# Data

**URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=28

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

**Page:** 29

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## [The find max value challenge](https://community.hubspot.com/t/the-find-max-value-challenge/92404)

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**Author:** [@RAP\_ELISA](https://community.hubspot.com/u/RAP_ELISA)\
**Replies:** 2\
**Last updated:** [October 25, 2023, 8:11am UTC](https://community.hubspot.com/t/the-find-max-value-challenge/92404 "2023-10-25T08:11:05Z")

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Our custom object has a property named “MRR”, that obviusly change over time. I am looking for a way to create a property on same custom object that presents the max value seen of the MRR property. Any ideas? I have s…

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## [SalesForce URLS into Slack Messages](https://community.hubspot.com/t/salesforce-urls-into-slack-messages/92444)

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**Author:** [@GHunt5](https://community.hubspot.com/u/GHunt5)\
**Replies:** 1\
**Last updated:** [October 24, 2023, 2:08pm UTC](https://community.hubspot.com/t/salesforce-urls-into-slack-messages/92444 "2023-10-24T14:08:09Z")

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Is it possible to have Hubspot send a slack message through a workflow and have include the SF URL for the account? I tried pasting the accoun url into the slack message and replacing the SF ID with a field token but th…

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## [Use workflow to format a timestamp string to date picker](https://community.hubspot.com/t/use-workflow-to-format-a-timestamp-string-to-date-picker/92083)

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**Author:** [@LDeBenedetti](https://community.hubspot.com/u/LDeBenedetti)\
**Replies:** 3\
**Last updated:** [October 24, 2023, 2:08pm UTC](https://community.hubspot.com/t/use-workflow-to-format-a-timestamp-string-to-date-picker/92083 "2023-10-24T14:08:07Z")

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Hi folks, I’d like your help on how may I build this workflow.. We use an app called Clearout for verifying the email status. One of the default properties (Single Line text format) synced to Hubspot is “Clearout verif…

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## [Add an association label when associating Contact to Deal with custom-coded workflow actions](https://community.hubspot.com/t/add-an-association-label-when-associating-contact-to-deal-with-custom-coded-workflow-actions/69423)

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**Author:** [@Hollyce](https://community.hubspot.com/u/Hollyce)\
**Replies:** 4\
**Last updated:** [October 19, 2023, 4:50am UTC](https://community.hubspot.com/t/add-an-association-label-when-associating-contact-to-deal-with-custom-coded-workflow-actions/69423 "2023-10-19T04:50:22Z")

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I have a working custom-coded workflow action that finds a Deal with a property value matching the value of the Contact’s property. It succesfully associates the Deal with the Contact. I would like to assign an associati…

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## [TechStack](https://community.hubspot.com/t/techstack/91982)

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**Author:** [@SComeau](https://community.hubspot.com/u/SComeau)\
**Replies:** 2\
**Last updated:** [October 18, 2023, 2:17pm UTC](https://community.hubspot.com/t/techstack/91982 "2023-10-18T14:17:38Z")

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Hello, I am a RevOps Manager and have been tasked with reaserching different software to enhance our TechStack. I would ultimately love a software to provide “Insight” to our data in HubSpot using Revenue Goals and Acti…

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## [Workflow - can't solve this issues](https://community.hubspot.com/t/workflow-cant-solve-this-issues/92013)

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**Author:** [@BrettloweAUS](https://community.hubspot.com/u/BrettloweAUS)\
**Replies:** 3\
**Last updated:** [October 18, 2023, 4:21am UTC](https://community.hubspot.com/t/workflow-cant-solve-this-issues/92013 "2023-10-18T04:21:02Z")

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Hello, What I’m looking to do is to have a field contact attempt that updates each time we call customers and we are not able to connect with them. The call type is called NA. (note this is not the outcome) The proces…

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## [Field Management Software](https://community.hubspot.com/t/field-management-software/91804)

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**Author:** [@AIppolito](https://community.hubspot.com/u/AIppolito)\
**Replies:** 1\
**Last updated:** [October 13, 2023, 11:14pm UTC](https://community.hubspot.com/t/field-management-software/91804 "2023-10-13T23:14:18Z")

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Hi Everyone! My company uses a program called Blue Folder for service tracking and work orders, etc. I was wondering if there was an integration with HS- and if not, is there a workaround? Essentially we would like to h…

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## [Create line items with associations in Workflows](https://community.hubspot.com/t/create-line-items-with-associations-in-workflows/82523)

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**Author:** [@PMcConnell](https://community.hubspot.com/u/PMcConnell)\
**Replies:** 3\
**Last updated:** [October 10, 2023, 7:55am UTC](https://community.hubspot.com/t/create-line-items-with-associations-in-workflows/82523 "2023-10-10T07:55:38Z")

