# Data Hub **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=4 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 5 --- ## [Hubspot List Filter Processing Delay is Impacting Segmentation & Workflow Accuracy](https://community.hubspot.com/t/hubspot-list-filter-processing-delay-is-impacting-segmentation-workflow-accuracy/71444)
**Author:** [@Jeff-Morgan](https://community.hubspot.com/u/Jeff-Morgan)\ **Replies:** 5\ **Last updated:** [February 27, 2026, 10:11am UTC](https://community.hubspot.com/t/hubspot-list-filter-processing-delay-is-impacting-segmentation-workflow-accuracy/71444 "2026-02-27T10:11:01Z")
I’ve submitted this issue to support multiple times and have been told it will be “flagged for further review.” Two months later, I’m still without an explanation. When adjusting active list filters the number of matche… --- ## [How do I report a bug? HubSpot says I've used 10 custom properties when I've actually used 8.](https://community.hubspot.com/t/how-do-i-report-a-bug-hubspot-says-ive-used-10-custom-properties-when-ive-actually-used-8/145211)
**Author:** [@DHair1](https://community.hubspot.com/u/DHair1)\ **Replies:** 5\ **Last updated:** [February 26, 2026, 7:58pm UTC](https://community.hubspot.com/t/how-do-i-report-a-bug-hubspot-says-ive-used-10-custom-properties-when-ive-actually-used-8/145211 "2026-02-26T19:58:36Z")
Primary problem: I’m trying to create custom properties. I had created 10, deleted 2 (archive first then delete). Filtering shows that I have 8 custom properties, but banner message says that I have 10, even after signou… --- ## [Prevent "New Logo" Deal Type on Companies with Status already set as "Client"](https://community.hubspot.com/t/prevent-new-logo-deal-type-on-companies-with-status-already-set-as-client/146672)
**Author:** [@Emptywaterbottl](https://community.hubspot.com/u/Emptywaterbottl)\ **Replies:** 1\ **Last updated:** [February 25, 2026, 7:32pm UTC](https://community.hubspot.com/t/prevent-new-logo-deal-type-on-companies-with-status-already-set-as-client/146672 "2026-02-25T19:32:24Z")
Hey everybody, I’m trying to enforce a rule in hubspot where deals created for companies with Company Status set to “Client” cannot be set as Deal Type = New Logo. It’s fine for the deal to be created, I just want to m… --- ## [Enhancing report with external source dataset](https://community.hubspot.com/t/enhancing-report-with-external-source-dataset/146266)
**Author:** [@JulienD8](https://community.hubspot.com/u/JulienD8)\ **Replies:** 4\ **Last updated:** [February 23, 2026, 9:10pm UTC](https://community.hubspot.com/t/enhancing-report-with-external-source-dataset/146266 "2026-02-23T21:10:53Z")
Hi there! I’m building custom reports in HubSpot using datasets connected to Snowflake. I need to use the dynamic “Me” filter (owner filter) on these custom datasets, but it’s not working even though I’ve: - Added an … --- ## [External Data Sources Don't Automatically Refresh?](https://community.hubspot.com/t/external-data-sources-dont-automatically-refresh/146093)
**Author:** [@SGross27](https://community.hubspot.com/u/SGross27)\ **Replies:** 5\ **Last updated:** [February 20, 2026, 4:29pm UTC](https://community.hubspot.com/t/external-data-sources-dont-automatically-refresh/146093 "2026-02-20T16:29:34Z")
We’ve recently started using Data Studio to pull in Google Sheets as an external data source. It was our assumption that this would keep up-to-date in realtime, or at least automatically refresh itself at a reasonable ca… --- ## [Associate a meeting to custom object record](https://community.hubspot.com/t/associate-a-meeting-to-custom-object-record/146289)
