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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
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
7 Replies
Participant
December 05, 2023 14:53
Do you know if Hubspot requires a specific format to read / match Domain Names? Some in Airtable have https:// while others do not.
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
CWatson12 on November 03, 2023
I'm attempting to build out an MQL to SAL conversion rate, which in theory, is very easy, but I need to add a few caviats for them. I am attempting to pull only SALs from our "default" pipeline that have been created this year and have mql influence read more
3 upvotes
3 Replies
Community Manager
November 14, 2023 08:40
Hi @CWatson12 , Thank you for the additional information and the examples! I wanted to invite our subject matter experts to see if th...read more
Solved
LSimon3 on October 19, 2023
I currently have a calculation that I made using Data Sets that basically adds up all the deals that each contact has made in the past 1.5 years so that I can have a running revenue number for each person. It would be nice if I could turn this field read more
1 upvote
3 Replies
Accepted Solution
Thought Leader | Gold Partner
December 06, 2023 14:11
Hey @LSimon3 have you tried building a Calculated property that makes this count automatically? I leave you here an article on how they work ...read more
SLABONNE on October 18, 2023
Hello, I am creating a dataset for Transactions and a Custom Object I would like to see and use association labels, as in a normal report, but this seems impossible Is there another way? Thank you!
2 upvotes
3 Replies
Participant
October 23, 2023 04:36
To complete a bit my question, I am creating a Dataset from 2 objets. I cannot use the association labels in this dataset. I have tried to create a ...read more
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 . Summary Functions Summ read more
8 upvotes
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
Solved
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
Participant
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
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