Primary problem: I'm trying to create custom properties. I had created 10, deleted 2 (archive first then delete). Filtering shows that I have 8 custom properties, but banner message says that I have 10, even after signout/signin to hopefully prevent read more
Yes, 1 property on Contacts + 7 on Companies = 8...I even checked that the properties which I "deleted" were truly deleted (my screenshot shows "Arch...read more
I need to know the current date time in my current custom workflow. HubSpot does not offer any step for this, so I decided to create a custom code workflow whose sole purpose is to supply an ISO8601 current date time. I've setup a custom workflo read more
Hi @scspijker ,
As far as I know, you can't reference the output of an action from another workflow - even if you sent a record there from you...read more
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 read more
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 read more
Hey @Alexander-tmp - an interesting question for sure. I haven't personally solved this as I don't manage the CRM data like that anymore. However, ...read more
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 read more
Hi @LPhillips0 ,
This is not an issue of corrupted data / gibberish, it comes down to encoding. If I'm not mistaken, HubSpot is exporting in U...read more
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.: read more
@BGullu9 keep in mind that this workflow would not fire for every meeting - it would trigger exactly once for a contact, as re-enrollment based on ...read more
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: read more
Hey @EvieSchellens
This is a super common challenge and Brenner is right that the Record ID is the critical piece. Without it, you're stuck buil...read more
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 read more
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?
Hi @KSyguła ,
Have you checked whether there were any import errors? https://knowledge.hubspot.com/import-and-export/troubleshoot-import-erro...read more
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 read more
Hi @SEscher7 , your understanding is correct, and unfortunately you’re already doing the “right” thing.
As of today, HubSpot does not have a nati...read more
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 read more
Hi @SDEGLIAME , Jaycee’s answer is spot on, and your experience is pretty typical with HubSpot betas.
One thing worth adding for anyone else who ...read more
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 read more
Hi @KDjahan , this one is frustrating, but there’s a pattern here I’ve seen a few times with the native NetSuite sync.
What you’re describing...read more