# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=9 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 10 --- ## [Formatting Phone Numbers in HubSpot Workflows](https://community.hubspot.com/t/formatting-phone-numbers-in-hubspot-workflows/127814)
**Author:** [@ASamaha](https://community.hubspot.com/u/ASamaha)\ **Replies:** 10\ **Last updated:** [July 22, 2025, 12:21pm UTC](https://community.hubspot.com/t/formatting-phone-numbers-in-hubspot-workflows/127814 "2025-07-22T12:21:23Z")
Hi everyone, I need help creating a workflow that reformats phone numbers in HubSpot to follow this structure: Standard 10-digit numbers should be formatted as XXX-XXX-XXXX If the number includes +1, it should be form… --- ## [Conversation workflow criteria based on email body](https://community.hubspot.com/t/conversation-workflow-criteria-based-on-email-body/133329)
**Author:** [@KateHoffer](https://community.hubspot.com/u/KateHoffer)\ **Replies:** 3\ **Last updated:** [July 18, 2025, 11:50am UTC](https://community.hubspot.com/t/conversation-workflow-criteria-based-on-email-body/133329 "2025-07-18T11:50:43Z")
Hi, I am new to Hubspot, so not sure if Im even setting this up correctly. I am trying to make a workflow triggered when an email comes into the shared inbox. Based on the email body text, I want to route it to differen… --- ## [Using Events For Triggers](https://community.hubspot.com/t/using-events-for-triggers/136409)
**Author:** [@RPerez14](https://community.hubspot.com/u/RPerez14)\ **Replies:** 4\ **Last updated:** [July 17, 2025, 2:45pm UTC](https://community.hubspot.com/t/using-events-for-triggers/136409 "2025-07-17T14:45:54Z")
I’m trying to create a workflow that triggers when certain events occur. Delay has a functionality that waits until a certain event happens such as “email replied” or “call ended”. I want to add these events to the initi… --- ## [Use Output of custom code as condition for branches](https://community.hubspot.com/t/use-output-of-custom-code-as-condition-for-branches/136408)
**Author:** [@MWatermeyer](https://community.hubspot.com/u/MWatermeyer)\ **Replies:** 1\ **Last updated:** [July 17, 2025, 1:02pm UTC](https://community.hubspot.com/t/use-output-of-custom-code-as-condition-for-branches/136408 "2025-07-17T13:02:31Z")
We noticed that it is currently not possible to use the output of custom code as conditions for branches. However, it is possible to set them as the value of an object’s properties. So, we built a workaround to save the … --- ## [How can I append notes to contact records during import in HubSpot?](https://community.hubspot.com/t/how-can-i-append-notes-to-contact-records-during-import-in-hubspot/136406)
**Author:** [@ARudkin](https://community.hubspot.com/u/ARudkin)\ **Replies:** 1\ **Last updated:** [July 17, 2025, 12:32pm UTC](https://community.hubspot.com/t/how-can-i-append-notes-to-contact-records-during-import-in-hubspot/136406 "2025-07-17T12:32:09Z")
Hello, Quick Q: We import contacts via Excel sheet on a regular basis. In the contact card values, there is a notes section. We keep historical touchpoints in this section. How do I update the notes that are currently … --- ## [\[Urgent Help\] Churn Rate Chart by Manager (Owner) in HubSpot — Is It Even Possible?](https://community.hubspot.com/t/urgent-help-churn-rate-chart-by-manager-owner-in-hubspot-is-it-even-possible/135276)
**Author:** [@PGrubba](https://community.hubspot.com/u/PGrubba)\ **Replies:** 3\ **Last updated:** [July 17, 2025, 6:24am UTC](https://community.hubspot.com/t/urgent-help-churn-rate-chart-by-manager-owner-in-hubspot-is-it-even-possible/135276 "2025-07-17T06:24:01Z")
Hi everyone, I’m trying to build a simple churn rate chart directly in HubSpot, and I’m genuinely surprised at how difficult this has been. I really need your help to understand whether I’m missing something obvious or … --- ## [All buying roles required](https://community.hubspot.com/t/all-buying-roles-required/136369)
