Data Hub トピック

How do I get started using HubSpot’s Data Hub for combining and managing my data?

DheerajSudan — Thu, 22 Jan 2026 05:46:50 GMT

Hello all! I’m Dheeraj Sudan, a UK-based software developer and co-founder of a tech start-up, which I run alongside my wife, Meenu Hinduja. I’m trying to get started using HubSpot’s Data Hub to combine and manage my data. Could anyone share guidance, tips, or best practices?

Regards

Dheeraj Sudan and Meenu Hinduja

How do I report a bug? HubSpot says I've used 10 custom properties when I've actually used 8.

DHair1 — Wed, 21 Jan 2026 19:08:53 GMT

Primary problem: I'm trying to create custom properties. I had created 10, deleted 2 (archive first then delete). Filtering shows that I have 8 custom properties, but banner message says that I have 10, even after signout/signin to hopefully prevent use of cached data. Please advise on how to get this fixed.

Secondary problem: HubSpot has made it exceedingly difficult for free plan user to report (suspected) bugs. Not good.

Workflow output not present with Go To Workflow call

scspijker — Mon, 19 Jan 2026 11:39:21 GMT

I need to know the current date time in my current custom workflow. HubSpot does not offer any step for this, so I decided to create a custom code workflow whose sole purpose is to supply an ISO8601 current date time.

I've setup a custom workflow with some code that does this:

exports.main = async (event, callback) => { callback({ outputFields: { currentDateTime: new Date().toISOString() } }); }

I've defined the output in the re-usable workflow, and this all works and returns a datetime (a String containing the ISO8601 formatted datetime).

Output set

Workflow working, output working

Now, when I want to use this from my main workflow, I can call it, but the "currentDateTime" output is not shown! Only the success state?

How do I get my output to show up? I've looked through all the settings, but can't find anything else.

Ticket summary in a property

EVatsev — Wed, 14 Jan 2026 14:54:44 GMT

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 in a property.

The reason behind it is to be able to use it later for our own AI tool. Is there a way to save it in a propery? Or, could be somehow access whatever is stored on a card?

Thanks!

Handle title casing company names without breaking acronyms?

Alexander-tmp — Tue, 13 Jan 2026 08:56:35 GMT

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 important for reporting and data quality. To help with this, I’ve been using workflow actions like “change to title case.”

In most cases, this works perfectly…

The issue shows up when a company name intentionally includes capitalised acronyms or segments, for example:

AMT Global Solutions

A standard title-casing rule improves consistency, but it also converts names like this into something inaccurate, which isn’t ideal.

I’m curious how others are handling this in HubSpot:

Are you using any workarounds or conditional logic in workflows?
Do you rely on exceptions lists, custom properties, or manual review steps?
Has anyone found a way to preserve intended capitalisation while still enforcing consistency?

Why does exported data show as gibberish in HubSpot Excel files?

LPhillips0 — Fri, 09 Jan 2026 11:51:06 GMT

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 TÃ¼bingen

Within Hubspot - University of Tübingen

How can we get the exported data out without it coming out as gibberish?

How to auto-set “Call and meeting type” on Meeting records based on associated Deal + Deal stage?

BGullu9 — Fri, 02 Jan 2026 16:18:09 GMT

Hi all! We log a lot of client meetings in HubSpot (many are created by a call-recording tool and appear as Meeting records). We’d like to auto-populate the HubSpot meeting field “Call and meeting type” with a small set of generic categories, e.g.:

Discovery
Progression / later-stage
Internal / non-sales
Other

Goal
Automatically classify each meeting so we can report historically by month (counts by type, basic outcomes, etc.).

High-level rules

If a meeting has no associated deal, stamp it as an early-stage/discovery-type meeting (with some guardrails).

If a meeting (contacts) is associated with a deal, set the meeting type based on the deal stage at the time of the meeting (early vs mid vs late stage).
Internal/vendor/non-customer meetings → “Other”.

Problem
I can’t find a reliable way to update “Call and meeting type” on Meeting records using standard workflow actions, and I’m not sure what the officially supported approach is even with Ops Hub / custom code.

Questions

Is “Call and meeting type” on Meetings editable via workflows (no-code or with custom code)? I can't find this option under "Edit a record" workflow action.
If not, what’s the recommended pattern to achieve this without introducing a new custom field?
If yes, what’s the best-practice setup to set it using deal association + deal stage, in a way that runs for every new meeting?

Thanks! Any pointers or screenshots of a working setup would really help.

Realtime sync between Sheet ↔ HubSpot (missing Record IDs + auto-create companies)

EvieSchellens — Wed, 17 Dec 2025 12:49:44 GMT

We have an ICP company list in a Google Sheet that we want to keep in real-time sync with HubSpot, both ways.

Current setup / what works

We use Coefficient to sync.
For companies that are already marked as ICP in HubSpot, it works well:
- We did a one-time export from HubSpot → Sheet to get the HubSpot Company Record ID into the sheet.
- With that Record ID present, we can continuously update fields from Sheet → HubSpot.
- Updates from Hubspot → Sheets are done with the native Sheets integration via workflows.

The problem

In the sheet, an automation can change a company’s status so that it becomes an ICP based on certain conditions. These “new ICPs” create two issues, because the sheet does not have the HubSpot Record ID yet (that is needed to sync).

Questions

Company exists in HubSpot, but the sheet doesn’t have its Record ID yet
How should we (automatically) update this company from Sheet → HubSpot if we only have the domain name but not the Record ID?
Company does not exist in HubSpot, but does exist in the sheet
How can we ensure that if a company is not found in HubSpot (based on domain), it is automatically created as a new company record in HubSpot?

Does anyone have experience with this setup, or recommendations for tools, workflows, or best practices to solve this?

Thanks in advance!

Notification of 'Who' updated a property

AStretten — Tue, 02 Dec 2025 16:22:07 GMT

Hi all, I need to find a solution to be alerted when a specific property has been updated by a list of users.

I have a property "Call and Meeting Type" that i need to be alerted to when some retrospectivlty changes it after a call has ended.

By default, HS does not allow us to queiry this data via a workflow so wondered if anyone has done something similar and knows of a solution.

Import issue

KSyguła — Fri, 21 Nov 2025 22:00:00 GMT

Hi,

I have a problem. I'm trying to upload the Lifecycle Stage field for 16k records. It says it was successful and received. Unfortunately, it wasn't, and most of it wasn't updated. The format is fine. Can someone help me?

Conversion URL Help

SEscher7 — Thu, 20 Nov 2025 15:51:11 GMT

Is there a built-in way in HubSpot to pass the conversion URL from a HubSpot page to Salesforce? I’m using a script and a custom Conversion URL property to record the URL, but I’m hoping there’s an easier option.

Also, am I right that HubSpot doesn’t support a native Conversion URL field for multi-step forms??!

BigQuery connector

SDEGLIAME — Thu, 20 Nov 2025 13:54:09 GMT

Hello!

I work on a HubSpot Enterprise account.

The knowledge base talks about a Google BigQuery connector in beta.

However, this beta doesn't appear in my Marketplace, so I can't request access to the beta programme. Has anyone else had this problem?

HubSpot NetSuite Sync Custom Field Unavailable

KDjahan — Tue, 18 Nov 2025 18:40:20 GMT

Hi there,

I have been successfully syncing NetSuite sales orders to HubSpot orders for a while now, and I am attempting to add a custom NetSuite field to the sync.

The NetSuite field ("HubSpot Deal ID") is a free-form text field. I want to map this to a single-line text property in HubSpot also named "HubSpot Deal ID", but I cannot access the NetSuite field in the sync mapping. I have successfully mapped several other custom fields in this sync, so I'm not sure why this field is unavailable. Has anyone else had this issue? Any advice or insight is appreciated!

Account Problem

RFischer2 — Tue, 18 Nov 2025 18:34:34 GMT

Unfortunately I use the free version of Hubspot, and therefore can't seem to get any assistance.

My Rob@cpr-wilmington.com has been used for years (email account registered with my free hubspot account), but this account was recently disabled by Hubspot. Unfortunately my email address was changed by my franchise, so I have no more access to that account. I need the data from that account transferred to my new account.

So I set up a new account RFischer@cpr-stores.com -- but my data is still in my old account. I literally only use the list of companies feature (approximately 50) with a few notes under each one. That's it.

I'm unable to change the password on my old account (Rob@cpr-wilmington.com) because the email account is no longer functional or active.

I need that data moved to my new account RFischer@cpr-stores.com, but can't find anything on the application or website -- only sales people who tell me they can't help.

Please advise if anyone knows how I can do this.

Rob

Association

SSingh822 — Mon, 17 Nov 2025 09:45:31 GMT

if i want to create new set of data (removing existing one) with association between contacts-companies-deals-calls should i import all four files together and they will build association between four of them?

[Closed] Support with custom formula: "OR" not working as expected

WAllroggen — Wed, 12 Nov 2025 09:01:26 GMT

Closed: Preview only showed limited data - Formula works as expected.

Hi Community,
I am looking to create a field which should be true, if a contact has entered either the stage of marketingqualifiedlead OR salesqualifiedlead.

So, this is what I wrote:
IF (IS_KNOWN([CONTACT.hs_v2_date_entered_salesqualifiedlead]) OR IS_KNOWN([CONTACT.hs_v2_date_entered_marketingqualifiedlead]), true, false)

However, the result is actually only those contacts, for which both are true -> basicly what I would expect "AND" would do.

Looking forward to your ideas.
Thank you,
Willem

Custom code block output not working

BVowles — Sat, 01 Nov 2025 11:20:32 GMT

Hi there HubSpot community. I'm new to Data Hub and hoping someone can help with an issue we're having.

We have a custom code block that when it runs it should:

take the deal ID of the enrolled deal
look to see what deals are associated with the enrolled deal (they'll only be one)
return the deal ID of the associated deal as a data output; parentDealId

However, when ever the code block runs the out put always returns this error message:

'Not defined in code'.

Below is the code we're using and a screenshot of the setup and the results output. Thank you for your help!

exports.main = async (event, callback) => {
const dealId = String(event.inputFields.hs_object_id || '');
const TOKEN = process.env.Account_API_Key;

if (!dealId || !TOKEN) return callback({ parentDealId: '' });

try {
const url = `https://api.hubapi.com/crm/v4/objects/deals/${dealId}/associations/deal`;
const res = await fetch(url, {
method: 'GET',
headers: { Authorization: `Bearer ${TOKEN}`, Accept: 'application/json' }
});

if (!res.ok) return callback({ parentDealId: '' });

const data = await res.json();
const parentDealId = data?.results?.[0]?.toObjectId
? String(data.results[0].toObjectId)
: '';

return callback({ parentDealId });
} catch (e) {
return callback({ parentDealId: '' });
}
};

Company Name not populating on Reports

LPhillips0 — Thu, 23 Oct 2025 11:43:35 GMT

I have created a report however some company names are not pulling though on to it. It just says (No Value), when I look at the company contact card the compamy name is present though.

How can we get this field populated on our reports?

Company CardFieldsReport

Make a GET call api with authorization in Custom Code Action

splancon — Wed, 22 Oct 2025 09:05:35 GMT

Hello,

I try to get data from External api in a custom action in workflow. The external API need authorization header, but it seems that header Authorization not used by axios.

Here is my code.

The code seems good, I tried it directly in an index.js on my local machine and I get expected response and if I a try with a wrong basic authorization I get Non authorized response.

In Hubspot, my call is redirect to the login page of the external app like if the authorization is missing.

Does anyone have any idea about this problem?

Thanks in advance for your reponses.

Finding Contacts from Multiple List Uploads

FormerMKTOUser — Tue, 21 Oct 2025 20:34:02 GMT

Hi!

We have multiple teams working in our instance that focus on different product lines that we sell.

One team has imported many lists (100+) in our database and I would like to exclude the imported records from our other email communications.

Is there any easy way to query all member of these uploaded lists, i.e. "member of list name contains [XXXXX]?" Or does anyone have any other recommendations on how we can query these contacts and segment them out from email messaging for our other product lines?