# Data Hub

**URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=3

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

**Page:** 4

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## [Using HS for Project and Time Tracking](https://community.hubspot.com/t/using-hs-for-project-and-time-tracking/81731)

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**Author:** [@ESchulte](https://community.hubspot.com/u/ESchulte)\
**Replies:** 2\
**Last updated:** [April 10, 2026, 3:58am UTC](https://community.hubspot.com/t/using-hs-for-project-and-time-tracking/81731 "2026-04-10T03:58:23Z")

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Hi, We are looking at a product called ProjectWorks to integrate with HS. We manage multi-stepped projects that sometimes easily span over a year. We will incrementally as we hit benchmarks. Is it possible to engineer …

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## [Enterprise Workflow Showcase](https://community.hubspot.com/t/enterprise-workflow-showcase/140798)

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**Author:** [@SLee0](https://community.hubspot.com/u/SLee0)\
**Replies:** 6\
**Last updated:** [April 10, 2026, 1:53am UTC](https://community.hubspot.com/t/enterprise-workflow-showcase/140798 "2026-04-10T01:53:22Z")

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Hey HubSpot Community! We want to see how sophisticated HubSpot users are solving complex business challenges with cross-hub workflows. What we’re looking for: Share a screenshot (or description) of a workflow that con…

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## [Report - # of Tickets divided by # of deals in a specific stage](https://community.hubspot.com/t/report-of-tickets-divided-by-of-deals-in-a-specific-stage/147754)

<div class="topic-metadata">

**Author:** [@ManuelRoc](https://community.hubspot.com/u/ManuelRoc)\
**Replies:** 4\
**Last updated:** [April 9, 2026, 12:00pm UTC](https://community.hubspot.com/t/report-of-tickets-divided-by-of-deals-in-a-specific-stage/147754 "2026-04-09T12:00:19Z")

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I’m trying to build a report in HubSpot (Data Hub Professional) that shows the following ratio on a weekly basis: Tickets created in calendar week X ÷ Total deals currently in stage “Active” (pipeline: “Operations”) T…

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## [Junk filtering](https://community.hubspot.com/t/junk-filtering/147960)

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**Author:** [@esealpha](https://community.hubspot.com/u/esealpha)\
**Replies:** 5\
**Last updated:** [April 7, 2026, 7:46pm UTC](https://community.hubspot.com/t/junk-filtering/147960 "2026-04-07T19:46:29Z")

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I’ve created a Custom Object called Blocked Entities. I have a Contact workflow that labels a contact as a potential e-commerce contact. The rest of the contacts get labeled “Needs Review”. So then we go in daily and cha…

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## [Custom date field for Goals](https://community.hubspot.com/t/custom-date-field-for-goals/148080)

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**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\
**Replies:** 2\
**Last updated:** [April 7, 2026, 5:52pm UTC](https://community.hubspot.com/t/custom-date-field-for-goals/148080 "2026-04-07T17:52:19Z")

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Are there any workarounds in the goals tool to use a custom date field instead of the close date?

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## [HubSpot Data Hub + Microsoft Dynamics CRM: Syncing One Contact to Multiple Leads](https://community.hubspot.com/t/hubspot-data-hub-microsoft-dynamics-crm-syncing-one-contact-to-multiple-leads/148048)

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**Author:** [@Marketer\_Kerry](https://community.hubspot.com/u/Marketer_Kerry)\
**Replies:** 3\
**Last updated:** [April 7, 2026, 12:03pm UTC](https://community.hubspot.com/t/hubspot-data-hub-microsoft-dynamics-crm-syncing-one-contact-to-multiple-leads/148048 "2026-04-07T12:03:02Z")

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Hi experts and HubSpot team, We’re currently working on an integration between HubSpot Data Hub and Microsoft Dynamics 365, and have run into a limitation we’re hoping to get clarity on. Scenario: We have a single con…

