# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=29 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 30 --- ## [Docusign Error when trying to send an envelope](https://community.hubspot.com/t/docusign-error-when-trying-to-send-an-envelope/89121)
**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")
Has anyone experienced this error when trying to send a DocuSign envelope? --- ## [Original Source & Latest Source from a 3rd Party site via Zapier](https://community.hubspot.com/t/original-source-latest-source-from-a-3rd-party-site-via-zapier/89159)
**Author:** [@MRBQ](https://community.hubspot.com/u/MRBQ)\ **Replies:** 2\ **Last updated:** [September 7, 2023, 12:28pm UTC](https://community.hubspot.com/t/original-source-latest-source-from-a-3rd-party-site-via-zapier/89159 "2023-09-07T12:28:04Z")
Hi, we have a few 3rd party sites which integrate with Hubspot using Zapier. On actions such as creating an account or a project, a contact is created or updated and contact and/or project data added to Hubspot. As we … --- ## [Script: Deduplicate Contacts based on firstname, lastname & company name](https://community.hubspot.com/t/script-deduplicate-contacts-based-on-firstname-lastname-company-name/76907)
**Author:** [@CaBisc](https://community.hubspot.com/u/CaBisc)\ **Replies:** 4\ **Last updated:** [September 7, 2023, 8:50am UTC](https://community.hubspot.com/t/script-deduplicate-contacts-based-on-firstname-lastname-company-name/76907 "2023-09-07T08:50:40Z")
Hello, I’ve build the following custom code to deduplicate contacts based on 3 constants: firstname, lastname and company name: const DEDUPE\_PROPERTY1 = 'firstname'; const DEDUPE\_PROPERTY2 = 'lastname'; const DEDUPE\_PR… --- ## [Trying to find a way to bulk create custom object records based on other custom objects](https://community.hubspot.com/t/trying-to-find-a-way-to-bulk-create-custom-object-records-based-on-other-custom-objects/87582)
**Author:** [@BrendonTW](https://community.hubspot.com/u/BrendonTW)\ **Replies:** 5\ **Last updated:** [September 5, 2023, 2:15pm UTC](https://community.hubspot.com/t/trying-to-find-a-way-to-bulk-create-custom-object-records-based-on-other-custom-objects/87582 "2023-09-05T14:15:23Z")
Hey all. I have a unique use-case. We are a B2C home service company. We use Contacts to represent homeowners, and possibly their spouse (a separate contact). We use deals to track new revenue opportunities We use tick… --- ## [Custom-coded-action: Merge contacts that share the same phone number](https://community.hubspot.com/t/custom-coded-action-merge-contacts-that-share-the-same-phone-number/81502)
**Author:** [@AWeil](https://community.hubspot.com/u/AWeil)\ **Replies:** 2\ **Last updated:** [September 4, 2023, 7:02am UTC](https://community.hubspot.com/t/custom-coded-action-merge-contacts-that-share-the-same-phone-number/81502 "2023-09-04T07:02:06Z")
We are working on using the custom-coded-action “Merge contacts that share the same phone number” however when we try and use the code we are receiving the following error message. Does anyone have any ideas on what we’r… --- ## [Unengaged Contact list pull](https://community.hubspot.com/t/unengaged-contact-list-pull/88624)
**Author:** [@ASimmons1](https://community.hubspot.com/u/ASimmons1)\ **Replies:** 1\ **Last updated:** [August 30, 2023, 3:08pm UTC](https://community.hubspot.com/t/unengaged-contact-list-pull/88624 "2023-08-30T15:08:34Z")
I’m looking to pull list of the overall unengaged contacts from the year 2020 -2023. Which “All Contacts” filters would work best to achieve that? --- ## [Hubspot sync is not triggering Netsuite User Event](https://community.hubspot.com/t/hubspot-sync-is-not-triggering-netsuite-user-event/87918)
**Author:** [@davidho](https://community.hubspot.com/u/davidho)\ **Replies:** 2\ **Last updated:** [August 30, 2023, 6:12am UTC](https://community.hubspot.com/t/hubspot-sync-is-not-triggering-netsuite-user-event/87918 "2023-08-30T06:12:23Z")
I tried to sync the Hubspot Lifecycle property to the Customer Status field in Netsuite. The Status field is not supported by the integration. To circumvent this, I create a text field in Netsuite and mapped the Lifecycl… --- ## [Workflow Salesforce & HubSpot](https://community.hubspot.com/t/workflow-salesforce-hubspot/88462)
