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 Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
Hi @AMulready ,
This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...Beitrag ansehen
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 Beitrag ansehen
Hi @BalintSipos ,
You could pull this in a custom report using the company and contact objects as well as the appropriate filters. However, if...Beitrag ansehen
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 Beitrag ansehen
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 ...Beitrag ansehen
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 Beitrag ansehen
Yes it is definitely exciting to see HubSpot expanding their data quality offerings. The recent addition of being able to set associations in workflo...Beitrag ansehen
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. Beitrag ansehen
Hey @hafsteinnbg , thank you for posting in our Community!
You could Implement validation checks within your pipeline stages to ensure that ...Beitrag ansehen
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' Beitrag ansehen
Hey @Askarov , thank you for posting in our Community!
Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
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 Beitrag ansehen
Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...Beitrag ansehen
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 Beitrag ansehen
Thanks @Jnix284 ! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority o...Beitrag ansehen
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 Beitrag ansehen
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.
...Beitrag ansehen