# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=33 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 34 --- ## [Trigger Workflows on association changes?](https://community.hubspot.com/t/trigger-workflows-on-association-changes/65567)
**Author:** [@ManuelI](https://community.hubspot.com/u/ManuelI)\ **Replies:** 6\ **Last updated:** [March 11, 2023, 5:24am UTC](https://community.hubspot.com/t/trigger-workflows-on-association-changes/65567 "2023-03-11T05:24:11Z")
Hey y’all. we are working extensively with custom objects and they are more and more becoming integral part of our CRM. We are a B2B Saas company that offers subscriptions. One company can have multiple subscriptions o… --- ## [Users in Goals](https://community.hubspot.com/t/users-in-goals/76866)
**Author:** [@leenalzubi](https://community.hubspot.com/u/leenalzubi)\ **Replies:** 2\ **Last updated:** [March 10, 2023, 7:02pm UTC](https://community.hubspot.com/t/users-in-goals/76866 "2023-03-10T19:02:19Z")
Hi there! I am unbale to find the users I need on the Custom Goal creation page. It gives me a set of users I can apply the goasl to, none of whom are who I need to set the targets for. I’ve checked, and they users miss… --- ## [Reporting on Tasks](https://community.hubspot.com/t/reporting-on-tasks/76785)
**Author:** [@leenalzubi](https://community.hubspot.com/u/leenalzubi)\ **Replies:** 3\ **Last updated:** [March 9, 2023, 3:27pm UTC](https://community.hubspot.com/t/reporting-on-tasks/76785 "2023-03-09T15:27:28Z")
Hi there! I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way? Thanks! --- ## [Plataforma de operações jurídicas (formalização de contratos) com integração com o Hubspot](https://community.hubspot.com/t/plataforma-de-operacoes-juridicas-formalizacao-de-contratos-com-integracao-com-o-hubspot/76729)
**Author:** [@RMarinho](https://community.hubspot.com/u/RMarinho)\ **Replies:** 4\ **Last updated:** [March 9, 2023, 11:45am UTC](https://community.hubspot.com/t/plataforma-de-operacoes-juridicas-formalizacao-de-contratos-com-integracao-com-o-hubspot/76729 "2023-03-09T11:45:47Z")
Bom dia pessoal, tudo bem? Alguém utiliza/indica alguma plataforma de operações jurídicas (formalização de contratos) com integração com o Hubspot? A ideia é ter uma interação mais próxima entre vendas \<\> jurídico, que… --- ## [Compensation Plans](https://community.hubspot.com/t/compensation-plans/75129)
**Author:** [@nkumar9778](https://community.hubspot.com/u/nkumar9778)\ **Replies:** 2\ **Last updated:** [March 8, 2023, 8:52pm UTC](https://community.hubspot.com/t/compensation-plans/75129 "2023-03-08T20:52:12Z")
Hi there - I work for a B2B SaaS and managed services company in a RevOps capacity. We are looking to revisit our compensation plans for the Customer Success team. We are trying to change their plans to incentivize reduc… --- ## [Splitting First Name If Last Name is Unknown](https://community.hubspot.com/t/splitting-first-name-if-last-name-is-unknown/76442)
**Author:** [@BJSteiger](https://community.hubspot.com/u/BJSteiger)\ **Replies:** 2\ **Last updated:** [March 8, 2023, 7:20pm UTC](https://community.hubspot.com/t/splitting-first-name-if-last-name-is-unknown/76442 "2023-03-08T19:20:04Z")
Good mornign all.. I’m rather new to the Operations Hub and we are trying to do a lot of basic data cleansing. We have a global operations so we have to deal with Asian character sets, but we want to split a first name … --- ## [Enrolment Trigger for Company-based workflows](https://community.hubspot.com/t/enrolment-trigger-for-company-based-workflows/76563)
**Author:** [@Louraine](https://community.hubspot.com/u/Louraine)\ **Replies:** 15\ **Last updated:** [March 7, 2023, 6:46pm UTC](https://community.hubspot.com/t/enrolment-trigger-for-company-based-workflows/76563 "2023-03-07T18:46:10Z")
Hi, I would like to ask help why my Enrollment trigger for Company-based workflow doesn’t always work. Here’s my enrollment trigger: --- ## [SLA for Service-Related Work by Rev Ops](https://community.hubspot.com/t/sla-for-service-related-work-by-rev-ops/74959)
**Author:** [@aeemrr](https://community.hubspot.com/u/aeemrr)\ **Replies:** 5\ **Last updated:** [March 6, 2023, 8:14pm UTC](https://community.hubspot.com/t/sla-for-service-related-work-by-rev-ops/74959 "2023-03-06T20:14:37Z")
Hi, I’m being asked to implement an SLA based on ticket/project work done by the Rev Ops team. This would include almost anything we do whether it be report creation, CRM updates, new technology implementation, process … --- ## [How secure is using the Outlook add-in in HubSpot for privacy?](https://community.hubspot.com/t/how-secure-is-using-the-outlook-add-in-in-hubspot-for-privacy/36714)