**Author:** [@JLewicki](https://community.hubspot.com/u/JLewicki)\ **Replies:** 2\ **Last updated:** [February 17, 2026, 11:47am UTC](https://community.hubspot.com/t/associate-a-meeting-to-custom-object-record/146289 "2026-02-17T11:47:39Z")
Hi All, I have a custom object called Confernce in HubSpot. Trhough a simple workflow I’m accosiating all contacts that booked a meeting at a specifci confenrece to a corresponsing Conference record. The problem is that… --- ## [Adding line breaks in the concatenate function](https://community.hubspot.com/t/adding-line-breaks-in-the-concatenate-function/145448)
**Author:** [@RRoques](https://community.hubspot.com/u/RRoques)\ **Replies:** 4\ **Last updated:** [February 17, 2026, 3:13am UTC](https://community.hubspot.com/t/adding-line-breaks-in-the-concatenate-function/145448 "2026-02-17T03:13:00Z")
Hello, I want to create a multi-line text field that concatenates several other multi-line text fields. I created a property as follows: - “calculation” field type, - “custom equation” calculated property type, - “S… --- ## [Rollup: Association Labels when there are multiple](https://community.hubspot.com/t/rollup-association-labels-when-there-are-multiple/146285)
**Author:** [@MLaRosa3](https://community.hubspot.com/u/MLaRosa3)\ **Replies:** 3\ **Last updated:** [February 16, 2026, 5:44pm UTC](https://community.hubspot.com/t/rollup-association-labels-when-there-are-multiple/146285 "2026-02-16T17:44:52Z")
We have created a roll-up field to detect if a Billing Contact has been added to a deal. The field is a roll-up count on the association label “Billing Contact” and as long as the count is greater than zero, we know ther… --- ## [How to View Contact and Company Details Together in HubSpot?](https://community.hubspot.com/t/how-to-view-contact-and-company-details-together-in-hubspot/146155)
**Author:** [@Phoenix-svc](https://community.hubspot.com/u/Phoenix-svc)\ **Replies:** 1\ **Last updated:** [February 12, 2026, 1:16pm UTC](https://community.hubspot.com/t/how-to-view-contact-and-company-details-together-in-hubspot/146155 "2026-02-12T13:16:36Z")
Hi everyone, I’m currently trying to upload my data into HubSpot CRM and I’m facing an issue. The system is showing separate pages for the contact person (with their details) and the company name. I’m a bit confused ab… --- ## [Missing meeting activity from contact](https://community.hubspot.com/t/missing-meeting-activity-from-contact/145933)
**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\ **Replies:** 12\ **Last updated:** [February 11, 2026, 5:25pm UTC](https://community.hubspot.com/t/missing-meeting-activity-from-contact/145933 "2026-02-11T17:25:32Z")
Why is the meeting activity missing from the contact record but the transactional email showing --- ## [Undo bulk import and deletion](https://community.hubspot.com/t/undo-bulk-import-and-deletion/146077)
**Author:** [@Nwol](https://community.hubspot.com/u/Nwol)\ **Replies:** 2\ **Last updated:** [February 11, 2026, 4:54am UTC](https://community.hubspot.com/t/undo-bulk-import-and-deletion/146077 "2026-02-11T04:54:40Z")
I downloaded my contacts to .csv last night. Made some changes to a single column and uploaded the new file, resulting in several hundred new contacts. I then tried to correct it by uploading the exact file that I had do… --- ## [Table View Report with Primary and Secondary Sort Option](https://community.hubspot.com/t/table-view-report-with-primary-and-secondary-sort-option/146004)
**Author:** [@BRegan4](https://community.hubspot.com/u/BRegan4)\ **Replies:** 2\ **Last updated:** [February 10, 2026, 7:48am UTC](https://community.hubspot.com/t/table-view-report-with-primary-and-secondary-sort-option/146004 "2026-02-10T07:48:21Z")
I have a report in table view that I would like to sort first by company owner on the account, and then the secondary filter have it be health score in order from worst to best. The options that I am seeing online are to… --- ## [Realtime sync between Sheet ↔ HubSpot (missing Record IDs + auto-create companies)](https://community.hubspot.com/t/realtime-sync-between-sheet-hubspot-missing-record-ids-auto-create-companies/144171)
