 2023, 7:57pm UTC](https://community.hubspot.com/t/i-want-to-add-a-formula-with-parenthesis/93858 "2023-11-13T19:57:04Z")
I would like to know how to use parenthesesis in a formula with operation hub with the personalized mode. I would like to do this kind of formula : ((durée de contrat en mois/12\*Consommation CAR\*marge courtier)+(marge ab… --- ## [Custom Code - Make a form submission create a ticket and associate that ticket with a deal](https://community.hubspot.com/t/custom-code-make-a-form-submission-create-a-ticket-and-associate-that-ticket-with-a-deal/82045)
**Author:** [@ah8](https://community.hubspot.com/u/ah8)\ **Replies:** 12\ **Last updated:** [November 10, 2023, 3:14pm UTC](https://community.hubspot.com/t/custom-code-make-a-form-submission-create-a-ticket-and-associate-that-ticket-with-a-deal/82045 "2023-11-10T15:14:13Z")
Hi, I wasn’t actually sure where to put this. I am new to HubSpot. I am trying to use workflows to make a form submission create a ticket and associate that ticket with a deal. Advice on getting started would be greatly… --- ## [Can you use custom goals based on custom properties in a report?](https://community.hubspot.com/t/can-you-use-custom-goals-based-on-custom-properties-in-a-report/93508)
**Author:** [@THoward23](https://community.hubspot.com/u/THoward23)\ **Replies:** 1\ **Last updated:** [November 9, 2023, 9:28am UTC](https://community.hubspot.com/t/can-you-use-custom-goals-based-on-custom-properties-in-a-report/93508 "2023-11-09T09:28:30Z")
My company uses Gross Margin as our metric instead of revenue. I created a custom goal to hit on our Gross Margin property and am now looking to add this goal to our Gross Margin report. Is there a way to do this? I tri… --- ## [Master Client Team Tracker](https://community.hubspot.com/t/master-client-team-tracker/93491)
**Author:** [@ACarr1](https://community.hubspot.com/u/ACarr1)\ **Replies:** 4\ **Last updated:** [November 9, 2023, 1:49am UTC](https://community.hubspot.com/t/master-client-team-tracker/93491 "2023-11-09T01:49:28Z")
Hi all, I’m working on creating a home for clien teams that can be referenced as needed by other teams within the greater organization. We are currently using an Asana portfolio as the central location of our active cli… --- ## [accessing the record ID of a created record](https://community.hubspot.com/t/accessing-the-record-id-of-a-created-record/93320)
**Author:** [@Zayne](https://community.hubspot.com/u/Zayne)\ **Replies:** 2\ **Last updated:** [November 8, 2023, 3:18pm UTC](https://community.hubspot.com/t/accessing-the-record-id-of-a-created-record/93320 "2023-11-08T15:18:37Z")
When I create a record using a workflow action, I want to be able to access the Record ID of that created record, so that I can use it in a custom code action and create an association between that record and another one… --- ## [Adding contacts to cohort](https://community.hubspot.com/t/adding-contacts-to-cohort/93505)
**Author:** [@Nadiia\_Dibrova](https://community.hubspot.com/u/Nadiia_Dibrova)\ **Replies:** 1\ **Last updated:** [November 8, 2023, 4:31am UTC](https://community.hubspot.com/t/adding-contacts-to-cohort/93505 "2023-11-08T04:31:52Z")
Hi! I apologize if this is a too easy of a question, but I am still on my path of learning HubSpot and will appreciate any advice. Can you you advice how to add a set amount of people to the cohort? Is there a setting/f… --- ## [How to delete company with custom code workflow](https://community.hubspot.com/t/how-to-delete-company-with-custom-code-workflow/93414)
