Data Hub

Hi! We have multiple teams working in our instance that focus on different product lines that we sell. One team has imported many lists (100+) in our database and I would like to exclude the imported records from our other email communicati Leer más

I have an active HubSpot list which pulls in leads from META form submission. It has been working, but I am missing two leads: - 1 from July 20th - 1 from July 23rd I don't know why they didn't pull in when other submissions did...The date of the m Leer más

Client wants to know how many entries for example of a custom event (lets call it Purchase) over the entire history. Is there a workaround to the 5 year range limit that could be used (merging datasets in reports etc). Not super useful if we cannot Leer más

Hi, I am new to Hubspot, so not sure if Im even setting this up correctly. I am trying to make a workflow triggered when an email comes into the shared inbox. Based on the email body text, I want to route it to different places. I can't figu Leer más

Hello there! How can I visualize in the list of customers the ones that are repeated?

Hello, I am creating a deal based workflow that will add deals to a list when a deal contains a specific line item. I created a static list, tested the workflow and it does what it's purpose is. However, it created a list automatically. Thes Leer más

Hello! I need a bit of help creating a workflow. I have a deal stage titled "Will Churn" and I would like to setup a workflow that automatically updates the deal stage to "Closed Lost" on the deal's contract end date. e.g. A customer gives chu Leer más

Is there any way to trigger a workflow (in this case for deals) based on an association, or lack thereof with another object? I need to identify deals that have no company associated with them so that we can attempt to link it to a company.

My custom deal views keep resetting when I leave or refresh the page. I create a new view, updated the columns to what I want and change all the filters to create the view I am looking for. As soon as I leave and return to the page or refresh the pa Leer más

We use a lot of workflows for email campaigns and the automatic switch-off feature has been a godsend. However, it would be great if we could filter the workflows on the list page by whether they're set to automatically switch off or not, or even b Leer más

Is it possible to change the 'close date' to 'created date' in the Deals columns?

Hi team, I am trying to get a list of names where I could find the number of webinars attended equals 2 after a particular date (Nov 1). So I am using AND filter to combine both. The issue is the Zoom webinar occurred date filter only allows/says Leer más