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## [Enterprise Migration Stories: Timeline, Resources, and Surprises](https://community.hubspot.com/t/enterprise-migration-stories-timeline-resources-and-surprises/142123)

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**Author:** [@SLee0](https://community.hubspot.com/u/SLee0)\
**Replies:** 6\
**Last updated:** [April 7, 2026, 9:49am UTC](https://community.hubspot.com/t/enterprise-migration-stories-timeline-resources-and-surprises/142123 "2026-04-07T09:49:00Z")

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Planning a HubSpot implementation at enterprise scale is complex. We want to hear from teams who’ve done it: What was your actual migration timeline? (not the plan, the reality) How did you allocate internal resources …

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## [Suggest new associations to the product team!](https://community.hubspot.com/t/suggest-new-associations-to-the-product-team/145376)

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**Author:** [@NazM](https://community.hubspot.com/u/NazM)\
**Replies:** 1\
**Last updated:** [April 7, 2026, 9:25am UTC](https://community.hubspot.com/t/suggest-new-associations-to-the-product-team/145376 "2026-04-07T09:25:23Z")

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Hi HubSpot Community :waving\_hand: I’m Naz from the HubSpot Product team, focused on everything surrounding object creation and associations. Have you ever wondered why certain objects can’t be associated with each oth…

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## [base64 encode/decode in custom code step](https://community.hubspot.com/t/base64-encode-decode-in-custom-code-step/51266)

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**Author:** [@WaydeChristie1](https://community.hubspot.com/u/WaydeChristie1)\
**Replies:** 4\
**Last updated:** [April 7, 2026, 6:18am UTC](https://community.hubspot.com/t/base64-encode-decode-in-custom-code-step/51266 "2026-04-07T06:18:23Z")

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Hi folks, Trying to base64 encode a string in a workflow custom code step but it looks like the Javascript functions btoa and aotb are not supported. Does anyone know how I can achieve this? Thanks in advance.

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## [Help with calculation for revenue within specific dates](https://community.hubspot.com/t/help-with-calculation-for-revenue-within-specific-dates/147768)

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**Author:** [@OAndrews](https://community.hubspot.com/u/OAndrews)\
**Replies:** 3\
**Last updated:** [April 1, 2026, 1:42pm UTC](https://community.hubspot.com/t/help-with-calculation-for-revenue-within-specific-dates/147768 "2026-04-01T13:42:31Z")

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I’m trying to set up a property calculation for Deals that uses a Daily Revenue field to calculate how much of that revenue falls between specific dates. This formula was produced by Breeze assistant but doesnt work when…

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## [Data Studio sync from Airtable](https://community.hubspot.com/t/data-studio-sync-from-airtable/147568)

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**Author:** [@BGreen92](https://community.hubspot.com/u/BGreen92)\
**Replies:** 2\
**Last updated:** [March 31, 2026, 5:06pm UTC](https://community.hubspot.com/t/data-studio-sync-from-airtable/147568 "2026-03-31T17:06:21Z")

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Hello, We’ve set up a connection between HubSpot Data Studio and a table in our Airtable account that contains the data we need to import into HubSpot for reporting. The connection has been in place for over a week now…

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## [$310 Lead vs. $0.06 Contact: The 2026 Marketing Skill Gap](https://community.hubspot.com/t/310-lead-vs-0-06-contact-the-2026-marketing-skill-gap/147848)

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**Author:** [@StacyPro](https://community.hubspot.com/u/StacyPro)\
**Replies:** 0\
**Last updated:** [March 31, 2026, 11:15am UTC](https://community.hubspot.com/t/310-lead-vs-0-06-contact-the-2026-marketing-skill-gap/147848 "2026-03-31T11:15:50Z")

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The math for B2B growth is shifting. Average paid lead: ~$310. Verified first-party list: ~$0.06 per contact. McKinsey research shows that leveraging first-party data can cut marketing spend by 20%. In 2026, the highe…

