# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=31 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 32 --- ## [Rastrear prospects](https://community.hubspot.com/t/rastrear-prospects/81963)
**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")
Olá , gostaria de saber mais informações e recursos desta ferramenta do HUB - Rastrear prospects. --- ## [Net New Revenue Report Build - New Business + Upsell](https://community.hubspot.com/t/net-new-revenue-report-build-new-business-upsell/81916)
**Author:** [@AHanno5](https://community.hubspot.com/u/AHanno5)\ **Replies:** 2\ **Last updated:** [May 25, 2023, 11:53am UTC](https://community.hubspot.com/t/net-new-revenue-report-build-new-business-upsell/81916 "2023-05-25T11:53:40Z")
Hi all! I’m looking to build a report that shows how much Net New Revenue we’ve won YTD. I have already edited the Deal Types field to include - Net New Business - Existing Business - Renewal - Existing Business - U… --- ## [API integration with Netstorming ERP (Towers, Mida)](https://community.hubspot.com/t/api-integration-with-netstorming-erp-towers-mida/81804)
**Author:** [@SPetrungaro](https://community.hubspot.com/u/SPetrungaro)\ **Replies:** 3\ **Last updated:** [May 24, 2023, 1:42pm UTC](https://community.hubspot.com/t/api-integration-with-netstorming-erp-towers-mida/81804 "2023-05-24T13:42:06Z")
Hi, I’m looking for any related content or case history of someone integrating HubSpot with any ERP software by Netstorming. Would love to have your feedback on the subject. --- ## [Populating Meeting Links Automatically](https://community.hubspot.com/t/populating-meeting-links-automatically/81898)
**Author:** [@ChaiMhn](https://community.hubspot.com/u/ChaiMhn)\ **Replies:** 2\ **Last updated:** [May 24, 2023, 1:32pm UTC](https://community.hubspot.com/t/populating-meeting-links-automatically/81898 "2023-05-24T13:32:20Z")
Hey all, In an attempt to clean up the left-side view of the company records one CTQ parameter for us is to have HubSpot meeting link of a user automatically populate when their name is added in the field. Is there a w… --- ## [Replacing Dates Portions of a Name](https://community.hubspot.com/t/replacing-dates-portions-of-a-name/81407)
**Author:** [@MCallies](https://community.hubspot.com/u/MCallies)\ **Replies:** 4\ **Last updated:** [May 24, 2023, 12:49pm UTC](https://community.hubspot.com/t/replacing-dates-portions-of-a-name/81407 "2023-05-24T12:49:24Z")
Okay, I’m looking to replace just a portion of a name and then populate it with something else. Essentially, at the end of our deal names, we have the create month and year of the deal, when a new renewal deal is created… --- ## [Tracking upsell/downsell/renewal/churn](https://community.hubspot.com/t/tracking-upsell-downsell-renewal-churn/79319)
**Author:** [@kellier](https://community.hubspot.com/u/kellier)\ **Replies:** 3\ **Last updated:** [May 23, 2023, 3:19pm UTC](https://community.hubspot.com/t/tracking-upsell-downsell-renewal-churn/79319 "2023-05-23T15:19:30Z")
Hi everyone, I’m a product manager at a SaaS company, but we’re a small team and so part of my role is in helping manage HS as an internal product, basically. I have a lot of background with HS generally, but I’m not we… --- ## [Mutli Year Deal in Order & Quotation Sign off](https://community.hubspot.com/t/mutli-year-deal-in-order-quotation-sign-off/61661)
**Author:** [@KcChano22](https://community.hubspot.com/u/KcChano22)\ **Replies:** 1\ **Last updated:** [May 23, 2023, 11:43am UTC](https://community.hubspot.com/t/mutli-year-deal-in-order-quotation-sign-off/61661 "2023-05-23T11:43:12Z")
Hi HubSpot Community I wonder if there is an order form solution, either from HubSpot or from marketplace that allow multi year deal that has different pricing on Year 1 to year 2/3 (ie not linear or SaaS). Also an age… --- ## [Custom code Workflow - Insert hyperlink inside rich text](https://community.hubspot.com/t/custom-code-workflow-insert-hyperlink-inside-rich-text/80390)
**Author:** [@LDretzolis](https://community.hubspot.com/u/LDretzolis)\ **Replies:** 2\ **Last updated:** [May 19, 2023, 4:27pm UTC](https://community.hubspot.com/t/custom-code-workflow-insert-hyperlink-inside-rich-text/80390 "2023-05-19T16:27:36Z")
Hi Hubspot users, I’d like to automatically add a hyperlink to a rich text property for my contacts. For this, I’m using a custom code action inside of a workflow. Nonetheless, I can’t seem to find any documentation a… --- ## [Kickbox Email Verification Custom Code Error](https://community.hubspot.com/t/kickbox-email-verification-custom-code-error/60587)