**Author:** [@EvieSchellens](https://community.hubspot.com/u/EvieSchellens)\ **Replies:** 5\ **Last updated:** [February 9, 2026, 10:17pm UTC](https://community.hubspot.com/t/realtime-sync-between-sheet-hubspot-missing-record-ids-auto-create-companies/144171 "2026-02-09T22:17:20Z")
We have an ICP company list in a Google Sheet that we want to keep in real-time sync with HubSpot, both ways. Current setup / what works We use Coefficient to sync. For companies that are already marked as ICP in … --- ## [Transtioning into RevOps](https://community.hubspot.com/t/transtioning-into-revops/145890)
**Author:** [@ESoto097](https://community.hubspot.com/u/ESoto097)\ **Replies:** 3\ **Last updated:** [February 9, 2026, 5:21pm UTC](https://community.hubspot.com/t/transtioning-into-revops/145890 "2026-02-09T17:21:22Z")
Hi Everyone, This is my first post and am currently a Business Development Manager performing RevOps tasks. I have been here for 15 years and scaled it from one location to 4. It seems our processes are the same, howeve… --- ## [Power BI reports in the dashboard](https://community.hubspot.com/t/power-bi-reports-in-the-dashboard/145679)
**Author:** [@Ribe90](https://community.hubspot.com/u/Ribe90)\ **Replies:** 3\ **Last updated:** [February 6, 2026, 7:00pm UTC](https://community.hubspot.com/t/power-bi-reports-in-the-dashboard/145679 "2026-02-06T19:00:17Z")
Hi all, I inserted a Power BI report link into a dashboard. When I share the dashboard via email, the Power BI report doesn’t appear. Is there a way to fix this? --- ## [Merging Company Duplicates when Salesforce Integration is Active](https://community.hubspot.com/t/merging-company-duplicates-when-salesforce-integration-is-active/113648)
**Author:** [@Eleven11](https://community.hubspot.com/u/Eleven11)\ **Replies:** 9\ **Last updated:** [February 5, 2026, 5:27am UTC](https://community.hubspot.com/t/merging-company-duplicates-when-salesforce-integration-is-active/113648 "2026-02-05T05:27:01Z")
Our company merged with several organizations and our primary CRM is now Salesforce. We are navigating this issues that come from duplicate companies. When the Salesforce integration is active companies can’t be merged i… --- ## [Company Level MRR Roll Up: Boolean Calculation for "Active" Status based on Date](https://community.hubspot.com/t/company-level-mrr-roll-up-boolean-calculation-for-active-status-based-on-date/145185)
**Author:** [@mreybarr](https://community.hubspot.com/u/mreybarr)\ **Replies:** 3\ **Last updated:** [February 4, 2026, 9:06pm UTC](https://community.hubspot.com/t/company-level-mrr-roll-up-boolean-calculation-for-active-status-based-on-date/145185 "2026-02-04T21:06:30Z")
Hi everyone, I’m trying to build a clean MRR Rollup on the Company level and I’ve hit a wall with HubSpot’s calculation properties. The Goal: I want to sum up the Recurring Revenue of all “active” Deals on the Company … --- ## [Caps on how many companies users can own](https://community.hubspot.com/t/caps-on-how-many-companies-users-can-own/145817)
**Author:** [@Orianne](https://community.hubspot.com/u/Orianne)\ **Replies:** 1\ **Last updated:** [February 4, 2026, 2:34pm UTC](https://community.hubspot.com/t/caps-on-how-many-companies-users-can-own/145817 "2026-02-04T14:34:02Z")
We’re looking to cap how many companies a sales rep can actively prospect at one time to drive better focus and ensure fair lead distribution as our sales team scales. We haven’t found a native HubSpot way to limit the … --- ## [Salesforce Integration Error - DEALS](https://community.hubspot.com/t/salesforce-integration-error-deals/122894)
