# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=8 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 9 --- ## [How to Associate Feedback Surveys to Custom Objects & Other Records?](https://community.hubspot.com/t/how-to-associate-feedback-surveys-to-custom-objects-other-records/73867)
**Author:** [@joseadiazc](https://community.hubspot.com/u/joseadiazc)\ **Replies:** 9\ **Last updated:** [August 27, 2025, 7:04pm UTC](https://community.hubspot.com/t/how-to-associate-feedback-surveys-to-custom-objects-other-records/73867 "2025-08-27T19:04:07Z")
We are currently running a CSAT survey for customers that triggers based on a Contact Property, this contact property is modified by a Custom Object Workflow, for example: Project (Custom Object) enters “Completed” Stag… --- ## [Managing Bi-Directional Sync between HubSpot and SFDC](https://community.hubspot.com/t/managing-bi-directional-sync-between-hubspot-and-sfdc/97529)
**Author:** [@ESalvatierra4](https://community.hubspot.com/u/ESalvatierra4)\ **Replies:** 5\ **Last updated:** [August 26, 2025, 4:34pm UTC](https://community.hubspot.com/t/managing-bi-directional-sync-between-hubspot-and-sfdc/97529 "2025-08-26T16:34:24Z")
Hello community, I’m curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initi… --- ## [Unable to access files being uploaded](https://community.hubspot.com/t/unable-to-access-files-being-uploaded/133980)
**Author:** [@NSTR](https://community.hubspot.com/u/NSTR)\ **Replies:** 7\ **Last updated:** [August 22, 2025, 7:28pm UTC](https://community.hubspot.com/t/unable-to-access-files-being-uploaded/133980 "2025-08-22T19:28:10Z")
Hi, I am having some issues with accessing files uploaded from candidates via our website. Every time I click on the submission, it either says “There was a problem loading the submission, please refresh the page or try… --- ## [Implementation of automated flows in HubSpot Pro account](https://community.hubspot.com/t/implementation-of-automated-flows-in-hubspot-pro-account/137126)
**Author:** [@evs949](https://community.hubspot.com/u/evs949)\ **Replies:** 4\ **Last updated:** [August 20, 2025, 6:05pm UTC](https://community.hubspot.com/t/implementation-of-automated-flows-in-hubspot-pro-account/137126 "2025-08-20T18:05:46Z")
Hello, I would like to ask if it would be possible to implement the following automation flows in a HubSpot Pro account, and what would be the most appropriate way to configure them: After-sales flow: Send a survey afte… --- ## [Way around Logged Activity Cap](https://community.hubspot.com/t/way-around-logged-activity-cap/121971)
**Author:** [@Colbyne123](https://community.hubspot.com/u/Colbyne123)\ **Replies:** 6\ **Last updated:** [August 18, 2025, 3:54pm UTC](https://community.hubspot.com/t/way-around-logged-activity-cap/121971 "2025-08-18T15:54:17Z")
HubSpot has an activity cap on 10K logged emails, and 50K activity cap on other logged activities (calls, notes, etc). Our business is rapidly expanding, and we anticipate (and already are) hitting this cap on many of o… --- ## [Looking for Operations hub implementation best practices!](https://community.hubspot.com/t/looking-for-operations-hub-implementation-best-practices/124113)
**Author:** [@NirbhayT](https://community.hubspot.com/u/NirbhayT)\ **Replies:** 2\ **Last updated:** [August 18, 2025, 3:48pm UTC](https://community.hubspot.com/t/looking-for-operations-hub-implementation-best-practices/124113 "2025-08-18T15:48:35Z")
Dear Operations Hub expert. My organization is planning to add operation hub starter, we are already using marketing hub. I am curious to know if you can guide me about some best practices to implement ops Hub from scr… --- ## [Properties in Deals & Company](https://community.hubspot.com/t/properties-in-deals-company/127285)
**Author:** [@00490](https://community.hubspot.com/u/00490)\ **Replies:** 4\ **Last updated:** [August 18, 2025, 3:42pm UTC](https://community.hubspot.com/t/properties-in-deals-company/127285 "2025-08-18T15:42:14Z")
Hiya If we have 7,000 deal records that have been tagged by a property, what is the easiest way to mirror this property in the company records (for the company related to the deal record) please? Thank you --- ## [Managing App Integrations](https://community.hubspot.com/t/managing-app-integrations/127317)