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## [How to track deal ownership and time spent by actor in HubSpot?](https://community.hubspot.com/t/how-to-track-deal-ownership-and-time-spent-by-actor-in-hubspot/146603)

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**Author:** [@LuukHooijman](https://community.hubspot.com/u/LuukHooijman)\
**Replies:** 7\
**Last updated:** [March 30, 2026, 10:06am UTC](https://community.hubspot.com/t/how-to-track-deal-ownership-and-time-spent-by-actor-in-hubspot/146603 "2026-03-30T10:06:27Z")

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Hello, Together with a colleague I am looking to build a system in HubSpot that tracks the time deals spend in each pipeline stage, and more specifically, which actor is “on the clock” at any given moment and for how lo…

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## [Enrolling contacts on the second step of a sequence using a workflow](https://community.hubspot.com/t/enrolling-contacts-on-the-second-step-of-a-sequence-using-a-workflow/147584)

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**Author:** [@AEatmon](https://community.hubspot.com/u/AEatmon)\
**Replies:** 1\
**Last updated:** [March 23, 2026, 6:43pm UTC](https://community.hubspot.com/t/enrolling-contacts-on-the-second-step-of-a-sequence-using-a-workflow/147584 "2026-03-23T18:43:41Z")

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Hi, I was wondering if someone knew how to help me with workflows? I am trying to re-enroll contacts into a sequence on step 2 because there was a mistake made with assigning the enrolled contacts to a different person…

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## [How to Upload File to Property](https://community.hubspot.com/t/how-to-upload-file-to-property/32507)

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**Author:** [@DonaldNg](https://community.hubspot.com/u/DonaldNg)\
**Replies:** 15\
**Last updated:** [March 23, 2026, 11:02am UTC](https://community.hubspot.com/t/how-to-upload-file-to-property/32507 "2026-03-23T11:02:27Z")

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As I know there is a field type, call “file” in the property. However, there is no button for us to upload any file to that property when editing the property in the contact? Does anyone know how to implement this type o…

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## [How are teams structuring lifecycle stages in HubSpot after multiple acquisitions or CRMs?](https://community.hubspot.com/t/how-are-teams-structuring-lifecycle-stages-in-hubspot-after-multiple-acquisitions-or-crms/147339)

<div class="topic-metadata">

**Author:** [@nidaateeq](https://community.hubspot.com/u/nidaateeq)\
**Replies:** 3\
**Last updated:** [March 19, 2026, 2:06pm UTC](https://community.hubspot.com/t/how-are-teams-structuring-lifecycle-stages-in-hubspot-after-multiple-acquisitions-or-crms/147339 "2026-03-19T14:06:12Z")

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Hi everyone, I’m curious how teams are structuring lifecycle stages and pipelines in HubSpot when bringing together multiple companies or CRMs. I’m currently working on a project where we are consolidating sales report…

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## [Determining if workflow is tied to anything else](https://community.hubspot.com/t/determining-if-workflow-is-tied-to-anything-else/147426)

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**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\
**Replies:** 2\
**Last updated:** [March 19, 2026, 5:05am UTC](https://community.hubspot.com/t/determining-if-workflow-is-tied-to-anything-else/147426 "2026-03-19T05:05:53Z")

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Does this screen shot mean I can edit/clone this workflow without fear of breaking something else?

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## [Is There a Ready-Made Demo CRM Dataset for Learning HubSpot?](https://community.hubspot.com/t/is-there-a-ready-made-demo-crm-dataset-for-learning-hubspot/147140)

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**Author:** [@IOcheretnyi](https://community.hubspot.com/u/IOcheretnyi)\
**Replies:** 5\
**Last updated:** [March 19, 2026, 2:36am UTC](https://community.hubspot.com/t/is-there-a-ready-made-demo-crm-dataset-for-learning-hubspot/147140 "2026-03-19T02:36:38Z")

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Hi HubSpot Community, I’m new to HubSpot, although I have around 15 years of experience in IT as a Software Developer (Adobe Commerce). Currently, I’m studying for the HubSpot Marketing Hub Software Certification and t…

