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maggiebutler 9月 14日, 2020
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
21 いいね!
154 コメント
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.
解決済み
CSYamashiro 5月 14日, 2025
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
0 いいね!
1 コメント
ベストアンサー
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
解決済み
Tracy_Team201 5月 05日, 2025
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?
0 いいね!
2 コメント
ベストアンサー
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
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
0 いいね!
1 コメント
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
解決済み
Akash_Vi_R 2月 18日, 2025
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
0 いいね!
2 コメント
ベストアンサー
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
解決済み
FMurad 1月 22日, 2025
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
0 いいね!
7 コメント
ベストアンサー
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
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
1 いいね!
6 コメント
ベストアンサー
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
解決済み
Rgonzalez1 11月 11日, 2024
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
0 いいね!
3 コメント
ベストアンサー
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
解決済み
GTorres-Soler8 10月 09日, 2024
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
0 いいね!
1 コメント
ベストアンサー
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
解決済み
esealpha 10月 01日, 2024
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
1 いいね!
3 コメント
ベストアンサー
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
解決済み
BalintSipos 8月 20日, 2024
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
0 いいね!
3 コメント
ベストアンサー
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
解決済み
Smanstey 7月 11日, 2024
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
0 いいね!
6 コメント
ベストアンサー
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
解決済み
JBo24 6月 04日, 2024
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!
0 いいね!
1 コメント
ベストアンサー
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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