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 Lire la suite

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 Lire la suite

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

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite