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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
Reply
19 upvotes
147 Replies
TheAdminArena
Member
March 20, 2025 13:54
Hey Everyone! I'm a RevOps Strategist with a solutions partner (RevPartners) and I love creating content for the community. I've got a long runnin...read more
AGeorge024 on January 31, 2025
Hubspot extension integration with Google Calendar
HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he read more
Reply Data Hygiene Data Quality Integrations Process RevOps SalesOps
1 upvote
1 Reply
PamCotton
Community Manager
January 31, 2025 16:44
Hey @AGeorge024 , happy Friday! Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...read more
Solved
FMurad on January 22, 2025
How to set recipient name and email based on Google Sheets scenarios
I'm looking to build a rather complex automation, and was wondering if it was possible. I have a Google Sheets worksheet with some "scenarios." It contains scenarios 1-20 under a Scenarios column. Each scenario is determined by the availabilit read more
Reply Automation Integrations MarketingOps SalesOps
0 upvote
6 Replies
Accepted solution
LautaroDelPlato
Top Contributor | Elite Partner
January 23, 2025 07:49
Hi @FMurad You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...read more
Solved
Aaskarovo on December 31, 2024
Salesforce sync
Hello community, I have a few error signs in our HubSpot <> Salesforce integration. One of them for a date field shows a Field Type mismatch. Is there a way to change the field type in HubSpot to fix this mismatch? If not, what's the wor read more
Reply Data Quality Integrations RevOps sync
0 upvote
2 Replies
Accepted solution
PamCotton
Community Manager
December 31, 2024 17:06
Hey @Aaskarovo , thank you for posting in our Community! Currently, you can’t change the field type of an existing property in HubSpot. The ...read more
Solved
JakeL on November 16, 2024
Pipedrive Deal Sync Errors: "This record didn't sync because of a HubSpot error." with no info
I have successfully connected the Pipedrive integration, and it is syncing deals. However, there are many deals that will not sync with the following error: "This record didn't sync because of a HubSpot error." There is no more specificity t read more
Reply Integrations
0 upvote
5 Replies
Accepted solution
Jonno_Price
Guide | Platinum Partner
November 18, 2024 05:02
Hello @JakeL and thanks @BérangèreL for the tag. Just a quick note that without full access to both PD and HS we would not be able to troublesh...read more
Solved
msshey_ on October 29, 2024
Gross Revenue by Month for all pipelines --- possible?
Hi Team, I’m in the process of creating a dashboard that integrates all pipelines for our weekly meetings, allowing us to focus on a single view. One of the reports I’d like to include is the gross revenue by month for all pipelines. Is this fea read more
Reply Integrations RevOps SalesOps
0 upvote
4 Replies
Accepted solution
MadisonMoniz
Top Contributor | Diamond Partner
October 30, 2024 09:35
Hi @msshey_ - happy to help! This actually can be done directly from the list tool, and brought into your reports and dashboards! Here are th...read more
Solved
msshey_ on October 24, 2024
Outlook email
Hi Team, I'm curious if we can integrate Outlook with HubSpot. Is there a way to link an Outlook account to HubSpot? Do I need to install anything for this? Thanks for your help! Shey
Reply Integrations
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 24, 2024 11:10
Hi @msshey_ , Yes, you can follow these steps: https://knowledge.hubspot.com/connected-email/get-started-with-the-outlook-desktop-add-in ...read more
Solved
mohamedhamad on September 20, 2024
Send Quickbooks Invoice reminder from HubSpot Workflow
i'm trying to create a workflow that will send a customer a reminder that their invoice is due using a hubspot email. I'm using QBO for invoices and they are synced with hubspot. I'm able to create the email and the automation, but the one thing i read more
Reply Integrations
0 upvote
3 Replies
Accepted solution
Olivia_Bagnall
Guide | Platinum Partner
September 23, 2024 06:22
@mohamedhamad Hi Mohammed! Are you using the native HubSpot integration here ? If so, the invoice URL is not available, even with custom field m...read more
Solved
rulpats on July 15, 2024
Need to change Hubspot Task Priority value to High
I need to change Hubspot Task Priority Value to 'High.' Currently, when it comes in SFDC after the sync it comes as 'Normal.' How can we change this? I could not find option to edit the values. Thanks, Rahul
Reply Integrations
0 upvote
2 Replies
Accepted solution
Bortami
Top Contributor | Elite Partner
July 15, 2024 13:59
Hi Rahul, Task properties in HubSpot are not currently editable. To correct this, you'll need to make the Salesforce properties match Hub...read more
Solved
AnnaJancy on May 09, 2024
Opportunities Lose Account Links in SF after SF-HS Mapping Updates
I have a recurring issue: every time I am adding new field in current mapping SF <> HS integration, HubSpot is somehow disassociating Opportunities from their Accounts in Salesforce, while everything remains unchanged in HubSpot. I asked S read more
Reply Data Hygiene Integrations Platform RevOps
0 upvote
3 Replies
Accepted solution
aviafriat26
Participant | Diamond Partner
May 10, 2024 18:57
@AnnaJancy Here’s a focused plan to tackle the issue of Opportunities losing their Account links in Salesforce after you update the SF-HS field map...read more
michaelhermon on May 07, 2024
Lead enrichment, scoring and routing: new HubSpot app
Last week Qualifire was added to HubSpot's app marketplace. The app enriches, scores and routes inbound leads using 3rd party data enrichment and AI. Happy to offer a full-year discount to our first HubSpot users in exchange for feedback!
Reply Automation Data Quality Integrations Process RevOps SalesOps Tech Stack
1 upvote
1 Reply
DorL
Participant
May 07, 2024 12:44
Looks good!
Solved
BiancaRagsdale on April 04, 2024
Typeform embedded in HubSpot email only pulling default personalization tokens
Here’s my goal : Embed a Typeform form in a HubSpot email. When users select an option in the Typeform form, their names and email addresses are included in the Typeform responses. What I’ve done so far : I created the form and added Hidden Fi read more
Reply Integrations
0 upvote
5 Replies
Accepted solution
BiancaRagsdale
Participant
April 09, 2024 14:02
Thank you @BérangèreL and @Jnix284 for the help and tips! I ended up adding a question to the form that asks the user for their email address. An...read more
Solved
rulpats on April 03, 2024
Don't want new accounts to be created SF because of Hubspot
I don't want new accounts created in SFDC because of Hubspot. What is the best way to achieve this keeping the sync on? #1. I have disabled the create and associate companies with contacts settings just recently. I think it only helps in not cr read more
Reply Integrations
0 upvote
3 Replies
Accepted solution
LaurenRyan
Top Contributor | Diamond Partner
April 16, 2024 16:20
Hey, @rulpats - if the Company sync is enabled, HubSpot will create Companies that meet the Account creation criteria in Salesforce. If you ...read more
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