💬 RevOps Discussions

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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

16 upvotes

105 Replies

Jnix284

Thought Leader | Partner

March 07, 2023 16:36

Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂

Solved

Madsjorgensen on November 21, 2022

Salesforce selective sync

Hi all, Working with a client on setting up the native integration between HS and SFDC. Is it possible to set up the selective sync so that opportunities in the first two stages of the SF pipeline are synced to HS as SQLs and the latter stages ar read more

Reply Integrations

0 upvote

4 Replies

Accepted Solution

LaurenKennedy

Top Contributor | Diamond Partner

November 22, 2022 06:58

@Madsjorgensen selective sync is used to limit what data can come from Salesforce to HubSpot. It seems like you want to change how that data is rec...read more

apainter on August 26, 2022

XERO Webhook Workflow Examples?

Hi all, for purpose of data integrity, I would like to be able to create the following workflow: Trigger: Deal stage becomes closed won. Action: webhook and initialize a XERO Invoice, then immediately send back the XERO Invoice_ID and read more

Reply Automation code Integrations Workflows xero

1 upvote

1 Reply

LeeBartelme

HubSpot Employee

August 30, 2022 07:17

At a basic level you would create a custom code workflow action in your workflow to interface with the XERO API and create an invoice. You may have t...read more

StephaneBadel on June 30, 2022

Hubspot to Zoho automation

Hello community! Our team is integrating Zoho as sales CRM and we would like to automatically push contact form data from our website (hubspot contact form) to dynamically create a lead in Zoho CRM. After browsing Zoho and Hubspot documentation, I read more

Reply Integrations leads sync zoho

0 upvote

4 Replies

StephaneBadel

Member

July 22, 2022 01:58

No worries Lynam, I do not have Flow activated as we are still testing out Zoho, thanks! Stéphane

nthatcher-airbr on June 08, 2022

How to create Workflow Enrollment Trigger from Custom Integration

Hello RevOps community, I am trying to create a workflow that sends email notifications to customers that have a failed payment on our platform. We are currently receiving the notice in Hubspot through a custom integration with our application i read more

Reply Integrations Process RevOps

0 upvote

0 Reply

MLerner on March 13, 2022

Creating a Scalable Deal Desk in HubSpot

Hey Ops Folks! This Wednesday, March 16th, we're partnering with the HubSpot community to put on an event discussing how to turn HubSpot into a modern, scalable Deal Desk. I'm really excited for this one and would love for you all to join! read more

Reply Integrations RevOps SalesOps Tech Stack Webinar

1 upvote

0 Reply

Solved

FelipeFelix on April 27, 2021

Any document management system for compliance teams?

Hello! My Compliance Team needs to verify our customer's identity before we send a contract (with government-issued personal documents, bank statements, and other documents), in HubSpot, we can't segregate those documents access enough to be sec read more

Reply Integrations Process

2 upvotes

4 Replies

Accepted Solution

himanshurauthan

Recognized Expert | Elite Partner

May 03, 2021 19:47

Thank you @MiaSrebrnjak for adding me to the thread. 😊 So @FelipeFelix , we searched a list of software that can manage your customer's ...read more

DanielaFonseca on January 22, 2020

How are you using HubSpot integrated with Salesforce?

We use Salesforce as our source of truth, but many processes live within HubSpot. We have workflows that convert leads to MQLs when they meet qualifying criteria; update country when it is unknown; and many others. We also built a copy-cat HubSpot I read more

Reply Integrations Salesforce testing

1 upvote

18 Replies

DanielaFonseca

Top Contributor

January 29, 2020 12:06

Thank you for this info!