We have a need to reformat a Custom Object record to basically transpose the list of columns from horizantal to vertical so that we could save that to a pdf or export it for use in next step of workflow outside of Hubspot. For our example we are ca read more

One of our customers sells houses. We wanted to make those 'houses' deals and associate the contacts with them. Those houses belong to a project which is a custom object. But in a couple of years the houses will be sold again and should shift from t read more

We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) read more

Hello all! We have recently migrated our inventory from "deals" to a custom object called properties. Because of the migration, we are having to rebuild most of our reports. However, it looks like a lot of the fields and filters that we were usi read more

Hello, I have been playing with custom report building and I can't seem to figure this out. I am trying to create a simple report hat shows Companies, Total Deals value Won, Count of Deals Won, Count of Deals Lost, active deals. any ideas? read more

Hi there, Found a few articles referencing custom objects as a use case for calculating comissions ( example here ). Sounds like the Custom Object would be Comissions and you would use data from other properties / objects and calculated proper read more

Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more

Hey Folks, I created 2 Lead scoring field properties under the wrong object. I used Contact properties instead of Deals. Is there anyway I can move the 2 properties into a new Object or clone them even to easily add to the new object? S read more

Hi, New post. Tried to see if I could find something related and couldn't so apoligies in advance if I'm repetetive. I'm trying to build out a pipeline table that displays details about last and next activity details related to a deal. I can s read more

Hello, im using the feee datat sets feature in hubspot and have created a calculated field however what I want to do is then deduct that value from another field within Hibspot, any thoughts as I cant seem to find a minus function 🙂 T read more

Hi! We need to show gauge chart KPIs based on the logged user in a dashboard. Tried with external embed content, but it will use the same url always so I wouldn't know who is the logged user. I could import the data periodically as a custom object read more

Is there a way to record and track, per deal: - projected monthly sales revenues - projected monthly sales volumes Such that I can run reports that: - roll up monthly sales revenues across all deals (for the next year) - or show projected mo read more