**Author:** [@ACarr1](https://community.hubspot.com/u/ACarr1)\ **Replies:** 4\ **Last updated:** [August 18, 2025, 3:36pm UTC](https://community.hubspot.com/t/managing-app-integrations/127317 "2025-08-18T15:36:51Z")
My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated… --- ## [Ticket Management](https://community.hubspot.com/t/ticket-management/133371)
**Author:** [@Psc2147](https://community.hubspot.com/u/Psc2147)\ **Replies:** 2\ **Last updated:** [August 18, 2025, 3:27pm UTC](https://community.hubspot.com/t/ticket-management/133371 "2025-08-18T15:27:01Z")
We’re currently having issues with tickets being created from multiple sources — forms, calls, and emails — all generating separate tickets for the same issue. We’d like to explore how we can better manage this, ideally… --- ## [Storing and Reporting on Sales NOT connected to leads/deals/quotes/products](https://community.hubspot.com/t/storing-and-reporting-on-sales-not-connected-to-leads-deals-quotes-products/122059)
**Author:** [@Taeliesyn](https://community.hubspot.com/u/Taeliesyn)\ **Replies:** 3\ **Last updated:** [August 17, 2025, 12:57pm UTC](https://community.hubspot.com/t/storing-and-reporting-on-sales-not-connected-to-leads-deals-quotes-products/122059 "2025-08-17T12:57:17Z")
I’m hoping i’m posting this in the correct community! I’m trying to build a UseCase for HubSpot with a non traditional CRM useage, unfortunately I can’t figure out a way to configure the system to meet the requirements,… --- ## [Hubspot built intercom data sync not working...](https://community.hubspot.com/t/hubspot-built-intercom-data-sync-not-working/135439)
**Author:** [@KWitt](https://community.hubspot.com/u/KWitt)\ **Replies:** 4\ **Last updated:** [August 15, 2025, 11:09pm UTC](https://community.hubspot.com/t/hubspot-built-intercom-data-sync-not-working/135439 "2025-08-15T23:09:53Z")
I have set up and configured the Hubspot to Intercom data sync. The sync is one way, Hubspot to Intercom and is matching on a field I know has identical values. The Hubspot sync is reporting the data is synced (monthly … --- ## [Integration with Microsoft Dynamics - Product Syncing](https://community.hubspot.com/t/integration-with-microsoft-dynamics-product-syncing/67914)
**Author:** [@JPham7](https://community.hubspot.com/u/JPham7)\ **Replies:** 7\ **Last updated:** [August 15, 2025, 10:46pm UTC](https://community.hubspot.com/t/integration-with-microsoft-dynamics-product-syncing/67914 "2025-08-15T22:46:41Z")
Hii Team, I’m trying to complete my integration one way sync from Dynamics to HubSpot. I’ve mapped out the deals, company and contacts. All is working fine. However, I cannot find a way to sync the products from Dynami… --- ## [Zapier Alternative](https://community.hubspot.com/t/zapier-alternative/61456)
**Author:** [@LLynam](https://community.hubspot.com/u/LLynam)\ **Replies:** 4\ **Last updated:** [August 15, 2025, 7:47pm UTC](https://community.hubspot.com/t/zapier-alternative/61456 "2025-08-15T19:47:34Z")
Hi everyone, I am currently using Zapier to perform some bespoke actions. One thing that is lacking is the option to create, update or get / find custom objects. I have a couple of key custom objects in use so its causi… --- ## [Best Practices - List Syncing](https://community.hubspot.com/t/best-practices-list-syncing/82962)
**Author:** [@GWalsh](https://community.hubspot.com/u/GWalsh)\ **Replies:** 10\ **Last updated:** [August 15, 2025, 6:58pm UTC](https://community.hubspot.com/t/best-practices-list-syncing/82962 "2025-08-15T18:58:55Z")
Does anyone have any tips/tricks around list syncing between Dynamics CRM and HubSpot? Would rather not create custom variables for every list we are trying to bring over. Is the only option manual upload? --- ## [Workflows creating custom object based on field value](https://community.hubspot.com/t/workflows-creating-custom-object-based-on-field-value/138011)
**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\ **Replies:** 10\ **Last updated:** [August 14, 2025, 4:04pm UTC](https://community.hubspot.com/t/workflows-creating-custom-object-based-on-field-value/138011 "2025-08-14T16:04:58Z")
I have a client who bills in installments with custom amounts and at custom intervals. We are implementing custom objects to handle this piece, and I want to be able to auto-create our custom payment object based on a fi… --- ## [Workflow Timing & Duplicate Prevention in MEDDPICC Setup](https://community.hubspot.com/t/workflow-timing-duplicate-prevention-in-meddpicc-setup/137850)
