# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=36 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 37 --- ## [Active List filter](https://community.hubspot.com/t/active-list-filter/66999)
**Author:** [@BLandry9](https://community.hubspot.com/u/BLandry9)\ **Replies:** 3\ **Last updated:** [October 13, 2022, 4:22pm UTC](https://community.hubspot.com/t/active-list-filter/66999 "2022-10-13T16:22:10Z")
Hello, I am trying to make an active list. Is it possible to do this using any of the following factors? Subscription Campain Who sent the email --- ## [Workflow skipped some steps after some retry and when enrolling bulk data](https://community.hubspot.com/t/workflow-skipped-some-steps-after-some-retry-and-when-enrolling-bulk-data/66942)
**Author:** [@RUpadhyay1](https://community.hubspot.com/u/RUpadhyay1)\ **Replies:** 1\ **Last updated:** [October 13, 2022, 8:23am UTC](https://community.hubspot.com/t/workflow-skipped-some-steps-after-some-retry-and-when-enrolling-bulk-data/66942 "2022-10-13T08:23:54Z")
Hi , We have workflow to send email based on some condition, for that we have used custom code and with that we are calling one endpoint to generate unique id , which will goes with link in mail. When we are enrolling … --- ## [Mailchimp data sync](https://community.hubspot.com/t/mailchimp-data-sync/66894)
**Author:** [@vimalV](https://community.hubspot.com/u/vimalV)\ **Replies:** 2\ **Last updated:** [October 12, 2022, 8:08am UTC](https://community.hubspot.com/t/mailchimp-data-sync/66894 "2022-10-12T08:08:54Z")
I had a developer create a landing page for our company which uses the contacts API to generate leads. My hope was for the generated leads to sync up with contacts in mailchimp to create an automated drip campaign. I pa… --- ## [Getting the company name associate to a deal to add in my Task personalization](https://community.hubspot.com/t/getting-the-company-name-associate-to-a-deal-to-add-in-my-task-personalization/66895)
**Author:** [@MarwanDajani](https://community.hubspot.com/u/MarwanDajani)\ **Replies:** 1\ **Last updated:** [October 12, 2022, 4:19am UTC](https://community.hubspot.com/t/getting-the-company-name-associate-to-a-deal-to-add-in-my-task-personalization/66895 "2022-10-12T04:19:04Z")
In my automation, I want to create a task that gets triggered when a deal reaches a certain stage I select “Create Task” action I want the task to say “follow up with \[Customer Name\]”. However, I cannot select this in t… --- ## [Looking for unique value function](https://community.hubspot.com/t/looking-for-unique-value-function/66846)
**Author:** [@bhascher](https://community.hubspot.com/u/bhascher)\ **Replies:** 2\ **Last updated:** [October 11, 2022, 2:19pm UTC](https://community.hubspot.com/t/looking-for-unique-value-function/66846 "2022-10-11T14:19:42Z")
Hi, my team is trying to report on number of unique companies out of a contact list. It looks like the only way of doing this wihtin HubSpot is to use a HubSpot Dataset. We couldn’t find it but, Is there a Unique Value f… --- ## [Linking Properties](https://community.hubspot.com/t/linking-properties/65564)
**Author:** [@SethPerrett](https://community.hubspot.com/u/SethPerrett)\ **Replies:** 3\ **Last updated:** [October 6, 2022, 11:59am UTC](https://community.hubspot.com/t/linking-properties/65564 "2022-10-06T11:59:36Z")
Hopefully I am posting this in the right group. :slightly\_smiling\_face: Are the any experts out there that have a hack for this scenario? We have a file being uploaded nightly into Hubspot with these two properties. W… --- ## [Syncing Pipedrive to HubSpot](https://community.hubspot.com/t/syncing-pipedrive-to-hubspot/65669)
**Author:** [@HopeAndy](https://community.hubspot.com/u/HopeAndy)\ **Replies:** 7\ **Last updated:** [October 5, 2022, 12:45pm UTC](https://community.hubspot.com/t/syncing-pipedrive-to-hubspot/65669 "2022-10-05T12:45:30Z")
Hello! I am looking to sync several deal properites from Pipedrive to HubSpot. The one giving me the most issues is the “Deal owner” property that’s native to HubSpot. It appears that the Pipedrive “deal owner name” fie… --- ## [Help connecting HubSpot to Mindbody](https://community.hubspot.com/t/help-connecting-hubspot-to-mindbody/66486)