**Author:** [@Fabian\_040](https://community.hubspot.com/u/Fabian_040)\ **Replies:** 1\ **Last updated:** [May 19, 2023, 4:01pm UTC](https://community.hubspot.com/t/kickbox-email-verification-custom-code-error/60587 "2023-05-19T16:01:42Z")
Hello all, I have been trying to follow Jack Coldrick’s instructions for linking Kickbox and Hubspot to automatically verify email addresses using workflows and custom codes. Unfortunately, when testing the custom code,… --- ## [Custom Code to Count Activities](https://community.hubspot.com/t/custom-code-to-count-activities/80939)
**Author:** [@RPearson3](https://community.hubspot.com/u/RPearson3)\ **Replies:** 7\ **Last updated:** [May 19, 2023, 7:10am UTC](https://community.hubspot.com/t/custom-code-to-count-activities/80939 "2023-05-19T07:10:24Z")
Hello! I would like to have a property that counts the number of calls made against a specific contact - I know that this isn’t possible with an out the box solution. Is there a way to use Custom Code to count the acti… --- ## [Send a Slack message to a Slack channel created in same workflow](https://community.hubspot.com/t/send-a-slack-message-to-a-slack-channel-created-in-same-workflow/81027)
**Author:** [@PHix](https://community.hubspot.com/u/PHix)\ **Replies:** 2\ **Last updated:** [May 18, 2023, 10:29pm UTC](https://community.hubspot.com/t/send-a-slack-message-to-a-slack-channel-created-in-same-workflow/81027 "2023-05-18T22:29:46Z")
We have a workflow that creates a private Slack channel when a deal reaches a certain stage of the pipeline. I would like to be able to send a standard welcome message to this channel after it is created. Because the cur… --- ## [HubSpot: Great for B2B, How about for B2C?](https://community.hubspot.com/t/hubspot-great-for-b2b-how-about-for-b2c/81309)
**Author:** [@Vicente1](https://community.hubspot.com/u/Vicente1)\ **Replies:** 3\ **Last updated:** [May 17, 2023, 7:44pm UTC](https://community.hubspot.com/t/hubspot-great-for-b2b-how-about-for-b2c/81309 "2023-05-17T19:44:17Z")
H there, I’ve always used Hubspot for B2B, but anyone has any ideas on how to organize objects (Conmpanies, Deals, Cotacts, etc), around a B2C operation? I’ve seen it, but I can’t wrap my head around all of the “@gmail… --- ## [Ops Research Opportunity](https://community.hubspot.com/t/ops-research-opportunity/81361)
**Author:** [@javiesm8](https://community.hubspot.com/u/javiesm8)\ **Replies:** 1\ **Last updated:** [May 17, 2023, 6:19pm UTC](https://community.hubspot.com/t/ops-research-opportunity/81361 "2023-05-17T18:19:50Z")
Hi everyone, I’m James, a Product Manager at Softr. I’m looking to chat with Operations folk working at tech companies about their tools and processes. If you are interested, we will compensate you with $50 for your tim… --- ## [Remove string (e.g. Pty Ltd) from company name using workflow](https://community.hubspot.com/t/remove-string-e-g-pty-ltd-from-company-name-using-workflow/81265)
**Author:** [@BLaRosa](https://community.hubspot.com/u/BLaRosa)\ **Replies:** 2\ **Last updated:** [May 16, 2023, 2:32pm UTC](https://community.hubspot.com/t/remove-string-e-g-pty-ltd-from-company-name-using-workflow/81265 "2023-05-16T14:32:28Z")
Hi HubSpot Insights keeps adding/changing company names with teh legal name e.g. Banana Head Pty Ltd. We want to only have the display name e.g. Banana Head. I’d love to run a workflow that removes specific strings lik… --- ## [update a deal property based on line-item productid - custom code within a HubSpot workflow](https://community.hubspot.com/t/update-a-deal-property-based-on-line-item-productid-custom-code-within-a-hubspot-workflow/81101)
**Author:** [@SWM](https://community.hubspot.com/u/SWM)\ **Replies:** 5\ **Last updated:** [May 16, 2023, 11:36am UTC](https://community.hubspot.com/t/update-a-deal-property-based-on-line-item-productid-custom-code-within-a-hubspot-workflow/81101 "2023-05-16T11:36:20Z")
Hello Everyone, I am developing a Custom code that is designed to retrieve line items associated with a deal and based on certain conditions of line-item, update a specific property of the deal with an incremental value… --- ## [Intégration iCloud](https://community.hubspot.com/t/integration-icloud/68165)