**Author:** [@Dogfishcronin](https://community.hubspot.com/u/Dogfishcronin)\ **Replies:** 5\ **Last updated:** [January 30, 2026, 6:37pm UTC](https://community.hubspot.com/t/salesforce-integration-error-deals/122894 "2026-01-30T18:37:06Z")
Trying to to Opportunities and Deals to speak to one another but getting this error… “Default sales process unavailable” These Salesforce records can’t sync to HubSpot because the default sales process is no longer avail… --- ## [Defining a standard for client-approved deliverables (CCDP)](https://community.hubspot.com/t/defining-a-standard-for-client-approved-deliverables-ccdp/145484)
**Author:** [@FinalmarkTeam](https://community.hubspot.com/u/FinalmarkTeam)\ **Replies:** 0\ **Last updated:** [January 28, 2026, 7:39pm UTC](https://community.hubspot.com/t/defining-a-standard-for-client-approved-deliverables-ccdp/145484 "2026-01-28T19:39:18Z")
In many RevOps and agency engagements, version and approval disputes still happen: – “We didn’t approve this version” – “That was just a draft” – “The final file was different” Most teams rely on email, Google Docs, … --- ## [Calculating Time Between Properties](https://community.hubspot.com/t/calculating-time-between-properties/18905)
**Author:** [@cooperelias](https://community.hubspot.com/u/cooperelias)\ **Replies:** 10\ **Last updated:** [January 28, 2026, 12:17am UTC](https://community.hubspot.com/t/calculating-time-between-properties/18905 "2026-01-28T00:17:43Z")
Hey everyone - wanted to share something I set up tapping into a new feature that’s still in beta I believe: the ability to calculate the difference between two datetime properties. My goal is to monitor the average amo… --- ## [Why would I not see the activity of unsubscribing for a contact?](https://community.hubspot.com/t/why-would-i-not-see-the-activity-of-unsubscribing-for-a-contact/145146)
**Author:** [@CTolfreeCT](https://community.hubspot.com/u/CTolfreeCT)\ **Replies:** 3\ **Last updated:** [January 27, 2026, 4:33pm UTC](https://community.hubspot.com/t/why-would-i-not-see-the-activity-of-unsubscribing-for-a-contact/145146 "2026-01-27T16:33:55Z")
Hi all, Hope you can help, we’ve had a contact that previously requested a call. Our sales team has followed up with emails to book them in. They were about to call via hubspot and it said not to as the contact had unsu… --- ## [NetSuite - HubSpot Integration, Native NetSuite Fields are not visible](https://community.hubspot.com/t/netsuite-hubspot-integration-native-netsuite-fields-are-not-visible/145374)
**Author:** [@DKazaryan](https://community.hubspot.com/u/DKazaryan)\ **Replies:** 4\ **Last updated:** [January 27, 2026, 4:18pm UTC](https://community.hubspot.com/t/netsuite-hubspot-integration-native-netsuite-fields-are-not-visible/145374 "2026-01-27T16:18:19Z")
Hi there, I’m having an issue with syncing some NetSuite native fields - they do not appear on the field mapping. While most of the custom fields are visible and can be mapped out, fields like “Lead Source” from NetSuit… --- ## [Get data from all associated Line Items in workflow](https://community.hubspot.com/t/get-data-from-all-associated-line-items-in-workflow/126732)
**Author:** [@Nathanhobbs](https://community.hubspot.com/u/Nathanhobbs)\ **Replies:** 8\ **Last updated:** [January 27, 2026, 9:52am UTC](https://community.hubspot.com/t/get-data-from-all-associated-line-items-in-workflow/126732 "2026-01-27T09:52:11Z")
Hi there, I’m trying to create a workflow that sends information associated with a deal using a webhook. I need to get the information for all Line Items, including the SKU, Quantity, and Unit Cost. When I edit the ava… --- ## [User left the company-Workflow best practice](https://community.hubspot.com/t/user-left-the-company-workflow-best-practice/96032)
