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GreyHamilton
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Jul 15, 2020
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Solved
IBalta on April 17, 2023
PowerBi Reporting
Hi All, I am trying to pull our data into a PowerBi dashboard, via datawarehouse.io connector, but I am having troubles seeing the MQLs and the SQLs by month and by brand. The issue is that there is a low fidelity between the data fields and read more
Reply Discussion Data Sync
0 upvote
2 Replies
GreyHamilton
Participant | Elite Partner
April 17, 2023
Hey @IBalta , That should be the hs_date_entered_marketingqualifiedlead and hs_date_entered_salesqualifiedlead fields with the connector. ...read more
Solved
KWhelan on April 13, 2023
Track deals that have a guaranteed minimum for a specific product
Our finance team wants to be able to track deals that have a guaranteed minimum for a specific product. We don't have this for every deal. Ideally, they'd easily be able to see "unit price" * "amount of the minimum" for the guaranteed amount of reve read more
Reply Discussion Workflows
0 upvote
2 Replies
GreyHamilton
Participant | Elite Partner
April 16, 2023
Hello @KWhelan , I may need some more information about the structure of how you're tracking the minimum amount on the line item, but I think ...read more
Solved
Shuler on March 31, 2023
Calculate difference between start date and end date in a custom object
I have created a custom object in HubSpot, which has a start and end date - the calculated field can check for the time between however we run into an issue where if it's the same day, we get a 0 value when we would want to see a 1 value. I've t read more
Reply Discussion Custom Code Actions
0 upvote
5 Replies
GreyHamilton
Participant | Elite Partner
April 03, 2023
@Shuler Love this solution. I believe yours is the ideal solution, but for anyone who isn't comfortable with APIs or custom code I figured out a wa...read more
Solved
Louraine on February 13, 2023
Integrate CRM objects with Custom Objects
Hi, I have a custom object and I want some of the records in Company to be integrated to this custom object. Aside from the properties, I also want the Notes, Emails, Call logs etc to be imported as well from Company object to my custom obje read more
Reply Discussion Data Sync Field mappings
2 upvotes
4 Replies
GreyHamilton
Participant | Elite Partner
February 14, 2023
Hello @Louraine , If you need to sync specific properties from the associated Company Record to the Custom Object you could set up a workflow...read more
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