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💬 RevOps Discussions

Buscar soluciones en 💬 RevOps Discussions o hacer una pregunta

maggiebutler en Septiembre 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 Leer más

Responder

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141 Respuestas

Devinputra

Miembro

Noviembre 23, 2024 01:08

Hi all, i am a business development that start implement RevOps Process in my current company.

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SahilBahri en Noviembre 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 Leer más

Responder Data Quality Process Tech Stack

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4 Respuestas

Solución Aceptada

RSchweighart

Colaborador líder | Partner nivel Gold

Noviembre 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...Leer más

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AMulready en Octubre 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 Leer más

Responder Data Quality Process RevOps

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1 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Octubre 11, 2024 07:40

Hi @AMulready , This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...Leer más

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BalintSipos en Agosto 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 Leer más

Responder Data Quality MarketingOps RevOps SalesOps

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2 Respuestas

Solución Aceptada

Josh

Experto reconocido | Partner nivel Diamond

Agosto 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...Leer más

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lana604 en Junio 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 Leer más

Responder Admin Automation Data Hygiene Data Quality Process RevOps SalesOps

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12 Respuestas

Solución Aceptada

svamann

Colaborador

Septiembre 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 ...Leer más

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Schiste en Junio 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 Leer más

Responder Data Quality

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7 Respuestas

Solución Aceptada

RBozeman

Participante

Junio 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...Leer más

michaelhermon en 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!

Responder Automation Data Quality Integrations Process RevOps SalesOps Tech Stack

1 Me gusta

1 Respuestas

DorL

Participante

May 07, 2024 12:44

Looks good!

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hafsteinnbg en Abril 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. Leer más

Responder Automation Data Quality Process RevOps

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1 Respuestas

Solución Aceptada

PamCotton

Administrador de la comunidad

Abril 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 ...Leer más

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Askarov en Marzo 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' Leer más

Responder Automation Data Quality MarketingOps Platform RevOps ServiceOps

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1 Respuestas

Solución Aceptada

PamCotton

Administrador de la comunidad

Marzo 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 ...Leer más

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OAskarov en Marzo 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 Leer más

Responder Data Quality MarketingOps RevOps

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2 Respuestas

Solución Aceptada

trevordjones

Experto reconocido | Partner nivel Diamond

Marzo 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...Leer más

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sethnenstiel en Enero 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 Leer más

Responder Data Quality MarketingOps RevOps SalesOps

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4 Respuestas

Solución Aceptada

Jnix284

Miembro del salón de la fama

Enero 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...Leer más

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ESalvatierra4 en Enero 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 Leer más

Responder Data Quality Integrations MarketingOps RevOps

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3 Respuestas

Solución Aceptada

LaurenRyan

Colaborador líder | Partner nivel Diamond

Enero 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...Leer más

LChristian en Junio 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 Leer más

Responder Data Quality

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6 Respuestas

PamCotton

Administrador de la comunidad

Enero 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. ...Leer más

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