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Solved
fiberpunk on October 13, 2024
Hey folks, In my database, I have some contacts who are affiliates who are referring new contacts. When that happens, a new contact will store the affiliate ID of the person it has been referred by. Now, in my dataset I want to join the affi read more
0 upvote
3 Replies
Accepted solution
Key Advisor | Elite Partner
October 17, 2024 02:45
Hi @fiberpunk , It sounds like you’ve done a great job with your data structuring so far! Here are a few thoughts that might help address your is...read more
Stef_N on October 02, 2024
Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link deals to both the partner co read more
0 upvote
3 Replies
Member
October 06, 2024 12:45
We are in the process of making a decision on the PRM and are only considering vendors that integrate with HubSpot. I was evaluating whether it would...read more
Solved
ErikHolmberg on October 01, 2024
Hi, I'm trying to get into building datasets and using the formula fields. Howver, it's hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use [COMPANY.hs_analytics_source] as read more
0 upvote
2 Replies
Accepted solution
Community Manager
October 01, 2024 15:44
Hey @ErikHolmberg , thank you for posting in our Community. Great question! When working with HubSpot’s datasets and formula fields, it can ...read more
Solved
00000 on July 02, 2024
Hello, I think I missed a part of documentation. Could someone please point me in the right direction to solve the issue below? How do I get the dataset forumla field value to display in the custom report? Dataset forumla field value is not app read more
0 upvote
3 Replies
Accepted solution
Top Contributor
July 10, 2024 15:08
HubSpot support was able to assist. Sharing answer here in case someone else ever needs this. The error was in parenthesis. While all were closed...read more
Solved
Robin_Miller on March 26, 2024
Hi All Hope this is the right place for this question. Has anyone else's 'Record ID' format changed recently? Ours has been 6-digits for a long time, but suddenly recently it's jumped to 10-digits. Obviously this doesn't make any operational diff read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 26, 2024 05:34
Hi @Robin_Miller , Yes, this change was announced in December 2023 and is explained here: https://community.hubspot.com/t5/Developer-Announce...read more
Solved
MWilliamson8 on March 15, 2024
I want to have insight into a companies deal performance by individual order number (i.e. how does a companies 8th deal closed, compare to their next 5 deals closed). In the past I have done this outside of HubSpot, but wanted to try and do this read more
0 upvote
2 Replies
Accepted solution
Guide | Elite Partner
March 19, 2024 06:28
@MWilliamson8 - I would: 1. Create a custom calculation deal property to calculate each deal's 'performance' 2. Then create a single obj...read more
Solved
TRichard7 on March 15, 2024
After Hubspot improved the look of the dataset yesterday, all of our dataset-based reports crashed. Reports created from scratch, identical to the ones that crashed, work just fine. Anyone facing the same issue? Any solution? Thanks
0 upvote
1 Reply
Accepted solution
Guide | Elite Partner
March 15, 2024 07:42
@TRichard7 - FYI, I've just checked on a dataset-based reports in a few different HubSpot portals and all seem to be OK.
enorberg on December 20, 2023
I'm trying to set up a report that shows the average number of Hubspot tickets per user. My definition of "Users" is a custom property on the company object with that same name - each customer has this filled in. So to achieve this calculation, we w read more
0 upvote
3 Replies
Contributor
January 02, 2024 02:44
@deepikaverma Thanks for your reply. Yes, I've tried data sets, not for this specific problem but for similar ones. I could of course be using them...read more
Solved
DChampion01 on December 09, 2023
Having a hard time with start up and contact integration
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
December 10, 2023 02:12
Hi @DChampion01 , If you're referring to getting started with HubSpot overall, I'd recommend this resource: https://academy.hubspot.com/cours...read more
Solved
00000 on December 07, 2023
Hello, In a report, how does one get dataset-created fields to display results in the order they were entered into the dataset field filter (or based on the value of the original property) instead of alphabetically by filter result? Use case read more
1 upvote
5 Replies
Accepted solution
Top Contributor | Platinum Partner
December 11, 2023 06:30
Hi @00000 I am not sure about which type of property you created for time period, But if you choose dropdown for summarize days it will giv...read more
Solved
KHerrod on November 28, 2023
Hello! We recently upgraded to Operations Hub and I've been tasked with starting a migration of datasets from Airtable INTO Hubspot. A colleague and I worked manually (the only way to get this to work at first) to enter a common field calle read more
0 upvote
8 Replies
Accepted solution
Top Contributor
November 29, 2023 08:03
Hi @KHerrod , The two properties that can be used as unique identifiers in data sync with HubSpot are Company Name and Domain name, which is li...read more
Solved
Bhumika_Bhatia on November 17, 2023
Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We are trying to build a H read more
0 upvote
2 Replies
Accepted solution
Top Contributor
December 05, 2023 04:44
Thanks for the mention @BérangèreL @Bhumika_Bhatia nice to meet you 🙂 Regarding your idea it's always possible to set amount ($) throug...read more
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