# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=5 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 6 --- ## [Handle title casing company names without breaking acronyms?](https://community.hubspot.com/t/handle-title-casing-company-names-without-breaking-acronyms/144840)
**Author:** [@Alexander-tmp](https://community.hubspot.com/u/Alexander-tmp)\ **Replies:** 2\ **Last updated:** [January 15, 2026, 1:43pm UTC](https://community.hubspot.com/t/handle-title-casing-company-names-without-breaking-acronyms/144840 "2026-01-15T13:43:36Z")
I’m looking for advice on a CRM automation challenge I’ve run into around company name formatting. We create company records from multiple sources — integrations, imports, and manual entry — so keeping organisation name… --- ## [Introduction](https://community.hubspot.com/t/introduction/144918)
**Author:** [@oreoluwaeno](https://community.hubspot.com/u/oreoluwaeno)\ **Replies:** 0\ **Last updated:** [January 14, 2026, 2:59pm UTC](https://community.hubspot.com/t/introduction/144918 "2026-01-14T14:59:25Z")
Hello everyone. I am Oreoluwa from Nigeria and I look forward to connecting with you all --- ## [Ticket summary in a property](https://community.hubspot.com/t/ticket-summary-in-a-property/144917)
**Author:** [@EVatsev](https://community.hubspot.com/u/EVatsev)\ **Replies:** 2\ **Last updated:** [January 14, 2026, 2:57pm UTC](https://community.hubspot.com/t/ticket-summary-in-a-property/144917 "2026-01-14T14:57:51Z")
Hi, We are trying to use Breeze to generate ticket summaries. From reading : Use Breeze to summarize data in workflows it appears the summary is generated as a card, but we want to have it in a property. The reason beh… --- ## [Why does exported data show as gibberish in HubSpot Excel files?](https://community.hubspot.com/t/why-does-exported-data-show-as-gibberish-in-hubspot-excel-files/144624)
**Author:** [@LPhillips0](https://community.hubspot.com/u/LPhillips0)\ **Replies:** 3\ **Last updated:** [January 13, 2026, 5:30pm UTC](https://community.hubspot.com/t/why-does-exported-data-show-as-gibberish-in-hubspot-excel-files/144624 "2026-01-13T17:30:01Z")
The data in Hubspot displays correctly as it’s usually copied and pasted in. However when we download the data out of Hubspot the text is then corupted and appears as gibberish. Downloaded Excel file - University of Tü… --- ## [Enhancing Customer Engagement with Utility Services Integration](https://community.hubspot.com/t/enhancing-customer-engagement-with-utility-services-integration/121329)
**Author:** [@DJacobi](https://community.hubspot.com/u/DJacobi)\ **Replies:** 3\ **Last updated:** [January 2, 2026, 7:22pm UTC](https://community.hubspot.com/t/enhancing-customer-engagement-with-utility-services-integration/121329 "2026-01-02T19:22:41Z")
Hi HubSpot Community, I’m working on a project for a regional service provider that involves integrating utility bill inquiry tools into their CRM to enhance customer engagement. The tool, FESCO Bill, allows customers t… --- ## [sevDesk und HubSpot Integration](https://community.hubspot.com/t/sevdesk-und-hubspot-integration/101067)
**Author:** [@Jan-Luca-Pihan](https://community.hubspot.com/u/Jan-Luca-Pihan)\ **Replies:** 2\ **Last updated:** [December 30, 2025, 5:52pm UTC](https://community.hubspot.com/t/sevdesk-und-hubspot-integration/101067 "2025-12-30T17:52:17Z")
Steigert eure Effizienz und vereinfacht eure Geschäftsprozesse mit der neuen Integration von sevDesk und HubSpot! Unsere Lösung, die jetzt live ist, wurde speziell entwickelt, um eure Buchhaltung effizient und mühelos zu… --- ## [Recommendations for attribution marketing & partnerships](https://community.hubspot.com/t/recommendations-for-attribution-marketing-partnerships/143576)
**Author:** [@JKremer9](https://community.hubspot.com/u/JKremer9)\ **Replies:** 8\ **Last updated:** [December 19, 2025, 7:08pm UTC](https://community.hubspot.com/t/recommendations-for-attribution-marketing-partnerships/143576 "2025-12-19T19:08:33Z")
Hi everyone, We’re looking for recommendations to better organize attribution in Hubspot with a strong SaaS partnerships and marketing motion. So how would we ideally organize the primary source and subsource when we d… --- ## [Copying Highest Lifecycle Stage to Company Level](https://community.hubspot.com/t/copying-highest-lifecycle-stage-to-company-level/113928)