**Author:** [@SZhang7](https://community.hubspot.com/u/SZhang7)\ **Replies:** 1\ **Last updated:** [October 5, 2022, 7:56am UTC](https://community.hubspot.com/t/help-connecting-hubspot-to-mindbody/66486 "2022-10-05T07:56:53Z")
Hi! I have been trying to connect HubSpot to my Mindbody account - have keyed in all the correct credentials and am the owner of the Mindbody account. However, I am still getting the error code that tells me to key in t… --- ## [Adding an association and association label between contacts and custom objects](https://community.hubspot.com/t/adding-an-association-and-association-label-between-contacts-and-custom-objects/66386)
**Author:** [@VHarkes](https://community.hubspot.com/u/VHarkes)\ **Replies:** 2\ **Last updated:** [October 4, 2022, 2:34pm UTC](https://community.hubspot.com/t/adding-an-association-and-association-label-between-contacts-and-custom-objects/66386 "2022-10-04T14:34:51Z")
We have created a custom object for our events, like webinars or conferences, and I am currently trying to figure out the necessary code to associate contacts the register for a webinar to that webinar and give them the … --- ## [Create Automation AFTER a quote has been sent](https://community.hubspot.com/t/create-automation-after-a-quote-has-been-sent/66313)
**Author:** [@MarwanDajani](https://community.hubspot.com/u/MarwanDajani)\ **Replies:** 2\ **Last updated:** [October 3, 2022, 4:19pm UTC](https://community.hubspot.com/t/create-automation-after-a-quote-has-been-sent/66313 "2022-10-03T16:19:06Z")
This is my end goal: A CSM sends a quote to a customer from Hubspot Once the quote is sent, I want to update the associated Deal Stage to “Quote Sent” Then check through the API if the customer exists in QuickBooks Onl… --- ## [Stuck on Workflow for Custom Object based on Date](https://community.hubspot.com/t/stuck-on-workflow-for-custom-object-based-on-date/65728)
**Author:** [@Creativesoul](https://community.hubspot.com/u/Creativesoul)\ **Replies:** 2\ **Last updated:** [September 29, 2022, 12:48pm UTC](https://community.hubspot.com/t/stuck-on-workflow-for-custom-object-based-on-date/65728 "2022-09-29T12:48:22Z")
Ok so I have a music school with students being the custom object. We send emails for testing on 12 unique dates for each student. Is there a custom code that will help this happen for a custom objects? Or workarounds … --- ## [How to Implement the RevOps Framework](https://community.hubspot.com/t/how-to-implement-the-revops-framework/66105)
**Author:** [@LaurenRyan](https://community.hubspot.com/u/LaurenRyan)\ **Replies:** 1\ **Last updated:** [September 29, 2022, 11:00am UTC](https://community.hubspot.com/t/how-to-implement-the-revops-framework/66105 "2022-09-29T11:00:27Z")
Our team put together a comprehensive guide on how to implement the RevOps framework in 5 simple steps. Here’s an outline of the topics covered: 1. What is Revenue Operations? Revenue Operations (RevOps) is a B2B funct… --- ## [Bulk removal of dates](https://community.hubspot.com/t/bulk-removal-of-dates/65799)
**Author:** [@ACarr1](https://community.hubspot.com/u/ACarr1)\ **Replies:** 3\ **Last updated:** [September 26, 2022, 2:03pm UTC](https://community.hubspot.com/t/bulk-removal-of-dates/65799 "2022-09-26T14:03:32Z")
Hi, I’m attempting to clear out a number of dates that were added by mistake. Some of our deals should have an empty custom date field and I’m trying to remove these in bulk. Has anyone found a way to clear out data fro… --- ## [Data sync to Intercom, Subscriptions fields](https://community.hubspot.com/t/data-sync-to-intercom-subscriptions-fields/65735)
**Author:** [@jimdowning](https://community.hubspot.com/u/jimdowning)\ **Replies:** 3\ **Last updated:** [September 23, 2022, 8:05pm UTC](https://community.hubspot.com/t/data-sync-to-intercom-subscriptions-fields/65735 "2022-09-23T20:05:05Z")
Hi all, I’m looking to create a system in which we write marketing consents into HubSpot CRM using the API, and then use Operations Data Sync to sync that data with the Subscriptions data structures in Intercom. I don’t… --- ## [User object from salesforce to hubspot](https://community.hubspot.com/t/user-object-from-salesforce-to-hubspot/58781)
**Author:** [@Devansh1](https://community.hubspot.com/u/Devansh1)\ **Replies:** 1\ **Last updated:** [September 21, 2022, 3:05pm UTC](https://community.hubspot.com/t/user-object-from-salesforce-to-hubspot/58781 "2022-09-21T15:05:32Z")
Where are the “user” objects of salesforce stored in hubspot after migrating (importing) everything from salesforce to hubspot ? I can see my salesforce users while changing the contact owner’s property in the dropdown … --- ## [Reporting on Sequences on a BI tool](https://community.hubspot.com/t/reporting-on-sequences-on-a-bi-tool/65274)
