Data Hub

Hi, We are trying to use Breeze to generate ticket summaries. From reading : https://knowledge.hubspot.com/workflows/use-breeze-to-research-and-summarize-data-in-workflows it appears the summary is generated as a card, but we want to have it i 続きを読む

I’m looking for advice on a CRM automation challenge I’ve run into around company name formatting . We create company records from multiple sources — integrations, imports, and manual entry — so keeping organisation names consistent is import 続きを読む

The data in Hubspot displays correctly as it's usually copied and pasted in. However when we download the data out of Hubspot the text is then corupted and appears as gibberish. Downloaded Excel file - University of Tübingen Within Hubspo 続きを読む

Hi all! We log a lot of client meetings in HubSpot (many are created by a call-recording tool and appear as Meeting records). We’d like to auto-populate the HubSpot meeting field “Call and meeting type” with a small set of generic categories, e.g.: 続きを読む

We have an ICP company list in a Google Sheet that we want to keep in real-time sync with HubSpot, both ways. Current setup / what works We use Coefficient to sync. For companies that are already marked as ICP in HubSpot, it works well: 続きを読む

Hi all, I need to find a solution to be alerted when a specific property has been updated by a list of users. I have a property "Call and Meeting Type" that i need to be alerted to when some retrospectivlty changes it after a call has ended. By d 続きを読む

Hi, I have a problem. I'm trying to upload the Lifecycle Stage field for 16k records. It says it was successful and received. Unfortunately, it wasn't, and most of it wasn't updated. The format is fine. Can someone help me?

Is there a built-in way in HubSpot to pass the conversion URL from a HubSpot page to Salesforce? I’m using a script and a custom Conversion URL property to record the URL, but I’m hoping there’s an easier option. Also, am I right that HubSpot do 続きを読む

Hello! I work on a HubSpot Enterprise account. The knowledge base talks about a Google BigQuery connector in beta. However, this beta doesn't appear in my Marketplace, so I can't request access to the beta programme. Has anyone else had thi 続きを読む

Hi there, I have been successfully syncing NetSuite sales orders to HubSpot orders for a while now, and I am attempting to add a custom NetSuite field to the sync. The NetSuite field ("HubSpot Deal ID") is a free-form text field. I want to map 続きを読む

Unfortunately I use the free version of Hubspot, and therefore can't seem to get any assistance. My Rob@cpr-wilmington.com has been used for years (email account registered with my free hubspot account), but this account was recently disa 続きを読む

if i want to create new set of data (removing existing one) with association between contacts-companies-deals-calls should i import all four files together and they will build association between four of them?