# Data **URL:** https://community.hubspot.com/c/revops-data-hub/64.md?page=55 [Latest](https://community.hubspot.com/latest.md) · [Categories](https://community.hubspot.com/categories.md) · [Tags](https://community.hubspot.com/tags.md) **Page:** 56 --- ## [Operations Team Operating Models - how do you split the work?](https://community.hubspot.com/t/operations-team-operating-models-how-do-you-split-the-work/25198)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 2\ **Last updated:** [September 9, 2020, 4:23pm UTC](https://community.hubspot.com/t/operations-team-operating-models-how-do-you-split-the-work/25198 "2020-09-09T16:23:34Z")
In advance of our discussion tomorrow on Team Operating Models (Wednesday, Sept 9 at 12pm ET -- sign up here), comment below: How do you organize your operations teams & their work? Questions to jump off of: If you’r… --- ## [\[Resource\] Migration Data Property Matching Template](https://community.hubspot.com/t/resource-migration-data-property-matching-template/25216)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 0\ **Last updated:** [September 8, 2020, 9:36pm UTC](https://community.hubspot.com/t/resource-migration-data-property-matching-template/25216 "2020-09-08T21:36:01Z")
During a CRM data migration, you’ll need to create a map between the data in your old CRM and what that data will look like in your new CRM. You’ll have to consider data groups like: Contact information Social media i… --- ## [Workflow editing best practices (+ a review of the fundamentals)](https://community.hubspot.com/t/workflow-editing-best-practices-a-review-of-the-fundamentals/25197)
**Author:** [@HadarS](https://community.hubspot.com/u/HadarS)\ **Replies:** 0\ **Last updated:** [September 8, 2020, 2:15pm UTC](https://community.hubspot.com/t/workflow-editing-best-practices-a-review-of-the-fundamentals/25197 "2020-09-08T14:15:35Z")
Ever felt nervous about making edits to a workflow while it’s on? One of our top Customer Support Specialists recently created a tips video exclusively for Power Users reviewing his workflow editing best practices and co… --- ## [\[Resource\] Buyer's Journey templates and best practices](https://community.hubspot.com/t/resource-buyers-journey-templates-and-best-practices/24048)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 2\ **Last updated:** [September 8, 2020, 1:49pm UTC](https://community.hubspot.com/t/resource-buyers-journey-templates-and-best-practices/24048 "2020-09-08T13:49:38Z")
How do you ‘map’ your buyer’s journey? What resources have you found helpful in the past, or what lessons have you learned during the mapping process? Share your resources and tips below. If you’re just getting started … --- ## [\[Resource\] How to Conduct a Content Audit](https://community.hubspot.com/t/resource-how-to-conduct-a-content-audit/25195)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 0\ **Last updated:** [September 8, 2020, 1:46pm UTC](https://community.hubspot.com/t/resource-how-to-conduct-a-content-audit/25195 "2020-09-08T13:46:49Z")
The template below will help you create a resource that will act as a content library that you can consult whenever you create a nurturing strategy, aiding with finding the right content at the buyer’s journey stage for … --- ## [\[Resource\] How to create a marketing operations strategy](https://community.hubspot.com/t/resource-how-to-create-a-marketing-operations-strategy/25194)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 0\ **Last updated:** [September 8, 2020, 1:40pm UTC](https://community.hubspot.com/t/resource-how-to-create-a-marketing-operations-strategy/25194 "2020-09-08T13:40:50Z")
This post originally appeared on HubSpot’s Marketing Blog; written by Kayla Carmichael. How to create a marketing operations strategy Here are the steps to creating a marketing operations strategy: Identify what you … --- ## [Ask HubSpot Security Product Manager Ryan DiPetta anything \[Now Closed\]](https://community.hubspot.com/t/ask-hubspot-security-product-manager-ryan-dipetta-anything-now-closed/24809)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 8\ **Last updated:** [September 7, 2020, 8:00am UTC](https://community.hubspot.com/t/ask-hubspot-security-product-manager-ryan-dipetta-anything-now-closed/24809 "2020-09-07T08:00:35Z")
This week, we have one of the Product Managers on HubSpot’s Security team available to answer your (or your IT team’s) questions on all things security. Ryan DiPetta’s team helps keep our customers’ accounts safe from b… --- ## [\[Stackies\] Submit your 2020 Stackie](https://community.hubspot.com/t/stackies-submit-your-2020-stackie/24768)
