# Data

**URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=32

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

**Page:** 33

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## [Synchronising HubSpot Deals and Dynamics Leads](https://community.hubspot.com/t/synchronising-hubspot-deals-and-dynamics-leads/76448)

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**Author:** [@GDenayer](https://community.hubspot.com/u/GDenayer)\
**Replies:** 2\
**Last updated:** [April 19, 2023, 1:40pm UTC](https://community.hubspot.com/t/synchronising-hubspot-deals-and-dynamics-leads/76448 "2023-04-19T13:40:28Z")

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Hello, I’m looking set up a sync between our HubSpot and Dynamics365. For this I’m looking at the operation hub capabilities. here is the high-level idea: In HubSpot we capture and nurture contacts Depending on acti…

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## [PowerBi Reporting](https://community.hubspot.com/t/powerbi-reporting/79438)

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**Author:** [@IBalta](https://community.hubspot.com/u/IBalta)\
**Replies:** 2\
**Last updated:** [April 17, 2023, 5:56pm UTC](https://community.hubspot.com/t/powerbi-reporting/79438 "2023-04-17T17:56:57Z")

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Hi All, I am trying to pull our data into a PowerBi dashboard, via datawarehouse.io connector, but I am having troubles seeing the MQLs and the SQLs by month and by brand. The issue is that there is a low fidelity betw…

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## [Automate "Lead Status" property](https://community.hubspot.com/t/automate-lead-status-property/61621)

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**Author:** [@SCohen5](https://community.hubspot.com/u/SCohen5)\
**Replies:** 2\
**Last updated:** [April 17, 2023, 8:33am UTC](https://community.hubspot.com/t/automate-lead-status-property/61621 "2023-04-17T08:33:52Z")

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Hi guys! I would like to automate some of the options in the “Lead Status” property so my SDRs will be able to track and automate their work around that. The new options that i’ve set for that are: New: Definition …

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## [Campaign Monitor syncs opens/clicks?](https://community.hubspot.com/t/campaign-monitor-syncs-opens-clicks/46893)

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**Author:** [@NicoleJ](https://community.hubspot.com/u/NicoleJ)\
**Replies:** 2\
**Last updated:** [April 17, 2023, 7:13am UTC](https://community.hubspot.com/t/campaign-monitor-syncs-opens-clicks/46893 "2023-04-17T07:13:44Z")

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I have a customer who is wanting to use Campaign Monitor and is wondering if campaign activity (i.e. opens, clicks, unsubs, etc) will feed into HubSpot from emails that are sent via campaign monitor? I don’t think this i…

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## [Create Custom object from another Custom Object](https://community.hubspot.com/t/create-custom-object-from-another-custom-object/78776)

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**Author:** [@JWarren8](https://community.hubspot.com/u/JWarren8)\
**Replies:** 4\
**Last updated:** [April 13, 2023, 1:13pm UTC](https://community.hubspot.com/t/create-custom-object-from-another-custom-object/78776 "2023-04-13T13:13:28Z")

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Example: We are using two custom objects 1. is all calls 2. is ‘soft’ leads I need a selection of 1 to create 2. I can currently perform a workaround by enrolling 1 into a workflow and creating a deal. Then enrolling…

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## [Workflow - copy associated company to another property, increase ID](https://community.hubspot.com/t/workflow-copy-associated-company-to-another-property-increase-id/72069)

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**Author:** [@chudst](https://community.hubspot.com/u/chudst)\
**Replies:** 6\
**Last updated:** [April 12, 2023, 4:42pm UTC](https://community.hubspot.com/t/workflow-copy-associated-company-to-another-property-increase-id/72069 "2023-04-12T16:42:21Z")

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Hi guys, I’ve Sales Hub Professional. And I need 2 things: We have our internal property called “Source’s ID”. The value is S00000X (S00001, S00002, etc.) for contact. I’d like to increase it by +1 automatically when …

