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💬 RevOps Discussions

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maggiebutler on September 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 read more

18 upvotes

133 Replies

abhishekmittal9

Member

March 26, 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...read more

hafsteinnbg on April 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. read more

Reply Automation Data Quality Process RevOps

0 upvote

1 Reply

PamCotton

Community Manager

April 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 ...read more

Askarov on March 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' read more

Reply Automation Data Quality MarketingOps Platform RevOps ServiceOps

0 upvote

1 Reply

PamCotton

Community Manager

March 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 ...read more

Solved

OAskarov on March 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 read more

Reply Data Quality MarketingOps RevOps

0 upvote

2 Replies

Accepted Solution

trevordjones

Recognized Expert | Diamond Partner

March 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...read more

Solved

sethnenstiel on January 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 read more

Reply Data Quality MarketingOps RevOps SalesOps

0 upvote

4 Replies

Accepted Solution

Jnix284

Most Valuable Member | Elite Partner

January 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...read more

Solved

ESalvatierra4 on January 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 read more

Reply Data Quality Integrations MarketingOps RevOps

0 upvote

3 Replies

Accepted Solution

LaurenRyan

Top Contributor | Diamond Partner

January 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...read more

LChristian on June 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 read more

Reply Data Quality

0 upvote

6 Replies

PamCotton

Community Manager

January 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. ...read more

Solved

fierceweek on May 25, 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 read more

Reply Data Quality

1 upvote

5 Replies

Accepted Solution

FCorbaci

Contributor

June 02, 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...read more

Solved

CHouston6 on February 19, 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 read more

Reply Data Quality MarketingOps Process RevOps SalesOps

1 upvote

7 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 20, 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...read more

MariSuper on December 07, 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 read more

Reply Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 upvotes

3 Replies

HDamásio

Participant

December 12, 2022 09:01

Thanks for sharing @MariSuper !

Solved

Sebastian_Lauk on June 10, 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 read more

Reply Data Hygiene Data Quality

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

June 10, 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...read more

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