**Author:** [@EConsulting](https://community.hubspot.com/u/EConsulting)\ **Replies:** 1\ **Last updated:** [August 29, 2023, 2:03am UTC](https://community.hubspot.com/t/workflow-salesforce-hubspot/88462 "2023-08-29T02:03:35Z")
We need to create an automated workflow in HubSpot. When an Opp is created in SF \_\_\_ needs to happen in HubSpot. what is the best course of action to do this? --- ## [Custom code for v1 API (Lists)](https://community.hubspot.com/t/custom-code-for-v1-api-lists/62561)
**Author:** [@PBaxter](https://community.hubspot.com/u/PBaxter)\ **Replies:** 2\ **Last updated:** [August 28, 2023, 4:35pm UTC](https://community.hubspot.com/t/custom-code-for-v1-api-lists/62561 "2023-08-28T16:35:04Z")
Hi, Does anyone know the format to reference the v1 API from custom code with Node js? I’m trying to use the contact list API. For v3, the API URL to get contact info is something like: /crm/v3/objects/contacts/236030… --- ## [Tracking Lead Response time for SDR Calls](https://community.hubspot.com/t/tracking-lead-response-time-for-sdr-calls/88401)
**Author:** [@timo1](https://community.hubspot.com/u/timo1)\ **Replies:** 1\ **Last updated:** [August 28, 2023, 12:02pm UTC](https://community.hubspot.com/t/tracking-lead-response-time-for-sdr-calls/88401 "2023-08-28T12:02:20Z")
Hi Everyone. I’m trying to build a calculation that shows the time between a lead becoming an MQL and an SDR making a call to them. My initial thinking was to create a calculation property using the new “Time Between” … --- ## [Trouble tracking SQLs](https://community.hubspot.com/t/trouble-tracking-sqls/87797)
**Author:** [@MMatos2](https://community.hubspot.com/u/MMatos2)\ **Replies:** 5\ **Last updated:** [August 25, 2023, 9:37am UTC](https://community.hubspot.com/t/trouble-tracking-sqls/87797 "2023-08-25T09:37:41Z")
Hi all, I’m trying to set up an easy way for us to track SQLs per month, I’m trying to do this on the contact level and turned on the HS automation where the Lifecycle stage of the company syncs with the Lifecycle stage… --- ## [Hubspot Netsuite connector: Syncing customer case communciation](https://community.hubspot.com/t/hubspot-netsuite-connector-syncing-customer-case-communciation/87820)
**Author:** [@annaboateng](https://community.hubspot.com/u/annaboateng)\ **Replies:** 4\ **Last updated:** [August 22, 2023, 5:01pm UTC](https://community.hubspot.com/t/hubspot-netsuite-connector-syncing-customer-case-communciation/87820 "2023-08-22T17:01:56Z")
Hi, I was wondering if anyone knows of a way to sync case communications from NetSuite to HubSpot? Our Support team works primarily in NetSuite and our Sales team works in HubSpot and they need visibility of the convers… --- ## [IP Address of email Opener](https://community.hubspot.com/t/ip-address-of-email-opener/87762)
**Author:** [@DFarina](https://community.hubspot.com/u/DFarina)\ **Replies:** 2\ **Last updated:** [August 17, 2023, 7:21pm UTC](https://community.hubspot.com/t/ip-address-of-email-opener/87762 "2023-08-17T19:21:57Z")
Does anyone Know a way to obtain the IP Address an email was opened on? --- ## [How can I use Custom Format Data to remove non consistent text](https://community.hubspot.com/t/how-can-i-use-custom-format-data-to-remove-non-consistent-text/87574)
**Author:** [@KimRogers](https://community.hubspot.com/u/KimRogers)\ **Replies:** 2\ **Last updated:** [August 17, 2023, 7:14am UTC](https://community.hubspot.com/t/how-can-i-use-custom-format-data-to-remove-non-consistent-text/87574 "2023-08-17T07:14:28Z")
Not sure if this is even possible, but I’m trying to use Format Data in workflows to remove text from a Deal property The problem I have is that the text I am trying to remove differs on each deal. For example the deal… --- ## [5 Tips for Creating a Lead Scoring Model that Actually Works](https://community.hubspot.com/t/5-tips-for-creating-a-lead-scoring-model-that-actually-works/36911)
**Author:** [@aromo](https://community.hubspot.com/u/aromo)\ **Replies:** 4\ **Last updated:** [August 17, 2023, 6:26am UTC](https://community.hubspot.com/t/5-tips-for-creating-a-lead-scoring-model-that-actually-works/36911 "2023-08-17T06:26:33Z")
Lead Scoring is one of those things in HubSpot that, in theory, sounds really technical and sophisticated. After all, you’re telling me I can create a process that will judge my leads for me? Sounds like a great opportun… --- ## [Cut company trade abbreviations from their name](https://community.hubspot.com/t/cut-company-trade-abbreviations-from-their-name/86934)
