# Data

**URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=30

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

**Page:** 31

---

## [Custom Code for weighted lead rotation](https://community.hubspot.com/t/custom-code-for-weighted-lead-rotation/84804)

<div class="topic-metadata">

**Author:** [@LKessler](https://community.hubspot.com/u/LKessler)\
**Replies:** 2\
**Last updated:** [July 11, 2023, 1:38pm UTC](https://community.hubspot.com/t/custom-code-for-weighted-lead-rotation/84804 "2023-07-11T13:38:01Z")

</div>

Hi, Hoping someone could help. Recently we have built workflows with a custom code for a weighted lead rotation. We used the communtiy github code as example. Then we modified it for our use case. Our problem is now t…

---

## [Pipedrive Sync - Field can't be mapped on Hubspot](https://community.hubspot.com/t/pipedrive-sync-field-cant-be-mapped-on-hubspot/80611)

<div class="topic-metadata">

**Author:** [@elihelou](https://community.hubspot.com/u/elihelou)\
**Replies:** 4\
**Last updated:** [July 10, 2023, 10:26am UTC](https://community.hubspot.com/t/pipedrive-sync-field-cant-be-mapped-on-hubspot/80611 "2023-07-10T10:26:22Z")

</div>

Hello, I’m currently using Operations Hub to sync from Pipedrive to Hubspot. I have created a custom field on Pipedrive called “Country” of type “multiple options” to be synced to a Hubspot’s custom field “Country\_SHEL…

---

## [Create a formula for fractional years?](https://community.hubspot.com/t/create-a-formula-for-fractional-years/84928)

<div class="topic-metadata">

**Author:** [@CBabb](https://community.hubspot.com/u/CBabb)\
**Replies:** 1\
**Last updated:** [July 8, 2023, 5:14am UTC](https://community.hubspot.com/t/create-a-formula-for-fractional-years/84928 "2023-07-08T05:14:32Z")

</div>

Does anyone know how to generate fractional years in a field? I’ve tried using the Time Between calculation but it provides the obvious answer of how many (whole) years there are between one date and the other, which is…

---

## [multiplication after if/then branch in worklfow](https://community.hubspot.com/t/multiplication-after-if-then-branch-in-worklfow/84632)

<div class="topic-metadata">

**Author:** [@CSlaats](https://community.hubspot.com/u/CSlaats)\
**Replies:** 4\
**Last updated:** [July 7, 2023, 4:35pm UTC](https://community.hubspot.com/t/multiplication-after-if-then-branch-in-worklfow/84632 "2023-07-07T16:35:01Z")

</div>

Hi, I’m not very experienced in formatting/custom codes in workflows. I’m looking for a way to multiply a property and use the outcome as as the value for another property, without losing the original value of the prope…

---

## [Number Property Not Accepting Decimals or Commas](https://community.hubspot.com/t/number-property-not-accepting-decimals-or-commas/84736)

<div class="topic-metadata">

**Author:** [@MArdila7](https://community.hubspot.com/u/MArdila7)\
**Replies:** 4\
**Last updated:** [July 6, 2023, 3:58pm UTC](https://community.hubspot.com/t/number-property-not-accepting-decimals-or-commas/84736 "2023-07-06T15:58:01Z")

</div>

Hi there, I’m trying to sync over revenue data from Stripe into Hubspot using Make (Integromat), and as I try to format the incoming number from Stripe (which has no commas or decimals) to have a decimal, the Hubspot num…

---

## [Bulk updating via CSV export \> modify \> re-import & reconfiguring extant properties](https://community.hubspot.com/t/bulk-updating-via-csv-export-modify-re-import-reconfiguring-extant-properties/77476)

<div class="topic-metadata">

**Author:** [@MisterKennedy](https://community.hubspot.com/u/MisterKennedy)\
**Replies:** 3\
**Last updated:** [July 4, 2023, 6:13pm UTC](https://community.hubspot.com/t/bulk-updating-via-csv-export-modify-re-import-reconfiguring-extant-properties/77476 "2023-07-04T18:13:24Z")

