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maggiebutler on September 14, 2020
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
134 Replies
Most Valuable Member | Elite Partner
June 14, 2024 06:50
Welcome to the community @Jess51 , happy you're here! I'm working on a project with a similar tech stack and looking at options for connecting...read more
Solved
ADSilva1 on May 16, 2024
What filters would you use to identify unnecessary workflows? Currently I'm using Off + Updated on > 180 days, and Unused + Updated on > 180 Days. If you have any better or more efficient ways I'd love to hear it 🙂
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 16, 2024 09:25
Hi @ADSilva1 , Those are good starting points, here's what I usually check: On or Off is equal to False (probably mostly drafts) Name co...read more
LSadowski on May 13, 2024
Hi, (hope this is the correct place to post this question/topic) I've encountered an issue with contact funnel reports: When the lifecycle stage of a contact has been mistakenly advanced, for example from Opportunity to Customer, they will a read more
0 upvote
2 Replies
Contributor
May 14, 2024 04:18
Hi Karsten, thanks for your quick reply. The issue you describe in your answer is a slightly different one than the one I'm referring to here, albei...read more
AnnaJancy on May 09, 2024
I have a recurring issue: every time I am adding new field in current mapping SF <> HS integration, HubSpot is somehow disassociating Opportunities from their Accounts in Salesforce, while everything remains unchanged in HubSpot. I asked S read more
Participant | Diamond Partner
May 10, 2024 18:57
@AnnaJancy Here’s a focused plan to tackle the issue of Opportunities losing their Account links in Salesforce after you update the SF-HS field map...read more
JEpner4 on March 15, 2024
Hi all, I'm currently brainstorming the best way to take availability calendars (setup with days of the week, and for each day three options of Mornings, Midday, or Afternoons) to best import to HubSpot. HubSpot doesn't seem to allow for sub-fi read more
Participant
March 18, 2024 16:21
Thanks. The issue is this data is coming from a TypeForm, and it just wasn't setup optimally for importation to HubSpot. I spoke with the client, and...read more
Solved
GMarquez1 on September 14, 2023
Hi, We are a SaaS company that is in the process of setting up our Hubspot instance via migration from Salesforce. We will be utilitizing Husbpot for Sales and Marketing activities and Gainsight/Freshdesk for our CX/Service needs. Customer market read more
0 upvote
2 Replies
Accepted Solution
Guide | Gold Partner
September 15, 2023 04:12
Hi @GMarquez1 You mentioned both Contacts and Logged In Users. HubSpot treats Contacts and Users seperately. Users are created in HubS...read more
MariSuper on December 07, 2022
As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat read more
Participant
December 12, 2022 09:01
Thanks for sharing @MariSuper !
Solved
Sebastian_Lauk on June 10, 2022
Hi HubSpot community! I'm not that new to HubSpot, but nonetheless new to this community. Happy to be here! The HubSpot Standard property for salutation is a "Single Line Free Text" field type. Because we wanted to use a Dropdown field type for read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
June 10, 2022 07:10
Hi @Sebastian_Lauk , Default properties cannot be deleted/archived. I understand your challenge and know it too well. Country/Region would b...read more
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