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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
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21 upvotes
154 Replies
Robert_D
Member
April 29, 2025 02:03
Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.
Solved
GHunt1 on March 27, 2025
Advanced questions (deal automation, appending data, validation rules)
1. A pop-up screen that guides the users through the different stages, requiring them to fill out certain information such as contact role. We would want to be able to filter that a property is only required to be filled out if Stage = X AND Deal T read more
Reply Automation Platform RevOps
0 upvote
3 Replies
Accepted solution
DanMYD
Contributor | Platinum Partner
March 27, 2025 23:44
Hi @GHunt1 do you have Operations Hub Professional? Most of these are perfect use cases for the features that it has to offer. Especially with the ...read more
Solved
LFenton20 on February 26, 2025
Company workflow based on a date property every year
We are building a workflow that needs to run every year on the same date [Day and Month]. We are asking our success team to reach out to clients that have subscribed a specific membership and we are using the close date on the company record. Ca read more
Reply Automation
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 26, 2025 09:20
Hi @LFenton20 , That should work 🙂 One way to test this (which I'd recommend) is creating a company record that should enroll tomorro...read more
Solved
FMurad on January 22, 2025
How to set recipient name and email based on Google Sheets scenarios
I'm looking to build a rather complex automation, and was wondering if it was possible. I have a Google Sheets worksheet with some "scenarios." It contains scenarios 1-20 under a Scenarios column. Each scenario is determined by the availabilit read more
Reply Automation Integrations MarketingOps SalesOps
0 upvote
7 Replies
Accepted solution
LautaroDelPlato
Top Contributor | Elite Partner
January 23, 2025 07:49
Hi @FMurad You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...read more
Solved
Lamont1 on January 14, 2025
How to create a is deal active field
How can I build a calculated property under the deals object in HubSpot that automatically marks a deal as “Active” or “Not Active” based on whether it’s “Closed Won” and falls between subscription start date and end date. I created two properties o read more
Reply Automation
0 upvote
3 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
January 14, 2025 14:47
Hi @Lamont1 , Calculation properties with custom equations don't have the concept of now / today. I would probably solve this with a workflow....read more
ei-p on January 09, 2025
Looking to understand Outreach vs Hubspot experiences
Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation read more
Reply Automation RevOps SalesOps
0 upvote
3 Replies
HFisher7
Guide | Elite Partner
January 13, 2025 06:06
@ei-p - Currently working with a client on a project to migrate from Outreach to HubSpot so replying to see if anyone else gives feedback and to re...read more
Solved
Andreas10016 on October 29, 2024
Physical text -> OCR -> Hubspot: Possible?
I think a slightly unusual case: I generally build GTM workflows B2B, but I have a client that needs to get handwritten customer cards (Name, anniversary, referrred by etc.) into Hubspot. OCR with GPT4o is really good and up to the task, but what' read more
Reply Automation
0 upvote
6 Replies
Accepted solution
danmoyle
Most Valuable Member | Diamond Partner
October 30, 2024 08:47
Hi @Andreas10016 . I haven't personally made the connection between an OCR platform and HubSpot, but I did find a couple of potential options when I...read more
Solved
BalintSipos on August 09, 2024
Deal Stages - Process paused stage - how to implement?
In the Deal Stages, how would you manage a "Process Paused" Stage? It would essentially mean that the deal is not lost but might only get picked up again at a later stage. All work and interactions regarding this deal should be preserv read more
Reply Automation
0 upvote
7 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
August 13, 2024 06:58
@RThomas7 thanks for clarifying. For me, the downsides outweigh the benefits. HubSpot expects deals to stay within the same pipeline and downstream...read more
Solved
CDeMares on August 08, 2024
Creating a meeting activity via Workflow
We have a deal stage in the sales pipeline called ''meeting scheduled'' - however some of our sales reps forget to register the meeting activity in HubSpot, so to address this I want to be able to create workflow or a validation rule that when a dea read more
Reply Automation
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
August 09, 2024 00:21
Hi @CDeMares , Going forward, you might want to evaluate deal approvals so that you can check whether a meeting is logged before a deal can pr...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
12 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
Solved
SemRC on May 31, 2024
Custom workflow coding to find and update all overdue tasks associated to a ticket
Hi all! I have a use case where I want to automate as much as possible in onboarding our new customers (the onboarding phase is tracked via onboarding tickets). This means at every stage tasks are created, and if all tasks are marked complete th read more
Reply Automation ServiceOps
0 upvote
5 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
November 08, 2024 00:40
Hi @SemRC , Good news, HubSpot has introduced task workflows! This does not require coding anymore. Workflows Task workflows Nove...read more
michaelhermon on May 07, 2024
Lead enrichment, scoring and routing: new HubSpot app
Last week Qualifire was added to HubSpot's app marketplace. The app enriches, scores and routes inbound leads using 3rd party data enrichment and AI. Happy to offer a full-year discount to our first HubSpot users in exchange for feedback!
Reply Automation Data Quality Integrations Process RevOps SalesOps Tech Stack
1 upvote
1 Reply
DorL
Participant
May 07, 2024 12:44
Looks good!
Solved
hafsteinnbg on April 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. read more
Reply Automation Data Quality Process RevOps
0 upvote
1 Reply
Accepted solution
PamCotton
HubSpot Employee
April 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 ...read more
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