**Author:** [@sbrinker](https://community.hubspot.com/u/sbrinker)\ **Replies:** 1\ **Last updated:** [September 2, 2020, 4:30pm UTC](https://community.hubspot.com/t/stackies-submit-your-2020-stackie/24768 "2020-09-02T16:30:55Z")
Hi there, OpsLife Community. I’m Scott Brinker, VP of Platform and Ecosystem at HubSpot. I’m a guest moderator over the next couple of months in the Community - there’s a LOT going on in MarTech, I want to share it with … --- ## [\[Stackies Home\] The 2020 Stackies Awards](https://community.hubspot.com/t/stackies-home-the-2020-stackies-awards/24923)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 0\ **Last updated:** [September 2, 2020, 12:42pm UTC](https://community.hubspot.com/t/stackies-home-the-2020-stackies-awards/24923 "2020-09-02T12:42:59Z")
Welcome to your home for all things Stackies! Whether this is your first visit or you’re already a seasoned pro in the opslife community, we’re glad to have you here! If you’re new to the Community and wondering how to g… --- ## [\[Gallery\] My Favorite 'Stackies' of 2019](https://community.hubspot.com/t/gallery-my-favorite-stackies-of-2019/24920)
**Author:** [@sbrinker](https://community.hubspot.com/u/sbrinker)\ **Replies:** 0\ **Last updated:** [September 2, 2020, 12:29pm UTC](https://community.hubspot.com/t/gallery-my-favorite-stackies-of-2019/24920 "2020-09-02T12:29:58Z")
Every year I get to review The Stackies entries. Because it is an awards competition, some of the entrants get a bit carried away with the design of their slide, beyond just representing its functional architecture. Some… --- ## [\[Add Yours\] CRM Data Migration Resources](https://community.hubspot.com/t/add-yours-crm-data-migration-resources/24621)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 1\ **Last updated:** [September 1, 2020, 6:43am UTC](https://community.hubspot.com/t/add-yours-crm-data-migration-resources/24621 "2020-09-01T06:43:56Z")
I’m putting together a ‘home’ for all of the best practices, suggestions and frameworks we have on how to complete a CRM Data Migration. What resources have you used in the past to complete a migration? Do you have any h… --- ## [What advice would you give to someone who's managing their organization's automation in HubSpot?](https://community.hubspot.com/t/what-advice-would-you-give-to-someone-whos-managing-their-organizations-automation-in-hubspot/24665)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 2\ **Last updated:** [August 27, 2020, 2:48pm UTC](https://community.hubspot.com/t/what-advice-would-you-give-to-someone-whos-managing-their-organizations-automation-in-hubspot/24665 "2020-08-27T14:48:21Z")
Our session of Building Your HubSpot Operations Manual on August 26 is all about managing your automation in HubSpot. Let’s say there’s someone new on your team who’s responsible for overseeing all of the workflows and … --- ## [What survey tools do you use, and for what purpose?](https://community.hubspot.com/t/what-survey-tools-do-you-use-and-for-what-purpose/24594)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 1\ **Last updated:** [August 25, 2020, 1:52pm UTC](https://community.hubspot.com/t/what-survey-tools-do-you-use-and-for-what-purpose/24594 "2020-08-25T13:52:03Z")
There are so many points along a visitor, lead, or customer’s journey when it’s helpful to survey them to better understand their experience. What do you use surveys for (e.g. NPS, website feedback, post-purchase, prod… --- ## [\[Resource\] How to Run a Webinar (Strategy & Template)](https://community.hubspot.com/t/resource-how-to-run-a-webinar-strategy-template/24438)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 0\ **Last updated:** [August 20, 2020, 6:05pm UTC](https://community.hubspot.com/t/resource-how-to-run-a-webinar-strategy-template/24438 "2020-08-20T18:05:07Z")
Lately I’ve been running a few live events and I’ve been utilizing the instructions under Step Six: Create Your Registration Assets from this blog post. When you are creating your registration assets for webinars, what o… --- ## [Ops Framework: Building GTM Teams](https://community.hubspot.com/t/ops-framework-building-gtm-teams/24176)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 1\ **Last updated:** [August 20, 2020, 12:50pm UTC](https://community.hubspot.com/t/ops-framework-building-gtm-teams/24176 "2020-08-20T12:50:34Z")
