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 read more
Our team is trying to show the days between two properties only when a certain property's date is after another property's date. Can a calculation property support this? We're finding that the calculation property is showing the days between regardl read more
Hi @GBettinson98 ,
You could create a workflow that checks whether one date comes before the other ( re -enroll records when date A is known a...read more
Hi - is there a way to add names to an existing list with Ops Hub? We have an table with names of our clients within our contract that is constantly updated when a new client joins. I'm looking for ways to automate adding new names to this t read more
Hey all. I am looking for a tool that will plot all of my objects and properties into an ERD format which can be edited in real-time to build out my HubSpot portal. I understand that there used to be a "data model overview" which seems to be sim read more
Hi, I have a custom object and I want some of the records in Company to be integrated to this custom object. Aside from the properties, I also want the Notes, Emails, Call logs etc to be imported as well from Company object to my custom obje read more
Hello @Louraine ,
If you need to sync specific properties from the associated Company Record to the Custom Object you could set up a workflow...read more
The database model regarding contacts is different between HubSpot and Dynamics. HubSpot only knows contacts where Dynamics differentiates between leads and contacts. To do a proper syncronization between the two system, HubSpots relies in the lifec read more
Hey Carsten,
It's not only a good idea - it's actually something that's in the works right now.
The logic we followed in the current iteratio...read more
Yet another issue I'm facing with a Data Sync integration!
When it forces you to set a lifecycle stage for contacts as a part of the sync rules, I see that it says it will assign the lifecycle stage when contacts are created *or updated* by th read more
In our Outreach sequences, we rely on the "company name" property for personalization, but I can't find a clean solution to sync that from HubSpot contacts over to Outreach prospects. In theory, it should work even if Data Sync only supports HubSpot read more
Sebastiaan - we've had a working dedicated account<>company sync since 2 years for Outreach now. And if you need the company name field which s...read more
Hi! We are trying to track some informaiton around our ticketing and deal properties. We are looking at using a more robust project management tool and are exploring Asan and AirTable. It looks like right now, there is only an integration with read more
Hello all We are a SaaS company that has dedicated our supporting tech stack to Stripe and Intercom. However, I am having some real issues synching dates from Stripe and Intercom into Hubspot. For our sales, CRM, and support team it is impo read more
Hi @sbacookie , In that case, I think it's better if you contact HubSpot's support team. They'll be able to look at the two fields you want to conn...read more