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## [Data Enrichment - Enrichment Property Details in Settings](https://community.hubspot.com/t/data-enrichment-enrichment-property-details-in-settings/140619)

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**Author:** [@karaujo](https://community.hubspot.com/u/karaujo)\
**Replies:** 3\
**Last updated:** [March 18, 2026, 7:27pm UTC](https://community.hubspot.com/t/data-enrichment-enrichment-property-details-in-settings/140619 "2026-03-18T19:27:28Z")

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Not sure if this is something on the roadmap… Why are the options for what properties to enrich only available from a contact record and not a global setting? Some background… If you enrich multiple contact and/or com…

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## [Phone Number Integration of QR1 App in HS Not Working](https://community.hubspot.com/t/telefonnummer-integration-von-qr1-app-in-hs-funkt-nicht/146909)

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**Author:** [@KWojtas](https://community.hubspot.com/u/KWojtas)\
**Replies:** 2\
**Last updated:** [March 18, 2026, 5:36pm UTC](https://community.hubspot.com/t/telefonnummer-integration-von-qr1-app-in-hs-funkt-nicht/146909 "2026-03-18T17:36:42Z")

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Dear community, I need some help. I'm using a landing page from a QR code provider where users can save contact details. All data is transferred EXCEPT for the phone number! (see screenshot) in de…

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## [Sales team best tools](https://community.hubspot.com/t/sales-team-best-tools/51014)

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**Author:** [@RSiddula](https://community.hubspot.com/u/RSiddula)\
**Replies:** 11\
**Last updated:** [March 18, 2026, 12:50pm UTC](https://community.hubspot.com/t/sales-team-best-tools/51014 "2026-03-18T12:50:34Z")

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Hello Community, Hope everyone is safe and doing great, I would like to know some of the best tools that I can suggest to my sales team to use so that it improves their performance and optimize the time even. You can se…

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## [Vtiger to Hubspot Migration](https://community.hubspot.com/t/vtiger-to-hubspot-migration/147318)

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**Author:** [@AKumar3059](https://community.hubspot.com/u/AKumar3059)\
**Replies:** 3\
**Last updated:** [March 16, 2026, 4:03pm UTC](https://community.hubspot.com/t/vtiger-to-hubspot-migration/147318 "2026-03-16T16:03:02Z")

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A lot of experts recommend against moving old CRM’s system fields like ‘Contact ID, Org ID and Deal ID’ to new CRM as they will be of no use there. But I feel, they are necessary for the sake of consisteny and trace bac…

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## [How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage?](https://community.hubspot.com/t/how-to-auto-set-call-and-meeting-type-on-meeting-records-based-on-associated-deal-deal-stage/144511)

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**Author:** [@BGullu9](https://community.hubspot.com/u/BGullu9)\
**Replies:** 4\
**Last updated:** [March 13, 2026, 5:35am UTC](https://community.hubspot.com/t/how-to-auto-set-call-and-meeting-type-on-meeting-records-based-on-associated-deal-deal-stage/144511 "2026-03-13T05:35:19Z")

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Hi all! We log a lot of client meetings in HubSpot (many are created by a call-recording tool and appear as Meeting records). We’d like to auto-populate the HubSpot meeting field “Call and meeting type” with a small set …

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## [Bulk Updating Meeting Outcomes + Types](https://community.hubspot.com/t/bulk-updating-meeting-outcomes-types/118525)

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**Author:** [@VPrimerano](https://community.hubspot.com/u/VPrimerano)\
**Replies:** 6\
**Last updated:** [March 13, 2026, 5:33am UTC](https://community.hubspot.com/t/bulk-updating-meeting-outcomes-types/118525 "2026-03-13T05:33:06Z")

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Hello, I am looking to explore options on how to alleviate the manual updating of meeting outcomes and meeting types. We currently have a reminder task (created through a workflow) that is sent to our sales teams when a…