</div>

Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better “Hubspot way”? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. Th…

---

## [Daily Revenue Report](https://community.hubspot.com/t/daily-revenue-report/84572)

<div class="topic-metadata">

**Author:** [@GabrielSaleh](https://community.hubspot.com/u/GabrielSaleh)\
**Replies:** 1\
**Last updated:** [July 4, 2023, 9:10am UTC](https://community.hubspot.com/t/daily-revenue-report/84572 "2023-07-04T09:10:36Z")

</div>

Hi! Recently I assumed a new position in Revenue Operations. I passed my last years as a CRM professional. One of my new attributions is to create a daily revenue report. The goal is to provide a simple visualization o…

---

## [What happened to workflow export data?](https://community.hubspot.com/t/what-happened-to-workflow-export-data/84484)

<div class="topic-metadata">

**Author:** [@AMeijers](https://community.hubspot.com/u/AMeijers)\
**Replies:** 1\
**Last updated:** [July 4, 2023, 12:14am UTC](https://community.hubspot.com/t/what-happened-to-workflow-export-data/84484 "2023-07-04T00:14:02Z")

</div>

Have others noticed a change in what data is displayed in workflow exports? Just now, exported all workflows and the data: Created By, Modified By and Object Type -- just show ID numbers. I am also missing URL’s. A mont…

---

## [Intercom issues](https://community.hubspot.com/t/intercom-issues/84267)

<div class="topic-metadata">

**Author:** [@OAskarov](https://community.hubspot.com/u/OAskarov)\
**Replies:** 7\
**Last updated:** [July 2, 2023, 7:38am UTC](https://community.hubspot.com/t/intercom-issues/84267 "2023-07-02T07:38:35Z")

</div>

Hello, professional community, We are facing some issues with Intercom integration to our account. Some of the generated leads appear as if they are generated from Intercom when in reality, this is not the case. It loo…

---

## [Forecast: One off vs recurring revenue](https://community.hubspot.com/t/forecast-one-off-vs-recurring-revenue/83466)

<div class="topic-metadata">

**Author:** [@LWu8](https://community.hubspot.com/u/LWu8)\
**Replies:** 4\
**Last updated:** [June 30, 2023, 9:27pm UTC](https://community.hubspot.com/t/forecast-one-off-vs-recurring-revenue/83466 "2023-06-30T21:27:13Z")

</div>

Hi team, my revenue can be broken down into one off vs recurring revenue. I would like to break that down and assign different probabilities to both and then also forecast both seperately. How can I set this up? Thank …

---

## [RevOps Initiatives Management Custom Object](https://community.hubspot.com/t/revops-initiatives-management-custom-object/84156)

<div class="topic-metadata">

**Author:** [@SConnor](https://community.hubspot.com/u/SConnor)\
**Replies:** 3\
**Last updated:** [June 30, 2023, 11:41am UTC](https://community.hubspot.com/t/revops-initiatives-management-custom-object/84156 "2023-06-30T11:41:15Z")

</div>

I’ve seen severla examples of folks using custom objects and pipelines to manage customer projects, and am looking at using the same concept to build out a RevOps Initiatives Management object. I started building out a p…

---

## [Association Contact label](https://community.hubspot.com/t/association-contact-label/84394)

<div class="topic-metadata">

**Author:** [@AppuMurugan](https://community.hubspot.com/u/AppuMurugan)\
**Replies:** 1\
**Last updated:** [June 29, 2023, 3:16pm UTC](https://community.hubspot.com/t/association-contact-label/84394 "2023-06-29T15:16:17Z")

</div>

is it possible to add more than 3 properties in the contact association label?

