Create Dataset for Deal and User Records

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi All,

We need to create a data set that joins the deal and user objects.

We have created a custom property called “Referred by” in the deal object. This field type is “HubSpot user.”

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We have created a custom property called “Referral bonus eligible” in the user object. This field type is " Single checkbox."

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We need to create a dataset that includes the following fields.

Deal Name - (Deal Object)

Referred by - (Deal Object)

Referral bonus eligible - (User Object)

Email - (User Object)

When we add the data source (Deals and Users) and done the following join.

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The user’s data shows as “No data”

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There is no data loading for the “Referral bonus eligible” field and “Email” field in the report.

Can you guys advise me on how to fix this issue?

Thank you in advance.

2

Hey @Janakan_, happy Friday!

The issue might stem from the join setup or missing data in the “Referred by” field on deals. Ensure the “Referred by” property contains valid user assignments that match the User object records. Also, check the dataset’s join configuration and field mapping to ensure everything aligns correctly. If it still doesn’t work, it might be a limitation in the dataset beta.

Let us know how it goes!

Pam

3

Hi @PamCotton ,

Thank you for your response. The user object contains values for the “Email” and “Referred by” fields.

However, when joining, the user’s object data appears as “No data” in the user object.

I’m struggling to identify what went wrong.

Thank you!