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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
Reply
18 upvotes
117 Replies
danmoyle
Thought Leader | Elite Partner
August 15, 2023 09:57
Welcome @SConnely !
Solved
JavierZ on August 24, 2023
Integrate a specific from in Hubspot to MS Dynamics 365
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
Reply CRM
0 upvote
2 Replies
Accepted Solution
johnelmer
Top Contributor | Elite Partner
August 30, 2023 21:01
@JavierZ I believe you can use Datawarehouse.io for Hightouch in conjunction with the Hightouch app to set up this type of sync. DM me if you wo...read more
Edmund_Lam on May 17, 2023
Two-way Contact Sync After Importing QBO Contacts into HubSpot
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
Reply CRM Integrations
0 upvote
1 Reply
kvlschaefer
Community Manager
May 19, 2023 09:14
Hi @Edmund_Lam , Thanks for reaching out to the Community! Would you be able to confirm which Quickbooks Integration you are looking to...read more
Lanny-Heiz on April 13, 2023
Recurring Revenue & Renewals
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
Reply CRM Enterprise How-To
2 upvotes
7 Replies
kvlschaefer
Community Manager
July 19, 2023 13:26
Hi @AudreyM , Thanks for taking the time to share your work with us! This looks great 😄 Cheers, Kristen
maggiebutler on December 18, 2020
What does a 'good' customer experience look like?
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
Reply CRM
2 upvotes
2 Replies
Plats
Contributor
February 04, 2021 22:49
Hi maggiebutler, It's pretty cool reading this story and seeing just how far customer experience has grown as a whole in businesses and that it's...read more
maggiebutler on December 16, 2020
If you could describe the value of RevOps or operations in one sentence, what would it be?
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
Reply CRM Enterprise
3 upvotes
3 Replies
Drew_Cohen
Top Contributor
February 07, 2021 14:18
Great question, @maggiebutler . I'd say that RevOps works across all revenue-generating areas of a business -- ultimately working to elimina...read more
maggiebutler on December 14, 2020
How do you hire for tech stack management and innovation?
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
Reply CRM
0 upvote
4 Replies
Drew_Cohen
Top Contributor
February 07, 2021 14:38
This is definitely a role that it helps to have some experience in different departments, or experience in a very hybrid role (such as a Strategist a...read more
maggiebutler on December 09, 2020
The pros and cons of centralizing your Ops team
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
Reply CRM
3 upvotes
1 Reply
PamCotton
Community Manager
December 15, 2020 15:18
Welcome new Community users @PLachance @PPedersen @PRyan @RBetancourt @rorycs @RBucholtz @samiam1 @SamR @STarkleson @SKyolova @...read more
maggiebutler on November 23, 2020
How do you measure tech debt?
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
Reply CRM
3 upvotes
3 Replies
maggiebutler
HubSpot Moderator
May 21, 2021 11:02
Wow! I've never heard of this TDR metric before. Have you been able to get others in your company to adopt / use the TDR metric? Can you use it / calc...read more
maggiebutler on November 20, 2020
How do you define 'revenue operations' or RevOps?
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
Reply CRM
2 upvotes
0 Reply
JDobbin on October 23, 2020
Connecting HubSpot CRM with accounting systems
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
Reply CRM CRM & Sales CRM App integration
1 upvote
0 Reply
Josh on July 15, 2020
Data Cleanup Best Practices (BEFORE IMPORT)
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
Reply CRM Data
5 upvotes
2 Replies
JenBergren
Guide
August 07, 2020 11:12
Hi Josh! Great list for before import! A major issue we've seen with a lot of clients importing spreadsheets into HubSpot is after they impor...read more
RiccardoPisani on March 04, 2020
Spot contacts that viewed your pricing page 3 (or more!) times within a given time window!
Hi HubSpotters 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
Reply Contacts CRM list conditions list tool Marketing Operations pageviews Properties url url conditions Workflows
2 upvotes
2 Replies
RiccardoPisani
Top Contributor
March 06, 2020 07:04
Hi @jfields , it would be amazing having the possibility to have this as standard functionality within the list tool! I hear you on the "high i...read more
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