**Author:** [@Huntscape-Ops](https://community.hubspot.com/u/Huntscape-Ops)\ **Replies:** 1\ **Last updated:** [July 17, 2025, 4:06am UTC](https://community.hubspot.com/t/all-buying-roles-required/136369 "2025-07-17T04:06:20Z")
I have a customer that wants a report that shows: Rep name, number of deal, deal missing ANY of their 9 custom buying roles. A contact can have more than 1 of their buying roles How would I show if any of the 9 buying… --- ## [How To Create Event Trigger For Associated Deal](https://community.hubspot.com/t/how-to-create-event-trigger-for-associated-deal/136346)
**Author:** [@RPerez14](https://community.hubspot.com/u/RPerez14)\ **Replies:** 2\ **Last updated:** [July 16, 2025, 3:34pm UTC](https://community.hubspot.com/t/how-to-create-event-trigger-for-associated-deal/136346 "2025-07-16T15:34:20Z")
Hello, I am working on a workflow and I want to create a delay “until an event occurs”, and I want the event to be a property change in an associated deal. I have options to pick contact properties, but I can’t pick any… --- ## [How to automatically update a Company Property date every 12 months](https://community.hubspot.com/t/how-to-automatically-update-a-company-property-date-every-12-months/136334)
**Author:** [@MattDubs](https://community.hubspot.com/u/MattDubs)\ **Replies:** 2\ **Last updated:** [July 16, 2025, 12:22pm UTC](https://community.hubspot.com/t/how-to-automatically-update-a-company-property-date-every-12-months/136334 "2025-07-16T12:22:46Z")
Is it possible to set up a Company Property which is a date that automatically updates every 12 months so long as the company has a Deal in a certain stage or otherwise a Company Property equal to a certain value? With … --- ## [📊 Modern Data Strategies for RevOps Teams: Lessons from Financial Services](https://community.hubspot.com/t/modern-data-strategies-for-revops-teams-lessons-from-financial-services/136196)
**Author:** [@kara\_susvilla](https://community.hubspot.com/u/kara_susvilla)\ **Replies:** 1\ **Last updated:** [July 14, 2025, 9:23pm UTC](https://community.hubspot.com/t/modern-data-strategies-for-revops-teams-lessons-from-financial-services/136196 "2025-07-14T21:23:40Z")
Hey RevOps Community! :waving\_hand: Just reviewed this fascinating guide from Snowflake on how financial services organizations are transforming their data operations - and there are some solid takeaways for RevOps team… --- ## [Users and Teams accessibility](https://community.hubspot.com/t/users-and-teams-accessibility/58782)
**Author:** [@Devansh1](https://community.hubspot.com/u/Devansh1)\ **Replies:** 1\ **Last updated:** [July 9, 2025, 9:56am UTC](https://community.hubspot.com/t/users-and-teams-accessibility/58782 "2025-07-09T09:56:08Z")
Suppose I have created a team in hubspot (Operation Hub Enterprise ) of several users and one of the user in team wanted to get all the contacts saved under his team using API . Can there be any personal key which is se… --- ## [Association Labels based on First & Most Recent](https://community.hubspot.com/t/association-labels-based-on-first-amp-most-recent/135685)
**Author:** [@Andreas11](https://community.hubspot.com/u/Andreas11)\ **Replies:** 2\ **Last updated:** [July 7, 2025, 7:12am UTC](https://community.hubspot.com/t/association-labels-based-on-first-amp-most-recent/135685 "2025-07-07T07:12:24Z")
Hi, I’m trying to create a company based workflow which applies and updates “Most Recent” or “First” association labels to associated records. The associated records live within a custom object, and they’re already ass… --- ## [Can we support multiple backup payment methods for HubSpot Subscription?](https://community.hubspot.com/t/can-we-support-multiple-backup-payment-methods-for-hubspot-subscription/135451)
