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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
21 upvotes
154 Replies
Robert_D
Participant
April 29, 2025 02:03
Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.
Solved
LHare1 on May 22, 2025
Data Enrichment Tool for B2B Enterprise SaaS
Hey everyone, I recently started as RevOps Manager in a B2B SaaS company and we are struggling with getting quality data out of our current data enrichment tool. Our target customers are Enterprise companies so accurate revenue data is mission c read more
Reply Data Hygiene Data Quality RevOps Tech Stack
0 upvote
3 Replies
Accepted solution
Josh
Recognized Expert | Diamond Partner
May 22, 2025 08:27
Hi @LHare1 , None of the data enrichment tools will be perfect. So far, our clients have had success with: Breeze Data Enrichment Fro...read more
Solved
AGeorge024 on January 31, 2025
Hubspot extension integration with Google Calendar
HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he read more
Reply Data Hygiene Data Quality Integrations Process RevOps SalesOps
1 upvote
1 Reply
Accepted solution
PamCotton
HubSpot Alumni
January 31, 2025 16:44
Hey @AGeorge024 , happy Friday! Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...read more
Solved
Aaskarovo on December 31, 2024
Salesforce sync
Hello community, I have a few error signs in our HubSpot <> Salesforce integration. One of them for a date field shows a Field Type mismatch. Is there a way to change the field type in HubSpot to fix this mismatch? If not, what's the wor read more
Reply Data Quality Integrations RevOps sync
0 upvote
2 Replies
Accepted solution
PamCotton
HubSpot Alumni
December 31, 2024 17:06
Hey @Aaskarovo , thank you for posting in our Community! Currently, you can’t change the field type of an existing property in HubSpot. The ...read more
Solved
drafeedie on December 14, 2024
Projected ARR Calculations
I am trying to created a projected ARR number for each of our customers. We bill out customers a variable fee each month via Quickbooks and use the integraiton to sync invoices to Hubspot. Currently we have a roll up custom property that takes t read more
Reply Data Quality RevOps SalesOps
0 upvote
5 Replies
Accepted solution
GSriram
Participant
December 17, 2024 09:06
Hi @BérangèreL , Thanks for following up, and happy to clarify! Yes, the integration I’m referring to is indeed the "Google Sheets Connecto...read more
Solved
SahilBahri on November 08, 2024
Live User Data from our Application
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into HubSpot, which currently is b read more
Reply Data Quality Process Tech Stack
0 upvote
6 Replies
Accepted solution
RSchweighart
Top Contributor | Gold Partner
November 12, 2024 18:09
Hi @SahilBahri , I don't have an in-depth answer but will provide some high-level thoughts. HubSpot has the ability to separate leads (if on...read more
Solved
AMulready on October 11, 2024
Segregating Business
Background: We operate a large scale sales company (X) and have recently acquired another company (Y) that we want to keep seperate in our database. How do we stop contacts that fill in a form for "Y" from being contacted by someone from "X". We read more
Reply Data Quality Process RevOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 11, 2024 07:40
Hi @AMulready , This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...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
3 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
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
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!
Solved
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
Accepted solution
PamCotton
HubSpot Alumni
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
Solved
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
Accepted solution
PamCotton
HubSpot Alumni
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
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