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💬 RevOps Discussions

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maggiebutler en Septiembre 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n Leer más

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133 Respuestas

abhishekmittal9

Miembro

Marzo 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leer más

PBaxter en Abril 23, 2024

Attribution for meeting creation?

Hi all, I really like HubSpot's attribution reporting and have had some success with our team showing the various interactions that led up to the creation of a sales opportunity / deal. However, we have a long sales cycle, and tight qualific Leer más

Responder RevOps

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1 Respuestas

PamCotton

Administrador de la comunidad

Abril 23, 2024 17:54

Hey @PBaxter , thank you for posting in our Community! One potential solution could involve customizing your reporting by leveraging HubSpot...Leer más

AKyriacou en Abril 21, 2024

"Dont Be On It" Dashboard

Hey Guys I recently did the Revops Cert in Hubspot and there was a mention of a dashboard a company created for their sales reps called the "Dont Be On It" dashboard in a way to govern their CRM. The idea I believe is so reps can go in and see if t Leer más

Responder RevOps

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1 Respuestas

karstenkoehler

Miembro del salón de la fama | Partner

Abril 21, 2024 23:52

Hi @AKyriacou , Here's where I'd start 🙂 All reports with breakdown by owner: Contacts without email address Contacts where 'Invalid ...Leer más

ZacharyMyr en Abril 18, 2024

Managing lost revenue from Deal Split

Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split Leer más

Responder RevOps

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1 Respuestas

PamCotton

Administrador de la comunidad

Abril 19, 2024 11:27

Hey @ZacharyMyr , thank you for posting in our Community! Consider enhancing your reporting capabilities to include insights into lost reven...Leer más

Lucca7 en Abril 16, 2024

Can I create a report showing various properties of a SINGLE company

Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties Leer más

Responder RevOps

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1 Respuestas

karstenkoehler

Miembro del salón de la fama | Partner

Abril 17, 2024 00:10

Hi @Lucca7 , I would recommend using the middle column of company records for this: https://knowledge.hubspot.com/object-settings/customize-t...Leer más

SarahMouton en Abril 10, 2024

Join Our Developer Newsletter: Enhance Your Journey!

Attention developers! Introducing our monthly Developer Newsletter, exclusively designed for you. Packed with insights, trends, and resources, it's your key to staying ahead. Stay Informed and Ahead: Get the latest programming languages, tools, Leer más

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0 Respuestas

hafsteinnbg en Abril 10, 2024

Deal doesn't enroll in workflow after associated company is merged with another

Hey, I am trying to require that all deals are associated to a company that has a property 'HQ Company ID' = known, before they can be moved to closed won. We are a SAAS company, and this HQ Company ID is the product account unique identifier. Leer más

Responder Automation Data Quality Process RevOps

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PamCotton

Administrador de la comunidad

Abril 10, 2024 18:35

Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...Leer más

BRogers0 en Abril 08, 2024

Tableau embed into HubSpot Dashboards

We use Tableau for various reports and are exploring ways to integrate these non-public Tableau reports directly into HubSpot dashboards. Our goal is to encourage team members to fully adopt HubSpot by consolidating our tools into one pl Leer más

Responder RevOps

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BérangèreL

Administrador de la comunidad

Abril 09, 2024 03:38

Hi @BRogers0 , I hope that you are well! Great question, thanks for asking the Community! For information, there is the " Tableau integration " ...Leer más

GArin en Abril 05, 2024

Recommendations on Career Sites for RevOps Positions

Hi! I have been using HubSpot for the last 6 months, more from a content marketing perspective. My company is in the process of building out our revenue operations function and are seeking a RevOps Analyst to join our team. It's a combination role Leer más

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4 Respuestas

GArin

Miembro

Abril 16, 2024 12:16

Thank you for the recommendations @Aakar ! I appreciate it!

BiancaRagsdale en Abril 04, 2024

Typeform embedded in HubSpot email only pulling default personalization tokens

Here’s my goal : Embed a Typeform form in a HubSpot email. When users select an option in the Typeform form, their names and email addresses are included in the Typeform responses. What I’ve done so far : I created the form and added Hidden Fi Leer más

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Jnix284

Miembro estimable | Partner nivel Elite

Abril 09, 2024 14:27

Awesome @BiancaRagsdale I'm glad you got it working!

Resuelta

CDiVincenzo en Abril 04, 2024

number of contacts contacted through Call /Email sent

Dear Hubspot Community, I hope you can help me! I am working on sales activities overview, to show when our AEs have not reached out yet the prospect before the meeting. Unfortunately my report is not showing the right number of contacts/activit Leer más

Responder RevOps

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5 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Abril 05, 2024 04:20

@CDiVincenzo it does. Your report however is filtering for activities that both have a meeting start date and are at the same time calls/emails/Lin...Leer más

rulpats en Abril 03, 2024

Don't want new accounts to be created SF because of Hubspot

I don't want new accounts created in SFDC because of Hubspot. What is the best way to achieve this keeping the sync on? #1. I have disabled the create and associate companies with contacts settings just recently. I think it only helps in not cr Leer más

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rulpats

Participante

Abril 17, 2024 00:50

Hi @LaurenRyan Thanks for your detailed feedback. I had to turn back on the 'create and associate companies with contact' setting since for the Hu...Leer más

PDrews en Abril 02, 2024

Lead and Contact assignment based on calendar

Want to make my world a bit more beautiful? In a perfect world these two scenarios would be solved: 1. New lead comes in to HS, and is then assigned based on a rep's (SDR or AE's) "real-time and updated"(rt) calendar availability. 2. Contact is rea Leer más

Responder SalesOps

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5 Respuestas

Aakar

Asesor destacado

Abril 16, 2024 11:12

Hi @PDrews -- I guess, there are few features that are in beta or development, but there's no out of the box solution right now. Please check the p...Leer más

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