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Solved
BButterfield on March 01, 2024
Hello, I am trying to figure out how to setup an automation that will match the company name field to whatever the generated associated company is. 95% of the time hubspot generates the correct associated company name and it is redudant to them man read more
Accepted Solution
Most Valuable Member | Elite Partner
March 02, 2024 09:38
Hi @BButterfield when you build a Custom Report, you can select additional data sources, if you include Companies then you can pull the company nam...read more
Solved
AEtman on February 02, 2024
Hi, I have a custom object called Events, and I want to use the bulk import feature to associate Contacts to these events. The issue: associations are not being imported at all. Contacts and Events get properly updated, but associations are not read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Platinum Partner
February 02, 2024 11:29
Hi @AEtman , My recommendation is to download your Custom Object events, get the Record ID (as you mentioned), and use that for association. Y...read more
jmcalister1 on August 28, 2023
I am trying (3 hours!) to Change OR Delete a Custom Property. There are NO records using it, I removed it from the Deal Form and removed it from the 1 Deal View; however, it still shos up under the Porperty, eventhough it is no longer used anywhere. read more
0 upvote
1 Reply
Key Advisor
August 28, 2023 17:55
Unfortunately with the free plan, if it is a bug there is not official support to help out as the only support offered are these user-to-user forums....read more
Solved
RValentine9 on August 11, 2022
I have a few different custom objects as our use-case for HubSpot is a little different than most. On a couple of these custom objects, I want to create a phone number property with the same functionality as the phone number properties in Compan read more
Accepted Solution
Key Advisor | Diamond Partner
August 12, 2022 08:15
Hey @RValentine9 , Unfortunately, these types of properties are not possible as the phone number field on contacts and companies (while a numb...read more
Solved
JKrantz on August 09, 2022
is anyone else hitting issues when creating custom objects for a sub group of users or different sales teams and limiting permissions. I cant seem to get the teams to work as we have way to many pipelines and way to many different groups along read more
0 upvote
3 Replies
Accepted Solution
Key Advisor | Gold Partner
August 11, 2022 19:47
Hi @JKrantz What if you created a Custom Property in your Custom Object called "Show to wider team" (or something similar) and a Time Based ...read more
Solved
ferotis on January 14, 2021
In order to carry out a process in the sales pipeline, we have created several properties of type multi-line text. One of them has values like the following: License No.: h9k4j-h5fv0-t45cdr Database: 2859346784 the problem is that this p read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Gold Partner
January 25, 2021 18:36
Hi @ferotis Off the top of my head (I haven't tried your specific example) you could write a Custom Module for your email using "HubL Synta...read more
Solved
ferotis on January 14, 2021
In the company we have created some properties of type multi-line text, to fill, as a template; example: license number: vnwre-fvsdlv-cijweio Database: 234164516 I'd like to know how I can make it so that, when sending the token in an em read more
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
January 15, 2021 02:25
Hi @ferotis , Have you tried adding line breaks as explained here ? Alternatively, I'd suggest storing the license number and database in sep...read more
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