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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
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19 upvotes
139 Replies
JiquanNgiam
Member
August 22, 2024 17:40
Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more
Solved
BalintSipos on August 20, 2024
Tracking buyer personas per target accounts
We have a set of ICP accounts (as you probably have too). And we have 5-6 identified buyer personas (there is a Persona field on contacts that tells with persona that contact is). I'd like to track on the company level if a certain persona exist read more
Reply Data Quality MarketingOps RevOps SalesOps
0 upvote
2 Replies
Accepted solution
Josh
Recognized Expert | Diamond Partner
August 20, 2024 08:41
Hi @BalintSipos , You could pull this in a custom report using the company and contact objects as well as the appropriate filters. However, if...read more
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
8 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
Schiste on June 13, 2024
Data Quality features en masse
Data Quality features to clean up data are getting better and better. They help a lot to maintain databases quite clean. But at the moment, they are small scale features. They work when a few hundreds records are impacted, but wor DB with 100s read more
Reply Data Quality
0 upvote
7 Replies
Accepted solution
RBozeman
Participant
June 24, 2024 14:14
Yes it is definitely exciting to see HubSpot expanding their data quality offerings. The recent addition of being able to set associations in workflo...read more
michaelhermon on May 07, 2024
Lead enrichment, scoring and routing: new HubSpot app
Last week Qualifire was added to HubSpot's app marketplace. The app enriches, scores and routes inbound leads using 3rd party data enrichment and AI. Happy to offer a full-year discount to our first HubSpot users in exchange for feedback!
Reply Automation Data Quality Integrations Process RevOps SalesOps Tech Stack
1 upvote
1 Reply
DorL
Participant
May 07, 2024 12:44
Looks good!
hafsteinnbg on April 10, 2024
Deal doesn't enroll in workflow after associated company is merged with another
Hey, I am trying to require that all deals are associated to a company that has a property 'HQ Company ID' = known, before they can be moved to closed won. We are a SAAS company, and this HQ Company ID is the product account unique identifier. read more
Reply Automation Data Quality Process RevOps
0 upvote
1 Reply
PamCotton
Community Manager
April 10, 2024 18:35
Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...read more
Askarov on March 28, 2024
Mixpanel HubSpot integration
Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' read more
Reply Automation Data Quality MarketingOps Platform RevOps ServiceOps
0 upvote
1 Reply
PamCotton
Community Manager
March 28, 2024 18:04
Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...read more
Solved
OAskarov on March 27, 2024
Reports
Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ read more
Reply Data Quality MarketingOps RevOps
0 upvote
2 Replies
Accepted solution
trevordjones
Recognized Expert | Diamond Partner
March 28, 2024 09:15
Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...read more
Solved
sethnenstiel on January 22, 2024
Response Times
I'm having trouble with lead response times. We lead routing workflows that bring in a lead from a form fill. During hours: The lead is time stamped with Timeapi.io webhooks Branched to the correct team Assigned to a contact owner (TIME read more
Reply Data Quality MarketingOps RevOps SalesOps
0 upvote
4 Replies
Accepted solution
Jnix284
Hall of Famer
January 23, 2024 11:46
Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...read more
Solved
ESalvatierra4 on January 10, 2024
Managing Bi-Directional Sync between HubSpot and SFDC
Hello community, I'm curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initiative "all or nothing" syncs read more
Reply Data Quality Integrations MarketingOps RevOps
0 upvote
3 Replies
Accepted solution
LaurenRyan
Top Contributor | Diamond Partner
January 10, 2024 13:23
Thanks @Jnix284 ! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority o...read more
LChristian on June 15, 2023
Experiencing an Issue with the QuickBooks Integration
Is anyone experiencing errors or other issues in using the enhanced features in the new QuickBooks app intergration in HubSpot? We get an error when we enable the features to use workflows and basically all the functionality that is cruicial (not s read more
Reply Data Quality
0 upvote
6 Replies
PamCotton
Community Manager
January 24, 2024 17:03
Hey @KCooper7 The error message "HubId is not present in any form on the request" indicates that there is an issue with the form submission. ...read more
Solved
fierceweek on May 25, 2023
Workflow audit
I'm currently working on a workflow audit for an existing org by going into each workflow to eyeball what it does and the properties used. After doing about 50 of these, my eyes are starting to cross. Is there an easier way to do this with the Hubsp read more
Reply Data Quality
1 upvote
5 Replies
Accepted solution
FCorbaci
Contributor
June 02, 2023 11:02
Hey there, On top of caffeine, if there are properties you want to know in which workflows they are being used, you can do that. This won't complete...read more
Solved
CHouston6 on February 19, 2023
What lifecycle stage should I use if the associated deal is 'close lost'?
Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them read more
Reply Data Quality MarketingOps Process RevOps SalesOps
1 upvote
7 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 20, 2023 00:48
Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...read more
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