---

## [Workflow using Date property, possibly might need to be coded](https://community.hubspot.com/t/workflow-using-date-property-possibly-might-need-to-be-coded/83542)

<div class="topic-metadata">

**Author:** [@EConsulting](https://community.hubspot.com/u/EConsulting)\
**Replies:** 2\
**Last updated:** [June 26, 2023, 12:35pm UTC](https://community.hubspot.com/t/workflow-using-date-property-possibly-might-need-to-be-coded/83542 "2023-06-26T12:35:37Z")

</div>

I have a use case workflow that I need help with. What needs to happen is when a record gets created the date property needs to have the first every record date there instead of having the new record date created on that…

---

## [Calculated properties](https://community.hubspot.com/t/calculated-properties/83833)

<div class="topic-metadata">

**Author:** [@OAskarov](https://community.hubspot.com/u/OAskarov)\
**Replies:** 2\
**Last updated:** [June 21, 2023, 1:56pm UTC](https://community.hubspot.com/t/calculated-properties/83833 "2023-06-21T13:56:21Z")

</div>

Hello, I have a project I’m working on, and I like to create calculated properties. I created the idea of the calculation in a Google spreadsheet. I’ll happily share it with someone who can help me understand how to c…

---

## [Just learning and need some help! - Setting amount from total MRR](https://community.hubspot.com/t/just-learning-and-need-some-help-setting-amount-from-total-mrr/83699)

<div class="topic-metadata">

**Author:** [@RReiffer](https://community.hubspot.com/u/RReiffer)\
**Replies:** 2\
**Last updated:** [June 20, 2023, 5:42pm UTC](https://community.hubspot.com/t/just-learning-and-need-some-help-setting-amount-from-total-mrr/83699 "2023-06-20T17:42:08Z")

</div>

Hello all, I am trying to build the code that will do the following: If the amount on the deal = 0 and there is total\_mrr \> 0 on any line item then update the amount with the total of all line items that have total\_mrr\>…

---

## [Draft Workflows Feature Request](https://community.hubspot.com/t/draft-workflows-feature-request/83765)

<div class="topic-metadata">

**Author:** [@MarwanDajani](https://community.hubspot.com/u/MarwanDajani)\
**Replies:** 1\
**Last updated:** [June 20, 2023, 4:34pm UTC](https://community.hubspot.com/t/draft-workflows-feature-request/83765 "2023-06-20T16:34:43Z")

</div>

We have 21 active workflows currently running as we automate our business. We have more planned to come as well. As our business grows, we are finding ways to improve and expand our current workflows. Right now, I have …

---

## [Looking for a Tools to create configuration packages](https://community.hubspot.com/t/looking-for-a-tools-to-create-configuration-packages/82984)

<div class="topic-metadata">

**Author:** [@HammadAhmad](https://community.hubspot.com/u/HammadAhmad)\
**Replies:** 3\
**Last updated:** [June 14, 2023, 6:31pm UTC](https://community.hubspot.com/t/looking-for-a-tools-to-create-configuration-packages/82984 "2023-06-14T18:31:23Z")

</div>

Greeting Everyone, I am looking for a tool that can help us build packages that can be deployed on multiple HubSpot instances. I happened to found one which is this: But I am looking for other service so that we can ha…

---

## [Automated AP Payments](https://community.hubspot.com/t/automated-ap-payments/82986)

<div class="topic-metadata">

**Author:** [@ARich](https://community.hubspot.com/u/ARich)\
**Replies:** 3\
**Last updated:** [June 14, 2023, 12:45pm UTC](https://community.hubspot.com/t/automated-ap-payments/82986 "2023-06-14T12:45:29Z")

</div>

Hello! My company has referral partners that get a percentage kickback for all leads that they send us. I’m wondering if anyone has developed a system where we can build out automated payments to partners. Right now, th…

---

## [Can you format rich text fields via WF?](https://community.hubspot.com/t/can-you-format-rich-text-fields-via-wf/82850)

