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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

BKrauth on September 12, 2024

Custom Object Views by Lifecycle Stage / Pipeline / Property?

I saw that you can create separate "Views" by Team. Is there any way to create separate Views based on the object itself? (I'm not talking about the table/list view, I'm talking about when you look at the Object Record) Examples: Deals in diffe read more

Reply Data Hygiene

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

September 12, 2024 11:42

@BKrauth as far as I can tell, that's not possible. You would have to place these in the left sidebar.

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

ADSilva1 on May 16, 2024

Auditing Workflows

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 🙂

Reply Data Hygiene

0 upvote

1 Reply

Accepted solution

karstenkoehler

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

Solved

LSadowski on May 13, 2024

Edit lifecycle stage history to correct funnel reports?

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

Reply Data Hygiene

0 upvote

5 Replies

Accepted solution

nodral

Member

November 15, 2024 08:34

I am Facing the same issue. I asked Hubspot if there is any solution because Off course I cant use the funnel report. They said You can create a Cust...read more

Solved

AnnaJancy on May 09, 2024

Opportunities Lose Account Links in SF after SF-HS Mapping Updates

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

Reply Data Hygiene Integrations Platform RevOps

0 upvote

3 Replies

Accepted solution

aviafriat26

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

Solved

JEpner4 on March 15, 2024

How take calendar form submission to translate to HubSpot

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

Reply Data Hygiene Integrations MarketingOps RevOps

0 upvote

4 Replies

Accepted solution

JEpner4

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

Contact Setup Question

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

Reply Data Hygiene

0 upvote

2 Replies

Accepted solution

HubDoPete

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

Year End Data Cleaning to give 2023 RevOps more impactful results!

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

Reply Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 upvotes

3 Replies

HDamásio

Participant

December 12, 2022 09:01

Thanks for sharing @MariSuper !

Solved

Sebastian_Lauk on June 10, 2022

Delete HubSpot standard properties (i.e. Salutation)

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

Reply Data Hygiene Data Quality

0 upvote

1 Reply

Accepted solution

karstenkoehler

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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