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maggiebutler on September 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 read more
14 upvotes
76 Replies
Key Advisor | Partner
June 02, 2022 06:48
@danmoyle That is so neat! I'm not sure where I am in my journey, but if I end up with even an ounce of the knowledge & experience you have, ...read more
nthatcher-airbr on June 08, 2022
Hello RevOps community, I am trying to create a workflow that sends email notifications to customers that have a failed payment on our platform. We are currently receiving the notice in Hubspot through a custom integration with our application i read more
0 upvote
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jbogaert on May 11, 2021
Hi everyone, I was reading this blog post this morning by Jenn Deering Davis this morning and it got me thinking. Jenn rightly states that for customer hand-offs to go well, they need to be smooth, but also clearly communicated . While the read more
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FelipeFelix on April 27, 2021
Hello! My Compliance Team needs to verify our customer's identity before we send a contract (with government-issued personal documents, bank statements, and other documents), in HubSpot, we can't segregate those documents access enough to be sec read more
1 upvote
3 Replies
Accepted Solution
Recognized Expert | Diamond Partner
May 03, 2021 19:47
Thank you @MiaSrebrnjak for adding me to the thread. 😊 So @FelipeFelix , we searched a list of software that can manage your customer's ...read more
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