**Author:** [@GTan](https://community.hubspot.com/u/GTan)\ **Replies:** 6\ **Last updated:** [March 6, 2023, 3:46pm UTC](https://community.hubspot.com/t/how-secure-is-using-the-outlook-add-in-in-hubspot-for-privacy/36714 "2023-03-06T15:46:20Z")
How is our data handled or shared when using the Outlook add-in in HubSpot? Hi, is there any way that we can use the outlook addon without putting in your email and password ? How safe and privacy does Hubspot is if th… --- ## [Lifecycle Stages for Free Trial PLG](https://community.hubspot.com/t/lifecycle-stages-for-free-trial-plg/62417)
**Author:** [@nthatcher-airbr](https://community.hubspot.com/u/nthatcher-airbr)\ **Replies:** 5\ **Last updated:** [March 6, 2023, 2:23pm UTC](https://community.hubspot.com/t/lifecycle-stages-for-free-trial-plg/62417 "2023-03-06T14:23:11Z")
Hey, RevOps community! :waving\_hand: What lifecycle stages do you use if you are using a Free Trial Conversion playlist? Our company offers both a Free Trial and a Free account option after the free trial is complete (… --- ## [Creation of multiple deals with same email address in HubSpot](https://community.hubspot.com/t/creation-of-multiple-deals-with-same-email-address-in-hubspot/76302)
**Author:** [@HPanwar8](https://community.hubspot.com/u/HPanwar8)\ **Replies:** 4\ **Last updated:** [March 5, 2023, 8:00pm UTC](https://community.hubspot.com/t/creation-of-multiple-deals-with-same-email-address-in-hubspot/76302 "2023-03-05T20:00:53Z")
Hi, I want to creat the multiple deals from hubspot with same email address which can sync to salesforce org. I have deactivated the duplicate rules in my salesforce org. The form gets submitted without any sync error i… --- ## [Generate A New Lead For Second Form Submission In Dynamics](https://community.hubspot.com/t/generate-a-new-lead-for-second-form-submission-in-dynamics/74074)
**Author:** [@EAGMark](https://community.hubspot.com/u/EAGMark)\ **Replies:** 3\ **Last updated:** [March 2, 2023, 10:56pm UTC](https://community.hubspot.com/t/generate-a-new-lead-for-second-form-submission-in-dynamics/74074 "2023-03-02T22:56:59Z")
We have set up the Microsoft Dynamics integration which works quite well. However, in Microsoft, Leads never really go away. They get qualified to opportunities, but the lead still exists. The problem we are having is t… --- ## [Contact Sync - ConnectWise Manage Integration](https://community.hubspot.com/t/contact-sync-connectwise-manage-integration/75953)
**Author:** [@GCampbell1](https://community.hubspot.com/u/GCampbell1)\ **Replies:** 3\ **Last updated:** [February 28, 2023, 1:45pm UTC](https://community.hubspot.com/t/contact-sync-connectwise-manage-integration/75953 "2023-02-28T13:45:36Z")
I am having trouble syncing contacts from ConnectWise to HubSpot. When I go to sync contacts, it asks me to “Choose ConnectWise Manage Default Email Type”, but it will not allow me to click the drop-down menu or select … --- ## [Automatically create deals observations](https://community.hubspot.com/t/automatically-create-deals-observations/76006)
**Author:** [@GabrielSaleh](https://community.hubspot.com/u/GabrielSaleh)\ **Replies:** 1\ **Last updated:** [February 27, 2023, 8:36pm UTC](https://community.hubspot.com/t/automatically-create-deals-observations/76006 "2023-02-27T20:36:32Z")
Hi! I’m facing a problem with the handoff between the marketing and sales teams. Sometimes it’s difficult for our pre-sales team to understand what kind of action generates the deal they received. To solve that, I need… --- ## [Troubleshooting programmable automation code](https://community.hubspot.com/t/troubleshooting-programmable-automation-code/75628)
**Author:** [@NSmits-Jorgen](https://community.hubspot.com/u/NSmits-Jorgen)\ **Replies:** 2\ **Last updated:** [February 24, 2023, 10:59am UTC](https://community.hubspot.com/t/troubleshooting-programmable-automation-code/75628 "2023-02-24T10:59:02Z")
I’m looking for some help troubleshooting the ‘dedupe’ suggestion on the library with programmable worfklow actions. https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/dedupe\_contact.js I can’t ge… --- ## [Integrate CRM objects with Custom Objects](https://community.hubspot.com/t/integrate-crm-objects-with-custom-objects/75126)
