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💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

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OMe7

Membre

Mars 24, 2025 11:51

This is my first ever online course to begin with and Iam kind of thrilled to start this journey- I've no knowledge of- but I'll try my best!

Akash_Vi_R le Février 18, 2025

Sheets sync

I've been using Superjoin for syncing Hubspot data into Sheets. Are there other tools I can use? I've tried Zapier & Make in the past, but quite comfortable with Superjoin. The advantage with Zapier or Make is I can pull in data from different Lire la suite

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kennedyp

Gestionnaire de communauté

Février 18, 2025 18:35

Hi @Akash_Vi_R ! Welcome to the Community-- happy to have you here 😊 You can Add data to Google Sheets with workflows . Superjoin is highl...Lire la suite

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FMurad le Janvier 22, 2025

How to set recipient name and email based on Google Sheets scenarios

I'm looking to build a rather complex automation, and was wondering if it was possible. I have a Google Sheets worksheet with some "scenarios." It contains scenarios 1-20 under a Scenarios column. Each scenario is determined by the availabilit Lire la suite

Répondre Automation Integrations MarketingOps SalesOps

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Solution Acceptée

LautaroDelPlato

Contributeur de premier rang | Partenaire solutions Elite

Janvier 23, 2025 07:49

Hi @FMurad You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...Lire la suite

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Chinmayy le Novembre 19, 2024

Tracking Funnel Conversions from Stage to Stage

Hi HS Community, We are having an issue in my company. We have lifecycle stages on our company level that are: Target -> Prospect -> Awareness -> MQA -> SAA > SQA -> Customer. We also have certain workflows that set some compan Lire la suite

Répondre MarketingOps RevOps

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Solution Acceptée

danmoyle

Membre irremplaçable | Partenaire solutions Elite

Novembre 20, 2024 08:58

Hi @Chinmayy and welcome to the Community! You're finding a HubSpot expected behavior. In their design, HubSpot made it so lifecycle stages are lin...Lire la suite

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Rgonzalez1 le Novembre 11, 2024

Snippets and Quotes and Commerce Hub

Due to certain restrictions with quotes, I am using snippets to describe services ... e.g. like a library of products to add into quotes. This works for me as I am a sales team member of one, but we are selling commerce hub into all kinds of account Lire la suite

Répondre MarketingOps RevOps

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Solution Acceptée

HubDoPete

Guide | Partenaire solutions Gold

Novembre 12, 2024 06:36

Hi Rebecca, Snippets are not really suited for use as a library of products. Have you explored using the HubSpot Product Library on your Comm...Lire la suite

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GTorres-Soler8 le Octobre 09, 2024

Workflows for multiple forms to assign lifecycle stage

I'm creating a workflow to assign contacts as an MAL or an MQL. Our MAL means any one who has engaged with at least 1 marketing form and doesn't fit our ICP; MQL = 1 form or many forms and is in our ICP. We use forms across all departments and Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Octobre 09, 2024 23:58

Hi @GTorres-Soler8 , This is typically best solved with a hidden field on forms. I for one am a big proponent of a "Conversion type" hidden fi...Lire la suite

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esealpha le Octobre 01, 2024

How to change current Timezone

So now, one of the Formatting issues I can fix is the UTC Timezone. I can do this in the Location section of Formatting issues. But I can only mass apply the change to 50 records at a time. How can I automate this feature? The Time zone property I h Lire la suite

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dan_thisandthen

Participant

Octobre 01, 2024 11:16

Hey Joshua, as far as I could see, there's no faster way than mass accepting 50 suggestions at a time . Probably Hubspot's idea was to have a hu...Lire la suite

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BalintSipos le Août 20, 2024

Tracking buyer personas per target accounts

We have a set of ICP accounts (as you probably have too). And we have 5-6 identified buyer personas (there is a Persona field on contacts that tells with persona that contact is). I'd like to track on the company level if a certain persona exist Lire la suite

Répondre Data Quality MarketingOps RevOps SalesOps

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Josh

Expert reconnu | Partenaire solutions Diamond

Août 20, 2024 08:41

Hi @BalintSipos , You could pull this in a custom report using the company and contact objects as well as the appropriate filters. However, if...Lire la suite

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Smanstey le Juillet 11, 2024

Lifecycle stages - Block skipping stages?

We are using Lifecycle stages across Marketing and Sales and all automated Lifecycle stages are set up. There are manual Lifecycle stages required: MQL > SAL > SQL and back to from SAL > Subscriber Is there a way to block the skippi Lire la suite

Répondre MarketingOps RevOps

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6 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Juillet 11, 2024 10:33

@Smanstey I wouldn't let users update the lifecycle stage values directly – I would let them update the criteria that determine which lifecycle a c...Lire la suite

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JBo24 le Juin 04, 2024

custom report / keyword reporting from emails

Hello, I'm looking for help creating a custom report in Hubspot - I'd like to be able to search keywords from email sent and received with the overall goal of having reports by subject matter and/or brand. Is this possible? Thanks!

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Juin 05, 2024 00:06

Hi @JBo24 , Not out of the box, no, and not in the exploratory way that you're probably looking for. In the single object activity report buil...Lire la suite

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CWatson12 le Mai 29, 2024

Speed to Lead Reporting

I am trying to build out a formula property that will calculate the time it takes from getting assigned a lead to sales outreach. I've run into two issues here: 1. the activities object consideres notes and tasks an activity and we do not cons Lire la suite

Répondre MarketingOps RevOps

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CC-Oliver

Contributeur de premier rang | Partenaire solutions

Juin 18, 2024 05:39

Hi @CWatson12 , Rather than using Last Activity Date, I'd recommend setting up a workflow that runs off of Last Contacted, which doesn't take notes...Lire la suite

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Askarov le Mars 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' Lire la suite

Répondre Automation Data Quality MarketingOps Platform RevOps ServiceOps

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PamCotton

Gestionnaire de communauté

Mars 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 ...Lire la suite

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OAskarov le Mars 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 Lire la suite

Répondre Data Quality MarketingOps RevOps

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Solution Acceptée

trevordjones

Expert reconnu | Partenaire solutions Platinum

Mars 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...Lire la suite

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