**Author:** [@JBaker2](https://community.hubspot.com/u/JBaker2)\ **Replies:** 2\ **Last updated:** [January 27, 2026, 5:16am UTC](https://community.hubspot.com/t/user-left-the-company-workflow-best-practice/96032 "2026-01-27T05:16:26Z")
Hi-We had a user leave the company recently. The created a ton of workflows for themself with automation. What are best practices, do we need to update the user to assign to their manager since the user is no longer at t… --- ## [Reminder: Clearbit Free Tools Sunset on April 30](https://community.hubspot.com/t/reminder-clearbit-free-tools-sunset-on-april-30/130616)
**Author:** [@TracyTThomas](https://community.hubspot.com/u/TracyTThomas)\ **Replies:** 13\ **Last updated:** [January 26, 2026, 10:13pm UTC](https://community.hubspot.com/t/reminder-clearbit-free-tools-sunset-on-april-30/130616 "2026-01-26T22:13:11Z")
As a reminder, the sunset of our free tools is quickly approaching. For full details, please see this post. Please note: the Name to Domain API and Risk API will no longer be available for users on free accounts after A… --- ## [Summary Formulas in Datasets](https://community.hubspot.com/t/summary-formulas-in-datasets/90448)
**Author:** [@smcmillian](https://community.hubspot.com/u/smcmillian)\ **Replies:** 5\ **Last updated:** [January 26, 2026, 4:52pm UTC](https://community.hubspot.com/t/summary-formulas-in-datasets/90448 "2026-01-26T16:52:56Z")
Introduction Hi, my name is Stephen, and I’m the product manager for datasets at HubSpot. I put together a series of videos to demonstrate how our new summary functions work to complement the knowledgebase article. Sum… --- ## [company merger updating the life cycle stage](https://community.hubspot.com/t/company-merger-updating-the-life-cycle-stage/75179)
**Author:** [@ZKhan33](https://community.hubspot.com/u/ZKhan33)\ **Replies:** 4\ **Last updated:** [January 23, 2026, 10:18pm UTC](https://community.hubspot.com/t/company-merger-updating-the-life-cycle-stage/75179 "2026-01-23T22:18:58Z")
Hello HubSpot Community, We have a lifecycle stage at company level named “Churn” and are tracking it based on the last closed won date (if earlier than 1 year then change the status to Churn via an automation). The pr… --- ## [How do I get started using HubSpot’s Data Hub for combining and managing my data?](https://community.hubspot.com/t/how-do-i-get-started-using-hubspot-s-data-hub-for-combining-and-managing-my-data/145228)
**Author:** [@DheerajSudan](https://community.hubspot.com/u/DheerajSudan)\ **Replies:** 1\ **Last updated:** [January 22, 2026, 6:12am UTC](https://community.hubspot.com/t/how-do-i-get-started-using-hubspot-s-data-hub-for-combining-and-managing-my-data/145228 "2026-01-22T06:12:18Z")
Hello all! I’m Dheeraj Sudan, a UK-based software developer and co-founder of a tech start-up, which I run alongside my wife, Meenu Hinduja. I’m trying to get started using HubSpot’s Data Hub to combine and manage my dat… --- ## [Workflow output not present with Go To Workflow call](https://community.hubspot.com/t/workflow-output-not-present-with-go-to-workflow-call/145083)
**Author:** [@scspijker](https://community.hubspot.com/u/scspijker)\ **Replies:** 1\ **Last updated:** [January 19, 2026, 11:15am UTC](https://community.hubspot.com/t/workflow-output-not-present-with-go-to-workflow-call/145083 "2026-01-19T11:15:56Z")
I need to know the current date time in my current custom workflow. HubSpot does not offer any step for this, so I decided to create a custom code workflow whose sole purpose is to supply an ISO8601 current date time. I… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=3) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=5)