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## [Personize - Running 1000s ChatGPT models on your HubSpot Contacts](https://community.hubspot.com/t/personize-running-1000s-chatgpt-models-on-your-hubspot-contacts/79078)

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**Author:** [@Hamedt](https://community.hubspot.com/u/Hamedt)\
**Replies:** 2\
**Last updated:** [April 12, 2023, 4:02pm UTC](https://community.hubspot.com/t/personize-running-1000s-chatgpt-models-on-your-hubspot-contacts/79078 "2023-04-12T16:02:18Z")

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Hi everyone, We are a tech startup based in Vancouver Canada, and publishing our HubSpot integration for Personize Studio. We’re creating this thread to hear your feedback, answer your questions, and help you with the s…

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## [Downloading contacts into HubSpot](https://community.hubspot.com/t/downloading-contacts-into-hubspot/59293)

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**Author:** [@CDeLuca3](https://community.hubspot.com/u/CDeLuca3)\
**Replies:** 1\
**Last updated:** [April 11, 2023, 1:06pm UTC](https://community.hubspot.com/t/downloading-contacts-into-hubspot/59293 "2023-04-11T13:06:26Z")

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Hi We just signed up to Hubspot and we are in the process of purchasing D&B Hoovers database platform for contact and lead generation. Currently there is no intergation for D&B to HubSpot D&B said they will work with …

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## [Targeting a marketing email campaign to contacts within a radius of a company using custom code](https://community.hubspot.com/t/targeting-a-marketing-email-campaign-to-contacts-within-a-radius-of-a-company-using-custom-code/37826)

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**Author:** [@CBludau](https://community.hubspot.com/u/CBludau)\
**Replies:** 5\
**Last updated:** [April 10, 2023, 3:35am UTC](https://community.hubspot.com/t/targeting-a-marketing-email-campaign-to-contacts-within-a-radius-of-a-company-using-custom-code/37826 "2023-04-10T03:35:31Z")

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We’re in need of a way to target an email marketing campaign to contacts whenever a new company offering our product opens within the contact’s area. The contact information is accumulated in the HubSpot Contacts object …

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## [Copy property Value instead of Internal Value](https://community.hubspot.com/t/copy-property-value-instead-of-internal-value/78612)

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**Author:** [@akrus](https://community.hubspot.com/u/akrus)\
**Replies:** 4\
**Last updated:** [April 6, 2023, 9:56am UTC](https://community.hubspot.com/t/copy-property-value-instead-of-internal-value/78612 "2023-04-06T09:56:00Z")

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Hey I want to copy the value of “First touch converting campaign”(which is the field created by HubSpot) property but NOT its internal value. (ex. Linkedin instead of 092acc99-cdf1-4ad5-a0bb-7b57cf3d9a2a) Is there a wa…

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## [Calculate difference between start date and end date in a custom object](https://community.hubspot.com/t/calculate-difference-between-start-date-and-end-date-in-a-custom-object/78531)

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**Author:** [@Shuler](https://community.hubspot.com/u/Shuler)\
**Replies:** 5\
**Last updated:** [April 4, 2023, 9:20am UTC](https://community.hubspot.com/t/calculate-difference-between-start-date-and-end-date-in-a-custom-object/78531 "2023-04-04T09:20:51Z")

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I have created a custom object in HubSpot, which has a start and end date - the calculated field can check for the time between however we run into an issue where if it’s the same day, we get a 0 value when we would want…

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## [Using custom object and its properties as a trigger in NPS and workflows](https://community.hubspot.com/t/using-custom-object-and-its-properties-as-a-trigger-in-nps-and-workflows/78334)

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**Author:** [@GTeodoro](https://community.hubspot.com/u/GTeodoro)\
**Replies:** 2\
**Last updated:** [March 31, 2023, 2:21pm UTC](https://community.hubspot.com/t/using-custom-object-and-its-properties-as-a-trigger-in-nps-and-workflows/78334 "2023-03-31T14:21:04Z")

