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⚙ Operations Hub

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Stef_N on Outubro 02, 2024

Managing Partner and Referral Data: Best Practices

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 Leia mais

Responder Datasets Format Data Actions

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PamCotton

Gerente da Comunidade

Outubro 02, 2024 16:43

Hey @Stef_N , thank you for posting in our Community! For added structure, some teams use custom objects or properties to track referral det...Leia mais

ErikHolmberg on Outubro 01, 2024

Preview data tables while working on formula fields

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 Leia mais

Responder Datasets

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ErikHolmberg

Participante

Outubro 03, 2024 09:15

Thanks @PamCotton , it's a bit clunky way to go about it but it kinda works. To access this I clicked Company under datamodel -> searched or...Leia mais

Solucionado

00000 on Julho 02, 2024

Dataset values not matching report values

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 Leia mais

Responder Datasets

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Solução Aceita

00000

Colaborador(a)

Julho 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...Leia mais

Solucionado

Robin_Miller on Março 26, 2024

Change in Record ID format

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 Leia mais

Responder Datasets

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Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 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...Leia mais

Solucionado

MWilliamson8 on Março 15, 2024

Deal Number by Company

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 Leia mais

Responder Datasets

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HFisher7

Orientador(a) | Parceiro Elite

Março 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...Leia mais

Solucionado

TRichard7 on Março 15, 2024

Dataset-based reports crashed

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

Responder Datasets

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Solução Aceita

HFisher7

Orientador(a) | Parceiro Elite

Março 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 on Dezembro 20, 2023

Calculate the average number of tickets per user

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 Leia mais

Responder Datasets

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3 Respostas

enorberg

Colaborador(a)

Janeiro 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...Leia mais

Solucionado

DChampion01 on Dezembro 09, 2023

Contact integration

Having a hard time with start up and contact integration

Responder Datasets

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Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Dezembro 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...Leia mais

Solucionado

00000 on Dezembro 07, 2023

Dataset-created field sorting alphabetically

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 Leia mais

Responder Datasets

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Solução Aceita

DGarg

Top colaborador(a) | Parceiro Platinum

Dezembro 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...Leia mais

Solucionado

KHerrod on Novembro 28, 2023

Hubspot can't find common field in Airtable? One Way Data Sync

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

Responder Data Sync Datasets Field mappings

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BSmith08

Top colaborador(a)

Novembro 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...Leia mais

Solucionado

Bhumika_Bhatia on Novembro 17, 2023

Data set to attribute £xxxafter being enrolled in a workflow and visiting a xx webpage thereafter

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

Responder Datasets

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jforte

Top colaborador(a)

Dezembro 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...Leia mais

CWatson12 on Novembro 03, 2023

Building Conversion Formulas

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

Responder Datasets

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