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 Leia mais
I am using a form that opens a meeting scheduler upon submission. I want to check ownership to open the right calendar but do not want the added email input step. Is there a way Hubspot can use the entry on the original form without asking it again? Leia mais
Hi HubSpot Community! I wanted to share a scenario I’m currently working on and get your thoughts. We have an AML hotline inbox that’s technically connected to HubSpot, but the team still relies on Outlook folders and a rota system for managi Leia mais
Hi @JOnwah ,
Moving your AML hotline to HubSpot’s Conversations Inbox is a smart move for better efficiency and tracking.
Here are some tip...Leia mais
Hi, I want to confirm what will exactly happen when I use a date and time picker property in a workflow to send a notification to a user exactly 7 days after the date in the property. What we want to do is send a push notification to app users Leia mais
Hi @EVatsev ,
Pending any workflow delays, I believe that the system does take into consideration both the date and time. So in your example, ...Leia mais
Just wondering if I can pick your brain for a wee minute and see if I am wildly off track here. We have built a pretty successful way of capturing and tracking Marketing Qualified Leads through the lifecycle stages with a decent and robust proce Leia mais
Your idea of using a Marketing Deal Stage as a flag makes sense only if: Sales agrees to start deals at that stage and strictly follow the same It...Leia mais
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 Leia mais
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?
Hi @Tracy_Team201 ,
If you have tried another browser / clearing cache and cookies / a private window / disabling extensions and waiting, I'd ...Leia mais
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' Leia mais
Hi @Trekker ,
To fix that, you can create a contact-based workflow triggered when a meeting is booked. Inside the workflow, use the “Copy proper...Leia mais
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 Leia mais
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 Leia mais
Hi @FMurad
You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais
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 Leia mais
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...Leia mais