**Author:** [@CANavarrete](https://community.hubspot.com/u/CANavarrete)\ **Replies:** 1\ **Last updated:** [July 1, 2025, 4:57pm UTC](https://community.hubspot.com/t/can-we-support-multiple-backup-payment-methods-for-hubspot-subscription/135451 "2025-07-01T16:57:52Z")
Hi all, We’re helping a client migrate their recurring billing and invoicing to HubSpot. One of their core requests is to allow for a secondary (backup) credit card in case the primary fails (as currently used in Stripe… --- ## [Deals Label Workflow Won't Branch Properly](https://community.hubspot.com/t/deals-label-workflow-wont-branch-properly/135311)
**Author:** [@RPerez14](https://community.hubspot.com/u/RPerez14)\ **Replies:** 8\ **Last updated:** [July 1, 2025, 12:39pm UTC](https://community.hubspot.com/t/deals-label-workflow-wont-branch-properly/135311 "2025-07-01T12:39:26Z")
issue workflow (unresponsive UI) correct workflow (responsive UI) custom property settingsI am trying to create a workflow that checks whether a deal has a primary company label or not, and then adds the deal to… --- ## [How to Bulk assign Country phone number format](https://community.hubspot.com/t/how-to-bulk-assign-country-phone-number-format/135450)
**Author:** [@RMazzucchelli7](https://community.hubspot.com/u/RMazzucchelli7)\ **Replies:** 2\ **Last updated:** [July 1, 2025, 12:30pm UTC](https://community.hubspot.com/t/how-to-bulk-assign-country-phone-number-format/135450 "2025-07-01T12:30:13Z")
Hi everyone, I’m looking for a way to bulk assign country codes (e.g. +61) to phone numbers in HubSpot. We have a large list of contacts with local phone numbers that are missing international dialing codes, and I’d like… --- ## [Primary Label Workflow Won't Branch Properly](https://community.hubspot.com/t/primary-label-workflow-wont-branch-properly/135307)
**Author:** [@RPerez14](https://community.hubspot.com/u/RPerez14)\ **Replies:** 1\ **Last updated:** [June 27, 2025, 10:49am UTC](https://community.hubspot.com/t/primary-label-workflow-wont-branch-properly/135307 "2025-06-27T10:49:10Z")
I’m creating a workflow that checks whether a deal has a primary company label or not, and then it adds the deals to an active list to be manually reviewed. When I run test cases through the workflow, they all move throu… --- ## [Tips on BDR Sequences to avoid overdue Tasks](https://community.hubspot.com/t/tips-on-bdr-sequences-to-avoid-overdue-tasks/135291)
**Author:** [@RMA12345](https://community.hubspot.com/u/RMA12345)\ **Replies:** 1\ **Last updated:** [June 27, 2025, 3:58am UTC](https://community.hubspot.com/t/tips-on-bdr-sequences-to-avoid-overdue-tasks/135291 "2025-06-27T03:58:26Z")
Hi all, I am working with a services company that has a BDR team of 7 BDRs that make 80 calls per day to schedule sales calls for our sales reps. I’m looking for any best practices on tips re: addng Contacts into Seque… --- ## [Set a string as enum? How to configure this?](https://community.hubspot.com/t/set-a-string-as-enum-how-to-configure-this/134306)
**Author:** [@OJ\_ONT](https://community.hubspot.com/u/OJ_ONT)\ **Replies:** 2\ **Last updated:** [June 26, 2025, 1:47pm UTC](https://community.hubspot.com/t/set-a-string-as-enum-how-to-configure-this/134306 "2025-06-26T13:47:46Z")
I’m verifying a country as a string is allowed in our other country field (drop down) before I attempt to write it. This is to support the logic applied in salesforce to pass a lead to the right sales queue. My script fe… --- ## [Need help with Mapping](https://community.hubspot.com/t/need-help-with-mapping/133033)
