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💬 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 Beitrag ansehen

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133 Antworten

abhishekmittal9

Mitglied

März 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Beitrag ansehen

Askarov on März 28, 2024

Mixpanel HubSpot integration

Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' Beitrag ansehen

Antworten Automation Data Quality MarketingOps Platform RevOps ServiceOps

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1 Antwort

PamCotton

Community-Manager/-in

März 28, 2024 18:04

Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...Beitrag ansehen

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OAskarov on März 27, 2024

Reports

Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ Beitrag ansehen

Antworten Data Quality MarketingOps RevOps

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2 Antworten

Accepted Solution

trevordjones

Trendsetter/-in | Diamond Partner

März 28, 2024 09:15

Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...Beitrag ansehen

JEpner4 on März 15, 2024

How take calendar form submission to translate to HubSpot

Hi all, I'm currently brainstorming the best way to take availability calendars (setup with days of the week, and for each day three options of Mornings, Midday, or Afternoons) to best import to HubSpot. HubSpot doesn't seem to allow for sub-fi Beitrag ansehen

Antworten Data Hygiene Integrations MarketingOps RevOps

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4 Antworten

JEpner4

Teilnehmer/-in

März 18, 2024 16:21

Thanks. The issue is this data is coming from a TypeForm, and it just wasn't setup optimally for importation to HubSpot. I spoke with the client, and...Beitrag ansehen

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Matan-PDQ on März 10, 2024

Copy meeting date into a custom property

Hi team, I have the following challenge: I'd like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action: Create new record ( Beitrag ansehen

Antworten Admin Automation MarketingOps RevOps SalesOps

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2 Antworten

Accepted Solution

LouiseHare

Stratege/Strategin | Partner

März 11, 2024 07:36

Hey @Matan-PDQ , Yes, you are able to do this. So to start you will need a contact based workflow that enrolls when a meeting is booked (as...Beitrag ansehen

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LFenton20 on März 05, 2024

Workflow re-enrollment when visiting a web page

I am creating a workflow that needs people to enroll everytime they visit a specific page on our website. So if they visit the page today they will enroll and they visit the same page again tomorrow they will enroll again Is this possible? I Beitrag ansehen

Antworten MarketingOps RevOps

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8 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

März 05, 2024 09:36

Hi @LFenton20 , Yes, one of these two would do the trick: Best regards!

IZabarsky on Februar 12, 2024

Conferences management

Hi, I want to start tracking our conferences inside HubSpot - to fill and analyze how many leads came from this conference and if some leads converted to deals, How many participants from our company (user) were at the conference, where it was, exp Beitrag ansehen

Antworten MarketingOps RevOps

0 Likes

3 Antworten

RBozeman

Teilnehmer/-in

Februar 27, 2024 13:10

Hi, thank you for recommending Insycle @EsteeH . Just wanted to drop in here to provide a little more context on our association features for @IZab...Beitrag ansehen

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DCrinnion on Februar 06, 2024

Creating an Activity via a Workflow

Hi All, I saw this on a Hubspot Community suggestion from 2017 but just want to see if there is anything close to this. I am looking to create a workflow where you can create an activity or a note on the Activity feed when someone comes in via a Beitrag ansehen

Antworten MarketingOps RevOps

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2 Antworten

Accepted Solution

karstenkoehler

Berühmtheit | Partner

Februar 06, 2024 08:26

Hi @DCrinnion , This would currently either require a custom code action (available in Operations Hub Professional) or an app from the marketp...Beitrag ansehen

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sethnenstiel on Januar 22, 2024

Response Times

I'm having trouble with lead response times. We lead routing workflows that bring in a lead from a form fill. During hours: The lead is time stamped with Timeapi.io webhooks Branched to the correct team Assigned to a contact owner (TIME Beitrag ansehen

Antworten Data Quality MarketingOps RevOps SalesOps

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4 Antworten

Accepted Solution

Jnix284

Koryphäe | Elite Partner

Januar 23, 2024 11:46

Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...Beitrag ansehen

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Manzar-Mashhood on Januar 22, 2024

How absense of third party cookies will affect Hubspot's Tracking capabilities?

Hey guys! I've got a question for you. What's your take on Google's move to phase out third-party cookies, and how do you think it might impact HubSpot tracking? I believe the data we collect on our website ( www.glueup.com ) using HubSpot forms Beitrag ansehen

Antworten MarketingOps

1 Likes

8 Antworten

Accepted Solution

Jnix284

Koryphäe | Elite Partner

Januar 23, 2024 08:27

@Manzar-Mashhood Let's break apart your questions and ease your mind a bit, thanks @Shadab_Khan for sharing! What's your take on Google's ...Beitrag ansehen

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DSpagnol on Januar 19, 2024

Stages and Atributtion - Companies VS Contacts

Hey Community! I have had somethings troubling me for some time now and would like to request your support/ideas! 🙂 When we are talking about Lifecycle Stage or Lead Status, we are usually talking about Contacts. But how does this relate to Beitrag ansehen

Antworten MarketingOps Process RevOps SalesOps

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3 Antworten

Accepted Solution

SteveHTM

Stratege/Strategin | Partner

Januar 22, 2024 10:42

@DSpagnol - Thank you for tagging my notes as a solution! Per you follow-up question about Lead Status. There's no reason to reset this prope...Beitrag ansehen

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ESalvatierra4 on Januar 10, 2024

Managing Bi-Directional Sync between HubSpot and SFDC

Hello community, I'm curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initiative "all or nothing" syncs Beitrag ansehen

Antworten Data Quality Integrations MarketingOps RevOps

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3 Antworten

Accepted Solution

LaurenRyan

Stratege/Strategin | Diamond Partner

Januar 10, 2024 13:23

Thanks @Jnix284 ! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority o...Beitrag ansehen

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Nadiia_Dibrova on November 07, 2023

Adding contacts to cohort

Hi! I apologize if this is a too easy of a question, but I am still on my path of learning HubSpot and will appreciate any advice. Can you you advice how to add a set amount of people to the cohort? Is there a setting/filter that I can use? For Beitrag ansehen

Antworten Academy MarketingOps

1 Likes

1 Antwort

Accepted Solution

karstenkoehler

Berühmtheit | Partner

November 07, 2023 23:31

Hi @Nadiia_Dibrova , There isn't a feature for this with directly but you can leverage random samples in lists for this: https://knowledge.hu...Beitrag ansehen

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