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💬 RevOps Discussions

Pesquise soluções em 💬 RevOps Discussions ou faça uma pergunta

maggiebutler on Setembro 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 Leia mais

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19 avaliações positivas

148 Respostas

OMe7

Membro

Março 24, 2025 11:51

This is my first ever online course to begin with and Iam kind of thrilled to start this journey- I've no knowledge of- but I'll try my best!

Solucionado

RSiebert on Março 06, 2024

Definitive Healthcare data integration

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

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1 avaliações positivas

8 Respostas

Solução Aceita

johnelmer

Top colaborador(a) | Parceiro Elite

Março 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...Leia mais

GWalsh on Junho 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?

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0 avaliações positivas

9 Respostas

WinnieHien

Equipe de Produto da HubSpot

Janeiro 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...Leia mais

Solucionado

DJohnson4 on Maio 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 Leia mais

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0 avaliações positivas

10 Respostas

Solução Aceita

ArdenM

Top colaborador(a)

Maio 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...Leia mais

Solucionado

Lanny-Heiz on Abril 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 Leia mais

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2 avaliações positivas

9 Respostas

Solução Aceita

louischausse

Conselheiro(a) de destaque | Parceiro Platinum

Março 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...Leia mais

Solucionado

AChubak on Março 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 Leia mais

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0 avaliações positivas

1 Respostas

Solução Aceita

AChubak

Colaborador(a)

Março 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'...Leia mais

maggiebutler on Dezembro 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 Leia mais

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3 avaliações positivas

3 Respostas

Drew_Cohen

Top colaborador(a)

Fevereiro 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...Leia mais

louischausse on Dezembro 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 Leia mais

Responder Enterprise Lists Professional Workflows

1 avaliações positivas

3 Respostas