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💬 RevOps Discussions

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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

19 upvotes

141 Replies

Devinputra

Member

November 23, 2024 01:08

Hi all, i am a business development that start implement RevOps Process in my current company.

Solved

DJohnson4 on May 05, 2023

Chatbot Date Re-formatting Custom Code

I have a Hubspot chatbot on my website which asks customers to enter a departure date. They enter it in dd/mm/yyyy format and it saves to a custom date picker property. However, when the departure date response is saved to the custom property, it s read more

Reply Contacts Conversations Developer Enterprise Workaround Workflows

0 upvote

10 Replies

Accepted solution

ArdenM

Top Contributor

May 10, 2023 18:39

I think I have this solved! Long story short, it's probably best to save the date provided by the user as a string, and then convert that string into...read more

Solved

MFriberg on April 21, 2023

Converting a string property to an int using custom code in workflow?

Hi! I've recently started deep-diving into what I would consider more advanced parts of HubSpot, and I've realized that one crucial property I use in various workflows is stored as a string instead of an integer, which limits how I can use it with read more

Reply Contacts Workflows

0 upvote

6 Replies

Accepted solution

DanielJeal

Participant

September 25, 2023 11:18

Something like this can do it, also define output as a number and you can use it in a later 'copy values' step. def main(event): # Use inputs t...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

cooperelias on February 19, 2020

Calculating Time Between Properties

Hey everyone - wanted to share something I set up tapping into a new feature that's still in beta I believe: the ability to calculate the difference between two datetime properties. My goal is to monitor the average amount of time between owne read more

Reply Analytics & Reports Contacts Contacts Worked CRM Ideas New Products & Announcements Properties

10 upvotes

8 Replies

cooperelias

Contributor

August 06, 2020 22:08

@scottfox I noticed that the values weren’t showing when I went to view all properties, but when I clicked details, a value was there. I don’t have...read more

jonathan_unger on February 06, 2020

Legal Language on Imports

Hi everyone, I am curious what your thoughts are on the language used at the end of the lead import process. I agree that all contacts in this import are expecting to hear from my organization. I have a prior relationship with these con read more

Reply Contacts CRM Email GDPR Importing

4 upvotes

2 Replies

jonathan_unger

Contributor

February 10, 2020 08:03

Thanks for the reply, Dylan. Definitely understand the sensitivity; as a German-based company we are also particularly diligent around privacy/consen...read more

RiccardoPisani on February 02, 2020

Contacts partitioning system needed for large HubSpot portals

Hi all, We operate in more than 10 countries and we all use the same HubSpot instance. Every country has dedicated teams: sales, customer, marketing - In total, we have ~1k HubSpot users. We have several marketing teams and around 1 read more

Reply Contacts CRM Marketing Operations Partitioning

2 upvotes

7 Replies

SPhillips

Contributor

February 13, 2020 10:16

Yep - so you could definitely do that! Or enrol into lists based on properties and make those lists only available to certain teams.

RiccardoPisani on January 23, 2020

How do you ensure that a given contact doesn't get too many emails?

Hi there, to date in HubSpot there is no way to check the number of emails a contact got in a defined amount of days . HubSpot solutions: The property `Marketing emails delivered` keeps track of the total number of marketing emai read more

Reply Automation Contacts CRM Email Email Deliverability Email Marketing Marketing

9 upvotes

5 Replies

RiccardoPisani

Top Contributor

February 18, 2020 12:51

Hi there @jfields , thanks a lot for your suggestion, I really like the Idea of copying fom one time stamp to another dynamically. What I d...read more

amabilemorgan20 on January 22, 2020

How are you managing multiple teams in HubSpot?

Currently, there is only one team in our HubSpot platform, which is the digital marketing team for US Consumer. This year we are looking to integrate other teams into HubSpot, and would love to hear how other large or small companies managing this. read more

Reply Contacts CRM Customer Database Operations Partitioning Permissions

0 upvote

6 Replies

SPhillips

Contributor

January 31, 2020 03:59

Sure...so we have three separate sales teams using our HubSpot portal as their CRM, but a lot of our contacts interact with more than one of the thre...read more

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