ryan-cambium

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JamesG1 on April 14, 2020

Associating paid ad spend with company records

Hi there, We're a digital ad agency, and we often bill clients as a % of their overall media spend. At the moment, it's a manual process to collect ad spend for the month passed and calculate billing. Are there any solutions available th read more

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2 Replies

ryan-cambium

Contributor

June 16, 2023

Hi @JamesG1 . You probably went with a workaround for this problem a long time ago, but for others that come across this in the future -- there's a ...read more

Solved

Poma on March 02, 2018

Sync contact properties from external database or csv

Hi All, we are newly implementing HubSpot CRM and have external systems that have data we would like to sync to custom contact properties. The dat right now is in SQL Databases but are also in CSV or XLS files produced through SSRS. We need to read more

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ryan-cambium

Contributor

June 16, 2023

This is an old question, but I'm sure someone will come across it in the future. There's a better solution. My company recently released a " VLO...read more

Solved

DZgliński on May 13, 2022

Can i retrieve data from google sheets or excel and put it to selected hubspot properties?

Hi Everyone, I want to retrieve data from google sheets and then put pit inside selected company properties in HubSpot. Is it possible? If yes, can i automatize it with workflow or in some other way? Zapier maybe? If not with google sheets is read more

Reply Discussion CRM How-To Integrations Knowledge Base Reports Workflows

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ryan-cambium

Contributor

June 16, 2023

Hi @DZgliński . You've probably found a workaround to this problem by now, but in case someone new comes by with a similar question, there's a bette...read more

Solved

TReid5 on October 04, 2022

Matching contacts'company name to HubSpot company database

Dear whom can help, I am trying to link our contacts who provide their company name with companies in the Hubspot company database automatically to get their company details. Is there a way to do this automatically? Thanks Tamara

Reply Discussion Companies CRM

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9 Replies

ryan-cambium

Contributor

June 16, 2023

Hi @AdamLPW . Anytime you think of having to export data, do a VLOOKUP, and then import — we have a better solution! My company recently released a...read more

Solved

jhansen47 on September 13, 2018

Custom Data Field Extraction

We have a field titled 'P21 Contact ID'. This allows us to tie contacts back into our ERP (Epicore P21). However, when I export an unsubscribe or opt-out list I need to do a big work around to get this data field pulled (involves VLOOKUP in Excel) read more

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ryan-cambium

Contributor

June 16, 2023

Hi @jhansen47 . You've probably found a workaround to this problem by now, but in case someone new comes by with a similar question, there's another...read more

Solved

dyourd on September 02, 2022

Linking Retail contact and Distributor

HI, We are a sausage manufacturer in NYC. We sell our products directly to distributors in the area, but we often directly contact the retailers they service. Is there a way to link or tag all of the retailers that are serviced by a parti read more

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0 upvote

2 Replies

ryan-cambium

Contributor

June 16, 2023

Hi there. You've probably found a workaround to this problem by now, but in case someone new comes by with a similar question, there's a better solut...read more

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