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Today, we have a custom object that is populated with field imports via Rudderstack, which fills in its properties. Each time one of these objects is created, it is associated with two companies with different labels: a…

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## [How can we give a 3rd party partner access to portal with limited visibility?](https://community.hubspot.com/t/how-can-we-give-a-3rd-party-partner-access-to-portal-with-limited-visibility/78033)

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**Author:** [@Mark\_Kelly](https://community.hubspot.com/u/Mark_Kelly)\
**Replies:** 3\
**Last updated:** [March 29, 2023, 12:07am UTC](https://community.hubspot.com/t/how-can-we-give-a-3rd-party-partner-access-to-portal-with-limited-visibility/78033 "2023-03-29T00:07:53Z")

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Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline …

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## [What features are exclusive to Data Hub Professional in HubSpot?](https://community.hubspot.com/t/what-features-are-exclusive-to-data-hub-professional-in-hubspot/77928)

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**Author:** [@Zayne](https://community.hubspot.com/u/Zayne)\
**Replies:** 1\
**Last updated:** [March 27, 2023, 1:11pm UTC](https://community.hubspot.com/t/what-features-are-exclusive-to-data-hub-professional-in-hubspot/77928 "2023-03-27T13:11:38Z")

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What features are exclusive to Data Hub (formerly Operations Hub) Professional in HubSpot, and how do they differ from what’s offered in Sales Hub Enterprise? Hi community. I’m slightly confused about the functionality …

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## [Static Hubspot data over time](https://community.hubspot.com/t/static-hubspot-data-over-time/78062)

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**Author:** [@EAndersson9](https://community.hubspot.com/u/EAndersson9)\
**Replies:** 1\
**Last updated:** [March 27, 2023, 11:27am UTC](https://community.hubspot.com/t/static-hubspot-data-over-time/78062 "2023-03-27T11:27:53Z")

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Hi everyone, I would like to know how others solve a problem that I’m guessing quite many runs into. How do you handle reporting in Hubspot with data that changes over time? For example, how many opportunities do we h…

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## [owner info vs ID](https://community.hubspot.com/t/owner-info-vs-id/77938)

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**Author:** [@mzebib68](https://community.hubspot.com/u/mzebib68)\
**Replies:** 1\
**Last updated:** [March 25, 2023, 9:02am UTC](https://community.hubspot.com/t/owner-info-vs-id/77938 "2023-03-25T09:02:21Z")

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I’m trying to create a custom field concatenating the deal owner value bu it doesn’t work. using CONCAT(\[Deal owner\], " test") → it returns the owner ID instead of the name (ie. joe smith) using LABEL(\[Deal owner\]) → e…

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## [Operations Hub: Ein umfassender Leitfaden](https://community.hubspot.com/t/operations-hub-ein-umfassender-leitfaden/77973)

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**Author:** [@MiaSrebrnjak](https://community.hubspot.com/u/MiaSrebrnjak)\
**Replies:** 0\
**Last updated:** [March 24, 2023, 4:58pm UTC](https://community.hubspot.com/t/operations-hub-ein-umfassender-leitfaden/77973 "2023-03-24T16:58:39Z")

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Wir freuen uns, dir unser Operations Hub hier genauer vorstellen zu können: Das Produkt bietet eine Reihe von Tools, die die CRM-Plattform von HubSpot ergänzen und das Datenmanagement einfacher, effizienter und für de…

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## [Best practices for workflow triggers - Built in vs. Active lists](https://community.hubspot.com/t/best-practices-for-workflow-triggers-built-in-vs-active-lists/76152)

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**Author:** [@kmcclung86](https://community.hubspot.com/u/kmcclung86)\
**Replies:** 2\
**Last updated:** [March 24, 2023, 1:15pm UTC](https://community.hubspot.com/t/best-practices-for-workflow-triggers-built-in-vs-active-lists/76152 "2023-03-24T13:15:14Z")

