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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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18 いいね！

133 コメント

abhishekmittal9

メンバー

3月 26日, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...続きを読む

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

返信 Automation Data Quality Process RevOps

0 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

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

Askarov 3月 28日, 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' 続きを読む

返信 Automation Data Quality MarketingOps Platform RevOps ServiceOps

0 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

3月 28日, 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 ...続きを読む

解決済み

OAskarov 3月 27日, 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 続きを読む

返信 Data Quality MarketingOps RevOps

0 いいね！

2 コメント

Accepted Solution

trevordjones

名誉エキスパート | Diamond Partner

3月 28日, 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...続きを読む

解決済み

sethnenstiel 1月 22日, 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 続きを読む

返信 Data Quality MarketingOps RevOps SalesOps

0 いいね！

4 コメント

Accepted Solution

Jnix284

最優秀メンバー | Elite Partner

1月 23日, 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...続きを読む

解決済み

ESalvatierra4 1月 10日, 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 続きを読む

返信 Data Quality Integrations MarketingOps RevOps

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3 コメント

Accepted Solution

LaurenRyan

トップ投稿者 | Diamond Partner

1月 10日, 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...続きを読む

LChristian 6月 15日, 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 続きを読む

返信 Data Quality

0 いいね！

6 コメント

PamCotton

コミュニティーマネージャー

1月 24日, 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. ...続きを読む

解決済み

fierceweek 5月 25日, 2023

Workflow audit

I'm currently working on a workflow audit for an existing org by going into each workflow to eyeball what it does and the properties used. After doing about 50 of these, my eyes are starting to cross. Is there an easier way to do this with the Hubsp 続きを読む

返信 Data Quality

1 いいね！

5 コメント

Accepted Solution

FCorbaci

投稿者

6月 02日, 2023 11:02

Hey there, On top of caffeine, if there are properties you want to know in which workflows they are being used, you can do that. This won't complete...続きを読む

解決済み

CHouston6 2月 19日, 2023

What lifecycle stage should I use if the associated deal is 'close lost'?

Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them 続きを読む

返信 Data Quality MarketingOps Process RevOps SalesOps

1 いいね！

7 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

2月 20日, 2023 00:48

Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...続きを読む

MariSuper 12月 07日, 2022

Year End Data Cleaning to give 2023 RevOps more impactful results!

As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat 続きを読む

返信 Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 いいね！

3 コメント

HDamásio

参加者

12月 12日, 2022 09:01

Thanks for sharing @MariSuper !

解決済み

Sebastian_Lauk 6月 10日, 2022

Delete HubSpot standard properties (i.e. Salutation)

Hi HubSpot community! I'm not that new to HubSpot, but nonetheless new to this community. Happy to be here! The HubSpot Standard property for salutation is a "Single Line Free Text" field type. Because we wanted to use a Dropdown field type for 続きを読む

返信 Data Hygiene Data Quality

0 いいね！

1 コメント

Accepted Solution

karstenkoehler

殿堂入り | Solutions Partner

6月 10日, 2022 07:10

Hi @Sebastian_Lauk , Default properties cannot be deleted/archived. I understand your challenge and know it too well. Country/Region would b...続きを読む