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💬 RevOps Discussions

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maggiebutler on September 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 read more

21 upvotes

154 Replies

Robert_D

Member

April 29, 2025 02:03

Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.

troy22 on April 08, 2020

4 Tips for Sales Buy-in and Alignment! [specifically, proposing a change]

Heyo! I was encouraged to share my tips for marketing-sales alignment, so here they are! This recently came to light with the alignment of lead statuses that would be shared across three sales teams with three [very differnent] sales processes. read more

Reply Marketing Operations Sales

3 upvotes

0 Reply

RiccardoPisani on March 04, 2020

Spot contacts that viewed your pricing page 3 (or more!) times within a given time window!

Hi HubSpotters within the list tool it looks like you can filter page views only by date OR number of times someone viewed your page/s ~> https://monosnap.com/file/I2oEUhY93vmVwfb0mOudXv5GzhEj91 One criterion only availa read more

Reply Contacts CRM list conditions list tool Marketing Operations pageviews Properties url url conditions Workflows

2 upvotes

2 Replies

RiccardoPisani

Top Contributor

March 06, 2020 07:04

Hi @jfields , it would be amazing having the possibility to have this as standard functionality within the list tool! I hear you on the "high i...read more

RalphDuin on February 11, 2020

What tool do you use on top of Hubspot for detailed Goal setting?

Hi, we've tried all of the hubspot reports but they do not satisfy use enough in goal setting. For example, I would like to set these goals; Generate 10 Qualified Opportunities (a deal stage) in January for team 1. Only count if they are Dir read more

Reply Deals Marketing Operations Reporting Sales

0 upvote

3 Replies

HadarS

HubSpot Employee

February 13, 2020 09:27

Also adding in this article which talks about how to use goals in your HubSpot reports: https://blog.hubspot.com/customers/a-short-guide-to-using-go...read more

RiccardoPisani on February 02, 2020

Contacts partitioning system needed for large HubSpot portals

Hi all, We operate in more than 10 countries and we all use the same HubSpot instance. Every country has dedicated teams: sales, customer, marketing - In total, we have ~1k HubSpot users. We have several marketing teams and around 1 read more

Reply Contacts CRM Marketing Operations Partitioning

2 upvotes

7 Replies

SPhillips

Contributor

February 13, 2020 10:16

Yep - so you could definitely do that! Or enrol into lists based on properties and make those lists only available to certain teams.

sethao on January 23, 2020

What are the first 3 things you would do when taking over a HubSpot account with 100,000 contacts?

I would first ensure the HubSpot tracking code is implemented every where it needs to be. Then I'd move forward with a full system audit. Beginning with contact properties and moving on to lists, then workflows. And document it al read more

Reply Account Set-up CRM Operations Permissions Properties

1 upvote

3 Replies

amabilemorgan20

Participant

January 30, 2020 09:54

The HubSpot account that I manage has 900,000 + contacts and growing every day, so as you can imagine managing this size platform can be difficult. T...read more

lalexander on January 23, 2020

HubSpot Tip: Using Ticketing for Internal Purposes

Hello Power Users! Hadar is a Customer Success Manager here at HubSpot. She's recording from HubSpot HQ in Boston, MA. She works with some of our most sophisticated customers, and one tool they’re not always utilizing is Tickets (which are read more

Reply Operations Tickets

0 upvote

4 Replies

DanielaFonseca

Top Contributor

January 29, 2020 15:02

Thank you!

thesnappingdog on January 23, 2020

Hubspot API Scripts - What do you script when the UI fails you?

Hi all, I'm really curious to hear what kind of scripts do you use through the Hubspot API and for what purpose. Hubspot is an awesome tool, and many things have been made very easy 🙂 However, there are some tedius operations that ca read more

Reply APIs Automation Hubspot API Scripts Operations

0 upvote

3 Replies

a_schumacher

HubSpot Product Team

January 24, 2020 15:24

Hey @cooperelias ! Here is the repl.it for how I did it originally just using the contacts API. https://repl.it/@AmandaDanielson/Clean-Overwritten-...read more

amabilemorgan20 on January 22, 2020

How are you managing multiple teams in HubSpot?

Currently, there is only one team in our HubSpot platform, which is the digital marketing team for US Consumer. This year we are looking to integrate other teams into HubSpot, and would love to hear how other large or small companies managing this. read more

Reply Contacts CRM Customer Database Operations Partitioning Permissions

0 upvote

6 Replies

SPhillips

Contributor

January 31, 2020 03:59

Sure...so we have three separate sales teams using our HubSpot portal as their CRM, but a lot of our contacts interact with more than one of the thre...read more

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