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Our HubSpot partner has messed a lot up. So now I question everything they have said/done. Below is a scenario with thier proposed solution that I need to validate. Scenario: Sending traffic to a landing page for a free…

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## [Auto Capture URL Parameters (GCLIDS in particular)](https://community.hubspot.com/t/auto-capture-url-parameters-gclids-in-particular/77776)

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**Author:** [@dea](https://community.hubspot.com/u/dea)\
**Replies:** 1\
**Last updated:** [March 23, 2023, 8:41am UTC](https://community.hubspot.com/t/auto-capture-url-parameters-gclids-in-particular/77776 "2023-03-23T08:41:01Z")

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Hello - I am looking for a way to easily capture URL based parameters (such as GCLIDS) and store them in hidden fields on my HubSpot embedded forms. Currently our Hubspot forms are set to auto capture and store UTM para…

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## [Field History Tracking](https://community.hubspot.com/t/field-history-tracking/69482)

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**Author:** [@romeonoi](https://community.hubspot.com/u/romeonoi)\
**Replies:** 4\
**Last updated:** [March 22, 2023, 4:38pm UTC](https://community.hubspot.com/t/field-history-tracking/69482 "2023-03-22T16:38:43Z")

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Do you guys know if we have a history tracking table in Salesforce? Similar to this: https://help.salesforce.com/s/articleView?id=sf.tracking\_field\_history.htm&type=5 Thanks a ton.

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## [Salesforce integration - help!?](https://community.hubspot.com/t/salesforce-integration-help/77499)

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**Author:** [@AbbyRichter13](https://community.hubspot.com/u/AbbyRichter13)\
**Replies:** 2\
**Last updated:** [March 22, 2023, 4:36pm UTC](https://community.hubspot.com/t/salesforce-integration-help/77499 "2023-03-22T16:36:40Z")

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Hi there, We are without internal expertise for marketig operatiosn and lean on rev ops experience, too. We are on Salesforce for the Sales team and leaning toward using HubSpot for marketing. If you have the same set …

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## [Can I trigger an email through custom code action inside my workflow ?](https://community.hubspot.com/t/can-i-trigger-an-email-through-custom-code-action-inside-my-workflow/49847)

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**Author:** [@ChrisChiha](https://community.hubspot.com/u/ChrisChiha)\
**Replies:** 4\
**Last updated:** [March 22, 2023, 1:14pm UTC](https://community.hubspot.com/t/can-i-trigger-an-email-through-custom-code-action-inside-my-workflow/49847 "2023-03-22T13:14:16Z")

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Hello, My current scenario requires triggering an email through my custom code. The normal “Send Email” action is not applicable in my scenario as this is a deal based workflow and i am fetching an email address from th…

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## [Search for a specific property in global search](https://community.hubspot.com/t/search-for-a-specific-property-in-global-search/77456)

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**Author:** [@hubmetropolis](https://community.hubspot.com/u/hubmetropolis)\
**Replies:** 1\
**Last updated:** [March 20, 2023, 8:27am UTC](https://community.hubspot.com/t/search-for-a-specific-property-in-global-search/77456 "2023-03-20T08:27:25Z")

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I know that I can make certain fields searchable, but I’m looking for the syntax to be able to search only within that specific property in the global search bar. Example: I want to search within Companies within the f…

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## [Count the amount of values in a multi checkbox property](https://community.hubspot.com/t/count-the-amount-of-values-in-a-multi-checkbox-property/75579)

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**Author:** [@LMeier61](https://community.hubspot.com/u/LMeier61)\
**Replies:** 5\
**Last updated:** [March 17, 2023, 11:08pm UTC](https://community.hubspot.com/t/count-the-amount-of-values-in-a-multi-checkbox-property/75579 "2023-03-17T23:08:06Z")

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Hi HubSpot community, We are currently testing the Ops Hub. One use case I was hoping to solve with it, is the following. We want to introduce an Account health per customer. Therefore we would like to use available d…