**Author:** [@COHagan8](https://community.hubspot.com/u/COHagan8)\ **Replies:** 3\ **Last updated:** [August 12, 2025, 1:41pm UTC](https://community.hubspot.com/t/workflow-timing-duplicate-prevention-in-meddpicc-setup/137850 "2025-08-12T13:41:03Z")
Hi everyone, I’m implementing a MEDDPICC setup. When a lead is marked as Economic Buyer or Champion, their name should be appended to the corresponding Deal property (allowing multiple names separated by commas) without… --- ## [Unable to round robin people besides their primary team](https://community.hubspot.com/t/unable-to-round-robin-people-besides-their-primary-team/132654)
**Author:** [@RalphM87](https://community.hubspot.com/u/RalphM87)\ **Replies:** 2\ **Last updated:** [August 9, 2025, 4:39pm UTC](https://community.hubspot.com/t/unable-to-round-robin-people-besides-their-primary-team/132654 "2025-08-09T16:39:12Z")
I am trying to round robin contact ownership across different teams. The issue is that some people are on multiple teams, but Hubspot will not detect them (besides their primary team) when selecting these teams for round… --- ## [Quick filters for dashboards](https://community.hubspot.com/t/quick-filters-for-dashboards/137609)
**Author:** [@Momirovi6](https://community.hubspot.com/u/Momirovi6)\ **Replies:** 1\ **Last updated:** [August 7, 2025, 10:51am UTC](https://community.hubspot.com/t/quick-filters-for-dashboards/137609 "2025-08-07T10:51:27Z")
Why do we have to have a sinlge object report to be able to use quick filters on dashboards? --- ## [Sync Multiple Associated Contact Names into a Single Deal Property?](https://community.hubspot.com/t/sync-multiple-associated-contact-names-into-a-single-deal-property/137545)
**Author:** [@COHagan8](https://community.hubspot.com/u/COHagan8)\ **Replies:** 2\ **Last updated:** [August 6, 2025, 7:21pm UTC](https://community.hubspot.com/t/sync-multiple-associated-contact-names-into-a-single-deal-property/137545 "2025-08-06T19:21:10Z")
Hi everyone, I’m trying to figure out the best way to sync multiple contact names (e.g. Champions or Economic Buyers) into a single-line text property on the Deal object, ideally separated by commas like: John Doe, Jan… --- ## [Triggering Deal Workflow for Line Item Modifications if there is No Amount Change](https://community.hubspot.com/t/triggering-deal-workflow-for-line-item-modifications-if-there-is-no-amount-change/82851)
**Author:** [@SWM](https://community.hubspot.com/u/SWM)\ **Replies:** 5\ **Last updated:** [August 5, 2025, 3:06pm UTC](https://community.hubspot.com/t/triggering-deal-workflow-for-line-item-modifications-if-there-is-no-amount-change/82851 "2025-08-05T15:06:54Z")
I am trying to create a trigger in a deal workflow using re-enrollment criteria, which will be activated when a line item is modified without any change in the line item amount. I have noticed that the Last Modified … --- ## [Lead and Contact assignment based on calendar](https://community.hubspot.com/t/lead-and-contact-assignment-based-on-calendar/103927)
**Author:** [@PDrews](https://community.hubspot.com/u/PDrews)\ **Replies:** 8\ **Last updated:** [August 4, 2025, 6:01am UTC](https://community.hubspot.com/t/lead-and-contact-assignment-based-on-calendar/103927 "2025-08-04T06:01:34Z")
Want to make my world a bit more beautiful? In a perfect world these two scenarios would be solved: 1. New lead comes in to HS, and is then assigned based on a rep’s (SDR or AE’s) “real-time and updated”(rt) calendar a… --- ## [Improve Lead Scoring and Personalization with HubSpot and Twilio Segment CDP](https://community.hubspot.com/t/improve-lead-scoring-and-personalization-with-hubspot-and-twilio-segment-cdp/133233)
**Author:** [@AHollywood](https://community.hubspot.com/u/AHollywood)\ **Replies:** 1\ **Last updated:** [August 3, 2025, 11:34am UTC](https://community.hubspot.com/t/improve-lead-scoring-and-personalization-with-hubspot-and-twilio-segment-cdp/133233 "2025-08-03T11:34:30Z")
Webinar May 29 Unlock the Power of Personalization with HubSpot and Twilio Segment Is fragmented customer data hindering your marketing success? Inconsistent and siloed data can obstruct your ability to deliver persona… --- ## [Anyone have success syncing Square with HubSpot?](https://community.hubspot.com/t/anyone-have-success-syncing-square-with-hubspot/103017)