**Author:** [@Gavin5](https://community.hubspot.com/u/Gavin5)\ **Replies:** 9\ **Last updated:** [December 17, 2025, 5:16pm UTC](https://community.hubspot.com/t/copying-highest-lifecycle-stage-to-company-level/113928 "2025-12-17T17:16:40Z")
What’s the best approach to copying the highest lifecycle stage out of all associated contacts to the company level? Any examples would be super helpful --- ## [HubSpot Workflow Branch Ignoring Custom Code Output](https://community.hubspot.com/t/hubspot-workflow-branch-ignoring-custom-code-output/137058)
**Author:** [@RichardRetail25](https://community.hubspot.com/u/RichardRetail25)\ **Replies:** 3\ **Last updated:** [December 17, 2025, 6:59am UTC](https://community.hubspot.com/t/hubspot-workflow-branch-ignoring-custom-code-output/137058 "2025-12-17T06:59:20Z")
Hi all, We’re trying to create a scheduled workflow in HubSpot using Operations Hub Pro that checks if a minimum number of marketing emails have been sent for three specific automated campaigns. If one or more fall belo… --- ## [how to connect custom fillable form to wp](https://community.hubspot.com/t/how-to-connect-custom-fillable-form-to-wp/137293)
**Author:** [@MBin](https://community.hubspot.com/u/MBin)\ **Replies:** 2\ **Last updated:** [December 16, 2025, 7:32pm UTC](https://community.hubspot.com/t/how-to-connect-custom-fillable-form-to-wp/137293 "2025-12-16T19:32:32Z")
how can i connect fillable form ACORD 131 Fillable PDF - Commercial Umbrella Policy Application (custom to wordpress) --- ## [SDR → AE handoff when both can book demos. How do you structure the process & pipeline?](https://community.hubspot.com/t/sdr-ae-handoff-when-both-can-book-demos-how-do-you-structure-the-process-pipeline/137013)
**Author:** [@saidkadaoui3](https://community.hubspot.com/u/saidkadaoui3)\ **Replies:** 4\ **Last updated:** [December 16, 2025, 7:00pm UTC](https://community.hubspot.com/t/sdr-ae-handoff-when-both-can-book-demos-how-do-you-structure-the-process-pipeline/137013 "2025-12-16T19:00:50Z")
Hello everyone, Im looking for advice on SDR/AE handoffs in HubSpot where both roles prospect and book demos (SDR books for AE, but AEs also run their own outbound). I’d love to see how you model ownership, stages, and … --- ## [Data Output Error Even Though It's Defined](https://community.hubspot.com/t/data-output-error-even-though-its-defined/138321)
**Author:** [@JoeBurchard](https://community.hubspot.com/u/JoeBurchard)\ **Replies:** 3\ **Last updated:** [December 16, 2025, 6:52pm UTC](https://community.hubspot.com/t/data-output-error-even-though-its-defined/138321 "2025-12-16T18:52:00Z")
I am attempting to create a calculation on deal records that will sum the net amounts on all line items of a specific Product Type. Steps I’ve taken: Created a private app to view line items, products, deals and edit d… --- ## [Driving Strategic RevOps: How Do You Anchor Cross-Team Alignment Beyond Metrics?](https://community.hubspot.com/t/driving-strategic-revops-how-do-you-anchor-cross-team-alignment-beyond-metrics/136572)
**Author:** [@Solobility](https://community.hubspot.com/u/Solobility)\ **Replies:** 3\ **Last updated:** [December 16, 2025, 4:05pm UTC](https://community.hubspot.com/t/driving-strategic-revops-how-do-you-anchor-cross-team-alignment-beyond-metrics/136572 "2025-12-16T16:05:07Z")
As someone scaling CX operations in fintech and exploring agentic AI for modular systems, I’m curious - How exactly are you integrating ‘force vs. friction’ thinking into your RevOps model? And how do you ensure that cr… --- ## [Invoice to Custom Objects](https://community.hubspot.com/t/invoice-to-custom-objects/138179)
**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\ **Replies:** 5\ **Last updated:** [December 16, 2025, 3:37pm UTC](https://community.hubspot.com/t/invoice-to-custom-objects/138179 "2025-12-16T15:37:26Z")
Is it possible to automate a custom object pipeline stage when an invoice is paid if we are not using Hubspot payments? I know we cannot associate Invoices with Custom Object (which is really unfortunate). --- ## [How To Select Company That Is Non-Primary?](https://community.hubspot.com/t/how-to-select-company-that-is-non-primary/136498)
