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 Beitrag ansehen
Hi @Paddle_LLC ,
Creating the properties before the import is indeed the correct way to go about this. You're not missing anything.
Best...Beitrag ansehen
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 Beitrag ansehen
@rulpats I can see 'Date entered "Late stage opportunity" (Lifecycle stage pipeline)' right at the top - this field behaves exactly like you reques...Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
Hi @CBabb ,
Can you share a bit more context about where this list is hosted? Which software is used to maintain the list?
Generally, it...Beitrag ansehen
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 Beitrag ansehen
Hey @BrendonTW hope you are doing well.
You can still find the Data Model in Hubspot
in Reporting> Data Management > Data Model
and It ...Beitrag ansehen
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 Beitrag ansehen
Hello @Louraine ,
If you need to sync specific properties from the associated Company Record to the Custom Object you could set up a workflow...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen