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smcmillian on September 25, 2023
Introduction Hi, my name is Stephen, and I'm the product manager for datasets at HubSpot. I put together a series of videos to demonstrate how our new summary functions work to complement the knowledgebase article . We've rolled out summary f read more
2 Replies
HubSpot Product Team
September 27, 2023 12:32
We released to a large group today and will be progressively rolling it out to all users. If you don't see the new functions in your portal, please r...read more
oskargrobey on July 17, 2023
How do I create a completely different list in my contacts? I just added a bunch of buyers but now I want to add a completely blank list of hard money lenders, and then a completely new blank list for acquisition wholesalers but everytime I try to c read more
1 upvote
3 Replies
Accepted Solution
Top Contributor | Partner
July 20, 2023 11:04
Hey, You can simply create new Lists based on various criteria, Just go to Menu - Contacts - Lists . Click on Create List and choose ...read more
mzebib68 on March 24, 2023
I'm trying to create a custom field concatenating the deal owner value bu it doesn't work. using CONCAT([Deal owner], " test") -> it returns the owner ID instead of the name (ie. joe smith) using LABEL([Deal owner]) -> even if the formula read more
1 upvote
1 Reply
Top Contributor | Diamond Partner
March 25, 2023 05:02
Hey @mzebib68 I would suggest, use the HubSpot API to query the owner information based on the owner ID. The endpoints for the Contacts, C...read more
Louraine on March 06, 2023
Hi, I would like to ask help why my Enrollment trigger for Company-based workflow doesn't always work. Here's my enrollment trigger:
0 upvote
15 Replies
March 07, 2023 13:46
Hi @karstenkoehler Yes. It did copied and it does met the enrolment criteria and is eligible. Here's the result when I tested it. ...read more
JMICIO on December 21, 2022
Hi everyone, I need some help on the following problem ! I'd like to add a property on a transaction and when I create a ticket from this transaction the property be completed automatically by the information indicated on the property in the tran read more
Accepted Solution
Hall of Famer | Partner
December 21, 2022 12:38
Hi @JMICIO , Could you specify what exactly a transaction is for you? Is it referring to a contact property? Do you want a contact property va...read more
bhascher on October 11, 2022
Hi, my team is trying to report on number of unique companies out of a contact list. It looks like the only way of doing this wihtin HubSpot is to use a HubSpot Dataset. We couldn't find it but, Is there a Unique Value function in Dataset that we ca read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
October 11, 2022 05:49
Hi @bhascher , If you're really just interested in the count of companies, you could also use the list tool. Create a company -based list and...read more
smcmillian on June 21, 2022
Hi All, We originally had a Datasets Office Hour scheduled for today, but unfortunately, we will have to cancel it. We apologize for any inconvenience this caused! We still want to be able to answer all of your questions, read more
0 upvote
0 Reply
jbogaert on May 24, 2022
Hello! The Operations Hub Show & Tell is back! Tomorrow, May 25 at 10, our product team will talk about Operations Hub, what it is, and how they're thinking about its future. Joining us will be Frans Leys (Data Sync), Mega read more
Top Contributor
September 14, 2022 06:24
Mind blown @MeganLegge ! Big thank you to you and the team behind these improvements, this is great! Steve
PBaxter on May 13, 2022
Hi All, Anyone had any joy working with the Line Item "start date" property? It's causing me heartache. Simply, I want to create a Line Item / Deals report with a date field that either shows the "start date" (if that property is populate read more
1 upvote
0 Reply
RSiddula on January 20, 2022
Hello Community, I am trying to remove the not useful data (all objects i.e. contacts, companies etc) on Hubspot by checking some filters like, Company URL is unknown AND Company Website is unknown AND My_Org ID is known (This is auto g read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
January 21, 2022 08:21
Hi @RSiddula , If you want to reduce the number of contacts, here are a few ways you could approach this: Email is unknown: These contac...read more
smcmillian on November 01, 2021
Hi everyone, I’m Stephen McMillian and I’m the Product Manager of Datasets by HubSpot . I’m very excited to finally release Datasets to all of you here!! I wanted to make this post to introduce myself and share what we’ve been working on the p read more
11 Replies
Participant | Elite Partner
June 06, 2023 13:49
@smcmillian , Looking through the functions, I couldn't find one that rounds to a specified decimal place. Is there anything like this in the works...read more
AndyPitre on November 01, 2021
Hi folks, I’m Andy Pitre , VP of Product and GM of Operations Hub and I’m so happy to be back here once again! At INBOUND this year we announced that Operations Hub Enterprise was joining our CRM platform on November 1. That’s why read more
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