I am trying to use a calculated field, but if one of the values is empty in the calculation, then it returns a null value. ([properties.imported_total] + [properties.total_donations]) There has to be an easy way to fix this but chatgpt is te read more
@Huntscape-Ops strange - can you save this and see if it populates correctly on records? It should work, see my screenshot. If it doesn't after ref...read more
Hey everyone, I'm trying to set up a calculated property in HubSpot and running into some trouble. I have a calculated property called "Time Since Deal Close" , which uses the "time between" calculation type to output values like 30 days read more
Hey, I set something up similar recently. Here is how its setup: Create two properties: LTM Deal and Prior LTM Deal Populate "Yes" for each via ...read more
Hi, I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and many more. Is there a read more
Hi @EVatsev ,
Yes, you can set validation rules for (some of these) properties, see here: https://knowledge.hubspot.com/properties/set-valida...read more
Hey folks, I recently created a custom object to track expos/events more thoroughly. Its called "Events" I have created association between custom object "Events" and contacts. I am able to associate contacts to custom object "Events". Now I wo read more
Hi @PMenkar1 ,
If you have figured out the calculation property for the number of associated contacts (a roll up property) then your other pro...read more
Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. Therefore I was trying to cre read more
Hey @DParisi , thank you for your post.
You could try reviewing the way you extract and handle the phone number property in the event. Check...read more
Hello Everyone! I have a very specific problem that I need help solving for within HubSpot contact properties/workflows. Situation: We have a form that collects users' age with 3 separate properties - DOB Day (dropdown select) - DOB Mont read more
Hi @justinlu ,
Is there a reason why you're not simply using a regular custom date property? https://knowledge.hubspot.com/properties/propert...read more
How can we reference the account's timezone in the timezone field when formating date and time through workflows? Organization wants the time a property is changed to be stamped into a text property string so this information is visible for user read more
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 read more
You're not alone in this one! I've seen everything from spreadsheet manual management of partner programs (noooooo!) to some really nice integrations...read more
Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records read more
@PSterkenburg I believe Koalify can assist you in comparing values between duplicate pairs and detect how they could be associated using the Koalif...read more
Several workflows move a user through different stages of a ticket. At one point, it sends a notification to the user, letting them know they need to change a property called Resolution , from blank to choice1 , choice2 , or choice3 . In the wor read more
Hi @esealpha ,
Delays are good thinking but fixed ones don't match the reality and delays until a value is changed don't always behave as expe...read more
Hi,
Suppose I have filled in 2 Deal properties:
Start date of the license (date)
Length of the license (in years)
Calculation of End date License
Now, I want the dnd date of the license (property) to be automatically calculated ( read more
@hanno - faced with a similar challenge some while back, I ended up using a calculated property (assuming you have not used all tehse up for you in...read more