<div class="topic-metadata">

**Author:** [@ryanjoconnor](https://community.hubspot.com/u/ryanjoconnor)\
**Replies:** 4\
**Last updated:** [June 13, 2023, 5:27pm UTC](https://community.hubspot.com/t/can-you-format-rich-text-fields-via-wf/82850 "2023-06-13T17:27:32Z")

</div>

I’m trying to pull data points from multiple properties on a custom object record into a single rich text field property so my CSMs can copy/ paste those data points in a single move as opposed to 3. My desiered output i…

---

## [Workflow actions based on a custom code execution (success / error)?](https://community.hubspot.com/t/workflow-actions-based-on-a-custom-code-execution-success-error/83130)

<div class="topic-metadata">

**Author:** [@Smuli](https://community.hubspot.com/u/Smuli)\
**Replies:** 3\
**Last updated:** [June 13, 2023, 1:59pm UTC](https://community.hubspot.com/t/workflow-actions-based-on-a-custom-code-execution-success-error/83130 "2023-06-13T13:59:31Z")

</div>

Hello! Is there a way to build if/then (success/error) logic on a workflow following a custom code execution and its result? I’d like to send notifications (or trigger other actions) based on if the code was successful…

---

## [Custom EPR integration to HubSpot - Company record identifying information](https://community.hubspot.com/t/custom-epr-integration-to-hubspot-company-record-identifying-information/82926)

<div class="topic-metadata">

**Author:** [@Suvi](https://community.hubspot.com/u/Suvi)\
**Replies:** 2\
**Last updated:** [June 10, 2023, 9:05am UTC](https://community.hubspot.com/t/custom-epr-integration-to-hubspot-company-record-identifying-information/82926 "2023-06-10T09:05:53Z")

</div>

Hi, What would be the best-identifying information to integrate the company data from the custom ERP system into HubSpot? The case is that the (custom) EPR system has information about customer companies such as record…

---

## [Workflow Custom Code with enumeration output copy to HubSpot property issue](https://community.hubspot.com/t/workflow-custom-code-with-enumeration-output-copy-to-hubspot-property-issue/58816)

<div class="topic-metadata">

**Author:** [@TGJW](https://community.hubspot.com/u/TGJW)\
**Replies:** 1\
**Last updated:** [June 9, 2023, 7:20pm UTC](https://community.hubspot.com/t/workflow-custom-code-with-enumeration-output-copy-to-hubspot-property-issue/58816 "2023-06-09T19:20:34Z")

</div>

I am trying to use custom code create Enumeration data output and copy it insert into another HubSpot property to store data. and here is the output. not sure is Enumeration output setup like this is correct need help on…

---

## [Forwarding timeline tokens to e-mail](https://community.hubspot.com/t/forwarding-timeline-tokens-to-e-mail/82944)

<div class="topic-metadata">

**Author:** [@TLazar](https://community.hubspot.com/u/TLazar)\
**Replies:** 2\
**Last updated:** [June 9, 2023, 12:06pm UTC](https://community.hubspot.com/t/forwarding-timeline-tokens-to-e-mail/82944 "2023-06-09T12:06:38Z")

</div>

I created a timeline event where I send the token and it works great for me. Timeline event template: Activity user: POSTMAN request I’ve created a workflow that, after a timeline event occurs, sends an email…

---

## [Document version tracking](https://community.hubspot.com/t/document-version-tracking/75742)

<div class="topic-metadata">

**Author:** [@LBeck](https://community.hubspot.com/u/LBeck)\
**Replies:** 3\
**Last updated:** [June 7, 2023, 3:55am UTC](https://community.hubspot.com/t/document-version-tracking/75742 "2023-06-07T03:55:35Z")

</div>

Dear all, I am calling on the HubSpot community because I’m looking for a existing solution to track the latest version of a document sent to a client. This contract can be a simple file attached to an email or, for he…