Recently our SVP of Sales Strategy and Ops posted this framework on LinkedIn about how to design GTM teams. Here’s an update from this live event that explains the thought process. What do you think about grouping compan… --- ## [How do you currently score your leads?](https://community.hubspot.com/t/how-do-you-currently-score-your-leads/22365)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 8\ **Last updated:** [August 18, 2020, 10:07am UTC](https://community.hubspot.com/t/how-do-you-currently-score-your-leads/22365 "2020-08-18T10:07:42Z")
How are you currently scoring your leads? Do you use the lead scoring tool in HubSpot, or do you have a custom system? --- ## [Installing Snippet inside Web App](https://community.hubspot.com/t/installing-snippet-inside-web-app/23812)
**Author:** [@RyanHilliard](https://community.hubspot.com/u/RyanHilliard)\ **Replies:** 6\ **Last updated:** [August 17, 2020, 3:19pm UTC](https://community.hubspot.com/t/installing-snippet-inside-web-app/23812 "2020-08-17T15:19:16Z")
Background: As an org., we’ve been using tools like Pendo or WalkMe for web app analytics. When we want to to create a bucket of users for marketing automation or outreach based on app activity, we configure Zapier zaps … --- ## [Operations Getting a Seat at the Table](https://community.hubspot.com/t/operations-getting-a-seat-at-the-table/23861)
**Author:** [@Yeti\_Chris](https://community.hubspot.com/u/Yeti_Chris)\ **Replies:** 3\ **Last updated:** [August 14, 2020, 11:24pm UTC](https://community.hubspot.com/t/operations-getting-a-seat-at-the-table/23861 "2020-08-14T23:24:30Z")
Working in an Operations role can be challenging, since you are typically reliant on a part of another department’s budget to achieve your objectives and end up having to build a business case with Sales, Marketing, or I… --- ## [Operations Series #6: Integrations. Share your ideas!](https://community.hubspot.com/t/operations-series-6-integrations-share-your-ideas/24123)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 4\ **Last updated:** [August 12, 2020, 5:46pm UTC](https://community.hubspot.com/t/operations-series-6-integrations-share-your-ideas/24123 "2020-08-12T17:46:01Z")
We’d love to hear from you on a few points relating to integrations: Where do you discover new integrations? Where do you go for recommendations? How do you keep track of all of the integrations you have, and ensure th… --- ## [Data Cleanup Best Practices (BEFORE IMPORT)](https://community.hubspot.com/t/data-cleanup-best-practices-before-import/22933)
**Author:** [@Josh](https://community.hubspot.com/u/Josh)\ **Replies:** 2\ **Last updated:** [August 7, 2020, 3:12pm UTC](https://community.hubspot.com/t/data-cleanup-best-practices-before-import/22933 "2020-08-07T15:12:55Z")
When it comes to CRM data you’ve probably heard the old adage, “garbage in, garbage out”. It’s incredibly important that you clean-up your data prior to an import. Here are some of our best practices: When collecting y… --- ## [Hi, I'm Maggie, your new community moderator](https://community.hubspot.com/t/hi-im-maggie-your-new-community-moderator/22836)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 2\ **Last updated:** [August 7, 2020, 3:05pm UTC](https://community.hubspot.com/t/hi-im-maggie-your-new-community-moderator/22836 "2020-08-07T15:05:54Z")
If you’ve stumbled upon this message, hi there - and welcome to opslife. I’m Maggie and I’ve been in Marketing Ops @ HubSpot for the last couple of years. I am SO excited to be moderating this community because as an Op… --- ## [Lead Scoring Model](https://community.hubspot.com/t/lead-scoring-model/23095)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 2\ **Last updated:** [August 6, 2020, 3:01pm UTC](https://community.hubspot.com/t/lead-scoring-model/23095 "2020-08-06T15:01:12Z")
Last week in our HubSpot Power User Community meetup we collab’ed on this lead scoring template. The model used the score of 100 as a threshold. I’m working on adding: - Other engagement metrics - Other data metrics -… --- ## [Help needed: how to operationalize a referral strategy](https://community.hubspot.com/t/help-needed-how-to-operationalize-a-referral-strategy/23831)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 0\ **Last updated:** [August 5, 2020, 7:56pm UTC](https://community.hubspot.com/t/help-needed-how-to-operationalize-a-referral-strategy/23831 "2020-08-05T19:56:51Z")
