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DChampion01 le Décembre 09, 2023
Having a hard time with start up and contact integration
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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
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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Décembre 08, 2023 09:47
Hi Deepak, Thank you for trying to help. Below is the formula as written v. a screenshot of how it appears when used as the x-axis. Would like th...Lire la suite
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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Décembre 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.
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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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
CWatson12 le Novembre 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 Lire la suite
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3 Réponses
Gestionnaire de communauté
Novembre 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...Lire la suite
LSimon3 le Octobre 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 Lire la suite
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Expert reconnu | Partenaire solutions Gold
Décembre 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 ...Lire la suite
SLABONNE le Octobre 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!
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3 Réponses
Octobre 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 ...Lire la suite
smcmillian le Septembre 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 Lire la suite
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Équipe de développement de HubSpot
Septembre 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...Lire la suite
oskargrobey le Juillet 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 Lire la suite
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Accepted Solution
Contributeur de premier rang | Partenaire solutions
Juillet 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 ...Lire la suite
mzebib68 le Mars 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 Lire la suite
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1 Réponse
Contributeur de premier rang | Partenaire solutions Diamond
Mars 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...Lire la suite
Louraine le Mars 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:
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15 Réponses
Mars 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. ...Lire la suite
JMICIO le Décembre 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 Lire la suite
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Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Décembre 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...Lire la suite
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