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## [Data Studio data sync - don't overwrite option?](https://community.hubspot.com/t/data-studio-data-sync-dont-overwrite-option/146938)

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**Author:** [@JLewicki](https://community.hubspot.com/u/JLewicki)\
**Replies:** 3\
**Last updated:** [March 9, 2026, 5:21pm UTC](https://community.hubspot.com/t/data-studio-data-sync-dont-overwrite-option/146938 "2026-03-09T17:21:10Z")

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Hi! I’m syncing data to HubSpot via Data Studio and connected Google Sheet. I would like to create and update contacts but mark certain colums as “do not overwrite” like in case of regular contacts import. Is it possibl…

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## [Available LLM/AI solutions to double check HS data for Data Enrichment](https://community.hubspot.com/t/available-llm-ai-solutions-to-double-check-hs-data-for-data-enrichment/146981)

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**Author:** [@ISmolin](https://community.hubspot.com/u/ISmolin)\
**Replies:** 2\
**Last updated:** [March 6, 2026, 7:49pm UTC](https://community.hubspot.com/t/available-llm-ai-solutions-to-double-check-hs-data-for-data-enrichment/146981 "2026-03-06T19:49:23Z")

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Hi colleagues, As we know, it’s tricky to scale and use Smart properties when we are talking about hundreds and thousands of companies. I’m attaching the desired outcome we’d like to achieve in our company, with an opti…

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## [HubSpot for Customer Success](https://community.hubspot.com/t/hubspot-for-customer-success/100439)

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**Author:** [@Smanstey](https://community.hubspot.com/u/Smanstey)\
**Replies:** 3\
**Last updated:** [March 5, 2026, 7:19am UTC](https://community.hubspot.com/t/hubspot-for-customer-success/100439 "2026-03-05T07:19:52Z")

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Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team?

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## [Scaling Contact Organization](https://community.hubspot.com/t/scaling-contact-organization/146896)

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**Author:** [@SVolkamer](https://community.hubspot.com/u/SVolkamer)\
**Replies:** 1\
**Last updated:** [March 3, 2026, 7:08pm UTC](https://community.hubspot.com/t/scaling-contact-organization/146896 "2026-03-03T19:08:58Z")

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Hi all, I’m currently on HubSpot’s free plan with just over 300 contacts. I’ve built a labelling and tracking system that works for me right now, but I’m concerned about how well it will scale as the database grows and …

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## [How do you detect deal momentum loss before inactivity shows in reports?](https://community.hubspot.com/t/how-do-you-detect-deal-momentum-loss-before-inactivity-shows-in-reports/146514)

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**Author:** [@DhavalDodiya](https://community.hubspot.com/u/DhavalDodiya)\
**Replies:** 3\
**Last updated:** [March 3, 2026, 3:34pm UTC](https://community.hubspot.com/t/how-do-you-detect-deal-momentum-loss-before-inactivity-shows-in-reports/146514 "2026-03-03T15:34:44Z")

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Question for teams managing pipelines in HubSpot: Have you observed deals where engagement gradually weakens — but CRM activity alone doesn’t clearly flag risk early? Examples I’ve heard: - Response time shifts - Bu…

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## [HubSpot users — how do you monitor revenue risk from inactivity?](https://community.hubspot.com/t/hubspot-users-how-do-you-monitor-revenue-risk-from-inactivity/146770)

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**Author:** [@DhavalDodiya](https://community.hubspot.com/u/DhavalDodiya)\
**Replies:** 2\
**Last updated:** [February 27, 2026, 6:06pm UTC](https://community.hubspot.com/t/hubspot-users-how-do-you-monitor-revenue-risk-from-inactivity/146770 "2026-02-27T18:06:15Z")

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I’m building a lightweight RevOps Agent that: - monitors CRM engagement patterns - flags early risk signals - explains impact on pipeline - recommends next actions It connects directly to HubSpot and produces a dail…

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