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💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

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

Solved

RSiebert on March 06, 2024

Definitive Healthcare data integration

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

Reply Enterprise

1 upvote

8 Replies

Accepted Solution

johnelmer

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

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?

Reply Enterprise

0 upvote

9 Replies

WinnieHien

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

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 read more

Reply Contacts Conversations Developer Enterprise Workaround Workflows

0 upvote

10 Replies

Accepted Solution

ArdenM

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

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 read more

Reply CRM Enterprise How-To

2 upvotes

9 Replies

Accepted Solution

louischausse

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

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 read more

Reply Enterprise Knowledge Base Meetings

0 upvote

1 Reply

Accepted Solution

AChubak

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

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 read more

Reply CRM Enterprise

3 upvotes

3 Replies

Drew_Cohen

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

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 read more

Reply Enterprise Lists Professional Workflows

1 upvote

3 Replies