**Author:** [@SKnebusch](https://community.hubspot.com/u/SKnebusch)\ **Replies:** 3\ **Last updated:** [June 26, 2025, 12:17pm UTC](https://community.hubspot.com/t/need-help-with-mapping/133033 "2025-06-26T12:17:15Z")
Hey, according to our IT specialists we have an integration of our own data via an API. And I try to map the data but the menu is not shown for that whereas is other integrations I can see the sync and mapping menues. Wh… --- ## [Help please - MQL pipeline / revenue](https://community.hubspot.com/t/help-please-mql-pipeline-revenue/133847)
**Author:** [@Smanstey](https://community.hubspot.com/u/Smanstey)\ **Replies:** 2\ **Last updated:** [June 26, 2025, 12:13pm UTC](https://community.hubspot.com/t/help-please-mql-pipeline-revenue/133847 "2025-06-26T12:13:35Z")
Just wondering if I can pick your brain for a wee minute and see if I am wildly off track here. We have built a pretty successful way of capturing and tracking Marketing Qualified Leads through the lifecycle stages with… --- ## [Automating student (contact object) assignment to classrooms(custom object)](https://community.hubspot.com/t/automating-student-contact-object-assignment-to-classrooms-custom-object/134885)
**Author:** [@Palak19](https://community.hubspot.com/u/Palak19)\ **Replies:** 5\ **Last updated:** [June 26, 2025, 12:09pm UTC](https://community.hubspot.com/t/automating-student-contact-object-assignment-to-classrooms-custom-object/134885 "2025-06-26T12:09:40Z")
Looking for Feedback & Implementation Advice: Automated Student Assignment Flow in HubSpot Hi everyone! I am building an automated workflow to assign students to classrooms once a deal is closed. Our use case involves … --- ## [Alternatives To Using Association Labels In Flows?](https://community.hubspot.com/t/alternatives-to-using-association-labels-in-flows/135227)
**Author:** [@RPerez14](https://community.hubspot.com/u/RPerez14)\ **Replies:** 5\ **Last updated:** [June 26, 2025, 10:13am UTC](https://community.hubspot.com/t/alternatives-to-using-association-labels-in-flows/135227 "2025-06-26T10:13:31Z")
I’m trying to create a worfklow in HubSpot which checks if a deal has a primary company label, and flags them if they don’t. I was searching online and I learned that HubSpot doesn’t have built-in functionality on my sub… --- ## [Comment retrouver les liens entre objets via l’API dans HubSpot ?](https://community.hubspot.com/t/comment-retrouver-les-liens-entre-objets-via-l-api-dans-hubspot/133931)
**Author:** [@MDUPIN](https://community.hubspot.com/u/MDUPIN)\ **Replies:** 5\ **Last updated:** [June 25, 2025, 7:47am UTC](https://community.hubspot.com/t/comment-retrouver-les-liens-entre-objets-via-l-api-dans-hubspot/133931 "2025-06-25T07:47:59Z")
Bonjour à tous, Je travaille actuellement sur une intégration avec HubSpot, et je rencontre un blocage que je n’arrive pas à résoudre. Je récupère bien les données suivantes : les leads, les deals, les pipelines, les… --- ## [Forecasting limitations and alternatives](https://community.hubspot.com/t/forecasting-limitations-and-alternatives/134730)
**Author:** [@Alpine](https://community.hubspot.com/u/Alpine)\ **Replies:** 5\ **Last updated:** [June 24, 2025, 12:52pm UTC](https://community.hubspot.com/t/forecasting-limitations-and-alternatives/134730 "2025-06-24T12:52:08Z")
Hi Hubspot Community, We are running into a limitation of HubSpot’s forecasting abilities that seems to be rooted in Hubspot’s SMB roots. We have overlay resources working on a sales engagement who need access to the d… --- ## [Integration with Microsoft 365 business central](https://community.hubspot.com/t/integration-with-microsoft-365-business-central/83516)
