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maggiebutler on September 14, 2020
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 read more
18 upvotes
133 Replies
March 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...read more
FTroppé on March 28, 2024
Hello to all of you, I would like to create deals in Hubspot with N8N. The only thing I don't success is to create a deal with several associated contacts. With one, it works. But I don't manage to find the good separator between each id for the c read more
0 upvote
0 Reply
Askarov on March 28, 2024
Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' read more
Community Manager
March 28, 2024 18:04
Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...read more
OAskarov on March 27, 2024
Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ read more
0 upvote
2 Replies
Key Advisor | Diamond Partner
March 28, 2024 09:15
Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...read more
rulpats on March 26, 2024
Hi team, At this stage, activities in Hubspot get added as tasks in SFDC to integration users - this only happens if there is no contact owner mentioned in Hubspot. If the contact owner is known then those get assigned to the particular owner in SF read more
0 upvote
1 Reply
Community Manager
March 26, 2024 19:11
Hey @rulpats , thank you for posting in our Community! You can utilize our workflow automation to set up a rule that overrides the default t...read more
rulpats on March 26, 2024
Hi team, We have a form where there is a custom field called - 'Comments or Question' Is there a way to copy that value from the comment field to the salesforce task under the description section? I know these two are different objects, so copyi read more
0 upvote
1 Reply
Hall of Famer | Partner
March 26, 2024 03:05
Hi @rulpats , As far as I know, this is not possible directly, no. You could however create a contact-based workflow that enrolls contacts whe...read more
timo1 on March 25, 2024
Hey team. Looking to setup a pipeline structure for a services business. All they're interested in tracking is a new business (Entirely new customer) or Existing Business (anything new under a current customer) What would be the better option her: read more
0 upvote
1 Reply
Hall of Famer | Partner
March 26, 2024 00:54
Hi @timo1 , Separate pipelines should typically be used when the pipeline stages between sales or service processes differ. If you can find a ...read more
Solved
CClaridge on March 20, 2024
I'm currently using a free account, and trying to get Square and HubSpot to talk to each other so I can link my products to my sales activity in HubSpot. I limited my sync settings to only pull the product name and price, but it keeps excluding my read more
0 upvote
10 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
March 22, 2024 08:08
@CClaridge I created a test account with Square and added two products, for the sync I selected Square as source of truth: I also only ...read more
Solved
brunabg on March 19, 2024
Hello HS Community, I've created workflows to automate the conversion process from contact to deal, where the lead status changes automatically and the deal is created automatically. However, we sometimes need to convert more than one contac read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 20, 2024 07:05
Hi @brunabg , If you identify these contacts manually, you can establish the association (adding contacts to deals) by following these steps h...read more
rulpats on March 19, 2024
I want to achieve this Assign Hubspot MQL contact to the Account Owner mentioned in SFDC. Questions Is there a way to do this from Hubspot - via workflow? Is it the best thing to do from Hubspot or should it be handled from SFDC?
0 upvote
3 Replies
Key Advisor | Diamond Partner
March 20, 2024 06:48
Hi @rulpats and thanks for the Tag @PamCotton ! Making two assumptions here: Your SFDC Account has synced to a HubSpot Company, and...read more
Solved
SThomason on March 18, 2024
Hi! I hope this is not a duplicate post - I've searched the community and didn't see anything regarding the issue I'm facing. I have created a new field mapping within the Salesforce integration of HubSpot and selected the "sync now" option instead read more
0 upvote
7 Replies
Accepted Solution
Key Advisor | Diamond Partner
March 19, 2024 10:38
Hi @SThomason , I agree with that recommendation. Build a smartlist of the contacts where the last sync time was before the change in mappin...read more
JEpner4 on March 15, 2024
Hi all, I'm currently brainstorming the best way to take availability calendars (setup with days of the week, and for each day three options of Mornings, Midday, or Afternoons) to best import to HubSpot. HubSpot doesn't seem to allow for sub-fi read more
Participant
March 18, 2024 16:21
Thanks. The issue is this data is coming from a TypeForm, and it just wasn't setup optimally for importation to HubSpot. I spoke with the client, and...read more
CibeleCavalli on March 13, 2024
Hi, Aeveryone! How can I do a HubSpot backup? I created a manual routine in which every Friday I download all the objects we have, including all properties and associations, and store them on a company drive. I have already contacted the read more
0 upvote
1 Reply
Hall of Famer | Partner
March 13, 2024 09:20
Hi @CibeleCavalli , HubSpot doesn't offer any one-click-backup features out of the box. Currently, you would have to look into third-party int...read more
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