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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
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21 upvotes
154 Replies
Robert_D
Participant
April 29, 2025 02:03
Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.
Solved
GHunt1 on March 27, 2025
Advanced questions (deal automation, appending data, validation rules)
1. A pop-up screen that guides the users through the different stages, requiring them to fill out certain information such as contact role. We would want to be able to filter that a property is only required to be filled out if Stage = X AND Deal T read more
Reply Automation Platform RevOps
0 upvote
3 Replies
Accepted solution
DanMYD
Contributor | Platinum Partner
March 27, 2025 23:44
Hi @GHunt1 do you have Operations Hub Professional? Most of these are perfect use cases for the features that it has to offer. Especially with the ...read more
Solved
Jaylin on March 11, 2025
how to creat a chart in dashboard related to the rate of loging by country?
i want to track the usage of system by country, and generate a chart in dashboard so that i can show it to my team, how can i set this chart? it seems that i can only use the exsting chart in audit log, it coundn't be created by myself?
Reply Platform
0 upvote
6 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
March 11, 2025 05:37
@Jaylin as far as I know, there is no data source for login activity in the custom report builder, meaning that this is currently not possible outs...read more
Solved
WTrading on February 19, 2025
Login
Hello everyone, everytime if i will login in my hubspot account, i get a code at my mail for the login, how can i deactivate this. Please help me!
Reply Platform
0 upvote
6 Replies
Accepted solution
kennedyp
Community Manager
February 24, 2025 19:58
Hi there @WTrading ! Thanks for your post. Two-factor authentication is required for all HubSpot Starter, Professional and Enterprise accounts. So...read more
LCastellon on June 23, 2024
problem with the site map of my website!
When I click on "display XML file" I get a 404 error page. In short, the site map generator doesn't work.
Reply Platform
0 upvote
1 Reply
Jnix284
Hall of Famer
June 23, 2024 16:42
Hi @LCastellon can you share a screenshot of the sitemap in HubSpot? Also what domain you have connected to HubSpot - we can confirm the sitemap ma...read more
Solved
AnnaJancy on May 09, 2024
Opportunities Lose Account Links in SF after SF-HS Mapping Updates
I have a recurring issue: every time I am adding new field in current mapping SF <> HS integration, HubSpot is somehow disassociating Opportunities from their Accounts in Salesforce, while everything remains unchanged in HubSpot. I asked S read more
Reply Data Hygiene Integrations Platform RevOps
0 upvote
3 Replies
Accepted solution
aviafriat26
Participant | Diamond Partner
May 10, 2024 18:57
@AnnaJancy Here’s a focused plan to tackle the issue of Opportunities losing their Account links in Salesforce after you update the SF-HS field map...read more
Solved
Askarov on March 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' read more
Reply Automation Data Quality MarketingOps Platform RevOps ServiceOps
0 upvote
1 Reply
Accepted solution
PamCotton
HubSpot Alumni
March 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 ...read more
Solved
DrewSlade on January 29, 2024
Best way to track our ACV with Hubspot's Quoting Tool (Current ACV isn't accurate)
Hello, I'm trying to find the best way to set up goals for our sales team so I can track progress from Hubspot. We're looking to track ACV- defined as the total contract value for the first year. However, we're seeing issues with Hubspot's nat read more
Reply Platform RevOps SalesOps
1 upvote
2 Replies
Accepted solution
Josh
Recognized Expert | Diamond Partner
January 29, 2024 15:50
Hi @DrewSlade , This is a challenge with HubSpot's default tools. I haven't found a great workaround when there is more complex pricing, such ...read more
Solved
PSterkenburg on September 26, 2023
Feeding Hubspot Product Updates to Slack channel?
Hi all! I am thinking of ways to keep the wider org up to date on all the Hubspot product updates, and one thought is to feed the content of the Product Update page to a Slack channel. Has anyone tried this (or similar) before, and if so, how did read more
Reply Automation Integrations Perspective Platform Process RevOps
1 upvote
4 Replies
Accepted solution
Shadab_Khan
Key Advisor | Elite Partner
September 28, 2023 02:18
@PSterkenburg Great thought here! It looks like native integration cannot help here. I would build a manual library/database of only relevant u...read more
Solved
RSiddula on January 20, 2022
Lead status best usages
Hello Community, My org is not really using the lead status property insted they are completely relying on deal stages alone, I am trying to get the best usage of lead status property but I don't really have a strong reason to convence my superv read more
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1 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
January 20, 2022 03:44
Hi @RSiddula , The Lead Status property describes the sub-stages within a Sales Qualified Lead lifecycle stage, see here . They're b...read more
Flora on October 15, 2021
Introducing HubSpot Admin Tools!
Hi Admins! I’m Flora Wang and I’m the Product Manager of the new HubSpot Admin Tools that were announced yesterday at INBOUND! I’m so happy that we are able to give our admins more and better tools to do their jobs. I read more
Reply Admin Platform
4 upvotes
0 Reply
Coking on October 12, 2021
Introducing Sandboxes in HubSpot!
Hi everyone! I’m Collette King , hope you’re getting a chance to check out all of the amazing Inbound content! If you didn't get a chance to attend the spotlight session at INBOUND, we announced a brand new feature: HubSpot Sandboxes . Th read more
Reply Admin Platform
5 upvotes
0 Reply
Solved
jbogaert on July 20, 2021
What is something you wish you knew about HubSpot before you started in Ops?
Hi everyone! As I'm thinking about event programming and other content I for the second part of this year, I'd love to learn from you: what is something you wish you knew about HubSpot before getting ramped up in Ops? Noobie operators do read more
Reply Platform
1 upvote
2 Replies
Accepted solution
Drew_Cohen
Top Contributor
September 27, 2021 15:15
Hi @jbogaert ! When I think back to nearly a decade ago, HubSpot seemed somewhat intimidating (but exciting!) because of all of the bells and wh...read more
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