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Troubleshooting HubSpot: Can't Access All Deal Fields
Hi all; while trying to create a new deal in HubSpot I cant enter all details / pull-up all fields from HubSpot except the Pipeline. Anyone familiar with this issue?
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Hi all; while trying to create a new deal in HubSpot I cant enter all details / pull-up all fields from HubSpot except the Pipeline. Anyone familiar with this issue?
When creating a new deal in HubSpot through Clay, make sure to follow these steps to access all fields: 1. Select your HubSpot account in the Source panel 2. Specify "Deal" as the Object Type 3. Map all the desired fields from your Clay table to the corresponding HubSpot properties 4. Make sure your data types and formats align with HubSpot's requirementsIf you're still unable to see certain fields, try enabling the "Read-Only Properties" option. This is particularly important if you lack specific permissions, as it ensures you can include all available properties in the response.For better field navigation, you can use the "Show only mapped fields" option in the enrichment panel to more easily find and configure the fields you need. Source: Hubspot integration overview | Documentation | Clay University
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Unfortunately the tips provided did not resolve the ticket
We double checked whether we have the proper permissions and found no ommissions/errors
I apologize that the tips weren't helpful. You can rephrase your question, or talk to our team for further assistance.
All other dropdown menu's/options are working except for the Pipeline option
Let me help you troubleshoot this issue. Here are a few key steps to ensure you can access all fields: 1. When creating a deal, make sure to enable the "Read-Only Properties" option in your setup. This is crucial for accessing all available properties, even with proper permissions. 2. Try using the "Show only mapped fields" option in the enrichment panel to better navigate and configure the available fields. 3. Check that your data types and formats align with HubSpot's requirements when mapping fields from your Clay table to HubSpot properties. 4. If you're still experiencing issues, you can use the new "Ignore Blanks" option to prevent any accidental overwrites of your existing HubSpot data.If these steps don't resolve your issue, please ask to speak with a human agent who can investigate this further. Sources: Hubspot integration overview | Documentation | Clay University HubSpot Integration Updates, YouTube Transcripts, Versium, Influencers Club, and More!
When creating deals in HubSpot through Clay, there are a few key steps to ensure all fields, including the Pipeline option, are accessible: 1. Enable the "Read-Only Properties" option in your setup. This is especially important as some fields like Pipeline might be read-only properties that require special permissions to access. 2. Make sure your data types and formats align with HubSpot's requirements when mapping fields. 3. Try using the "Show only mapped fields" option in the enrichment panel to better navigate and configure the available fields.If these steps don't resolve the Pipeline field issue, you should request help from a human agent who can investigate the specific permissions and settings of your HubSpot integration. Sources: Hubspot integration overview | Documentation | Clay University HubSpot Integration Updates, YouTube Transcripts, Versium, Influencers Club, and More!
How can I enable the read only properties option?
To enable Read-Only Properties when creating deals in HubSpot through Clay: 1. Navigate to the Source panel by either: • For new tables: Select "+ Create new" from your Workspace Home and search for "Hubspot" • For existing tables: Open your table and select "Actions > Import" 2. Select your HubSpot account 3. Choose your Object Type (in this case, "Deal") 4. Look for the "Enable Read-Only Properties" toggle option and turn it onThis setting ensures you can access all available properties, including read-only ones, which is particularly important when working with deals. Source: Hubspot integration overview | Documentation | Clay University