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💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

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

19 upvotes

139 Replies

JiquanNgiam

Member

August 22, 2024 17:40

Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more

Solved

lana604 on June 21, 2024

Custom Code to change Date/Time stamp to Date

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

Reply Admin Automation Data Hygiene Data Quality Process RevOps SalesOps

0 upvote

8 Replies

Accepted solution

svamann

Contributor

September 26, 2024 05:15

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

michaelhermon on May 07, 2024

Lead enrichment, scoring and routing: new HubSpot app

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!

Reply Automation Data Quality Integrations Process RevOps SalesOps Tech Stack

1 upvote

1 Reply

DorL

Participant

May 07, 2024 12:44

Looks good!

hafsteinnbg on April 10, 2024

Deal doesn't enroll in workflow after associated company is merged with another

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

Reply Automation Data Quality Process RevOps

0 upvote

1 Reply

PamCotton

Community Manager

April 10, 2024 18:35

Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...read more

Solved

DSpagnol on January 19, 2024

Stages and Atributtion - Companies VS Contacts

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

Reply MarketingOps Process RevOps SalesOps

0 upvote

3 Replies

Accepted solution

SteveHTM

Guide | Partner

January 22, 2024 10:42

@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

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

Guide | 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

PaulAuth on July 26, 2023

Quotes - updated functilnality has broken our rev ops' process

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

Reply Process RevOps SalesOps

1 upvote

2 Replies

PaulAuth

Participant

July 27, 2023 18:32

Thanks, Kirsten. I've reached out to @VictoriaGumaerb via email

kellier on April 13, 2023

Tracking upsell/downsell/renewal/churn

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

Reply Process RevOps SalesOps

2 upvotes

3 Replies

NMalchy

Member

May 23, 2023 11:19

Hello, I read https://knowledge.hubspot.com/deals/track-recurring-revenue-with-revenue-analytics?KBOpenTab The values are available in our syst...read more

Mark_Kelly on March 26, 2023

How can we give a 3rd party partner access to portal with limited visibility?

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

Reply Admin Process RevOps SalesOps

1 upvote

3 Replies

Mark_Kelly

Participant | Platinum Partner

March 28, 2023 20:07

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

Solved

CHouston6 on February 19, 2023

What lifecycle stage should I use if the associated deal is 'close lost'?

Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them read more

Reply Data Quality MarketingOps Process RevOps SalesOps

1 upvote

7 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 20, 2023 00:48

Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...read more

Solved

MarcosBarcelos on February 05, 2023

ICP: WHEN TO RE-EVALUATE

DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing intere read more

Reply MarketingOps Process RevOps

4 upvotes

3 Replies

Accepted solution

jolle

Recognized Expert | Partner

February 07, 2023 16:44

Thanks for the tag and great question, @MarcosBarcelos ! Echoing @danmoyle , I agree that the ICP is something that evolves over time. I thin...read more

Solved

jolle on January 24, 2023

Balancing internal employee experience and external customer experience

Hey, all! I'm gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. Sometimes, I think that read more

Reply Alignment Perspective Process RevOps

3 upvotes

5 Replies

Accepted solution

MarcosBarcelos

Contributor

January 27, 2023 05:39

@jolle I think this is an insight that occurs often. "Do you feel like there's a definable point when the internal team will suffer as a result o...read more

MariSuper on December 07, 2022

Year End Data Cleaning to give 2023 RevOps more impactful results!

As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat read more

Reply Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 upvotes

3 Replies