**Author:** [@CClaridge](https://community.hubspot.com/u/CClaridge)\ **Replies:** 11\ **Last updated:** [July 31, 2025, 7:08pm UTC](https://community.hubspot.com/t/anyone-have-success-syncing-square-with-hubspot/103017 "2025-07-31T19:08:46Z")
I’m currently using a free account, and trying to get Square and HubSpot to talk to each other so I can link my products to my sales activity in HubSpot. I limited my sync settings to only pull the product name and price… --- ## [How can I do a HubSpot backup?](https://community.hubspot.com/t/how-can-i-do-a-hubspot-backup/102449)
**Author:** [@CibeleCavalli](https://community.hubspot.com/u/CibeleCavalli)\ **Replies:** 10\ **Last updated:** [July 31, 2025, 2:10pm UTC](https://community.hubspot.com/t/how-can-i-do-a-hubspot-backup/102449 "2025-07-31T14:10:03Z")
Hi, Aeveryone! How can I do a HubSpot backup? I created a manual routine in which every Friday I download all the objects we have, including all properties and associations, and store them on a company drive. I have a… --- ## [HubSpot Won't Enroll Contacts Properly In Workflow Branch](https://community.hubspot.com/t/hubspot-wont-enroll-contacts-properly-in-workflow-branch/137200)
**Author:** [@RPerez14](https://community.hubspot.com/u/RPerez14)\ **Replies:** 6\ **Last updated:** [July 31, 2025, 11:00am UTC](https://community.hubspot.com/t/hubspot-wont-enroll-contacts-properly-in-workflow-branch/137200 "2025-07-31T11:00:58Z")
I have a problem where my workflow has a branch that checks whether contacts have a specific email domain and it should send them down the appropriate branch. But when I tested this specific email contact, HubSpot didn’t… --- ## [Payment Processing Fee Based on Payment Type](https://community.hubspot.com/t/payment-processing-fee-based-on-payment-type/99881)
**Author:** [@CoachDanFoster](https://community.hubspot.com/u/CoachDanFoster)\ **Replies:** 4\ **Last updated:** [July 30, 2025, 6:54pm UTC](https://community.hubspot.com/t/payment-processing-fee-based-on-payment-type/99881 "2025-07-30T18:54:46Z")
We are starting to use HubSpot payment links and would like to charge a payment processing fee if someone chooses to pay via credit card intead of ACH. I don’t see this as an option in payment link setup or settings. I k… --- ## [Handling relationships between different company types](https://community.hubspot.com/t/handling-relationships-between-different-company-types/137063)
**Author:** [@SPTV](https://community.hubspot.com/u/SPTV)\ **Replies:** 1\ **Last updated:** [July 29, 2025, 4:10pm UTC](https://community.hubspot.com/t/handling-relationships-between-different-company-types/137063 "2025-07-29T16:10:07Z")
Hi all, I’m looking for some advice on a structural challenge we’re trying to solve in HubSpot. I’m new to the Media & Advertising industry, and our GTM motion involves three key company types: Direct Brands Independ… --- ## [HubSpot API soumissions de formulaire et export nombre d'impressions](https://community.hubspot.com/t/hubspot-api-soumissions-de-formulaire-et-export-nombre-dimpressions/136967)
**Author:** [@MDUPIN](https://community.hubspot.com/u/MDUPIN)\ **Replies:** 1\ **Last updated:** [July 28, 2025, 9:42am UTC](https://community.hubspot.com/t/hubspot-api-soumissions-de-formulaire-et-export-nombre-dimpressions/136967 "2025-07-28T09:42:40Z")
Bonjour à tous, Je tiens tout d’abord à remercier chaleureusement toutes les personnes qui m’ont déjà aidé sur ce forum @sylvain\_tirreau, @GDiMaiolo (pour référence, voici l’ancien fil de discussion: “HubSpotAPI”). Vos … --- ## [HubSpot active list - META form submission -- connection issue](https://community.hubspot.com/t/hubspot-active-list-meta-form-submission-connection-issue/136843)
**Author:** [@GReineke](https://community.hubspot.com/u/GReineke)\ **Replies:** 1\ **Last updated:** [July 24, 2025, 4:19pm UTC](https://community.hubspot.com/t/hubspot-active-list-meta-form-submission-connection-issue/136843 "2025-07-24T16:19:36Z")
I have an active HubSpot list which pulls in leads from META form submission. It has been working, but I am missing two leads: - 1 from July 20th - 1 from July 23rd I don’t know why they didn’t pull in when other subm… --- ## [Live User Data from our Application](https://community.hubspot.com/t/live-user-data-from-our-application/120154)
**Author:** [@SahilBahri](https://community.hubspot.com/u/SahilBahri)\ **Replies:** 7\ **Last updated:** [July 22, 2025, 5:25pm UTC](https://community.hubspot.com/t/live-user-data-from-our-application/120154 "2025-07-22T17:25:17Z")
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into … [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=7) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=9)