**Author:** [@lgourier](https://community.hubspot.com/u/lgourier)\ **Replies:** 3\ **Last updated:** [May 15, 2023, 7:20am UTC](https://community.hubspot.com/t/integration-icloud/68165 "2023-05-15T07:20:01Z")
bonjour, même problème cela ne focnitonne pas, j’ai essayé les manipulations indiquées. message d’erreur suivant: Détails : User error on remote account for appId=“236653” reason=“AUTH\_FAILED” message=“” --- ## [Chatbot Date Re-formatting Custom Code](https://community.hubspot.com/t/chatbot-date-re-formatting-custom-code/80649)
**Author:** [@DJohnson4](https://community.hubspot.com/u/DJohnson4)\ **Replies:** 10\ **Last updated:** [May 13, 2023, 12:15am UTC](https://community.hubspot.com/t/chatbot-date-re-formatting-custom-code/80649 "2023-05-13T00:15:13Z")
I have a Hubspot chatbot on my website which asks customers to enter a departure date. They enter it in dd/mm/yyyy format and it saves to a custom date picker property. However, when the departure date response is saved … --- ## [Custom Code - Account Owner’s Calendar](https://community.hubspot.com/t/custom-code-account-owner-s-calendar/80456)
**Author:** [@PRansbury](https://community.hubspot.com/u/PRansbury)\ **Replies:** 6\ **Last updated:** [May 12, 2023, 5:24pm UTC](https://community.hubspot.com/t/custom-code-account-owner-s-calendar/80456 "2023-05-12T17:24:44Z")
Hi there - we are looking for a custom code that will be a text link like ‘My Calendar’ that will use the contact owner’s default meeting URL. The contact owner will rotate between several sales reps so the embedded URL … --- ## [Better texting through hubspot](https://community.hubspot.com/t/better-texting-through-hubspot/53704)
**Author:** [@DavidWiggs](https://community.hubspot.com/u/DavidWiggs)\ **Replies:** 3\ **Last updated:** [May 11, 2023, 6:08am UTC](https://community.hubspot.com/t/better-texting-through-hubspot/53704 "2023-05-11T06:08:43Z")
RE: Best Sales Enablement tools. Hello. We use Hubspot as our primary sales and marketing CRM. Primarily looking a better texting platform vs SMS zap that integrates with Hubspot but also provides more control for our … --- ## [Filter Companies Based on MS D365 Sync](https://community.hubspot.com/t/filter-companies-based-on-ms-d365-sync/80863)
**Author:** [@AElposhi](https://community.hubspot.com/u/AElposhi)\ **Replies:** 2\ **Last updated:** [May 9, 2023, 8:50pm UTC](https://community.hubspot.com/t/filter-companies-based-on-ms-d365-sync/80863 "2023-05-09T20:50:38Z")
I’m trying to filter companies that are integrated from the MS D365 HubSpot connector, but at the same time I have other integration created from APIs, so when I go to filter companies based on the latest source which is… --- ## [Deal Line Item End Date and Term Customization](https://community.hubspot.com/t/deal-line-item-end-date-and-term-customization/57332)
**Author:** [@MDorius](https://community.hubspot.com/u/MDorius)\ **Replies:** 1\ **Last updated:** [May 9, 2023, 2:43pm UTC](https://community.hubspot.com/t/deal-line-item-end-date-and-term-customization/57332 "2023-05-09T14:43:53Z")
Has anyone figured out how to manually set the start and end date on a line item level for deals? We have mid year expansions and upsells that co-term with the existing subscription. So the mid year deal will almost neve… --- ## [Quote Based Workflow Re-Enrollment](https://community.hubspot.com/t/quote-based-workflow-re-enrollment/80634)
**Author:** [@SVenkatesan](https://community.hubspot.com/u/SVenkatesan)\ **Replies:** 1\ **Last updated:** [May 5, 2023, 12:27pm UTC](https://community.hubspot.com/t/quote-based-workflow-re-enrollment/80634 "2023-05-05T12:27:01Z")
1. I have setup a workflow which sends Quote details to a webhook whenever “Customer” Signed my quote. 2. In few cases, signature of the customer is not required, so quote will be moved to “Published” status directly. S… --- ## [Salesforce selective sync](https://community.hubspot.com/t/salesforce-selective-sync/69699)
