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fiberpunk le Octobre 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 Lire la suite
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3 Réponses
Solution Acceptée
Conseiller clé | Partenaire solutions Elite
Octobre 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...Lire la suite
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Stef_N le Octobre 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 Lire la suite
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Solution Acceptée
Contributeur
Octobre 04, 2024 15:14
You're not alone in this one! I've seen everything from spreadsheet manual management of partner programs (noooooo!) to some really nice integrations...Lire la suite
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ErikHolmberg le Octobre 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 Lire la suite
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Solution Acceptée
Gestionnaire de communauté
Octobre 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 ...Lire la suite
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00000 le Juillet 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 Lire la suite
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Solution Acceptée
Contributeur de premier rang
Juillet 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...Lire la suite
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Robin_Miller le Mars 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 Lire la suite
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Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Mars 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...Lire la suite
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MWilliamson8 le Mars 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 Lire la suite
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Solution Acceptée
Guide | Partenaire solutions Elite
Mars 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...Lire la suite
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TRichard7 le Mars 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
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1 Réponse
Solution Acceptée
Guide | Partenaire solutions Elite
Mars 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 le Décembre 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 Lire la suite
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3 Réponses
Contributeur
Janvier 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...Lire la suite
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DChampion01 le Décembre 09, 2023
Having a hard time with start up and contact integration
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
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00000 le Décembre 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 Lire la suite
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5 Réponses
Solution Acceptée
Contributeur de premier rang | Partenaire solutions Platinum
Décembre 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...Lire la suite
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KHerrod le Novembre 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 Lire la suite
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8 Réponses
Solution Acceptée
Contributeur de premier rang
Novembre 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...Lire la suite
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Bhumika_Bhatia le Novembre 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 Lire la suite
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2 Réponses
Solution Acceptée
Contributeur de premier rang
Décembre 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...Lire la suite
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