**Author:** [@Ajtorres](https://community.hubspot.com/u/Ajtorres)\ **Replies:** 4\ **Last updated:** [September 21, 2022, 12:23pm UTC](https://community.hubspot.com/t/reporting-on-sequences-on-a-bi-tool/65274 "2022-09-21T12:23:01Z")
Hey folks! We’re trying to create reports on HubSpot sequences using metabase. Does anyone know how to get reply rates, meeting rates and other metrics using the actual data model? We can use either SQL or the drag and … --- ## [Filtering down "Last Contacted"](https://community.hubspot.com/t/filtering-down-last-contacted/65271)
**Author:** [@JThomas40](https://community.hubspot.com/u/JThomas40)\ **Replies:** 2\ **Last updated:** [September 20, 2022, 7:56am UTC](https://community.hubspot.com/t/filtering-down-last-contacted/65271 "2022-09-20T07:56:16Z")
The Last Contacted property is defined as the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. Is there a way to filter that down to have separate properties that would tr… --- ## [HubSpot Projects](https://community.hubspot.com/t/hubspot-projects/65312)
**Author:** [@NikiJacob](https://community.hubspot.com/u/NikiJacob)\ **Replies:** 1\ **Last updated:** [September 20, 2022, 7:50am UTC](https://community.hubspot.com/t/hubspot-projects/65312 "2022-09-20T07:50:04Z")
Does anyone know if HubSpot projects comes with the EPP program and if so where is it and how can I find out how to set it up? Niki Jacob BCIT Medford, NJ --- ## [Can We check which user has change timezone of the account?](https://community.hubspot.com/t/can-we-check-which-user-has-change-timezone-of-the-account/65419)
**Author:** [@DzungL\_ng](https://community.hubspot.com/u/DzungL_ng)\ **Replies:** 2\ **Last updated:** [September 20, 2022, 4:47am UTC](https://community.hubspot.com/t/can-we-check-which-user-has-change-timezone-of-the-account/65419 "2022-09-20T04:47:20Z")
I just want to check the history change of the timezone setting on account. There is more than 1 super admin in the account and there is unexpected change in the TimeZone setting. I want to know who did change the Timez… --- ## [Check if contact is duplicated - Automated through workflows](https://community.hubspot.com/t/check-if-contact-is-duplicated-automated-through-workflows/65360)
**Author:** [@ChrisChiha](https://community.hubspot.com/u/ChrisChiha)\ **Replies:** 4\ **Last updated:** [September 20, 2022, 12:13am UTC](https://community.hubspot.com/t/check-if-contact-is-duplicated-automated-through-workflows/65360 "2022-09-20T00:13:45Z")
Hello, Is there any automated way to check if a new contact is duplicated? Scenario: When a contact is created, check if phone number exists in CRM, so we can flag it and know that this contact is duplicated Thanks! @… --- ## [Track monthly revenue and assigned resources](https://community.hubspot.com/t/track-monthly-revenue-and-assigned-resources/65212)
**Author:** [@KShadid](https://community.hubspot.com/u/KShadid)\ **Replies:** 3\ **Last updated:** [September 19, 2022, 5:08pm UTC](https://community.hubspot.com/t/track-monthly-revenue-and-assigned-resources/65212 "2022-09-19T17:08:04Z")
Any ideas on how I can use HubSpot as a central point for tracking ongoing monthly sales numbers and assigned company resources? I’m trying to get a view that the organization can find this data all in one place. For ex… --- ## [Regularly updating blank deal properties with known company properties](https://community.hubspot.com/t/regularly-updating-blank-deal-properties-with-known-company-properties/65225)
**Author:** [@Janehayes](https://community.hubspot.com/u/Janehayes)\ **Replies:** 1\ **Last updated:** [September 19, 2022, 7:45am UTC](https://community.hubspot.com/t/regularly-updating-blank-deal-properties-with-known-company-properties/65225 "2022-09-19T07:45:56Z")
Hi all! I have a problem that I think needs some crafty problem-solving minds. We track all of our expansions through the deals in an expansions pipeline. We have some customers who ask for new seats or add-ons pretty r… --- ## [Verifying Teams account](https://community.hubspot.com/t/verifying-teams-account/53450)
**Author:** [@TimSell](https://community.hubspot.com/u/TimSell)\ **Replies:** 11\ **Last updated:** [September 14, 2022, 3:08pm UTC](https://community.hubspot.com/t/verifying-teams-account/53450 "2022-09-14T15:08:38Z")
Hi I’ve succefully integrated our company Teams account with HubSpot, however when individual users try to integrate they are told they will need to verify the account but the message sent in Teams does not give the opp… --- ## [Discussion Thread | Operations Hub Show & Tell (Q2 2022)](https://community.hubspot.com/t/discussion-thread-operations-hub-show-tell-q2-2022/57601)