**Author:** [@Madsjorgensen](https://community.hubspot.com/u/Madsjorgensen)\ **Replies:** 5\ **Last updated:** [May 5, 2023, 12:20pm UTC](https://community.hubspot.com/t/salesforce-selective-sync/69699 "2023-05-05T12:20:16Z")
Hi all, Working with a client on setting up the native integration between HS and SFDC. Is it possible to set up the selective sync so that opportunities in the first two stages of the SF pipeline are synced to HS as S… --- ## [(SaaS Companies) Tracking multiple signups+cancels from the same person](https://community.hubspot.com/t/saas-companies-tracking-multiple-signups-cancels-from-the-same-person/79392)
**Author:** [@cpeppas](https://community.hubspot.com/u/cpeppas)\ **Replies:** 4\ **Last updated:** [May 4, 2023, 12:01pm UTC](https://community.hubspot.com/t/saas-companies-tracking-multiple-signups-cancels-from-the-same-person/79392 "2023-05-04T12:01:48Z")
It is common that a customer will sign up → stay for a period of time → cancel… and then come back later → cancel… repeating the process (again). How are you guys differentiating these repeat signups/cancels from the “n… --- ## [Probability Rates and Age for Ticket Pipeline](https://community.hubspot.com/t/probability-rates-and-age-for-ticket-pipeline/78961)
**Author:** [@leenalzubi](https://community.hubspot.com/u/leenalzubi)\ **Replies:** 4\ **Last updated:** [May 1, 2023, 12:45pm UTC](https://community.hubspot.com/t/probability-rates-and-age-for-ticket-pipeline/78961 "2023-05-01T12:45:09Z")
Hello! I am trying to find a way to: 1. Find the # of days a ticket spends in a partocular stage within the ticket pipeline 2. Find the probability of a ticket reaching a stage (such as churned/ saved) once it enters … --- ## [Trend Lines in Reporting](https://community.hubspot.com/t/trend-lines-in-reporting/80114)
**Author:** [@BSwallow](https://community.hubspot.com/u/BSwallow)\ **Replies:** 1\ **Last updated:** [April 27, 2023, 12:09pm UTC](https://community.hubspot.com/t/trend-lines-in-reporting/80114 "2023-04-27T12:09:58Z")
I ran into a Reporting limitation with a report in which I wanted to add a trend line to column bar chart displaying SEO leads generated Month over Month. The trend line was intended to reflect the # of SEO leads who the… --- ## [Operations hub roadmap for Microsoft Dynamics](https://community.hubspot.com/t/operations-hub-roadmap-for-microsoft-dynamics/47932)
**Author:** [@JThyrestam](https://community.hubspot.com/u/JThyrestam)\ **Replies:** 4\ **Last updated:** [April 25, 2023, 6:45pm UTC](https://community.hubspot.com/t/operations-hub-roadmap-for-microsoft-dynamics/47932 "2023-04-25T18:45:20Z")
Hi, I am working with operations hub to sync data between my customers CRM in microsoft dynamics and Operationshub. But I have relized that this integration have a lot of limitations and is not as flexible that we thoug… --- ## [Workflow Max/Hubspot](https://community.hubspot.com/t/workflow-max-hubspot/79802)
**Author:** [@CBadger](https://community.hubspot.com/u/CBadger)\ **Replies:** 1\ **Last updated:** [April 24, 2023, 4:57pm UTC](https://community.hubspot.com/t/workflow-max-hubspot/79802 "2023-04-24T16:57:57Z")
Hello, We use Workflow Max and have integrated this with HubSpot on a trial via Lynton. We would like to use HubSpot to manage our contacts from Workflow Max to sync into Hubspot along with a few fields from the “Job” … --- ## [Trying to Sync NetSuite 'Parent Company' Field](https://community.hubspot.com/t/trying-to-sync-netsuite-parent-company-field/52633)
**Author:** [@KSimpson07](https://community.hubspot.com/u/KSimpson07)\ **Replies:** 6\ **Last updated:** [April 24, 2023, 8:03am UTC](https://community.hubspot.com/t/trying-to-sync-netsuite-parent-company-field/52633 "2023-04-24T08:03:17Z")
We utilize the parent-child relationship in NetSuite and therefore do not populate the ‘Company’ field in NetSuite. I am trying to sync information from NetSuite to HubSpot, but the ‘Parent Company’ field from NetSuite … --- ## [What's the coolest thing you've built on / with HubSpot?](https://community.hubspot.com/t/whats-the-coolest-thing-youve-built-on-with-hubspot/32169)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 23\ **Last updated:** [April 21, 2023, 12:21pm UTC](https://community.hubspot.com/t/whats-the-coolest-thing-youve-built-on-with-hubspot/32169 "2023-04-21T12:21:03Z")
Recently I was thinking about a process I designed a few years ago to help Marketers determine the right language for email marketing sends. Our users have several options and ‘places’ to change their language, so we nee… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=30) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=32)