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Hi all, I am running into a strange problem and hoping someone can shed some light on it. I am trying to create a line item using Workflows. This line item is to have an assocation to a deal. Below is a copy of my cod…

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## [Custom Code - Get firstname & lastname from email address](https://community.hubspot.com/t/custom-code-get-firstname-lastname-from-email-address/88815)

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**Author:** [@MSaurat](https://community.hubspot.com/u/MSaurat)\
**Replies:** 9\
**Last updated:** [October 5, 2023, 9:41am UTC](https://community.hubspot.com/t/custom-code-get-firstname-lastname-from-email-address/88815 "2023-10-05T09:41:42Z")

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Hi, I’m not a developper of any sort but I’m trying to understand custom code for worflows. I’d like to be able to get the firstname & lastname of a contact when the email address looks like this “firstame.lastname@doma…

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## [Dynamic/personalized email in HubSpot: How can we better enable you? (Feedback thread)](https://community.hubspot.com/t/dynamic-personalized-email-in-hubspot-how-can-we-better-enable-you-feedback-thread/20124)

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**Author:** [@Shane\_Janssens](https://community.hubspot.com/u/Shane_Janssens)\
**Replies:** 20\
**Last updated:** [October 4, 2023, 2:57pm UTC](https://community.hubspot.com/t/dynamic-personalized-email-in-hubspot-how-can-we-better-enable-you-feedback-thread/20124 "2023-10-04T14:57:34Z")

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Hey Power Users, I’m Shane, one of the Marketing Email Product Managers at HubSpot. It’s my job to make it easy for you to personalize emails based on your recipients’ information. As members of a sophisticated group o…

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## [Non Linear Forecasting](https://community.hubspot.com/t/non-linear-forecasting/91002)

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**Author:** [@VMoon1](https://community.hubspot.com/u/VMoon1)\
**Replies:** 2\
**Last updated:** [October 4, 2023, 12:51pm UTC](https://community.hubspot.com/t/non-linear-forecasting/91002 "2023-10-04T12:51:27Z")

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Hi all I could use some shared brain power on this one - I am trying to create some non-linear forecasting based on project resource style line items and I cannot for the life of me figure out the best route to go witho…

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## [Dedicated IP for Custom Code actions](https://community.hubspot.com/t/dedicated-ip-for-custom-code-actions/69748)

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**Author:** [@FCastanheira](https://community.hubspot.com/u/FCastanheira)\
**Replies:** 3\
**Last updated:** [October 3, 2023, 1:50pm UTC](https://community.hubspot.com/t/dedicated-ip-for-custom-code-actions/69748 "2023-10-03T13:50:05Z")

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Hi, everyone! My customer has an API with a firewall that needs to know the IP used by HubSpot Custom Code actions. However, the IP is changing, and the workflow request is been blocked. How can I solve it? Thank you!…

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## [Cold Email Reporting](https://community.hubspot.com/t/cold-email-reporting/89183)

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**Author:** [@GHunt5](https://community.hubspot.com/u/GHunt5)\
**Replies:** 6\
**Last updated:** [September 29, 2023, 1:00pm UTC](https://community.hubspot.com/t/cold-email-reporting/89183 "2023-09-29T13:00:51Z")

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Is it possible to build a HS report based on email performance for cold outreach. Basically anyone that’s been imported (no form fill) how does email perform for their first 5 emails received?

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## [Interactive ERD Tool](https://community.hubspot.com/t/interactive-erd-tool/89986)

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**Author:** [@BrendonTW](https://community.hubspot.com/u/BrendonTW)\
**Replies:** 3\
**Last updated:** [September 28, 2023, 4:13pm UTC](https://community.hubspot.com/t/interactive-erd-tool/89986 "2023-09-28T16:13:54Z")

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Hey all. I am looking for a tool that will plot all of my objects and properties into an ERD format which can be edited in real-time to build out my HubSpot portal. I understand that there used to be a “data model overv…

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## [Feeding Hubspot Product Updates to Slack channel?](https://community.hubspot.com/t/feeding-hubspot-product-updates-to-slack-channel/90509)

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**Author:** [@PSterkenburg](https://community.hubspot.com/u/PSterkenburg)\
**Replies:** 4\
**Last updated:** [September 28, 2023, 6:55am UTC](https://community.hubspot.com/t/feeding-hubspot-product-updates-to-slack-channel/90509 "2023-09-28T06:55:20Z")

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Hi all! I am thinking of ways to keep the wider org up to date on all the Hubspot product updates, and one thought is to feed the content of the Product Update page to a Slack channel. Has anyone tried this (or similar…

