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💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

maggiebutler on September 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 read more

19 upvotes

139 Replies

JiquanNgiam

Member

August 22, 2024 17:40

Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more

Solved

lana604 on June 21, 2024

Custom Code to change Date/Time stamp to Date

I have a workflow rule where I grab a date/time field with custom code and update that field to a date field (MM/DD/YYYY) as an output. Example: Date/time: 2024-06-21T00:29:23.243Z Date: 06/21/2024 I receive a "Success" message when testing th read more

Reply Admin Automation Data Hygiene Data Quality Process RevOps SalesOps

0 upvote

8 Replies

Accepted solution

svamann

Contributor

September 26, 2024 05:15

Ran into the same issue. With Python custom code. Got it to work by formatting the date as a timestamp in milliseconds AND ensuring it is an integer ...read more

emichsz on March 29, 2024

Account deleted without any notification

It is extremely frustrating that my accounts were deleted without any notice. I was logged out, and when I tried to log in again, I was directed to a new account setup page, resulting in the loss of all my data. I did not receive any error messages read more

Reply Admin

0 upvote

1 Reply

PamCotton

Community Manager

March 29, 2024 16:47

Hey @emichsz , Happy Friday! To investigate further and provide you with clarity regarding the deletion of your accounts, I will need some a...read more

Solved

Matan-PDQ on March 10, 2024

Copy meeting date into a custom property

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

Reply Admin Automation MarketingOps RevOps SalesOps

0 upvote

2 Replies

Accepted solution

LouiseHare

Top Contributor | Partner

March 11, 2024 07:36

Hey @Matan-PDQ , Yes, you are able to do this. So to start you will need a contact based workflow that enrolls when a meeting is booked (as...read more

Solved

Wildwoozt on September 25, 2023

Problems with connecting etc.

Hi everyone, Some of my colleages have the following problems with our Hubspot email inbox. Not all colleages hve those problems. - Not connecting to the internet (while all other tabs are connected) - Can't send emails due to the internet problem, read more

Reply Admin

1 upvote

2 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

September 25, 2023 11:42

Hi @Wildwoozt , This sounds like it might be more of an issue with your local network or machines vs. HubSpot issues. There aren't any outage...read more

Solved

LPyle on September 21, 2023

Permissions

My company bosses say they have not canged my permissions but I can now no longer delete contacts, is there anyway of getting this back, or it is something that has been chamged and they are nottelling me the truth?

Reply Admin

1 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

September 21, 2023 13:10

Hi @LPyle , If you were able to delete contacts before but cannot anymore, the most likely explanation is that someone changed your permission...read more

Mark_Kelly on March 26, 2023

How can we give a 3rd party partner access to portal with limited visibility?

Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more

Reply Admin Process RevOps SalesOps

1 upvote

3 Replies

Mark_Kelly

Participant | Platinum Partner

March 28, 2023 20:07

Thanks @LaurenRyan . This is where we started, however the companies and contacts are also worked by internal resources who are selling other servic...read more

RMorgan on May 16, 2022

Import not recognising Deal ID even though it's definitely in the csv file 😿

Hi wondferful community, I'm trying to update a deal field, but am having issues. The cvs file I have only has 2 records (as I'm testing before doing the real import!) The data is a direct export from hubspot. I've not tinkered with any colu read more

Reply Admin

1 upvote

3 Replies

suknavid

Member

December 02, 2022 04:38

i have also faced the same issue get-vidmate.com instasave.onl

Flora on October 15, 2021

Introducing HubSpot Admin Tools!

Hi Admins! I’m Flora Wang and I’m the Product Manager of the new HubSpot Admin Tools that were announced yesterday at INBOUND! I’m so happy that we are able to give our admins more and better tools to do their jobs. I read more

Reply Admin Platform

4 upvotes

0 Reply

Coking on October 12, 2021

Introducing Sandboxes in HubSpot!

Hi everyone! I’m Collette King , hope you’re getting a chance to check out all of the amazing Inbound content! If you didn't get a chance to attend the spotlight session at INBOUND, we announced a brand new feature: HubSpot Sandboxes . Th read more

Reply Admin Platform

5 upvotes

0 Reply

mbarba on August 03, 2021

Operations Developer: A Job Position or a Job-To-Be-Done?

----- Do you have a specific person on your team or person that you outsource to that is in charge of being an operations developer? Or, is operations development more of a "Job To Be Done" (JTBD) that gets handed off to d read more

Reply Admin devops RevOps Careers

4 upvotes

6 Replies

mbarba