💬 RevOps Discussions

Filter by
  • All labels
  • Academy
  • Admin
  • Alignment
  • AMA
  • Automation
  • Data Hygiene
  • Data Quality
  • Integrations
  • MarketingOps
  • Perspective
  • Platform
  • Process
  • RevOps
  • SalesOps
  • ServiceOps
  • SNA
  • sync
  • Tech Stack
  • TOS
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
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
21 upvotes
154 Replies
Member
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
RalphM87 on May 13, 2025
I am trying to round robin contact ownership across different teams. The issue is that some people are on multiple teams, but Hubspot will not detect them (besides their primary team) when selecting these teams for round robin distribution. Is there read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 13, 2025 23:58
Hi @RalphM87 , This is unfortunately not possible at this stage, correct. However, other users have requested this before: https://commun...read more
namangupta on May 13, 2025
Hey, is it just me or many of you face issues in managing billing and subscription, overall revenue per say in HS Here are some that I personally faced. 1. Creating and managing complex product and plan catalogue, 2. Automation and integra read more
0 upvote
2 Replies
Member
May 13, 2025 01:15
I have updated it above check
Solved
JLow16 on May 06, 2025
I have deals with line items in existing product library. If I do an import to update the existing product library, will it impact the existing line items?
0 upvote
2 Replies
Accepted solution
Member
May 06, 2025 22:35
Great! Thanks for the info, Josh!
Solved
ASinghal8 on May 02, 2025
I want to understand if I can change the Unit Price Field and Quantity field ? I am dealing with Hourly pricing, these are mostly services but not the actual product. I want it to function differently when selecting line items from the product libra read more
0 upvote
1 Reply
Accepted solution
Top Contributor
May 02, 2025 12:14
Hello, @ASinghal8 “Unit price” and “Quantity” are locked default number properties on both Product and Line Item objects—you can edit their value...read more
Solved
PMenkar1 on May 02, 2025
Hi folks, I am trying to create a calculated or roll-up property to get the number of active opportunities which are renewals in nature. I have a deal form where I capture the deal type i.e new or renewals. Natively HubSpot calculates how m read more
0 upvote
2 Replies
Accepted solution
Contributor
May 06, 2025 06:06
Hey @karstenkoehler I tried it using the association label, we can mark the renewals by association labels. Created a rollup property for counti...read more
Solved
NFarrell on April 24, 2025
Hi! I am a rev ops associate and database administrator for a non profit. We are newly integrating hubspot into our revenue operations and trying to establish a flow that minimizes any redundancies or error or confusion in our processes for mana read more
2 upvotes
1 Reply
Accepted solution
Top Contributor
April 25, 2025 03:50
It would help to better understand your internal processes to be able to make recommendations. As best practices, there are a lot of things you can t...read more
Solved
Theo6578 on April 22, 2025
how can i connect pixel changer tool https://resizepanda.com/ (custom to wordpress)
0 upvote
2 Replies
Accepted solution
Top Contributor | Gold Partner
April 25, 2025 00:22
Hi @Theo6578 , If you're referring to having image resizer tool in WordPress, then you can actually use WordPress' built-in image resizer. ...read more
Solved
THayes3 on April 18, 2025
The ability to apply colors to properties has been great but theres a gap. When creating a Property Sync, you can only apply color to the Property you are syncing from. I have a Company drop down property with two colored options "Yes" is colored read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 18, 2025 15:37
Hi @THayes3 , The best place to provide this feedback to the product team is in the HubSpot Ideas section of the community https://community....read more
kpmc on April 18, 2025
Hi, We are currently a Salesforce shop using Salesforce CPQ (previously Steelbricks) and we are considering a move to HubSpot. We are using CPQ to generate order forms for new business deals, expansions and renewals. We are using NetSuite for bi read more
0 upvote
3 Replies
Participant
April 24, 2025 12:58
Thanks, RubenB! I will take a look at quote happily. Based on their website, it doesn't look like it is really suited for subscription lifecycle ma...read more
Solved
FKhan3 on April 16, 2025
Hey everyone! With 3 years of B2C sales experience, I’m now making the move into the RevOps space. I'm excited to be part of this community and really looking forward to learning from you all along the way! If you could share one piece of advice for read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Gold Partner
April 19, 2025 14:16
Get a few RevOps certifications under your belt and join more RevOps communities . There's also a RevOps Bootcamp organized by the HubSpot Acade...read more
Solved
MHarju on April 08, 2025
Hi all, Is anyone using HubSpot to calculate time to do something? Example; product x takes 4 hours to complete. Customer orders 5 pieces of product x. I would like the form to calculate the total time it takes to assemble, so 5x4hours. However, t read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
April 08, 2025 05:52
@MHarju I'm not sure my point is getting across – do you want to show the result of the calculation to the contact who is submitting the form or is...read more
Solved
LULUDEDE on April 01, 2025
Main goal: we want to track how long it takes between when a Deal Closes till when we have the Invoice Created, since we often need to back and forth with customers for details, POs, etc. which then slows down our revenue generation. If there are ot read more
1 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
April 01, 2025 09:22
Hi @LULUDEDE I think you can consider the following solutions: 1 Option. Create a second Closed Won Deal Stage, Invoice Sent . In this cas...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar