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KHerrod 11月 28日, 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 続きを読む
0 いいね!
6 コメント
参加者 | Solutions Partner
11月 29日, 2023 22:08
It may be because you are using ID as the reference field for Company Name. Since for company records HubSpot needs either Company Name or Domain Nam...続きを読む
Bhumika_Bhatia 11月 17日, 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 続きを読む
0 いいね!
1 コメント
11月 20日, 2023 05:02
Hi @Bhumika_Bhatia , Thank you for reaching out to the Community about this! From what I see in your specific use case, you could use the actions ...続きを読む
CWatson12 11月 03日, 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 続きを読む
2 いいね!
3 コメント
11月 14日, 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...続きを読む
LSimon3 10月 19日, 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 続きを読む
0 いいね!
2 コメント
10月 31日, 2023 00:26
@LSimon3 I created something similar for reporting on Net Revenue Retention using custom-coded workflows. I created a property on each deal calle...続きを読む
SLABONNE 10月 18日, 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!
1 いいね!
3 コメント
10月 23日, 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 ...続きを読む
smcmillian 9月 25日, 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 続きを読む
8 いいね!
2 コメント
9月 27日, 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...続きを読む
oskargrobey 7月 17日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
トップ投稿者 | Solutions Partner
7月 20日, 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 ...続きを読む
mzebib68 3月 24日, 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 続きを読む
1 いいね!
1 コメント
トップ投稿者 | Diamond Partner
3月 25日, 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...続きを読む
Louraine 3月 06日, 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 いいね!
15 コメント
3月 07日, 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. ...続きを読む
JMICIO 12月 21日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
12月 21日, 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...続きを読む
bhascher 10月 11日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
10月 11日, 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...続きを読む
smcmillian 6月 21日, 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, 続きを読む
0 いいね!
0 コメント



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