**Author:** [@EMaloku](https://community.hubspot.com/u/EMaloku)\ **Replies:** 2\ **Last updated:** [June 23, 2025, 8:44am UTC](https://community.hubspot.com/t/integration-with-microsoft-365-business-central/83516 "2025-06-23T08:44:14Z")
Hello Team, I installed app for integration of HupSpot with Microsoft 365 bussines central and this app is syncing Contacts sucesfully. But i need to sync also Deals, do we have any manual about it or how it should be d… --- ## [Who do you use to send operational emails?](https://community.hubspot.com/t/who-do-you-use-to-send-operational-emails/112899)
**Author:** [@JohnWayne](https://community.hubspot.com/u/JohnWayne)\ **Replies:** 2\ **Last updated:** [June 23, 2025, 2:37am UTC](https://community.hubspot.com/t/who-do-you-use-to-send-operational-emails/112899 "2025-06-23T02:37:28Z")
We use HubSpot for marketing emails but can’t send crucial operational updates to opted-out customers. Some customers do not want marketing emails from us. They are at levels in thier org that do not use the products, ar… --- ## [Launching Landing page & unable due to "malicious host" after getting hold of google ad"s support](https://community.hubspot.com/t/launching-landing-page-unable-due-to-malicious-host-after-getting-hold-of-google-ad-s-support/134907)
**Author:** [@Anderson0001](https://community.hubspot.com/u/Anderson0001)\ **Replies:** 1\ **Last updated:** [June 21, 2025, 8:19pm UTC](https://community.hubspot.com/t/launching-landing-page-unable-due-to-malicious-host-after-getting-hold-of-google-ad-s-support/134907 "2025-06-21T20:19:26Z")
Hi i really want to get my website live for google ads service based buisness, below i copy and pasted last intereaction ive recieved from google ads support for reason for “mirepresentation” based on this: Investigatio… --- ## [Cannot use form field for checking contact ownership](https://community.hubspot.com/t/cannot-use-form-field-for-checking-contact-ownership/134715)
**Author:** [@RalphM87](https://community.hubspot.com/u/RalphM87)\ **Replies:** 3\ **Last updated:** [June 20, 2025, 3:14pm UTC](https://community.hubspot.com/t/cannot-use-form-field-for-checking-contact-ownership/134715 "2025-06-20T15:14:22Z")
I am using a form that opens a meeting scheduler upon submission. I want to check ownership to open the right calendar but do not want the added email input step. Is there a way Hubspot can use the entry on the original … --- ## [Connection Apollo et Hubspot](https://community.hubspot.com/t/connection-apollo-et-hubspot/134402)
**Author:** [@AnisB](https://community.hubspot.com/u/AnisB)\ **Replies:** 3\ **Last updated:** [June 19, 2025, 3:01pm UTC](https://community.hubspot.com/t/connection-apollo-et-hubspot/134402 "2025-06-19T15:01:04Z")
Bonjour, Je suis en Free sur Hubspot pour l’instant mais je l’ai connecté à Apollo. Je souhaite faire un push de Apollo à Hubspot sur des leads. La fonction Push me pousse l’ensemble de leads que je ne souhaite pas. V… --- ## [I would like to catalog my workflows](https://community.hubspot.com/t/i-would-like-to-catalog-my-workflows/134780)
**Author:** [@PAtlan](https://community.hubspot.com/u/PAtlan)\ **Replies:** 1\ **Last updated:** [June 19, 2025, 8:16am UTC](https://community.hubspot.com/t/i-would-like-to-catalog-my-workflows/134780 "2025-06-19T08:16:55Z")
I need to put some order in my workflows, which have grown “organically” for the past two years. To do so, I would like to map properties of my main objects (contacts, deals, companies) to the workflows they trigger and… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=8) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=10)