Not sure if this is something on the roadmap... Why are the options for what properties to enrich only available from a contact record and not a global setting? Some background... If you enrich multiple contact and/or company record from a seg Lire la suite

Hello, Can someone assist me with a formula? Within custom reports, I'm trying to aggregate 3 role types into 1. If, in the report, a contact is identified as a teahcer PK-5, teacher 6-12, or teacher on special assignment, I want those contacts Lire la suite

Hello! I am new to Hubsport and this community! Looking for help to solve an import issue I want to change. I imported customer records and created custom segments ( Primary and Seconday ). I now recoginize these are not needed and what records Lire la suite

I need a custom calculation for a created property that would show the number of years since each company was created in our Hubspot. It needs to always be through "today's date" so it continues to update and add time daily. So I am able to get tha Lire la suite

Is it possible to set up a Company Property which is a date that automatically updates every 12 months so long as the company has a Deal in a certain stage or otherwise a Company Property equal to a certain value? With the way our business works Lire la suite

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 Lire la suite

We have over 134,000 suggestions for correcting address information. That's never going to be a manual task, how can I automate it?

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite