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maggiebutler on Setembro 14, 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 Leia mais
21 avaliações positivas
154 Respostas
Participante
Abril 29, 2025 02:03
Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.
RalphM87 on Junho 18, 2025
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
0 avaliações positivas
3 Respostas
Gerente da Comunidade
Junho 20, 2025 11:14
Great catch! My link is updated now as well 😊
Solucionado
JOnwah on Junho 17, 2025
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
0 avaliações positivas
2 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Ouro
Junho 17, 2025 03:39
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
Solucionado
EVatsev on Junho 06, 2025
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
0 avaliações positivas
1 Respostas
Solução Aceita
Especialista reconhecido(a) | Parceiro Diamante
Junho 06, 2025 08:40
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
Solucionado
Smanstey on Junho 03, 2025
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
0 avaliações positivas
1 Respostas
Solução Aceita
Top colaborador(a)
Junho 03, 2025 13:12
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
Solucionado
CSYamashiro on Maio 14, 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Maio 15, 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...Leia mais
Solucionado
Tracy_Team201 on Maio 05, 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 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Maio 05, 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 ...Leia mais
Solucionado
Trekker on Maio 03, 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' Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Platinum
Junho 18, 2025 06:47
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
Solucionado
Akash_Vi_R on Fevereiro 18, 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Gerente da Comunidade
Fevereiro 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...Leia mais
Solucionado
FMurad on Janeiro 22, 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 Leia mais
0 avaliações positivas
7 Respostas
Solução Aceita
Top colaborador(a) | Parceiro Elite
Janeiro 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...Leia mais
Solucionado
Chinmayy on Novembro 19, 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 Leia mais
1 avaliações positivas
6 Respostas
Solução Aceita
Participante de valor | Parceiro Diamante
Novembro 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...Leia mais
Solucionado
Rgonzalez1 on Novembro 11, 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 Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro Ouro
Novembro 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...Leia mais
Solucionado
GTorres-Soler8 on Outubro 09, 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Outubro 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...Leia mais
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