Recently we were forced to update the Shopify connector as we updated our site. The new connector does not sync with Deals and instead syncs into Orders and Carts which are really not in a pipeline and practically useless for our B2B store. We had t read more
Hey @osimaleki , thank you for your message and for explaining the challenge you're facing.
You're right that updating deals from Carts and ...read more
Hello Community I need your help. I created a form and added hidden UTM fields. The form is embeded in external lending page platform I'm using. I tested it and I can see the UTM parameters in the 'Last Page Seen' property. But these parameters a read more
Hi @Aaskarovo ,
utm_source=paid is not something that's specified in the bucketing rules: https://knowledge.hubspot.com/reports/understand-hu...read more
I am importing contact info from an excel cvs worksheet to HS. It appears that any contact properties that are NOT in HS yet have to be set up BEFORE I import and then must be manually mapped. Is there not a way to have HS create the contact propert read more
We have created custom additional value for the "lifecycle stage" which is "late stage negotiating." I want to create a date field that updates like other stages. It will get populated when the field gets updated and gets cleared when the value for read more
@rulpats I can see 'Date entered "Late stage opportunity" (Lifecycle stage pipeline)' right at the top - this field behaves exactly like you reques...read more
We have one field named as 'opportunity stage' in Hubspot. I could not see its mapping with SF. I was wondering if this is a default property and how does it work. It is updating as per the opportunity stage in SF. Thanks, Rahul
@rulpats the screenshot is really helpful!
Yes, this is a standard property in the integration. It's "Created by HubSpot," but it's created b...read more
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
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...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