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 am looking for some information on the possibility of migrating new submissions from one specific form I created in Hubspot into the MSD 365 CRM environment. Currently, we have a workflow in MS Power Automate but it only syncs new data from H read more
I just completed importing companies and contacts for a HubSpot installation. One of the import sources was a contacts spreadsheet exported from QBO. I did some data cleanup to make the data fields lined up with HubSpot's. Now, my client wants to ha read more
Hi all, RevOps from a B2B SaaS here and looking for some best practices and how to accurately track up, cross, downsells and churn. Here's our setup: We have the full ENT suite. One pipeline for new sales & one for renewals (Stag read more
I recently signed up for Chewy.com because my pup needs some new medication. Ordering the medication online was so easy because they call your vet to verify the prescription . I didn't have to do anything except buy it! Usually there is some phone read more
As I've been learning about RevOps I have noticed that there isn't a lot of standardization of 'how operations should work' or clarity into this professional role. (I know I'm preaching to the choir here!) So when companies add an Ops team to fix wh read more
In our recent Road to Revops event , Scott Brinker moderatoed a session on 'How to Future Proof You Tech Satck' asking the important question: how do you staff a role like this? What kinds of qualities or attributes does a professional need to ha read more
Last week in our Road to RevOps event, our EVP of RevOps Alison Elworthy talked a lot about centralization in operations.
One way we've centralized our operations teams at HubSpot is literally through a new org chart. We've taken our GTM opera read more
As we get ready for our Road to RevOps event , as our How to Future Proof Your Tech Stack discussion, I can't help but think about the phrase tech debt .
We know 'debt' of any kind to be not-so-great, so how would you describe tech debt? An read more
As we get ready for our live discussion event ' The Road to RevOps ', I'd love to know how our community is thinking about RevOps, if you are at all and what it means to you.
HubSpot defines it like this: " RevOps is the mindset, practice, and read more
Hello! We've been running on HubSpot for the past 6 years and have grew from a single currency/country company to a multi national one, with employees and customers in more than 5 countries. And at the same time that this is awesome, it did created read more
When it comes to CRM data you've probably heard the old adage, "garbage in, garbage out". It's incredibly important that you clean-up your data prior to an import. Here are some of our best practices:
When collecting your data from your previ read more
within the list tool it looks like you can filter page views only by date OR number of times someone viewed your page/s ~> https://monosnap.com/file/I2oEUhY93vmVwfb0mOudXv5GzhEj91
One criterion only availa read more