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 続きを読む
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 続きを読む
@JGrayson6 It works on my end with that formula. Alternatively, you can also apply a filter on that property to achieve the same result. Just t...続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
@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...続きを読む
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 続きを読む
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 ...続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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 続きを読む