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
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
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
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
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
Hey @ErikHolmberg , thank you for posting in our Community.
Great question! When working with HubSpot’s datasets and formula fields, it can ...read more
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
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
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
Hi @Robin_Miller ,
Yes, this change was announced in December 2023 and is explained here: https://community.hubspot.com/t5/Developer-Announce...read more
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
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
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
@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
Hi @DChampion01 ,
If you're referring to getting started with HubSpot overall, I'd recommend this resource: https://academy.hubspot.com/cours...read more
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
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
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
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
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