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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

21 upvotes

161 Replies

AAbu-Farha

Participant

October 29, 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 ...read more

lalexander on April 16, 2020

AMA: Filling Your Lead Pipeline in a Challenging Environment [Now Closed]

Many companies have been forced by the global situation to replace in-person events or meetings with online ones and to develop new means of filling lead pipelines. If you’re looking to supplement your existing lead gen methods, submit a question b read more

Reply AMA Deals Sales

0 upvote

3 Replies

lalexander

HubSpot Employee

April 20, 2020 14:20

@Phill_CF @M_F_Griffin @jonathan_unger @skalka @baylistefl Also wanted to make sure you all saw this opportunity to ask our Head of Busine...read more

Solved

RalphDuin on February 11, 2020

What tool do you use on top of Hubspot for detailed Goal setting?

Hi, we've tried all of the hubspot reports but they do not satisfy use enough in goal setting. For example, I would like to set these goals; Generate 10 Qualified Opportunities (a deal stage) in January for team 1. Only count if they are Dir read more

Reply Deals Marketing Operations Reporting Sales

0 upvote

3 Replies

Accepted solution

HadarS

HubSpot Employee

February 13, 2020 09:27

Also adding in this article which talks about how to use goals in your HubSpot reports: https://blog.hubspot.com/customers/a-short-guide-to-using-go...read more

davecriswell on February 07, 2020

Using Deals, e-commerce, and attribution reporting

I'd love to connect with anyone who is using an e-commerce platform without a direct integration to Hubspot and creating deals via an API to learn if/how you're capturing source and attribution data. Our challenge is a visitor hits our website read more

Reply APIs B2C Deals Ecommerce Forms Lead Generation Reporting Sales

0 upvote

2 Replies

davecriswell

Top Contributor

February 08, 2020 08:17

Thanks for the suggestion, @morganmcgee We're investigating that as an option though not optimistic due to restrictions from our vendor.

Solved

granthanson on May 23, 2019

SDR -> AE Handoff Process ?

Looking for some advice with our SDR to AE handoff process. Anyone willing to share their process and how they have it set up in Hubspot? Specific Question: Any way to copy the original contact owner (SDR in our case) on each contact/compan read more

Reply Deals

1 upvote

15 Replies

Accepted solution

Shweta95

Member

May 26, 2025 07:14

Hi, one simple way to improve this in HubSpot is to use custom properties more effectively. Instead of just storing the SDR's HubSpot ID, create a c...read more

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