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
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leia mais
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
Hey @hafsteinnbg , thank you for posting in our Community!
You could Implement validation checks within your pipeline stages to ensure that ...Leia mais
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' Leia mais
Hey @Askarov , thank you for posting in our Community!
Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...Leia mais
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 Leia mais
Thanks @Jnix284 ! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority o...Leia mais
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 Leia mais
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.
...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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 Leia mais
Hi @Sebastian_Lauk ,
Default properties cannot be deleted/archived. I understand your challenge and know it too well. Country/Region would b...Leia mais