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MBaerbock on Março 09, 2026

How to keep SMS phone numbers clean?

We are using an external vendor (free to us) to try some SMS messaging and the external vendor's requirment is that SMS numbers be in a simple 10 digit form. No hyphens, parenthesis, spaces, +1's, or phone extensions. Our data is unfortunately pre Leia mais

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JLewicki on Março 04, 2026

Data Studio data sync - don't overwrite option?

Hi! I'm syncing data to HubSpot via Data Studio and connected Google Sheet. I would like to create and update contacts but mark certain colums as "do not overwrite" like in case of regular contacts import. Is it possible with Data Studio and Go Leia mais

Responder Data Sync

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3 Respostas

Solução Aceita

EOToole

Membro

Março 04, 2026 13:18

Hi @JLewicki ! It doesn't seem like this functionality is built into the connector yet, as it only allows you to create/update/or create and update...Leia mais

Solucionado

SVolkamer on Março 03, 2026

Scaling Contact Organization

Hi all, I’m currently on HubSpot’s free plan with just over 300 contacts. I’ve built a labelling and tracking system that works for me right now, but I’m concerned about how well it will scale as the database grows and as I hand it off to future Leia mais

Responder filters

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karstenkoehler

Membro do Hall da Fama | Parceiro

Março 03, 2026 14:08

Hi @SVolkamer , While the free CRM does limit how many custom properties you can create, I'd always advise against storing information in fiel...Leia mais

fsstech on Fevereiro 18, 2026

Compliance Management Systems and 3D Secure Authentication

3D Secure (3DS) is a protocol used to authenticate card-not-present transactions, helping reduce fraud in online payments. Modern versions (EMVCo 3DS 2.x) support richer data exchange and risk-based authentication, making digital transactions more s Leia mais

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JLewicki on Fevereiro 16, 2026

Associate a meeting to custom object record

Hi All, I have a custom object called Confernce in HubSpot. Trhough a simple workflow I'm accosiating all contacts that booked a meeting at a specifci confenrece to a corresponsing Conference record. The problem is that the contacts only are bei Leia mais

Responder Custom Code Actions

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Josh

Especialista reconhecido(a) | Parceiro Diamante

Fevereiro 16, 2026 11:51

Hi @JLewicki , Could you use the default association for activities to solve this? This will allow you to choose the defaults for an...Leia mais

Solucionado

JulienD8 on Fevereiro 16, 2026

Enhancing report with external source dataset

Hi there! I'm building custom reports in HubSpot using datasets connected to Snowflake. I need to use the dynamic "Me" filter (owner filter) on these custom datasets, but it's not working even though I've: - Added an email column to my S Leia mais

Responder Data Sync Datasets filters Snowflake

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4 Respostas

Solução Aceita

h-recker

Colaborador(a)

Fevereiro 23, 2026 16:10

This is a really common issue with Snowflake → HubSpot datasets. As mentioned, the “Me” filter only works when HubSpot recognizes a field as an act...Leia mais

Solucionado

Phoenix-svc on Fevereiro 12, 2026

How to View Contact and Company Details Together in HubSpot?

Hi everyone, I’m currently trying to upload my data into HubSpot CRM and I’m facing an issue. The system is showing separate pages for the contact person (with their details) and the company name. I’m a bit confused about how to view all this in Leia mais

Responder Data Sync

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karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 12, 2026 08:16

Hi @Phoenix-svc , This can be achieved with custom reports: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-build...Leia mais

Solucionado

SGross27 on Fevereiro 11, 2026

External Data Sources Don't Automatically Refresh?

We've recently started using Data Studio to pull in Google Sheets as an external data source . It was our assumption that this would keep up-to-date in realtime, or at least automatically refresh itself at a reasonable cadence. But it doesn't appea Leia mais

Responder Datasets

2 avaliações positivas

5 Respostas

Solução Aceita

RubenBurdin

Conselheiro(a) de destaque

Fevereiro 20, 2026 11:29

Hey @SGross27 Dan and JDAgostino explained the layered caching issue well, but the fact that your data is weeks out of date and not just a coupl...Leia mais

Solucionado

Nwol on Fevereiro 10, 2026

Undo bulk import and deletion

I downloaded my contacts to .csv last night. Made some changes to a single column and uploaded the new file, resulting in several hundred new contacts. I then tried to correct it by uploading the exact file that I had downloaded, hoping it would put Leia mais

Responder Data Sync

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Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 10, 2026 23:54

Hi @Nwol , The best method currently is still the one outlined here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bu...Leia mais

Solucionado

Ribe90 on Fevereiro 02, 2026

Power BI reports in the dashboard

Hi all, I inserted a Power BI report link into a dashboard. When I share the dashboard via email, the Power BI report doesn't appear. Is there a way to fix this?

Responder Data Sync

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3 Respostas

Solução Aceita

Josh

Especialista reconhecido(a) | Parceiro Diamante

Fevereiro 02, 2026 08:39

Hi @Ribe90 , For the report, did you embed that as an external source as an iframe? When the dashboard is emailed, external content will not loa...Leia mais

Solucionado

RRoques on Janeiro 27, 2026

Adding line breaks in the concatenate function

Hello, I want to create a multi-line text field that concatenates several other multi-line text fields. I created a property as follows: - "calculation" field type, - "custom equation" calculated property type, - "String" output type. T Leia mais

Responder Custom Objects

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4 Respostas

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EugeneAtKiwi

Colaborador(a) | Parceiro Diamante

Fevereiro 12, 2026 23:17

Hey @RRoques , Well, you could use IF-branches, but covering all possible combinations of empty/non-empty properties would require an insanely hu...Leia mais

Solucionado

DKazaryan on Janeiro 26, 2026

NetSuite - HubSpot Integration, Native NetSuite Fields are not visible

Hi there, I'm having an issue with syncing some NetSuite native fields - they do not appear on the field mapping. While most of the custom fields are visible and can be mapped out, fields like "Lead Source" from NetSuite are not appearing. Can Leia mais

Responder Data Sync

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ScottPennwood

Top colaborador(a) | Parceiro Elite

Janeiro 27, 2026 04:02

Hey @DKazaryan Lead Source is one of those ones that doesn't get surfaced - you can use an automation Netsuite-side to mirror it to a custom...Leia mais

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