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maggiebutler on September 14, 2020
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
19 upvotes
135 Replies
Member
July 03, 2024 08:11
Hello! I am Domi, from Brazil. I work in the Hospitality industry, with Revenue Management analysis.
Solved
RSiebert on March 06, 2024
Any HubSpot clients here who have integrated data from Definitive Healthcare for contacts and companies?
1 upvote
8 Replies
Accepted solution
Top Contributor | Elite Partner
March 07, 2024 10:01
@RSiebert I would suggest that you bring only what you need from Definitive into HubSpot. In your case, it sounds like you need to build contact l...read more
GWalsh on June 08, 2023
Does anyone have any tips/tricks around list syncing between Dynamics CRM and HubSpot? Would rather not create custom variables for every list we are trying to bring over. Is the only option manual upload?
0 upvote
9 Replies
HubSpot Product Team
January 05, 2024 14:54
Have we thought about list sync? Absolutely. It's come up a handful of times from customers. Is this on the near-term roadmap, no. We've heard...read more
Solved
DJohnson4 on May 05, 2023
I have a Hubspot chatbot on my website which asks customers to enter a departure date. They enter it in dd/mm/yyyy format and it saves to a custom date picker property. However, when the departure date response is saved to the custom property, it s read more
Accepted solution
Contributor
May 10, 2023 18:39
I think I have this solved! Long story short, it's probably best to save the date provided by the user as a string, and then convert that string into...read more
Solved
Lanny-Heiz on April 13, 2023
Hi all, RevOps from a B2B SaaS here and looking for some best practices and how to accurately track up, cross, downsells and churn. Here's our setup: We have the full ENT suite. One pipeline for new sales & one for renewals (Stag read more
2 upvotes
9 Replies
Accepted solution
Key Advisor | Platinum Partner
March 05, 2024 13:47
We've built a Recipe to handle Renewals. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any third-pa...read more
Solved
AChubak on March 13, 2023
Hello I'm trying to pass additional properties through the URL parameters. For example https://meetings.hubspot.com/person-name? lead_type=conference Will book a meeting with a person and will set lead_type to conference. I'm also trying read more
Accepted solution
Contributor
March 13, 2023 10:52
The answer is if you're passing a date property you need to pass the parameter as a timestamp set specifically for midnight UTC time of the date you'...read more
maggiebutler on December 16, 2020
As I've been learning about RevOps I have noticed that there isn't a lot of standardization of 'how operations should work' or clarity into this professional role. (I know I'm preaching to the choir here!) So when companies add an Ops team to fix wh read more
3 upvotes
3 Replies
Top Contributor
February 07, 2021 14:18
Great question, @maggiebutler . I'd say that RevOps works across all revenue-generating areas of a business -- ultimately working to elimina...read more
louischausse on December 01, 2020
If you use HubSpot workflows for several years, maybe you have received an email from HubSpot with this subject line: [Action Required] One or more of your workflows need to be updated by January 8 I discovered a quite big problem with the read more
Participant | Elite Partner
December 02, 2020 08:24
You're right Louis. I think it's better to prevent that to have to repair! I'm voting up!
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