**Author:** [@lovroculina](https://community.hubspot.com/u/lovroculina)\ **Replies:** 11\ **Last updated:** [August 16, 2023, 12:40pm UTC](https://community.hubspot.com/t/cut-company-trade-abbreviations-from-their-name/86934 "2023-08-16T12:40:07Z")
Hi, I am trying to create a format workflow that will clean the company names (i.e. remove any ending trade name abbreviations like inc. ltd. and so on). The problem that I have is that I can’t select a filter where so… --- ## [Checking for - or ' in a name field](https://community.hubspot.com/t/checking-for-or-in-a-name-field/62462)
**Author:** [@DSwanich8](https://community.hubspot.com/u/DSwanich8)\ **Replies:** 2\ **Last updated:** [August 12, 2023, 9:15pm UTC](https://community.hubspot.com/t/checking-for-or-in-a-name-field/62462 "2023-08-12T21:15:25Z")
Has any one out there used a custom coded workflow to check for an - or ’ in their first name, and to capitalise the first letter proceeding the - or '. We’ve used the native data format action in a workflow to change a… --- ## [HubSpot ConnectWise Integration Pipeline Stage Mapping](https://community.hubspot.com/t/hubspot-connectwise-integration-pipeline-stage-mapping/87215)
**Author:** [@sboerstler](https://community.hubspot.com/u/sboerstler)\ **Replies:** 2\ **Last updated:** [August 11, 2023, 12:09pm UTC](https://community.hubspot.com/t/hubspot-connectwise-integration-pipeline-stage-mapping/87215 "2023-08-11T12:09:18Z")
I’m in the process of syncing ConnectWise to HubSpot using the native integration. The sync for Companies and Contacts is working but the Deals sync is not. The problem is when mapping the Pipeline Stages, no stages are … --- ## [Number of Sequences Enrolled Is Not Updating](https://community.hubspot.com/t/number-of-sequences-enrolled-is-not-updating/86681)
**Author:** [@BGP](https://community.hubspot.com/u/BGP)\ **Replies:** 1\ **Last updated:** [August 3, 2023, 8:23am UTC](https://community.hubspot.com/t/number-of-sequences-enrolled-is-not-updating/86681 "2023-08-03T08:23:16Z")
Hello! I found a problem with Hubspot default properties related to sequences, as “Number of sequences enrolled” (the number of times a contact was enrolled into a sequence), for exemple. We found a contact that was subs… --- ## [Using Custom Code to copy specific meeting type data](https://community.hubspot.com/t/using-custom-code-to-copy-specific-meeting-type-data/86376)
**Author:** [@JBortle](https://community.hubspot.com/u/JBortle)\ **Replies:** 3\ **Last updated:** [August 3, 2023, 6:59am UTC](https://community.hubspot.com/t/using-custom-code-to-copy-specific-meeting-type-data/86376 "2023-08-03T06:59:51Z")
Hello everyone! Quick question for anyone who has used custom code inside of workflows. I am currently trying to copy the date of a specific meeting type to a field on the deal level. I’ve tried a workflow, but it doesn… --- ## [Prospecting](https://community.hubspot.com/t/prospecting/86543)
**Author:** [@CDiVincenzo](https://community.hubspot.com/u/CDiVincenzo)\ **Replies:** 5\ **Last updated:** [August 2, 2023, 2:39pm UTC](https://community.hubspot.com/t/prospecting/86543 "2023-08-02T14:39:32Z")
Hello RevOps folks!!! I am desperately looking for a way to help our BDRs to get prospects for outbound leads. What’s the most efficient way for you? For instance, where can I get a list of all companies where I can t… --- ## [Good resource for writing programmable automation in workflows?](https://community.hubspot.com/t/good-resource-for-writing-programmable-automation-in-workflows/59766)
**Author:** [@ToddSutt](https://community.hubspot.com/u/ToddSutt)\ **Replies:** 1\ **Last updated:** [August 1, 2023, 11:56am UTC](https://community.hubspot.com/t/good-resource-for-writing-programmable-automation-in-workflows/59766 "2023-08-01T11:56:45Z")
Hi, my company just upgraded to Operations Hub Pro for programmable automation. Generically, I would really like a resource where I can look up what functions are available to me in the @hubspot/api-client npm library. I… --- ## [WebHooks and ZoomInfo](https://community.hubspot.com/t/webhooks-and-zoominfo/62849)
