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💬 RevOps Discussions

Im Forum 💬 RevOps Discussions nach Lösungen suchen oder eine Frage stellen

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 Beitrag ansehen

Antworten

18 Likes

133 Antworten

abhishekmittal9

Mitglied

März 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...Beitrag ansehen

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RSiebert on März 06, 2024

Definitive Healthcare data integration

Any HubSpot clients here who have integrated data from Definitive Healthcare for contacts and companies?

Antworten Enterprise

1 Likes

8 Antworten

Accepted Solution

johnelmer

Stratege/Strategin | Elite Partner

März 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...Beitrag ansehen

GWalsh on Juni 08, 2023

Best Practices - List Syncing

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?

Antworten Enterprise

0 Likes

9 Antworten

WinnieHien

HubSpot-Produktteam

Januar 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...Beitrag ansehen

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DJohnson4 on Mai 05, 2023

Chatbot Date Re-formatting Custom Code

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 Beitrag ansehen

Antworten Contacts Conversations Developer Enterprise Workaround Workflows

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10 Antworten

Accepted Solution

ArdenM

Mitwirkender/Mitwirkende

Mai 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...Beitrag ansehen

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Lanny-Heiz on April 13, 2023

Recurring Revenue & Renewals

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 Beitrag ansehen

Antworten CRM Enterprise How-To

2 Likes

9 Antworten

Accepted Solution

louischausse

Autorität | Platinum Partner

März 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...Beitrag ansehen

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AChubak on März 13, 2023

Date format for passing date properties through the URL parameters

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 Beitrag ansehen

Antworten Enterprise Knowledge Base Meetings

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1 Antwort

Accepted Solution

AChubak

Mitwirkender/Mitwirkende

März 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'...Beitrag ansehen

maggiebutler on Dezember 16, 2020

If you could describe the value of RevOps or operations in one sentence, what would it be?

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 Beitrag ansehen

Antworten CRM Enterprise

3 Likes

3 Antworten

Drew_Cohen

Stratege/Strategin

Februar 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...Beitrag ansehen

louischausse on Dezember 01, 2020

Problem with the workflow migration process requested by HubSpot before January 8

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 Beitrag ansehen

Antworten Enterprise Lists Professional Workflows

1 Likes

3 Antworten