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 Leer más
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leer más
@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...Leer más
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?
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...Leer más
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 Leer más
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...Leer más
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 Leer más
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...Leer más
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 Leer más
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'...Leer más
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 Leer más
Great question, @maggiebutler .
I'd say that RevOps works across all revenue-generating areas of a business -- ultimately working to elimina...Leer más
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 Leer más