---

## [Automatic Team updates based on OOO Status](https://community.hubspot.com/t/automatic-team-updates-based-on-ooo-status/81233)

<div class="topic-metadata">

**Author:** [@ARich](https://community.hubspot.com/u/ARich)\
**Replies:** 13\
**Last updated:** [June 5, 2023, 10:56pm UTC](https://community.hubspot.com/t/automatic-team-updates-based-on-ooo-status/81233 "2023-06-05T22:56:36Z")

</div>

I’d love to know if anyone has discovered a way to monitor when someone is out of office and then automatically remove them from the lead rotation. I’ve considered trying to use a custom code action in a workflow that l…

---

## [Looking for Ideas to define Lead source for events](https://community.hubspot.com/t/looking-for-ideas-to-define-lead-source-for-events/82080)

<div class="topic-metadata">

**Author:** [@SSundaram8](https://community.hubspot.com/u/SSundaram8)\
**Replies:** 2\
**Last updated:** [May 31, 2023, 8:28pm UTC](https://community.hubspot.com/t/looking-for-ideas-to-define-lead-source-for-events/82080 "2023-05-31T20:28:21Z")

</div>

1. I am looking for an idea to define to Leads source for Events Marketing team? 2. Current Problem: They have Lead Source as Events and Sub Source as Physical, Virtual Event? 3. The problem is how can we track the lea…

---

## [Deal stage fallout - benchmarks?](https://community.hubspot.com/t/deal-stage-fallout-benchmarks/51569)

<div class="topic-metadata">

**Author:** [@Lisette1](https://community.hubspot.com/u/Lisette1)\
**Replies:** 5\
**Last updated:** [May 31, 2023, 2:48pm UTC](https://community.hubspot.com/t/deal-stage-fallout-benchmarks/51569 "2023-05-31T14:48:38Z")

</div>

Hey all! First post here! :waving\_hand: I’m analyzing our lost deals and therefore looking into where in the sales process we lose deals. We have data on the last deal stage before a deal becomes Lost, but I’m curious …

---

## [Error on Custom Code Flow - Format Numbers](https://community.hubspot.com/t/error-on-custom-code-flow-format-numbers/82015)

<div class="topic-metadata">

**Author:** [@GTeodoro](https://community.hubspot.com/u/GTeodoro)\
**Replies:** 1\
**Last updated:** [May 26, 2023, 4:05pm UTC](https://community.hubspot.com/t/error-on-custom-code-flow-format-numbers/82015 "2023-05-26T16:05:33Z")

</div>

Today our contacts are imported from our database via integration. The phone number, mobile number, and WhatsApp number come in the format, for example, 5511912345678. In this format, Hubspot cannot send messages via Wha…

---

## [Can't get "Property to include in code" to work](https://community.hubspot.com/t/cant-get-property-to-include-in-code-to-work/81968)

<div class="topic-metadata">

**Author:** [@RodWaynick1](https://community.hubspot.com/u/RodWaynick1)\
**Replies:** 2\
**Last updated:** [May 25, 2023, 9:39pm UTC](https://community.hubspot.com/t/cant-get-property-to-include-in-code-to-work/81968 "2023-05-25T21:39:15Z")

</div>

First off, I’m very new to custom coded actions and coding in general. Very little experience at all. I’ve looked over lots of documentation and can’t seem to get this to work. I’d like to include a deal property in a …

---

## [Rastrear prospects](https://community.hubspot.com/t/rastrear-prospects/81963)

<div class="topic-metadata">

**Author:** [@LMessiasdeOli](https://community.hubspot.com/u/LMessiasdeOli)\
**Replies:** 2\
**Last updated:** [May 25, 2023, 8:21pm UTC](https://community.hubspot.com/t/rastrear-prospects/81963 "2023-05-25T20:21:32Z")

</div>

Olá , gostaria de saber mais informações e recursos desta ferramenta do HUB - Rastrear prospects.

[Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=29)

[Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=31)
