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💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

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

18 upvotes

117 Replies

danmoyle

Thought Leader | Elite Partner

August 15, 2023 09:57

Welcome @SConnely !

Solved

BAdmin3 on September 25, 2023

Form error message 'Must contain only numbers, +()-. and x.'

Hi all, I have a form set up which has been functional with no issues for months. We have had the following error message reported in a required field for an email address - Must contain only numbers, +()-. and x. Has anyone seen th read more

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1 upvote

3 Replies

Accepted Solution

TomM2

Key Advisor | Partner

September 25, 2023 07:38

You shouldn't need to change the contact property itself, just swap out the form field. If you delete the fax field and drag in your "email" field yo...read more

ASimmons1 on August 30, 2023

Unengaged Contact list pull

I'm looking to pull list of the overall unengaged contacts from the year 2020 -2023. Which "All Contacts" filters would work best to achieve that?

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0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

August 30, 2023 11:08

Hi @ASimmons1 , I'd filter with the following criteria: Sends since last engagement (see here ) and Last marketing email send date ...read more

Solved

AppuMurugan on June 29, 2023

Association Contact label

is it possible to add more than 3 properties in the contact association label?

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0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

June 29, 2023 11:16

Hi @AppuMurugan , Are you referring to the contact association cards in the right sidebar? If so, then no. Three is the maximum: ...read more

Solved

OAskarov on June 21, 2023

Calculated properties

Hello, I have a project I'm working on, and I like to create calculated properties. I created the idea of the calculation in a Google spreadsheet. I'll happily share it with someone who can help me understand how to create this in HubSpot. Th read more

Reply MarketingOps ServiceOps

0 upvote

2 Replies

Accepted Solution

OPerek-Clark

Top Contributor | Elite Partner

June 21, 2023 09:46

Hi @OAskarov , Thanks for submitting your question! Are the parameters/fields you reference already created and populating with data in ...read more

Solved

SSundaram8 on May 26, 2023

Looking for Ideas to define Lead source for events

1. I am looking for an idea to define to Leads source for Events Marketing team? 2. Current Problem: They have Lead Source as Events and Sub Source as Physical, Virtual Event? 3. The problem is how can we track the leads per events, and what is th read more

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0 upvote

2 Replies

Accepted Solution

OPerek-Clark

Top Contributor | Elite Partner

May 31, 2023 16:28

I totally agree with @Aakar . We do something similar. When we import event leads, we then run them through a data setting workflow which sets a ser...read more

dea on March 22, 2023

Auto Capture URL Parameters (GCLIDS in particular)

Hello - I am looking for a way to easily capture URL based parameters (such as GCLIDS) and store them in hidden fields on my HubSpot embedded forms. Currently our Hubspot forms are set to auto capture and store UTM parameters (campaign, source, read more

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0 upvote

1 Reply

kvlschaefer

Community Manager

March 23, 2023 04:41

Hi @dea , Thanks for reaching out to the Community! If your goal is to pass the GCLID value to Hubspot, it is possible to do via the coo...read more

Solved

AbbyRichter13 on March 19, 2023

Salesforce integration - help!?

Hi there, We are without internal expertise for marketig operatiosn and lean on rev ops experience, too. We are on Salesforce for the Sales team and leaning toward using HubSpot for marketing. If you have the same set up (Salesforce / HubSpot) read more

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1 upvote

2 Replies

Accepted Solution

LaurenKennedy

Top Contributor | Diamond Partner

March 22, 2023 12:36

Thanks for the shoutout, @karstenkoehler ! @AbbyRichter13 , great place to ask for input! Things to know: the Salesforce data stru...read more

Solved

CHouston6 on February 19, 2023

What lifecycle stage should I use if the associated deal is 'close lost'?

Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them read more

Reply Data Quality MarketingOps Process RevOps SalesOps

1 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 20, 2023 00:48

Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...read more

Solved

MarcosBarcelos on February 05, 2023

ICP: WHEN TO RE-EVALUATE

DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing intere read more

Reply MarketingOps Process RevOps

4 upvotes

3 Replies

Accepted Solution

jolle

Recognized Expert

February 07, 2023 16:44

Thanks for the tag and great question, @MarcosBarcelos ! Echoing @danmoyle , I agree that the ICP is something that evolves over time. I thin...read more

MRizzo4 on January 09, 2023

MOps-Apalooza!! Seeking Support/Speakers/Sponsors/Attendees

Hey HubSpot RevOps Pros!! We're trying to host a big event next year and I would be so stoked if you can help support the launch announcement 🙂 We're calling it "MOps-Apalooza" and you can check it out here: https://marketingo read more

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0 upvote

1 Reply

kvlschaefer

Community Manager

January 11, 2023 11:20

Thank you for sharing this event with the Community, @MRizzo4 !

MarcosBarcelos on December 16, 2022

Discussion: Knowledge on handoff process areas.

(Image designed by Brent Clouse) From my experience as ops, I come here to share insights and ideas. In companies with different OPS classifications, it is interesting to know a little about the area that precedes yours. Deep D read more

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0 upvote

1 Reply

kvlschaefer

Community Manager

December 19, 2022 09:55

Thank you for sharing, @MarcosBarcelos !

MariSuper on December 07, 2022

Year End Data Cleaning to give 2023 RevOps more impactful results!

As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat read more

Reply Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 upvotes

3 Replies