**Author:** [@jbogaert](https://community.hubspot.com/u/jbogaert)\ **Replies:** 6\ **Last updated:** [September 14, 2022, 10:24am UTC](https://community.hubspot.com/t/discussion-thread-operations-hub-show-tell-q2-2022/57601 "2022-09-14T10:24:49Z")
Hello! The Operations Hub Show & Tell is back! Tomorrow, May 25 at 10, our product team will talk about Operations Hub, what it is, and how they’re thinking about its future. Joining us will be Frans Leys (Data Sync),… --- ## [Identify original contact with custom coded action?](https://community.hubspot.com/t/identify-original-contact-with-custom-coded-action/64849)
**Author:** [@davecriswell](https://community.hubspot.com/u/davecriswell)\ **Replies:** 1\ **Last updated:** [September 12, 2022, 8:41pm UTC](https://community.hubspot.com/t/identify-original-contact-with-custom-coded-action/64849 "2022-09-12T20:41:14Z")
I be grateful for any feedback on whether something like this is possible. I have a limited understanding of javascript but think this may be doable. The end goal is to identify the original contact at a company. There … --- ## [Getting Playbook Information Out of HubSpot](https://community.hubspot.com/t/getting-playbook-information-out-of-hubspot/18688)
**Author:** [@GinaSabelli](https://community.hubspot.com/u/GinaSabelli)\ **Replies:** 8\ **Last updated:** [September 9, 2022, 4:23pm UTC](https://community.hubspot.com/t/getting-playbook-information-out-of-hubspot/18688 "2022-09-09T16:23:41Z")
Hi All! We are working on getting playbooks set up for our sales process, and a problem we are facing is that there is currently no way to export the information out of HubSpot. We would ideally like to get this infomat… --- ## [Integration Insights: Qualifying Integration Questions and Next Steps](https://community.hubspot.com/t/integration-insights-qualifying-integration-questions-and-next-steps/63933)
**Author:** [@AllisonZ](https://community.hubspot.com/u/AllisonZ)\ **Replies:** 4\ **Last updated:** [September 8, 2022, 6:07am UTC](https://community.hubspot.com/t/integration-insights-qualifying-integration-questions-and-next-steps/63933 "2022-09-08T06:07:15Z")
Hi there, My name is Allison Ziehr and I work in HubSpot’s Solutions Engineering Team. Part of my role as a Solutions Engineer is scoping how we can best integrate different systems with HubSpot. HubSpot can do a lot, … --- ## [Dashboard report per company](https://community.hubspot.com/t/dashboard-report-per-company/64589)
**Author:** [@SDatE](https://community.hubspot.com/u/SDatE)\ **Replies:** 3\ **Last updated:** [September 7, 2022, 12:15pm UTC](https://community.hubspot.com/t/dashboard-report-per-company/64589 "2022-09-07T12:15:47Z")
Hoping I just haven’t spotted how to do this, but is there a way to develop a report or dashboard view per company? So, I go into Company X and see a dashboard that shows all the metric we’re interested in for Customer S… --- ## [Custom Code workflow - Call External API](https://community.hubspot.com/t/custom-code-workflow-call-external-api/55254)
**Author:** [@Wakira](https://community.hubspot.com/u/Wakira)\ **Replies:** 5\ **Last updated:** [September 6, 2022, 12:58pm UTC](https://community.hubspot.com/t/custom-code-workflow-call-external-api/55254 "2022-09-06T12:58:42Z")
Hi , I try call a external api(third party) in mi workflow using custom code, but its not working. I get this message: “ERROR Unhandled Promise Rejection” Would it be possible to make an external call for this functi… --- ## [What's your revenue readiness process or forcing function?](https://community.hubspot.com/t/whats-your-revenue-readiness-process-or-forcing-function/63503)
**Author:** [@Roynal](https://community.hubspot.com/u/Roynal)\ **Replies:** 3\ **Last updated:** [September 4, 2022, 11:14am UTC](https://community.hubspot.com/t/whats-your-revenue-readiness-process-or-forcing-function/63503 "2022-09-04T11:14:19Z")
I want to talk about forcing functions​:flexed\_biceps: or revenue readiness for our product. My co-founder and I decided to list our product on the marketplace PitchGround. Well for our business, at this time, this list… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=35) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=37)