**Author:** [@brittniefaulkne](https://community.hubspot.com/u/brittniefaulkne)\ **Replies:** 1\ **Last updated:** [July 31, 2023, 4:52pm UTC](https://community.hubspot.com/t/webhooks-and-zoominfo/62849 "2023-07-31T16:52:06Z")
Has anyone successfully created a webhook with ZoomInfo? I know ZoomInfo has their own Enrich module, and have heard they have a “block” on certain API’s to try and get you to purchase the Enrich upgrade. We are current… --- ## [Copy property value action with cutom code output](https://community.hubspot.com/t/copy-property-value-action-with-cutom-code-output/86246)
**Author:** [@ACandian](https://community.hubspot.com/u/ACandian)\ **Replies:** 6\ **Last updated:** [July 31, 2023, 1:16pm UTC](https://community.hubspot.com/t/copy-property-value-action-with-cutom-code-output/86246 "2023-07-31T13:16:55Z")
Hello everyone! I’m having trouble with the workflow action Copy property value used to update the deal amount. The value that need to be used comes from a custom coded action. The value is outputed by callback as u… --- ## [Multiple Contacts, Deals, and Workflows](https://community.hubspot.com/t/multiple-contacts-deals-and-workflows/85703)
**Author:** [@sschroeder13](https://community.hubspot.com/u/sschroeder13)\ **Replies:** 9\ **Last updated:** [July 28, 2023, 3:30pm UTC](https://community.hubspot.com/t/multiple-contacts-deals-and-workflows/85703 "2023-07-28T15:30:35Z")
Hi, Somewhat new-ish to HubSpot and trying to solve a slightly complex ops setup and workflow and not sure the best way to do it… I have a client with multiple contacts that functions like a partner of sorts. Our “part… --- ## [Quotes - updated functilnality has broken our rev ops' process](https://community.hubspot.com/t/quotes-updated-functilnality-has-broken-our-rev-ops-process/86231)
**Author:** [@PaulAuth](https://community.hubspot.com/u/PaulAuth)\ **Replies:** 2\ **Last updated:** [July 27, 2023, 10:32pm UTC](https://community.hubspot.com/t/quotes-updated-functilnality-has-broken-our-rev-ops-process/86231 "2023-07-27T22:32:18Z")
Recently the way quotes, adding tax and discounts can be applied to products on a quote has changed. We offer a SaaS product, and many of our quotes go out with a future start date for billing. Quotes sometimes include … --- ## [Tracking employee output](https://community.hubspot.com/t/tracking-employee-output/86253)
**Author:** [@PNathan](https://community.hubspot.com/u/PNathan)\ **Replies:** 2\ **Last updated:** [July 27, 2023, 1:13pm UTC](https://community.hubspot.com/t/tracking-employee-output/86253 "2023-07-27T13:13:34Z")
Hi, Now that all the business are using hubspot, I want to see if I can track productivity/output using Hubspot. I know using email is a blunt instrument here but is there a way to see emails sent, meetings, calls, tas… --- ## [Dateianhänge einer Formulareinsendung in Kundenaccount ablegen](https://community.hubspot.com/t/dateianhange-einer-formulareinsendung-in-kundenaccount-ablegen/34471)
**Author:** [@AndreasKroell](https://community.hubspot.com/u/AndreasKroell)\ **Replies:** 4\ **Last updated:** [July 25, 2023, 6:19pm UTC](https://community.hubspot.com/t/dateianhange-einer-formulareinsendung-in-kundenaccount-ablegen/34471 "2023-07-25T18:19:30Z")
Hallo Liebe Community, über ein Formular haben unsere Bestandskunden die Möglichkeit uns auch Dateien zu übermitteln. Um diese aufrufen zu können finde ich bisher nur den Weg über die Conversationsansicht und den Link z… --- ## [Assigning value to a deal when it's not clear](https://community.hubspot.com/t/assigning-value-to-a-deal-when-its-not-clear/85484)
**Author:** [@BTurner61](https://community.hubspot.com/u/BTurner61)\ **Replies:** 2\ **Last updated:** [July 23, 2023, 3:27pm UTC](https://community.hubspot.com/t/assigning-value-to-a-deal-when-its-not-clear/85484 "2023-07-23T15:27:33Z")
Hi there. I’m doing work with a multi line site services company (think fencing, dumpsters, etc). When sales signs an MSA with a new customer (which is the event we want to track in Hubspot), we have an idea of how much … --- ## [Lists in CRM](https://community.hubspot.com/t/lists-in-crm/85517)
**Author:** [@oskargrobey](https://community.hubspot.com/u/oskargrobey)\ **Replies:** 3\ **Last updated:** [July 20, 2023, 4:43pm UTC](https://community.hubspot.com/t/lists-in-crm/85517 "2023-07-20T16:43:54Z")
How do I create a completely different list in my contacts? I just added a bunch of buyers but now I want to add a completely blank list of hard money lenders, and then a completely new blank list for acquisition wholesa… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=28) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=30)