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💬 RevOps Discussions

💬 RevOps Discussions を検索する

maggiebutler 9月 14日, 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 続きを読む

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161 コメント

AAbu-Farha

参加者

10月 29日, 2025 07:48

Hi Maggie & everyone! I'm Ali, a Revenue Operations Manager at Maqsam, a cloud based cusotmer service telphony software. Previously, for the ...続きを読む

kara_susvilla 7月 14日, 2025

📊 Modern Data Strategies for RevOps Teams: Lessons from Financial Services

Hey RevOps Community! 👋 Just reviewed this fascinating guide from Snowflake on how financial services organizations are transforming their data operations - and there are some solid takeaways for RevOps teams dealing with similar challeng 続きを読む

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Jaycee_Lewis

コミュニティーマネージャー

7月 14日, 2025 17:23

Looks great. Thanks for sharing @kara_susvilla 🙌 — Jaycee

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LHare1 5月 22日, 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 続きを読む

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RubenBurdin

トップ投稿者

10月 03日, 2025 07:58

Hi @LHare1 In 2025 , the conversation around enrichment has shifted a lot compared to even a year or two ago. For B2B enterprise SaaS, mo...続きを読む

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AGeorge024 1月 31日, 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 続きを読む

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PamCotton

元HubSpot社員

1月 31日, 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...続きを読む

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Aaskarovo 12月 31日, 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 続きを読む

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PamCotton

元HubSpot社員

12月 31日, 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 ...続きを読む

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drafeedie 12月 14日, 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 続きを読む

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GSriram

参加者

12月 17日, 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...続きを読む

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SahilBahri 11月 08日, 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 続きを読む

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7 コメント

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LSchmidt63

投稿者

7月 22日, 2025 13:25

I’ve also looked into getting live user data from our app into HubSpot, and it can definitely get a bit technical depending on your stack. If you end...続きを読む

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AMulready 10月 11日, 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 続きを読む

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karstenkoehler

殿堂入り | Solutions Partner

10月 11日, 2024 07:40

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

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BalintSipos 8月 20日, 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 続きを読む

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Josh

名誉エキスパート | Diamond Partner

8月 20日, 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...続きを読む

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lana604 6月 21日, 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 続きを読む

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svamann

投稿者

9月 26日, 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 ...続きを読む

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Schiste 6月 13日, 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 続きを読む

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RBozeman

参加者

6月 24日, 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...続きを読む

michaelhermon 5月 07日, 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!

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DorL

参加者

5月 07日, 2024 12:44

Looks good!

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hafsteinnbg 4月 10日, 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. 続きを読む

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PamCotton

元HubSpot社員

4月 10日, 2024 18:35

Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...続きを読む