**Author:** [@RPerez14](https://community.hubspot.com/u/RPerez14)\ **Replies:** 2\ **Last updated:** [December 16, 2025, 3:35pm UTC](https://community.hubspot.com/t/how-to-select-company-that-is-non-primary/136498 "2025-12-16T15:35:34Z")
I have a PQL that, when there are 2 or more companies, the partner or agency is assigned as “Primary”. I want to edit the lifecycle stage of every company that is not assigned as “primary” through a workflow, but I only … --- ## [How to tell "Days Open" until a deal actually closes](https://community.hubspot.com/t/how-to-tell-days-open-until-a-deal-actually-closes/138237)
**Author:** [@KG6](https://community.hubspot.com/u/KG6)\ **Replies:** 2\ **Last updated:** [December 16, 2025, 3:34pm UTC](https://community.hubspot.com/t/how-to-tell-days-open-until-a-deal-actually-closes/138237 "2025-12-16T15:34:03Z")
I created a property called “Days Open” that tells you how many days a deal has been open. It’s a calculated property type “time since” with the start date as “date entered SQL” and the end date as “today”. My issue is, … --- ## [Looking for Advice: Building a Permission Matrix Spreadsheet for RBAC](https://community.hubspot.com/t/looking-for-advice-building-a-permission-matrix-spreadsheet-for-rbac/139007)
**Author:** [@RxRedefined](https://community.hubspot.com/u/RxRedefined)\ **Replies:** 3\ **Last updated:** [December 16, 2025, 3:29pm UTC](https://community.hubspot.com/t/looking-for-advice-building-a-permission-matrix-spreadsheet-for-rbac/139007 "2025-12-16T15:29:26Z")
Hey there everyone! We have 30+ users across multiple departments, and historically permissions have been way too open. I tried applying a “standard” permission set across the board (from the default provided), but that… --- ## [Notification of 'Who' updated a property](https://community.hubspot.com/t/notification-of-who-updated-a-property/143596)
**Author:** [@AStretten](https://community.hubspot.com/u/AStretten)\ **Replies:** 6\ **Last updated:** [December 16, 2025, 3:22pm UTC](https://community.hubspot.com/t/notification-of-who-updated-a-property/143596 "2025-12-16T15:22:30Z")
Hi all, I need to find a solution to be alerted when a specific property has been updated by a list of users. I have a property “Call and Meeting Type” that i need to be alerted to when some retrospectivlty changes it a… --- ## [Import issue](https://community.hubspot.com/t/import-issue/143188)
**Author:** [@KSygula](https://community.hubspot.com/u/KSygula)\ **Replies:** 2\ **Last updated:** [December 16, 2025, 3:17pm UTC](https://community.hubspot.com/t/import-issue/143188 "2025-12-16T15:17:52Z")
Hi, I have a problem. I’m trying to upload the Lifecycle Stage field for 16k records. It says it was successful and received. Unfortunately, it wasn’t, and most of it wasn’t updated. The format is fine. Can someone help… --- ## [Percentage calculation formula](https://community.hubspot.com/t/percentage-calculation-formula/140515)
**Author:** [@MSerebriannik](https://community.hubspot.com/u/MSerebriannik)\ **Replies:** 3\ **Last updated:** [December 16, 2025, 2:43pm UTC](https://community.hubspot.com/t/percentage-calculation-formula/140515 "2025-12-16T14:43:07Z")
Hi all, May I ask for help: I need to calculate the persentage of all number rows from total by creating new column with formula. What fields to apply? Variables are below on the screenshot: --- ## [Account Problem](https://community.hubspot.com/t/account-problem/142839)
**Author:** [@RFischer2](https://community.hubspot.com/u/RFischer2)\ **Replies:** 4\ **Last updated:** [December 15, 2025, 10:25pm UTC](https://community.hubspot.com/t/account-problem/142839 "2025-12-15T22:25:38Z")
Unfortunately I use the free version of Hubspot, and therefore can’t seem to get any assistance. My Rob@cpr-wilmington.com has been used for years (email account registered with my free hubspot account), but this accoun… --- ## [Workflow Action: Clone Deal in Workflow](https://community.hubspot.com/t/workflow-action-clone-deal-in-workflow/142267)
**Author:** [@robinfvh](https://community.hubspot.com/u/robinfvh)\ **Replies:** 4\ **Last updated:** [December 15, 2025, 8:59pm UTC](https://community.hubspot.com/t/workflow-action-clone-deal-in-workflow/142267 "2025-12-15T20:59:14Z")
Hi team, I’m missing a feature to be able to choose ‘clone enrolled deal’ in workflows. I can create a new deal and copy information from a past deal but I cannot copy the line items. This is the most important info be… --- ## [Conversion URL Help](https://community.hubspot.com/t/conversion-url-help/143112)