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## [Zoom Meeting Recording Uploaded to Ticket](https://community.hubspot.com/t/zoom-meeting-recording-uploaded-to-ticket/77360)

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**Author:** [@leenalzubi](https://community.hubspot.com/u/leenalzubi)\
**Replies:** 1\
**Last updated:** [March 17, 2023, 3:18pm UTC](https://community.hubspot.com/t/zoom-meeting-recording-uploaded-to-ticket/77360 "2023-03-17T15:18:23Z")

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Hi there We are mapping out our onboading process via tickets and I am trying to find a way to link the Zoom Meeting (not Webinar) recordings to the Ticket. The way we are consirdering generating the meetings is via the…

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## [Le guide indispensable du Operations Hub](https://community.hubspot.com/t/le-guide-indispensable-du-operations-hub/77312)

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**Author:** [@TitiCuisset](https://community.hubspot.com/u/TitiCuisset)\
**Replies:** 0\
**Last updated:** [March 16, 2023, 10:28am UTC](https://community.hubspot.com/t/le-guide-indispensable-du-operations-hub/77312 "2023-03-16T10:28:13Z")

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HubSpot est heureux de vous présenter le Operations Hub, un éventail d’outils qui viennent compléter la plateforme CRM de HubSpot pour rendre la gestion des données plus simple, plus efficace et plus accessible à l’ensem…

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## [Unsure how to proceed with data structure](https://community.hubspot.com/t/unsure-how-to-proceed-with-data-structure/77012)

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**Author:** [@notgoodwithdata](https://community.hubspot.com/u/notgoodwithdata)\
**Replies:** 2\
**Last updated:** [March 14, 2023, 12:39pm UTC](https://community.hubspot.com/t/unsure-how-to-proceed-with-data-structure/77012 "2023-03-14T12:39:24Z")

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Hello! I’m turning in for the night after a few good hours working on this… so without further ado, here is where I’m stuck! Context: Stack includes Postgres, Segment, Hightouch, and Hubspot Goal: Have customer sig…

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## [Log internal company emails about a customer in HubSpot with company email extension 'never register](https://community.hubspot.com/t/log-internal-company-emails-about-a-customer-in-hubspot-with-company-email-extension-never-register/76063)

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**Author:** [@JOtten](https://community.hubspot.com/u/JOtten)\
**Replies:** 5\
**Last updated:** [March 14, 2023, 10:38am UTC](https://community.hubspot.com/t/log-internal-company-emails-about-a-customer-in-hubspot-with-company-email-extension-never-register/76063 "2023-03-14T10:38:15Z")

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I have a question. In order to avoid that internal emails, which are e.g. personal/confidential, are logged in HubSpot, I have blocked all emails with our company extension for registration in HubSpot (in stead of regist…

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## [Date format for passing date properties through the URL parameters](https://community.hubspot.com/t/date-format-for-passing-date-properties-through-the-url-parameters/77027)

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**Author:** [@AChubak](https://community.hubspot.com/u/AChubak)\
**Replies:** 1\
**Last updated:** [March 13, 2023, 2:52pm UTC](https://community.hubspot.com/t/date-format-for-passing-date-properties-through-the-url-parameters/77027 "2023-03-13T14:52:31Z")

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Hello I’m trying to pass additional properties through the URL parameters. For example https://meetings.hubspot.com/person-name?lead\_type=conference Will book a meeting with a person and will set lead\_type to conferen…

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## [Custom Code workflow error](https://community.hubspot.com/t/custom-code-workflow-error/76768)

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**Author:** [@SFoltz88](https://community.hubspot.com/u/SFoltz88)\
**Replies:** 1\
**Last updated:** [March 13, 2023, 12:53pm UTC](https://community.hubspot.com/t/custom-code-workflow-error/76768 "2023-03-13T12:53:40Z")

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Hi all, first post. Not sure I am posting this in the right spot either, so please excuse if I was wrong. I am fairly new with developing HubSpot and I’ve just started to get into using custom code actions and so, not 1…

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