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JamesG1 le Avril 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 Lire la suite

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ryan-cambium

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Juin 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 ...Lire la suite

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Poma le Mars 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 Lire la suite

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ryan-cambium

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Juin 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...Lire la suite

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DZgliński le Mai 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 Lire la suite

Répondre Discussion CRM How-To Integrations Knowledge Base Reports Workflows

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ryan-cambium

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Juin 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...Lire la suite

caiorochap le Octobre 24, 2019

Get Team Mapping

Hi everyone. I'm requesting the API for the hubspot_team information. The Deals API already gives me the hubspot_team property. However I'd like to know if there is a way to get the mapping {team id -> team name} somewhere in a more automated way Lire la suite

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ryan-cambium

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Juin 16, 2023

Hi there. You probably found a workaround to this problem a long time ago, but in case someone new comes by with a similar question, there's a better...Lire la suite

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TReid5 le Octobre 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

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ryan-cambium

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Juin 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...Lire la suite

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jhansen47 le Septembre 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) Lire la suite

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ryan-cambium

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Juin 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...Lire la suite

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