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 Leia mais

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 Leia mais

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 Leia mais

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 Leia mais

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!

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 Leia mais

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 Leia mais

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 Leia mais

Hi, I would like to ask help why my Enrollment trigger for Company-based workflow doesn't always work. Here's my enrollment trigger:

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 Leia mais

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 Leia mais

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, Leia mais