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
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
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
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
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
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
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
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
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
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
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
Hi @AMulready ,
This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...read more
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
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
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
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
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
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
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!
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
Hey @hafsteinnbg , thank you for posting in our Community!
You could Implement validation checks within your pipeline stages to ensure that ...read more
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
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