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## [Importing Contacts Challenge - Seeking Community Guidance](https://community.hubspot.com/t/importing-contacts-challenge-seeking-community-guidance/90584)

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**Author:** [@Expertopinionsa](https://community.hubspot.com/u/Expertopinionsa)\
**Replies:** 1\
**Last updated:** [September 27, 2023, 1:21pm UTC](https://community.hubspot.com/t/importing-contacts-challenge-seeking-community-guidance/90584 "2023-09-27T13:21:01Z")

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Hello HubSpot Community, I hope you’re all doing well. I’ve been using HubSpot for a while now and have generally relied on a consulting company for help with more complex tasks. However, I’ve decided that it’s time to …

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## [Unable to sync contact's "company name" property between HubSpot and Outreach](https://community.hubspot.com/t/unable-to-sync-contacts-company-name-property-between-hubspot-and-outreach/38268)

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**Author:** [@DanFromCF](https://community.hubspot.com/u/DanFromCF)\
**Replies:** 4\
**Last updated:** [September 27, 2023, 1:17pm UTC](https://community.hubspot.com/t/unable-to-sync-contacts-company-name-property-between-hubspot-and-outreach/38268 "2023-09-27T13:17:47Z")

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In our Outreach sequences, we rely on the “company name” property for personalization, but I can’t find a clean solution to sync that from HubSpot contacts over to Outreach prospects. In theory, it should work even if Da…

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## [Problems with connecting etc.](https://community.hubspot.com/t/problems-with-connecting-etc/90379)

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**Author:** [@Wildwoozt](https://community.hubspot.com/u/Wildwoozt)\
**Replies:** 2\
**Last updated:** [September 27, 2023, 11:11am UTC](https://community.hubspot.com/t/problems-with-connecting-etc/90379 "2023-09-27T11:11:03Z")

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Hi everyone, Some of my colleages have the following problems with our Hubspot email inbox. Not all colleages hve those problems. - Not connecting to the internet (while all other tabs are connected) - Can’t send email…

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## [Logged Meeting Activity pushed to slack](https://community.hubspot.com/t/logged-meeting-activity-pushed-to-slack/75792)

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**Author:** [@xtian1](https://community.hubspot.com/u/xtian1)\
**Replies:** 11\
**Last updated:** [September 27, 2023, 9:18am UTC](https://community.hubspot.com/t/logged-meeting-activity-pushed-to-slack/75792 "2023-09-27T09:18:28Z")

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Hi! I’ve ben trying to create a workflow to push to a slack channel when a logged meeting happens but I am unable to make it work. Could you provide any help?

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## [Custom code Make contact property input fields from a form submission to search in company property](https://community.hubspot.com/t/custom-code-make-contact-property-input-fields-from-a-form-submission-to-search-in-company-property/90349)

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**Author:** [@Isabel\_c](https://community.hubspot.com/u/Isabel_c)\
**Replies:** 3\
**Last updated:** [September 26, 2023, 2:56pm UTC](https://community.hubspot.com/t/custom-code-make-contact-property-input-fields-from-a-form-submission-to-search-in-company-property/90349 "2023-09-26T14:56:09Z")

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Hi, I have been dealing with this problem for 2days already and all my codes did not work. When a visitor makes a form submission, it will fill up a contact property called “shop\_number” as a single line text. And; be…

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## [How to import contacts and associate them with companies?](https://community.hubspot.com/t/how-to-import-contacts-and-associate-them-with-companies/90339)

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**Author:** [@Rob\_206](https://community.hubspot.com/u/Rob_206)\
**Replies:** 4\
**Last updated:** [September 26, 2023, 4:11am UTC](https://community.hubspot.com/t/how-to-import-contacts-and-associate-them-with-companies/90339 "2023-09-26T04:11:34Z")

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Hello all, seeking solution for a basic import job but I don’t understand HubSpot import process well enough. All companies have already been imported into HubSpot. I have a file that includes the companies and company…

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## [Converting a string property to an int using custom code in workflow?](https://community.hubspot.com/t/converting-a-string-property-to-an-int-using-custom-code-in-workflow/79859)

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**Author:** [@MFriberg](https://community.hubspot.com/u/MFriberg)\
**Replies:** 6\
**Last updated:** [September 25, 2023, 3:18pm UTC](https://community.hubspot.com/t/converting-a-string-property-to-an-int-using-custom-code-in-workflow/79859 "2023-09-25T15:18:25Z")

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Hi! I’ve recently started deep-diving into what I would consider more advanced parts of HubSpot, and I’ve realized that one crucial property I use in various workflows is stored as a string instead of an integer, which …

