Having a hard time with start up and contact integration

I need to set multiple associations between a Contact and a Company via a workflow using the API I have a contact that I need to mark as PrimaryContact and BillingContact. This works fine via the Hubspot UI, but when I try to set an additional a read more

Hello, In a report, how does one get dataset-created fields to display results in the order they were entered into the dataset field filter (or based on the value of the original property) instead of alphabetically by filter result? Use case 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

do we have any operations in hubspot where we can get all information of contact including its associctions if available

I have run into the challenge where the Contact Owner does NOT equal Company Owner, and I need to correct that. Example: We have done some bulk merging of Contacts (and a lot more clean-up to come), and while we got rid of a lot of duplicates, with read more

Hi -- Is there a way to build a goal detail summary into a dashboard or does this only live on the goals page?

I'm wondering if this functionality exists and I just don't have the right subscription. How can I trigger workflows on administrative actions, like "user added," "email published," "list created," etc. These seem like obvious triggers. read more

Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We are trying to build a H read more

I'm seeing a lot of newer email platforms popping up with the abililty to use if/else statements as email personalizations. Here's an example to give you the gist. After a lot of trial and error, I've worked out a solution to make HubSpot do t read more

Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Notes with the string "xyz" anywh read more

I would like to know how to use parenthesesis in a formula with operation hub with the personalized mode. I would like to do this kind of formula : ( (durée de contrat en mois/12*Consommation CAR*marge courtier)+(marge abonnement courtier/12*nombre read more