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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
164 Replies
rchauhan2526
Member
February 05, 2026 15:36
Hi guys, I am Rohit Chauhan, working as a web devloper **bleep** operations analyst from past three years. On this platform I am learning more about ...read more
Solved
PNorambuena on January 28, 2026
Transitioning to Lead Object (from contacts)
Hi everyone, this is my first post. For a little bit of context, we are a SAAS company, many people have managed hubspot during the last 5 years or so. I'm currently working in implementing a lead pipeline, we are now working mainly at "contacts read more
Reply Automation MarketingOps Process RevOps
1 upvote
2 Replies
Accepted solution
danmoyle
Most Valuable Member | Platinum Partner
February 02, 2026 08:51
Welcome to the Community @PNorambuena ! This is a great example of how this community can help each other. I think the Leads object can help your te...read more
Solved
robinfvh on November 07, 2025
Workflow Action: Clone Deal in Workflow
Hi team, I'm missing a feature to be able to choose 'clone enrolled deal' in workflows. I can create a new deal and copy information from a past deal but I cannot copy the line items. This is the most important info because we use it to keep t read more
Reply Automation Data Hygiene Process RevOps SalesOps
3 upvotes
4 Replies
Accepted solution
RubenBurdin
Key Advisor
December 15, 2025 15:26
Hi @robinfvh , you’re not missing anything. As of today, HubSpot still doesn’t offer a native “clone deal with line items” workflow action, and tha...read more
Solved
saidkadaoui3 on July 28, 2025
SDR → AE handoff when both can book demos. How do you structure the process & pipeline?
Hello everyone, Im looking for advice on SDR/AE handoffs in HubSpot where both roles prospect and book demos (SDR books for AE, but AEs also run their own outbound). I’d love to see how you model ownership, stages, and handover. SDR: We comp read more
Reply Automation Process RevOps SalesOps
1 upvote
4 Replies
Accepted solution
RubenBurdin
Key Advisor
December 16, 2025 14:00
Hi @saidkadaoui3 , this is a classic SaaS setup question, and in 2025 there’s a much clearer pattern emerging now that HubSpot has matured its obje...read more
Solved
JOnwah on June 17, 2025
Best way to systemise the conversational inbox
Hi HubSpot Community! I wanted to share a scenario I’m currently working on and get your thoughts. We have an AML hotline inbox that’s technically connected to HubSpot, but the team still relies on Outlook folders and a rota system for managi read more
Reply Admin MarketingOps Process RevOps ServiceOps
0 upvote
2 Replies
Accepted solution
ArisudanTiwari
Guide
June 17, 2025 03:39
Hi @JOnwah , Moving your AML hotline to HubSpot’s Conversations Inbox is a smart move for better efficiency and tracking. Here are some tip...read more
Solved
SKerrigan5 on May 19, 2025
Roll Up Properties / Calculated Properties
We have custom objects that are associated to companies and deals for clients they have referred to us. We currently use the "rollup" properties to count how many companies and deals they have referred. We used to have these as companies but hav read more
Reply Process RevOps SalesOps
0 upvote
2 Replies
Accepted solution
RubenBurdin
Key Advisor
May 19, 2025 22:21
Hi @SKerrigan5 Maybe I can help. 1. The trick is to lean on association labels: tag every company-↔-Introducer link that should count toward the...read more
Solved
AGeorge024 on January 31, 2025
Hubspot extension integration with Google Calendar
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
Reply Data Hygiene Data Quality Integrations Process RevOps SalesOps
1 upvote
1 Reply
Accepted solution
PamCotton
HubSpot Alumni
January 31, 2025 16:44
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
Solved
SahilBahri on November 08, 2024
Live User Data from our Application
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
Reply Data Quality Process Tech Stack
0 upvote
7 Replies
Accepted solution
LSchmidt63
Contributor
July 22, 2025 13:25
I’ve also looked into getting live user data from our app into HubSpot, and it can definitely get a bit technical depending on your stack. If you end...read more
Solved
ErikHolmberg on October 11, 2024
Analyze inbound lead conversion based on first contact
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
Reply Process RevOps
0 upvote
2 Replies
Accepted solution
Upvise
Participant | Partner
April 03, 2025 15:17
Hi @ErikHolmberg Yes, totally doable. It just needs a little workaround since HubSpot doesn’t give you this report out-of-the-box. Here’s a...read more
Solved
AMulready on October 11, 2024
Segregating Business
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
Reply Data Quality Process RevOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
October 11, 2024 07:40
Hi @AMulready , This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...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
12 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!
Solved
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
Accepted solution
PamCotton
HubSpot Alumni
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
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