**Author:** [@JJensen\_Aurora](https://community.hubspot.com/u/JJensen_Aurora)\ **Replies:** 4\ **Last updated:** [November 7, 2023, 8:17pm UTC](https://community.hubspot.com/t/how-to-delete-company-with-custom-code-workflow/93414 "2023-11-07T20:17:18Z")
Hi all, My company just procured Ops Hub, and I’d like to use the Custom Code step to automatically delete companies where salesforcedeleted = TRUE. The problem is I have no idea where to begin with the custom code ste… --- ## [Clearbit Visitor Report](https://community.hubspot.com/t/clearbit-visitor-report/93434)
**Author:** [@KManova](https://community.hubspot.com/u/KManova)\ **Replies:** 2\ **Last updated:** [November 7, 2023, 1:00pm UTC](https://community.hubspot.com/t/clearbit-visitor-report/93434 "2023-11-07T13:00:48Z")
Hello Community, I am not sure if this is the best place for my question, but I am interested in more information about the Clearbit and Hubspot joint roadmap. To be more specific, I am dealing with poor performance of … --- ## [Associations](https://community.hubspot.com/t/associations/85274)
**Author:** [@LSimon3](https://community.hubspot.com/u/LSimon3)\ **Replies:** 5\ **Last updated:** [November 7, 2023, 7:56am UTC](https://community.hubspot.com/t/associations/85274 "2023-11-07T07:56:11Z")
Is it possible to use the associations label to link contacts as family members? --- ## [What lifecycle stage should I use if the associated deal is 'close lost'?](https://community.hubspot.com/t/what-lifecycle-stage-should-i-use-if-the-associated-deal-is-close-lost/75520)
**Author:** [@CHouston6](https://community.hubspot.com/u/CHouston6)\ **Replies:** 7\ **Last updated:** [November 6, 2023, 2:47pm UTC](https://community.hubspot.com/t/what-lifecycle-stage-should-i-use-if-the-associated-deal-is-close-lost/75520 "2023-11-06T14:47:35Z")
Hi guys, I’d love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that’s close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workf… --- ## [Formatting Domains using Ops Hub](https://community.hubspot.com/t/formatting-domains-using-ops-hub/70293)
**Author:** [@ryanjoconnor](https://community.hubspot.com/u/ryanjoconnor)\ **Replies:** 4\ **Last updated:** [November 6, 2023, 1:05pm UTC](https://community.hubspot.com/t/formatting-domains-using-ops-hub/70293 "2023-11-06T13:05:44Z")
I’ve upgraded to Ops Hub and want to understand the best way to clean up / format domains when they’re submitted via form. For context, we have several custom objects created via forms, and the domain seems to be the be… --- ## [Auto Assign a Contact Owner upon Lead Creation](https://community.hubspot.com/t/auto-assign-a-contact-owner-upon-lead-creation/61917)
**Author:** [@BMcBride7](https://community.hubspot.com/u/BMcBride7)\ **Replies:** 4\ **Last updated:** [November 6, 2023, 11:25am UTC](https://community.hubspot.com/t/auto-assign-a-contact-owner-upon-lead-creation/61917 "2023-11-06T11:25:56Z")
We have a web form on our site, which funnels the data inputs into HS and creates a lead. How do I set up the lead to automatically assign to a Contact Owner, so I may be notified by email as new leads come into the site… --- ## [\[WRAP UP\] Custom Automation Masterclass - Workshop 3: Creating a Referral Program](https://community.hubspot.com/t/wrap-up-custom-automation-masterclass-workshop-3-creating-a-referral-program/51770)
**Author:** [@jbogaert](https://community.hubspot.com/u/jbogaert)\ **Replies:** 6\ **Last updated:** [November 3, 2023, 3:14pm UTC](https://community.hubspot.com/t/wrap-up-custom-automation-masterclass-workshop-3-creating-a-referral-program/51770 "2023-11-03T15:14:10Z")
Hi everyone! Today, we held the third workshop in this month’s Masterclass in Custom Automation and we learned how to create a referral program! Thank you all for showing up such great numbers! We hope you enjoyed i… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=26) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=28)