**Author:** [@SEscher7](https://community.hubspot.com/u/SEscher7)\ **Replies:** 3\ **Last updated:** [December 15, 2025, 8:43pm UTC](https://community.hubspot.com/t/conversion-url-help/143112 "2025-12-15T20:43:24Z")
Is there a built-in way in HubSpot to pass the conversion URL from a HubSpot page to Salesforce? I’m using a script and a custom Conversion URL property to record the URL, but I’m hoping there’s an easier option. Also, … --- ## [BigQuery connector](https://community.hubspot.com/t/bigquery-connector/143105)
**Author:** [@SDEGLIAME](https://community.hubspot.com/u/SDEGLIAME)\ **Replies:** 4\ **Last updated:** [December 15, 2025, 8:41pm UTC](https://community.hubspot.com/t/bigquery-connector/143105 "2025-12-15T20:41:41Z")
Hello! I work on a HubSpot Enterprise account. The knowledge base talks about a Google BigQuery connector in beta. However, this beta doesn’t appear in my Marketplace, so I can’t request access to the beta programme. … --- ## [HubSpot NetSuite Sync Custom Field Unavailable](https://community.hubspot.com/t/hubspot-netsuite-sync-custom-field-unavailable/142840)
**Author:** [@KDjahan](https://community.hubspot.com/u/KDjahan)\ **Replies:** 7\ **Last updated:** [December 15, 2025, 8:39pm UTC](https://community.hubspot.com/t/hubspot-netsuite-sync-custom-field-unavailable/142840 "2025-12-15T20:39:18Z")
Hi there, I have been successfully syncing NetSuite sales orders to HubSpot orders for a while now, and I am attempting to add a custom NetSuite field to the sync. The NetSuite field (“HubSpot Deal ID”) is a free-form … --- ## [Issue sending tax/VAT to 3rd party tool](https://community.hubspot.com/t/issue-sending-tax-vat-to-3rd-party-tool/142746)
**Author:** [@UserZ](https://community.hubspot.com/u/UserZ)\ **Replies:** 3\ **Last updated:** [December 15, 2025, 8:34pm UTC](https://community.hubspot.com/t/issue-sending-tax-vat-to-3rd-party-tool/142746 "2025-12-15T20:34:13Z")
Hi all, I am trying to configure a connection between hubspot and easybill (billing/invoicing tool) and the custom coded connector is working for all datapoints except for VAT. I realised I don’t actually know how/wher… --- ## [Association](https://community.hubspot.com/t/association/142700)
**Author:** [@SSingh822](https://community.hubspot.com/u/SSingh822)\ **Replies:** 2\ **Last updated:** [December 15, 2025, 8:32pm UTC](https://community.hubspot.com/t/association/142700 "2025-12-15T20:32:22Z")
if i want to create new set of data (removing existing one) with association between contacts-companies-deals-calls should i import all four files together and they will build association between four of them? --- ## [Sales per Customer YoY](https://community.hubspot.com/t/sales-per-customer-yoy/142595)
**Author:** [@rooroo](https://community.hubspot.com/u/rooroo)\ **Replies:** 3\ **Last updated:** [December 15, 2025, 8:30pm UTC](https://community.hubspot.com/t/sales-per-customer-yoy/142595 "2025-12-15T20:30:33Z")
My sales team is not KPI’ed on deals closed but improvement to \*Overall Sales with Connected Contacts \*Sales per Customer Improvement YoY with Connected Contacts \*AOV improvements YoY with Connected Contacts I am try… --- ## [\[Closed\] Support with custom formula: "OR" not working as expected](https://community.hubspot.com/t/closed-support-with-custom-formula-or-not-working-as-expected/142473)
**Author:** [@WAllroggen](https://community.hubspot.com/u/WAllroggen)\ **Replies:** 3\ **Last updated:** [December 15, 2025, 8:27pm UTC](https://community.hubspot.com/t/closed-support-with-custom-formula-or-not-working-as-expected/142473 "2025-12-15T20:27:51Z")
Closed: Preview only showed limited data - Formula works as expected. Hi Community, I am looking to create a field which should be true, if a contact has entered either the stage of marketingqualifiedlead OR salesquali… --- ## [Solution for creating a workflow based on email from address](https://community.hubspot.com/t/solution-for-creating-a-workflow-based-on-email-from-address/142224)
**Author:** [@JRichard9](https://community.hubspot.com/u/JRichard9)\ **Replies:** 3\ **Last updated:** [December 15, 2025, 8:24pm UTC](https://community.hubspot.com/t/solution-for-creating-a-workflow-based-on-email-from-address/142224 "2025-12-15T20:24:31Z")
Hello, looking for some ideas on how I can create a workflow that generates a ticket when a marketing email from a specfic email address is sent to a contact. Hubspot removed the filter for from address and the filters f… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=4) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=6)