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💬 RevOps Discussions

💬 RevOps Discussions を検索する

maggiebutler 9月 14日, 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 続きを読む

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21 いいね！

154 コメント

Robert_D

参加者

4月 29日, 2025 02:03

Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.

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CSYamashiro 5月 14日, 2025

Update Property Value based on File Upload

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

返信 Automation MarketingOps

0 いいね！

1 コメント

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karstenkoehler

殿堂入り | Solutions Partner

5月 15日, 2025 00:08

Hi @CSYamashiro , If you want to update the value of a contact's property, there are various ways: Manually: https://knowledge.hubspot.co...続きを読む

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Tracy_Team201 5月 05日, 2025

New Beta Feature - Create new contacts from Social interactions - Throwing an Error

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?

返信 Automation MarketingOps

0 いいね！

2 コメント

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karstenkoehler

殿堂入り | Solutions Partner

5月 05日, 2025 13:06

Hi @Tracy_Team201 , If you have tried another browser / clearing cache and cookies / a private window / disabling extensions and waiting, I'd ...続きを読む

Trekker 5月 03日, 2025

Meeting round robin --> assign to new round robin owner?

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

返信 MarketingOps

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

5月 03日, 2025 16:17

Hi @Trekker , I'm not sure I'm following. You're saying that you're creating a deal and assigning it to the contact owner - and you're asking ...続きを読む

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Akash_Vi_R 2月 18日, 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 続きを読む

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0 いいね！

2 コメント

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kennedyp

コミュニティーマネージャー

2月 18日, 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...続きを読む

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FMurad 1月 22日, 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 続きを読む

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0 いいね！

7 コメント

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LautaroDelPlato

トップ投稿者 | Elite Partner

1月 23日, 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...続きを読む

解決済み

Chinmayy 11月 19日, 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 続きを読む

返信 MarketingOps RevOps

1 いいね！

6 コメント

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danmoyle

最優秀メンバー | Diamond Partner

11月 20日, 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...続きを読む

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Rgonzalez1 11月 11日, 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 続きを読む

返信 MarketingOps RevOps

0 いいね！

3 コメント

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HubDoPete

キーアドバイザー | Gold Partner

11月 12日, 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...続きを読む

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GTorres-Soler8 10月 09日, 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 続きを読む

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0 いいね！

1 コメント

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karstenkoehler

殿堂入り | Solutions Partner

10月 09日, 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...続きを読む

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esealpha 10月 01日, 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 続きを読む

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1 いいね！

3 コメント

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dan_thisandthen

参加者 | Solutions Partner

10月 01日, 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...続きを読む

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BalintSipos 8月 20日, 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 続きを読む

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0 いいね！

3 コメント

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Josh

名誉エキスパート | Diamond Partner

8月 20日, 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...続きを読む

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Smanstey 7月 11日, 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 続きを読む

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0 いいね！

6 コメント

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karstenkoehler

殿堂入り | Solutions Partner

7月 11日, 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...続きを読む

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JBo24 6月 04日, 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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1 コメント

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karstenkoehler

殿堂入り | Solutions Partner

6月 05日, 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...続きを読む

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