Data Hub

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 続きを読む

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 続きを読む

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 続きを読む

Not sure if this is something on the roadmap... Why are the options for what properties to enrich only available from a contact record and not a global setting? Some background... If you enrich multiple contact and/or company record from a seg 続きを読む

Hello, Can someone assist me with a formula? Within custom reports, I'm trying to aggregate 3 role types into 1. If, in the report, a contact is identified as a teahcer PK-5, teacher 6-12, or teacher on special assignment, I want those contacts 続きを読む

Hello! I am new to Hubsport and this community! Looking for help to solve an import issue I want to change. I imported customer records and created custom segments ( Primary and Seconday ). I now recoginize these are not needed and what records 続きを読む

I need a custom calculation for a created property that would show the number of years since each company was created in our Hubspot. It needs to always be through "today's date" so it continues to update and add time daily. So I am able to get tha 続きを読む

Is it possible to set up a Company Property which is a date that automatically updates every 12 months so long as the company has a Deal in a certain stage or otherwise a Company Property equal to a certain value? With the way our business works 続きを読む

I am trying to use a calculated field, but if one of the values is empty in the calculation, then it returns a null value. ([properties.imported_total] + [properties.total_donations]) There has to be an easy way to fix this but chatgpt is te 続きを読む

We have over 134,000 suggestions for correcting address information. That's never going to be a manual task, how can I automate it?

Hey everyone, I'm trying to set up a calculated property in HubSpot and running into some trouble. I have a calculated property called "Time Since Deal Close" , which uses the "time between" calculation type to output values like 30 days 続きを読む

Hi, I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and many more. Is there a 続きを読む