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maggiebutler on September 14, 2020
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
14 upvotes
76 Replies
Key Advisor | Partner
June 02, 2022 06:48
@danmoyle That is so neat! I'm not sure where I am in my journey, but if I end up with even an ounce of the knowledge & experience you have, ...read more
StephaneBadel on June 30, 2022
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
0 upvote
4 Replies
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
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
0 upvote
0 Reply
MLerner on March 13, 2022
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
Solved
FelipeFelix on April 27, 2021
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
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Diamond 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
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
1 upvote
18 Replies
Top Contributor
January 29, 2020 12:06
Thank you for this info!
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