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maggiebutler on Setembro 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 Leia mais
Responder
21 avaliações positivas
163 Respostas
YoelBA-GDS
Top colaborador(a)
Dezembro 28, 2025 08:54
Hello Everybody! My name is Yoel Ben-Avraham and I've been introducing startups & ready-to-scale businesses to HubSpot for at least 10 years...Leia mais
kara_susvilla on Julho 14, 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 Leia mais
Responder Data Quality Integrations RevOps
0 avaliações positivas
1 Respostas
Jaycee_Lewis
Autoridade no assunto
Julho 14, 2025 17:23
Looks great. Thanks for sharing @kara_susvilla 🙌 — Jaycee
Solucionado
LHare1 on Maio 22, 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 Leia mais
Responder Data Hygiene Data Quality RevOps Tech Stack
0 avaliações positivas
7 Respostas
Solução Aceita
RubenBurdin
Top colaborador(a)
Outubro 03, 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...Leia mais
Solucionado
AGeorge024 on Janeiro 31, 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 Leia mais
Responder Data Hygiene Data Quality Integrations Process RevOps SalesOps
1 avaliações positivas
1 Respostas
Solução Aceita
PamCotton
Alunos da HubSpot
Janeiro 31, 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...Leia mais
Solucionado
Aaskarovo on Dezembro 31, 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 Leia mais
Responder Data Quality Integrations RevOps sync
0 avaliações positivas
2 Respostas
Solução Aceita
PamCotton
Alunos da HubSpot
Dezembro 31, 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 ...Leia mais
Solucionado
drafeedie on Dezembro 14, 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 Leia mais
Responder Data Quality RevOps SalesOps
0 avaliações positivas
5 Respostas
Solução Aceita
GSriram
Participante
Dezembro 17, 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...Leia mais
Solucionado
SahilBahri on Novembro 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 Leia mais
Responder Data Quality Process Tech Stack
0 avaliações positivas
7 Respostas
Solução Aceita
LSchmidt63
Colaborador(a)
Julho 22, 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...Leia mais
Solucionado
AMulready on Outubro 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 Leia mais
Responder Data Quality Process RevOps
0 avaliações positivas
1 Respostas
Solução Aceita
karstenkoehler
Membro do Hall da Fama | Parceiro
Outubro 11, 2024 07:40
Hi @AMulready , This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...Leia mais
Solucionado
BalintSipos on 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 Leia mais
Responder Data Quality MarketingOps RevOps SalesOps
0 avaliações positivas
3 Respostas
Solução Aceita
Josh
Especialista reconhecido(a) | Parceiro Platinum
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...Leia mais
Solucionado
lana604 on Junho 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 Leia mais
Responder Admin Automation Data Hygiene Data Quality Process RevOps SalesOps
0 avaliações positivas
12 Respostas
Solução Aceita
svamann
Colaborador(a)
Setembro 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 ...Leia mais
Solucionado
Schiste on Junho 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 Leia mais
Responder Data Quality
0 avaliações positivas
7 Respostas
Solução Aceita
RBozeman
Participante
Junho 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...Leia mais
michaelhermon on Maio 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 avaliações positivas
1 Respostas
DorL
Participante
Maio 07, 2024 12:44
Looks good!
Solucionado
hafsteinnbg on 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. Leia mais
Responder Automation Data Quality Process RevOps
0 avaliações positivas
1 Respostas
Solução Aceita
PamCotton
Alunos da HubSpot
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 ...Leia mais
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