**Author:** [@Louraine](https://community.hubspot.com/u/Louraine)\ **Replies:** 4\ **Last updated:** [February 20, 2023, 10:01am UTC](https://community.hubspot.com/t/integrate-crm-objects-with-custom-objects/75126 "2023-02-20T10:01:14Z")
Hi, I have a custom object and I want some of the records in Company to be integrated to this custom object. Aside from the properties, I also want the Notes, Emails, Call logs etc to be imported as well from Company o… --- ## [Making it easier to log meetings and attach notes to those meetings](https://community.hubspot.com/t/making-it-easier-to-log-meetings-and-attach-notes-to-those-meetings/75497)
**Author:** [@JKaufman](https://community.hubspot.com/u/JKaufman)\ **Replies:** 1\ **Last updated:** [February 20, 2023, 5:51am UTC](https://community.hubspot.com/t/making-it-easier-to-log-meetings-and-attach-notes-to-those-meetings/75497 "2023-02-20T05:51:47Z")
Hi! I have a couple of questions that I’m hoping you can help me with. 1. Activity One of the important dates for us is the date of the “first meeting”. To capture this, we have a “first meeting” meeting type. Is it p… --- ## [Webinar Recording: Deliver Best in Class Experiences with Fivetran & HubSpot](https://community.hubspot.com/t/webinar-recording-deliver-best-in-class-experiences-with-fivetran-hubspot/75305)
**Author:** [@Justin\_Graci](https://community.hubspot.com/u/Justin_Graci)\ **Replies:** 1\ **Last updated:** [February 16, 2023, 9:15pm UTC](https://community.hubspot.com/t/webinar-recording-deliver-best-in-class-experiences-with-fivetran-hubspot/75305 "2023-02-16T21:15:50Z")
For anyone interested, HubSpot solutions partner Six & Flow recently hosted a webinar with Fivetran & HubSpot. Here is the link to the youtube recording if anyone would find it interesting/helpful. --- ## [Tracking Pop-Up Forms](https://community.hubspot.com/t/tracking-pop-up-forms/30282)
**Author:** [@ITMarketer](https://community.hubspot.com/u/ITMarketer)\ **Replies:** 2\ **Last updated:** [February 15, 2023, 3:27pm UTC](https://community.hubspot.com/t/tracking-pop-up-forms/30282 "2023-02-15T15:27:43Z")
I want to use a pop-up form to share a file. But, I don’t want the contact to have to enter info to get the asset, just click ‘download’ button. My issue is HubSpot doesn’t track these as clicks on an individual level s… --- ## [How to set a custom datetime property?](https://community.hubspot.com/t/how-to-set-a-custom-datetime-property/40560)
**Author:** [@FelipeFelix](https://community.hubspot.com/u/FelipeFelix)\ **Replies:** 6\ **Last updated:** [February 11, 2023, 8:41am UTC](https://community.hubspot.com/t/how-to-set-a-custom-datetime-property/40560 "2023-02-11T08:41:57Z")
Hello! I’m trying new workflows capabilities with HubSpot Operations Hub and got stuck in one part. I need to create a custom datetime property that stores the exact time when a Deal entered the last deal stage datetim… --- ## [Error on Google Sheets Workflow](https://community.hubspot.com/t/error-on-google-sheets-workflow/74850)
**Author:** [@Krista21](https://community.hubspot.com/u/Krista21)\ **Replies:** 1\ **Last updated:** [February 10, 2023, 2:17pm UTC](https://community.hubspot.com/t/error-on-google-sheets-workflow/74850 "2023-02-10T14:17:56Z")
I’ve set up a workflow in Hubspot to update a row in a Google Sheet where the Lookup Column is “Company Name” and the Column to be updated is “Company Status”. However, in testing the automation with real company … --- ## [How to concatenate a property?](https://community.hubspot.com/t/how-to-concatenate-a-property/74938)
**Author:** [@VPEDROZO](https://community.hubspot.com/u/VPEDROZO)\ **Replies:** 6\ **Last updated:** [February 10, 2023, 10:31am UTC](https://community.hubspot.com/t/how-to-concatenate-a-property/74938 "2023-02-10T10:31:23Z")
Hello , I would like to change my SEARCH RESULT : Actually I have in my search by Company only NAME of my companies I need to see in my search by Company NAME + CODE of my companies . I created a script in a Workflow… --- ## [ICP: WHEN TO RE-EVALUATE](https://community.hubspot.com/t/icp-when-to-re-evaluate/74504)
