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
Hey RevOps folks!!!! A question for you: how do you track the average follow up rate? We want to track how long it takes for AEs to follow up with prospects in every deal stage, and how many touches they do. In this case as follow up we want read more
Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team?
I'm trying to do a data enrichment project and need to create a list of companies/contacts within our ICP (Tiers 1&2) where the contact has no title shown. Can someone tell me the steps to take to create the list? Thank you!
Hi, I want to start tracking our conferences inside HubSpot - to fill and analyze how many leads came from this conference and if some leads converted to deals, How many participants from our company (user) were at the conference, where it was, exp read more
We are starting to use HubSpot payment links and would like to charge a payment processing fee if someone chooses to pay via credit card intead of ACH. I don't see this as an option in payment link setup or settings. I know how to add a line item fo read more
Hi All, I saw this on a Hubspot Community suggestion from 2017 but just want to see if there is anything close to this. I am looking to create a workflow where you can create an activity or a note on the Activity feed when someone comes in via a read more
Hello, I'm trying to find the best way to set up goals for our sales team so I can track progress from Hubspot. We're looking to track ACV- defined as the total contract value for the first year. However, we're seeing issues with Hubspot's nat read more
Hi All I really like the new additions to conditional properties etc, it has enabled us to take some major steps. I am now looking to solve the challenge of an area that conditional properties don't address. In our Sales/ Customer process read more
I'm having trouble with lead response times. We lead routing workflows that bring in a lead from a form fill. During hours: The lead is time stamped with Timeapi.io webhooks Branched to the correct team Assigned to a contact owner (TIME read more
Hello Everyone, I have a few questions as I am newer to the revenue reporting side of things and have a somewhat tricky setup currently. We are currently setup to have a few pipelines: 1) New Business 2) Expansion/Renewal Business New busi 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