Last week in Jon’s AMA @ferojas87 asked a question about a referral strategy. The question was, “I would like to know how to develop a good referral channel in my strategy, do you have a methodology?” How did you creat… --- ## [Project Management models - what works?](https://community.hubspot.com/t/project-management-models-what-works/23714)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 0\ **Last updated:** [August 3, 2020, 5:48pm UTC](https://community.hubspot.com/t/project-management-models-what-works/23714 "2020-08-03T17:48:10Z")
One of the trainings we do frequently at HubSpot is review the DARCI project management model. Here is the model in a spreadsheet you can use. What project management models do you use, and how do they work? Let me know … --- ## [Operational Workflow - create opportunity in salesforce](https://community.hubspot.com/t/operational-workflow-create-opportunity-in-salesforce/23542)
**Author:** [@Jonnydk](https://community.hubspot.com/u/Jonnydk)\ **Replies:** 5\ **Last updated:** [July 31, 2020, 2:54pm UTC](https://community.hubspot.com/t/operational-workflow-create-opportunity-in-salesforce/23542 "2020-07-31T14:54:29Z")
I’m running a workflow on form submissions to handle the following cases: 1. Existing Lead - send an internal email to the lead owner and add a task. 2. Existing Contact - send an internal email to the contact owner an… --- ## [How do you restrict your sales teams access to the product library?](https://community.hubspot.com/t/how-do-you-restrict-your-sales-teams-access-to-the-product-library/23059)
**Author:** [@benesch\_e](https://community.hubspot.com/u/benesch_e)\ **Replies:** 1\ **Last updated:** [July 30, 2020, 3:13pm UTC](https://community.hubspot.com/t/how-do-you-restrict-your-sales-teams-access-to-the-product-library/23059 "2020-07-30T15:13:12Z")
I don’t know if this is a recent change in HubSpot but all users with sales hub professional or enterprise seats can create and view products in the product library from any deal. Does anyone have a clever way to restri… --- ## [Lead rotation: What triggers it for your business?](https://community.hubspot.com/t/lead-rotation-what-triggers-it-for-your-business/23540)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 5\ **Last updated:** [July 29, 2020, 6:41pm UTC](https://community.hubspot.com/t/lead-rotation-what-triggers-it-for-your-business/23540 "2020-07-29T18:41:38Z")
Two questions for you: What triggers a lead to be rotated to one of your team members? A live chat? A form submission? The completion of a certain set of properties? Something else? Which factors determine the salesper… --- ## [How do you define unengaged, emailable contacts?](https://community.hubspot.com/t/how-do-you-define-unengaged-emailable-contacts/23448)
**Author:** [@maggiebutler](https://community.hubspot.com/u/maggiebutler)\ **Replies:** 1\ **Last updated:** [July 28, 2020, 5:17am UTC](https://community.hubspot.com/t/how-do-you-define-unengaged-emailable-contacts/23448 "2020-07-28T05:17:30Z")
On HubSpot’s marketing team, we suppress contacts who are unengaged with our emails from any promotional emails we send via HubSpot. We don’t use a product setting and we define an unengaged, emailable contact to be: E… --- ## [One universal form - or many?](https://community.hubspot.com/t/one-universal-form-or-many/23322)
**Author:** [@JEncamp](https://community.hubspot.com/u/JEncamp)\ **Replies:** 3\ **Last updated:** [July 24, 2020, 2:22pm UTC](https://community.hubspot.com/t/one-universal-form-or-many/23322 "2020-07-24T14:22:59Z")
Hi! So I’m just now setting up my HubSpot forms and - while I’ve used HS before - I’m rethinking setup because of my experience using Marketo in the past. When I used Marketo, we set it up so that we had one form and th… --- ## [\[Closed\] Ask our Customer Communications Manager anything about your email strategy!](https://community.hubspot.com/t/closed-ask-our-customer-communications-manager-anything-about-your-email-strategy/22979)
**Author:** [@lalexander](https://community.hubspot.com/u/lalexander)\ **Replies:** 11\ **Last updated:** [July 23, 2020, 6:05pm UTC](https://community.hubspot.com/t/closed-ask-our-customer-communications-manager-anything-about-your-email-strategy/22979 "2020-07-23T18:05:22Z")
Next Thursday, we’re thrilled to have @Kassandra joining us in the Community to answer your questions on your marketing email strategy. Kassandra is HubSpot’s Customer Communications Manager, managing the hundreds of em… [Previous page](https://community.hubspot.com/c/revops-data-hub/64.md?page=54) [Next page](https://community.hubspot.com/c/revops-data-hub/64.md?page=56)