DanMYD

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Dan Saavedra

Know Your Buying Signals. Avoid Missed Revenue Targets.

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Solved

johannes-m on April 04, 2023

How to get properties of a custom object.

Hi there, I created a custom object in hubspot and I want to get the properties of that object. Can I use https://api.hubapi.com/crm/v3/properties/ {objectType} endpoint to get those properties. How can I find {objectType} for the created read more

Reply Discussion Custom Objects

0 upvote

4 Replies

DanMYD

Contributor | Elite Partner

August 26, 2024

@johannes-m you can find the correct value for the custom object by going to the custom object in the settings of your hubspot portal. Select the o...read more

Solved

FGhermandi on January 02, 2023

Aggregate First Seen Pages (removing utm parameters) in Reports

Hi, I'm trying to create a report to view my marketing funnel by the first page seen property. The problem is that it's not being aggregated by utm or other parameters. So, I'm seeing thousands of different irrelevant pages: Woul read more

Reply Discussion Analytics Tools

0 upvote

4 Replies

DanMYD

Contributor | Elite Partner

July 29, 2024

@FGhermandi yes it is guaranteed with Ops Hub Pro and above. This can be done using some Custom Code in a workflow that strips all the utm paramete...read more

Solved

JRivette on June 13, 2024

Ticket Pipeline - Historical (snapshot) volume by status report

Hi, We are trying to determine how a ticket pipeline is solving over time. We have similar reports which are inbuilt HubSpot reports to measure Historical snapshots over time of the deals pipeline. We are after something similar for the service read more

Reply Discussion Professional

0 upvote

2 Replies

DanMYD

Contributor | Elite Partner

July 11, 2024

@JRivette this is only possible with external solutions using some data engineering chops. You can get the historical changes of properties on tick...read more

Solved

007Dan on August 16, 2019

Historical Pipeline Reporting

Can you report on previous months pipeline? I am looking to show pipeline trends.

Reply Discussion Sales Content Analytics

7 upvotes

7 Replies

DanMYD

Contributor | Elite Partner

July 11, 2024

Best way to do this natively if you have Ops Hub Pro is to schedule a workflow to run and enroll all records you want to capture historical data for....read more

Solved

VCallahan0 on January 26, 2024

Kixie Integration

Hey everyone. Does anyone here integrate with Kixie? We are having issues with Kixie calls not logging into the CRM. If someone calls an agent's direct line, no deal will record into Hubspot. Any advice is welcome! Thanks

Reply Discussion Timeline and Extensions APIs

1 upvote

8 Replies

DanMYD

Contributor | Elite Partner

March 21, 2024

If the native integration is still not logging all calls, there is a way to work around this with webhooks and some custom code workflows!

Solved

EClosings on July 19, 2023

Dial pad and Hubspot

05:18 PM When we connect dial pad with HubSpot and make a call from hubspot it automatically dials and dialpad. But the call is not recording in the company or the deal and HubSpot. The phone number is actually making its own profil read more

Reply Discussion Professional

0 upvote

5 Replies

DanMYD

Contributor | Elite Partner

March 21, 2024

@EClosings not sure if you're still using Dialpad, but we've done integration work between the tools and can maybe shed some light on a few things....read more

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