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
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
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
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
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
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
Hi all, I have recently created a custom object for a client with a pipeline added. However, the client has asked if there is a way to have 'Cumulative time in' and 'Latest time in' fields as we have in deals. The client wants to be able to read more
Hi @SMumby-Harrison ,
Does the client have ops hub? If so you can create a Today's date property and a workflow that schedules every day whic...read more
Hi team, I have the following challenge: I'd like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action: Create new record ( read more
Hi @Matan-PDQ , I hope that you are well. I understand that you'd like to copy the date of the meeting into a custom property. Please let me know...read more
@RSiebert I would suggest that you bring only what you need from Definitive into HubSpot. In your case, it sounds like you need to build contact l...read more
I am creating a workflow that needs people to enroll everytime they visit a specific page on our website. So if they visit the page today they will enroll and they visit the same page again tomorrow they will enroll again Is this possible? I read more
@karstenkoehler I created a new workflow using one of the template workflows where you can send an email based on a page visited (obviously we remo...read more
Is there is a way to setup weekly billing with line items? If not, are there any suggestions on ways anyone has setup this for client's who are wanting to do weekly billing? Thanks!
Good question @TeamRapp . In products, we have monthly, quarterly, and semi-annually (and others), but I don't see weekly or even semi-monthly.
...read more
Hey RevOps folks!!!! A question for you: how do you track the average follow up rate? We want to track how long it takes for AEs to follow up with prospects in every deal stage, and how many touches they do. In this case as follow up we want read more
Hi @CDiVincenzo , Do you have access to Sales Analytics in the Sales tab? That could provide you with the information you are looking for, look ...read more
Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team?
Hi @Smanstey it would be helpful to understand what type of customer success data you're trying to capture to determine if a custom object would be...read more
I plan to sync the 'contact owner' field for the first time with SFDC. I don't want Hubspot to overwrite the Salesforce owner value. But I see only a 'two-way' sync rule available for this property. The ' Prefer Salesforce unless blank' rule is not read more
I'm trying to do a data enrichment project and need to create a list of companies/contacts within our ICP (Tiers 1&2) where the contact has no title shown. Can someone tell me the steps to take to create the list? Thank you!
Hi @LGoler ,
Sure, as a start, I'd recommend you review this instruction: https://knowledge.hubspot.com/lists/create-active-or-static-lists ...read more