**Author:** [@MarcosBarcelos](https://community.hubspot.com/u/MarcosBarcelos)\ **Replies:** 3\ **Last updated:** [February 8, 2023, 5:43pm UTC](https://community.hubspot.com/t/icp-when-to-re-evaluate/74504 "2023-02-08T17:43:42Z")
DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot. From this he teaches how to create content based on the golden globe, developing interesting storyt… --- ## [Custom coded workflow gives errors with bulk enrollment](https://community.hubspot.com/t/custom-coded-workflow-gives-errors-with-bulk-enrollment/74442)
**Author:** [@DouweDeinum](https://community.hubspot.com/u/DouweDeinum)\ **Replies:** 5\ **Last updated:** [February 7, 2023, 9:45am UTC](https://community.hubspot.com/t/custom-coded-workflow-gives-errors-with-bulk-enrollment/74442 "2023-02-07T09:45:18Z")
Hi, we prepared a workflow with a custom coded action. When we test the custom code on individual enrolled records, it works perfectly. But when I turn on the workflow and enroll all records that need to go through the… --- ## [Custom Object Workflow - Renaming the record.](https://community.hubspot.com/t/custom-object-workflow-renaming-the-record/74466)
**Author:** [@DCalderon11](https://community.hubspot.com/u/DCalderon11)\ **Replies:** 1\ **Last updated:** [February 6, 2023, 3:04pm UTC](https://community.hubspot.com/t/custom-object-workflow-renaming-the-record/74466 "2023-02-06T15:04:50Z")
I am working to rename each new custom object automatically upon creation. Soemthing like this: Random number - Company Name. The custom object is associated to the Company upon creation however I haven’t been able to a… --- ## [Balancing internal employee experience and external customer experience](https://community.hubspot.com/t/balancing-internal-employee-experience-and-external-customer-experience/73657)
**Author:** [@jolle](https://community.hubspot.com/u/jolle)\ **Replies:** 5\ **Last updated:** [February 3, 2023, 6:00pm UTC](https://community.hubspot.com/t/balancing-internal-employee-experience-and-external-customer-experience/73657 "2023-02-03T18:00:22Z")
Hey, all! I’m gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. S… --- ## [Product Level Pipelines](https://community.hubspot.com/t/product-level-pipelines/74257)
**Author:** [@PHebert](https://community.hubspot.com/u/PHebert)\ **Replies:** 6\ **Last updated:** [February 3, 2023, 11:54am UTC](https://community.hubspot.com/t/product-level-pipelines/74257 "2023-02-03T11:54:52Z")
Does anyone have a good way of creating product level pipelines and forecasts. We use the different pipelines as product families and our products sit under the appropriate family (pipeline), but we want to not just see … --- ## [New Bookings / Renewals / Debooks / Churns](https://community.hubspot.com/t/new-bookings-renewals-debooks-churns/73840)
**Author:** [@BEspindola](https://community.hubspot.com/u/BEspindola)\ **Replies:** 1\ **Last updated:** [January 26, 2023, 8:08pm UTC](https://community.hubspot.com/t/new-bookings-renewals-debooks-churns/73840 "2023-01-26T20:08:57Z")
Hey Community, I work in a SaaS and i’m having trouble in Hubspot with these two points: 1) measuring Debooks and churns in Hubspot ( we don’t have Entreprise subscription). 2) Visualizing, either by property or table… --- ## [track only one active deal?](https://community.hubspot.com/t/track-only-one-active-deal/59842)
**Author:** [@JStenbaek](https://community.hubspot.com/u/JStenbaek)\ **Replies:** 1\ **Last updated:** [January 25, 2023, 11:24am UTC](https://community.hubspot.com/t/track-only-one-active-deal/59842 "2023-01-25T11:24:52Z")
Hi all, we are using one deal to track our billing and validate revenue. the issue is when we are doing a upsell the old deal becomes obsolete. I, therefore, have a property on the deal called “Deal superceeded” meaning … --- ## [Your thoughts on a naming convention system?](https://community.hubspot.com/t/your-thoughts-on-a-naming-convention-system/23362)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 8\ **Last updated:** [January 24, 2023, 1:55pm UTC](https://community.hubspot.com/t/your-thoughts-on-a-naming-convention-system/23362 "2023-01-24T13:55:24Z")
We have used several naming conventions systems over the years and I want to put together a new model for 2021. On the Ops teams, they generally care about the way these assets are named: Lists Workflows One-time Marke… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=32) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=34)