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## [Form error message 'Must contain only numbers, +()-. and x.'](https://community.hubspot.com/t/form-error-message-must-contain-only-numbers-and-x/90376)

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**Author:** [@BAdmin3](https://community.hubspot.com/u/BAdmin3)\
**Replies:** 3\
**Last updated:** [September 25, 2023, 11:38am UTC](https://community.hubspot.com/t/form-error-message-must-contain-only-numbers-and-x/90376 "2023-09-25T11:38:12Z")

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Hi all, I have a form set up which has been functional with no issues for months. We have had the following error message reported in a required field for an email address - Must contain only numbers, +()-. and x. H…

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## [Permissions](https://community.hubspot.com/t/permissions/90197)

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**Author:** [@LPyle](https://community.hubspot.com/u/LPyle)\
**Replies:** 1\
**Last updated:** [September 21, 2023, 5:10pm UTC](https://community.hubspot.com/t/permissions/90197 "2023-09-21T17:10:54Z")

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My company bosses say they have not canged my permissions but I can now no longer delete contacts, is there anyway of getting this back, or it is something that has been chamged and they are nottelling me the truth?

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## [Way to add new names to a list?](https://community.hubspot.com/t/way-to-add-new-names-to-a-list/90018)

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**Author:** [@CBabb](https://community.hubspot.com/u/CBabb)\
**Replies:** 1\
**Last updated:** [September 20, 2023, 4:30am UTC](https://community.hubspot.com/t/way-to-add-new-names-to-a-list/90018 "2023-09-20T04:30:16Z")

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Hi - is there a way to add names to an existing list with Ops Hub? We have an table with names of our clients within our contract that is constantly updated when a new client joins. I’m looking for ways to automate add…

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## [How to notify contact owner when deal owner is someone else?](https://community.hubspot.com/t/how-to-notify-contact-owner-when-deal-owner-is-someone-else/89625)

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**Author:** [@SAndersen](https://community.hubspot.com/u/SAndersen)\
**Replies:** 3\
**Last updated:** [September 19, 2023, 9:24am UTC](https://community.hubspot.com/t/how-to-notify-contact-owner-when-deal-owner-is-someone-else/89625 "2023-09-19T09:24:35Z")

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Hello, I’ve received an inquiry to setup notifications to contact owner when deal owner is someone else. How would you go about this? It could be an option to create a workflow that copies deal owner to deal collaborato…

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## [Contact Setup Question](https://community.hubspot.com/t/contact-setup-question/89665)

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**Author:** [@GMarquez1](https://community.hubspot.com/u/GMarquez1)\
**Replies:** 2\
**Last updated:** [September 15, 2023, 8:12am UTC](https://community.hubspot.com/t/contact-setup-question/89665 "2023-09-15T08:12:48Z")

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Hi, We are a SaaS company that is in the process of setting up our Hubspot instance via migration from Salesforce. We will be utilitizing Husbpot for Sales and Marketing activities and Gainsight/Freshdesk for our CX/Ser…

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## [Tracking pipeline over time... automatically](https://community.hubspot.com/t/tracking-pipeline-over-time-automatically/89334)

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**Author:** [@YourHeadofSales](https://community.hubspot.com/u/YourHeadofSales)\
**Replies:** 2\
**Last updated:** [September 14, 2023, 7:47pm UTC](https://community.hubspot.com/t/tracking-pipeline-over-time-automatically/89334 "2023-09-14T19:47:03Z")

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Hi community, We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I’ve looked through lots of custom and pre-built reports and can’t seem to find one that captures historic …

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## [Announcement: Three new data sync integrations available](https://community.hubspot.com/t/announcement-three-new-data-sync-integrations-available/52632)

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**Author:** [@agosselin1](https://community.hubspot.com/u/agosselin1)\
**Replies:** 2\
**Last updated:** [September 8, 2023, 3:46pm UTC](https://community.hubspot.com/t/announcement-three-new-data-sync-integrations-available/52632 "2023-09-08T15:46:48Z")

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What’s happening? HubSpot released three new HubSpot CRM integrations this week resulting in 100+ Data Sync integrations in less than 1 year. Syspro CRM: CRM solution built for manufacturers and distributors. BombBomb:…

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## [Docusign Error when trying to send an envelope](https://community.hubspot.com/t/docusign-error-when-trying-to-send-an-envelope/89121)

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**Author:** [@yoko\_ishioka](https://community.hubspot.com/u/yoko_ishioka)\
**Replies:** 1\
**Last updated:** [September 8, 2023, 10:57am UTC](https://community.hubspot.com/t/docusign-error-when-trying-to-send-an-envelope/89121 "2023-09-08T10:57:59Z")

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Has anyone experienced this error when trying to send a DocuSign envelope?

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