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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
21 avaliações positivas
154 Respostas
Robert_D
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
Cannot use form field for checking contact ownership
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
Responder MarketingOps RevOps
0 avaliações positivas
3 Respostas
kennedyp
Gerente da Comunidade
Junho 20, 2025 11:14
Great catch! My link is updated now as well 😊
Solucionado
JOnwah on Junho 17, 2025
Best way to systemise the conversational inbox
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
Responder Admin MarketingOps Process RevOps ServiceOps
0 avaliações positivas
2 Respostas
Solução Aceita
ArisudanTiwari
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
Date filter logic
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
Responder MarketingOps
0 avaliações positivas
1 Respostas
Solução Aceita
Josh
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
Help please - MQL pipeline / revenue
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
Responder MarketingOps RevOps
0 avaliações positivas
1 Respostas
Solução Aceita
VPathania
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
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 Leia mais
Responder Automation MarketingOps
0 avaliações positivas
1 Respostas
Solução Aceita
karstenkoehler
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
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?
Responder Automation MarketingOps
0 avaliações positivas
2 Respostas
Solução Aceita
karstenkoehler
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
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' Leia mais
Responder MarketingOps
0 avaliações positivas
2 Respostas
Solução Aceita
Wesimplifi_
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
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 Leia mais
Responder MarketingOps
0 avaliações positivas
2 Respostas
Solução Aceita
kennedyp
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
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 Leia mais
Responder Automation Integrations MarketingOps SalesOps
0 avaliações positivas
7 Respostas
Solução Aceita
LautaroDelPlato
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
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 Leia mais
Responder MarketingOps RevOps
1 avaliações positivas
6 Respostas
Solução Aceita
danmoyle
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
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 Leia mais
Responder MarketingOps RevOps
0 avaliações positivas
3 Respostas
Solução Aceita
HubDoPete
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
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 Leia mais
Responder MarketingOps
0 avaliações positivas
1 Respostas
Solução Aceita
karstenkoehler
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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