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
Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...read more
HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he read more
Hey @AGeorge024 , happy Friday!
Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...read more
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into HubSpot, which currently is b read more
Hi @SahilBahri , I don't have an in-depth answer but will provide some high-level thoughts.
HubSpot has the ability to separate leads (if on...read more
I'm trying to analyze conversion rates on inbound leads based on how fast the lead was contacted, ideally I would want the report to look something like Contacted within (hours) # Leads Conversion rate 1 A X% 2 B Y% 3 C Z% read more
Hi, @ErikHolmberg 👋 Thanks for your question and for adding details about your desired result. Let's invite some of our community experts to t...read more
Background: We operate a large scale sales company (X) and have recently acquired another company (Y) that we want to keep seperate in our database. How do we stop contacts that fill in a form for "Y" from being contacted by someone from "X". We read more
Hi @AMulready ,
This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...read more
I have a workflow rule where I grab a date/time field with custom code and update that field to a date field (MM/DD/YYYY) as an output. Example: Date/time: 2024-06-21T00:29:23.243Z Date: 06/21/2024 I receive a "Success" message when testing th read more
Ran into the same issue. With Python custom code. Got it to work by formatting the date as a timestamp in milliseconds AND ensuring it is an integer ...read more
Last week Qualifire was added to HubSpot's app marketplace. The app enriches, scores and routes inbound leads using 3rd party data enrichment and AI. Happy to offer a full-year discount to our first HubSpot users in exchange for feedback!
Hey, I am trying to require that all deals are associated to a company that has a property 'HQ Company ID' = known, before they can be moved to closed won. We are a SAAS company, and this HQ Company ID is the product account unique identifier. read more
Hey @hafsteinnbg , thank you for posting in our Community!
You could Implement validation checks within your pipeline stages to ensure that ...read more
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 read more
@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...read more
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
@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
Recently the way quotes, adding tax and discounts can be applied to products on a quote has changed. We offer a SaaS product, and many of our quotes go out with a future start date for billing. Quotes sometimes include sales tax, and other times t read more
Hi everyone, I'm a product manager at a SaaS company, but we're a small team and so part of my role is in helping manage HS as an internal product, basically. I have a lot of background with HS generally, but I'm not well-versed in revenue oper read more
Hello, I read https://knowledge.hubspot.com/deals/track-recurring-revenue-with-revenue-analytics?KBOpenTab The values are available in our syst...read more
Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more
Thanks @LaurenRyan . This is where we started, however the companies and contacts are also worked by internal resources who are selling other servic...read more