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💬 RevOps Discussions

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maggiebutler on Setembro 14, 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 Leia mais

Responder

18 avaliações positivas

133 Respostas

abhishekmittal9

Membro

Março 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leia mais

Askarov on Março 28, 2024

Mixpanel HubSpot integration

Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' Leia mais

Responder Automation Data Quality MarketingOps Platform RevOps ServiceOps

0 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

Março 28, 2024 18:04

Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...Leia mais

Solucionado

OAskarov on Março 27, 2024

Reports

Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ Leia mais

Responder Data Quality MarketingOps RevOps

0 avaliações positivas

2 Respostas

Accepted Solution

trevordjones

Especialista reconhecido(a) | Parceiro Diamante

Março 28, 2024 09:15

Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...Leia mais

JEpner4 on Março 15, 2024

How take calendar form submission to translate to HubSpot

Hi all, I'm currently brainstorming the best way to take availability calendars (setup with days of the week, and for each day three options of Mornings, Midday, or Afternoons) to best import to HubSpot. HubSpot doesn't seem to allow for sub-fi Leia mais

Responder Data Hygiene Integrations MarketingOps RevOps

0 avaliações positivas

4 Respostas

JEpner4

Participante

Março 18, 2024 16:21

Thanks. The issue is this data is coming from a TypeForm, and it just wasn't setup optimally for importation to HubSpot. I spoke with the client, and...Leia mais

Matan-PDQ on Março 10, 2024

Copy meeting date into a custom property

Hi team, I have the following challenge: I'd like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action: Create new record ( Leia mais

Responder Admin Automation MarketingOps RevOps SalesOps

0 avaliações positivas

2 Respostas

BérangèreL

Gerente da Comunidade

Março 11, 2024 07:36

Hi @Matan-PDQ , I hope that you are well. I understand that you'd like to copy the date of the meeting into a custom property. Please let me know...Leia mais

LFenton20 on Março 05, 2024

Workflow re-enrollment when visiting a web page

I am creating a workflow that needs people to enroll everytime they visit a specific page on our website. So if they visit the page today they will enroll and they visit the same page again tomorrow they will enroll again Is this possible? I Leia mais

Responder MarketingOps RevOps

0 avaliações positivas

8 Respostas

LFenton20

Colaborador(a)

Março 05, 2024 10:24

@karstenkoehler I created a new workflow using one of the template workflows where you can send an email based on a page visited (obviously we remo...Leia mais

IZabarsky on Fevereiro 12, 2024

Conferences management

Hi, I want to start tracking our conferences inside HubSpot - to fill and analyze how many leads came from this conference and if some leads converted to deals, How many participants from our company (user) were at the conference, where it was, exp Leia mais

Responder MarketingOps RevOps

0 avaliações positivas

3 Respostas

RBozeman

Participante

Fevereiro 27, 2024 13:10

Hi, thank you for recommending Insycle @EsteeH . Just wanted to drop in here to provide a little more context on our association features for @IZab...Leia mais

Solucionado

DCrinnion on Fevereiro 06, 2024

Creating an Activity via a Workflow

Hi All, I saw this on a Hubspot Community suggestion from 2017 but just want to see if there is anything close to this. I am looking to create a workflow where you can create an activity or a note on the Activity feed when someone comes in via a Leia mais

Responder MarketingOps RevOps

0 avaliações positivas

2 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 06, 2024 08:26

Hi @DCrinnion , This would currently either require a custom code action (available in Operations Hub Professional) or an app from the marketp...Leia mais

Solucionado

sethnenstiel on Janeiro 22, 2024

Response Times

I'm having trouble with lead response times. We lead routing workflows that bring in a lead from a form fill. During hours: The lead is time stamped with Timeapi.io webhooks Branched to the correct team Assigned to a contact owner (TIME Leia mais

Responder Data Quality MarketingOps RevOps SalesOps

0 avaliações positivas

4 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Janeiro 23, 2024 11:46

Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...Leia mais

Solucionado

Manzar-Mashhood on Janeiro 22, 2024

How absense of third party cookies will affect Hubspot's Tracking capabilities?

Hey guys! I've got a question for you. What's your take on Google's move to phase out third-party cookies, and how do you think it might impact HubSpot tracking? I believe the data we collect on our website ( www.glueup.com ) using HubSpot forms Leia mais

Responder MarketingOps

1 avaliações positivas

8 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Janeiro 23, 2024 08:27

@Manzar-Mashhood Let's break apart your questions and ease your mind a bit, thanks @Shadab_Khan for sharing! What's your take on Google's ...Leia mais

Solucionado

DSpagnol on Janeiro 19, 2024

Stages and Atributtion - Companies VS Contacts

Hey Community! I have had somethings troubling me for some time now and would like to request your support/ideas! 🙂 When we are talking about Lifecycle Stage or Lead Status, we are usually talking about Contacts. But how does this relate to Leia mais

Responder MarketingOps Process RevOps SalesOps

0 avaliações positivas

3 Respostas

Accepted Solution

SteveHTM

Top colaborador(a) | Parceiro

Janeiro 22, 2024 10:42

@DSpagnol - Thank you for tagging my notes as a solution! Per you follow-up question about Lead Status. There's no reason to reset this prope...Leia mais

Solucionado

ESalvatierra4 on Janeiro 10, 2024

Managing Bi-Directional Sync between HubSpot and SFDC

Hello community, I'm curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initiative "all or nothing" syncs Leia mais

Responder Data Quality Integrations MarketingOps RevOps

0 avaliações positivas

3 Respostas

Accepted Solution

LaurenRyan

Top colaborador(a) | Parceiro Diamante

Janeiro 10, 2024 13:23

Thanks @Jnix284 ! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority o...Leia mais

Solucionado

Nadiia_Dibrova on Novembro 07, 2023

Adding contacts to cohort

Hi! I apologize if this is a too easy of a question, but I am still on my path of learning HubSpot and will appreciate any advice. Can you you advice how to add a set amount of people to the cohort? Is there a setting/filter that I can use? For Leia mais

Responder Academy MarketingOps

1 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 07, 2023 23:31

Hi @Nadiia_Dibrova , There isn't a feature for this with directly but you can leverage random samples in lists for this: https://knowledge.hu...Leia mais

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