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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

17 upvotes

111 Replies

Whathcock

Top Contributor | Diamond Partner

May 18, 2023 15:55

Welcome, @dkhardwick !

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

Reply MarketingOps

0 upvote

2 Replies

OPerek-Clark

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

Reply MarketingOps

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

Reply MarketingOps

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 | Platinum Partner

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

Reply MarketingOps SalesOps ServiceOps

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

HDamásio

Participant

December 12, 2022 09:01

Thanks for sharing @MariSuper !

Solved

jmillerokc on December 07, 2022

Best Tools for Marketing Operations Documentation

Hello everyone! I'm looking to implement a pretty hefty documentation project for my marketing operations apparatus. I want to cover the automation process, how workflows work, what custom fields trigger in HubSpot/SFDC, FAQs, what to do if, and e read more

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1 upvote

4 Replies

Accepted Solution

JenBergren

Guide | Diamond Partner

December 10, 2022 12:12

Hi @jmillerokc ! Thanks for tagging me @TiphaineCuisset , documentation is one of my favorite topics, I'm actually teaching a class on it right n...read more

Solved

MReberry on August 15, 2022

Deactivation of HubSpot & Email Sends

We are currently in the process of moving to a different tool and our date to deactivate HubSpot takes place on August 26th. While most of our assets, lists, templates, workflows, etc have already been rebuilt on the new tool, I'm not quite sure wha read more

Reply MarketingOps

0 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

August 16, 2022 00:38

Hi @MReberry , Marketing emails are referencing images and links – these might break on the day of deactivation. I see multiple options here: ...read more

JOCallaghan1 on May 11, 2022

Infotelligent-Intent Leads

Hello, We are enrolled to receive Infotelligent Leads (more specifically, Infotelligent Intent). Does anyone use this system? If so, which criteria do you choose? For example we have been choosing 80% or greater for companies searching for E read more

Reply MarketingOps RevOps SalesOps ServiceOps

1 upvote

0 Reply

Solved

SJoshi94 on April 27, 2022

Difficulty reporting historical MQL numbers since 'Became MQL date' is dynamic!

Background: Every time someone downloads a BOFU form (Request a demo, pricing etc) on our website we MQL them (lifecycle stage = MQL) and assign them to our sales team. Concern: 'Became a MQL date' is a dynamic field and updates every time l read more

Reply MarketingOps RevOps

1 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 28, 2022 00:47

Hi @SJoshi94 , I tried to reproduce this on my end but I'm not able to. (I'm checking this on the property history of a test contact .) ...read more