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Solved
Huntscape-Ops on April 07, 2025
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
Accepted solution
Hall of Famer | Partner
April 07, 2025 15:08
@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
Solved
OJ_ONT on February 27, 2025
We have over 134,000 suggestions for correcting address information. That's never going to be a manual task, how can I automate it?
1 upvote
2 Replies
Accepted solution
Participant | Platinum Partner
February 27, 2025 16:28
Hi @OJ_ONT , I think we can approach the problem in two ways: 1. We could try to find consistency in the formatting issues, as mentioned b...read more
Solved
Matt-B on February 24, 2025
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
0 upvote
4 Replies
Accepted solution
Contributor
February 26, 2025 17:31
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
Solved
EVatsev on November 26, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 26, 2024 05:50
Hi @EVatsev , Yes, you can set validation rules for (some of these) properties, see here: https://knowledge.hubspot.com/properties/set-valida...read more
Solved
PMenkar1 on November 07, 2024
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
Accepted solution
Hall of Famer | Partner
November 07, 2024 14:41
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
DParisi on November 07, 2024
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
HubSpot Employee
November 07, 2024 16:49
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
Solved
justinlu on October 28, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 29, 2024 01:03
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
Solved
00000 on October 28, 2024
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
Accepted solution
Top Contributor
October 30, 2024 10:53
Issue with screenshots solved- cannot see in Firefox browser and need to update my settings.
Solved
Stef_N on October 02, 2024
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
0 upvote
3 Replies
Accepted solution
Contributor
October 04, 2024 15:14
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
Solved
PSterkenburg on October 01, 2024
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
Accepted solution
Top Contributor
October 05, 2024 08:09
@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
Solved
esealpha on August 26, 2024
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
August 26, 2024 13:43
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
Solved
hanno on June 19, 2024
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
0 upvote
2 Replies
Accepted solution
Key Advisor | Platinum Partner
June 24, 2024 16:30
@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
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