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 続きを読む
In order to send emails dynamically changing a logo image in the email header, we have a HTML code that shows the logo image based on a contact property called "Dynamic Logo". How can I insert the desired image URL in this property in an automat 続きを読む
I'm trying to use a new beta feature: Create new contacts from Social interactions Every time I add someone I get this error message: Any idea why it's not working?
I've got a workflow where when someone schedules a meeting using the demo form + calendar tool, it will automatically open a deal and assign it to the contact owner. Is there a way to have it reassign the lead to the person the deal was round robin' 続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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...続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
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...続きを読む
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 続きを読む
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 続きを読む
@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...続きを読む
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!