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 would like to know how others solve a problem that I'm guessing quite many runs into. How do you handle reporting in Hubspot with data that changes over time? For example, how many opportunities do we have each month. Since the read more
Hi @EAndersson9 ,
For the use case you're mentioning, HubSpot automatically maintains properties on the contact and deal record. There are "Be...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 @LaurenKennedy . This is where we started, however the companies and contacts are also worked by internal resources who are selling other ser...read more
Hi there We are mapping out our onboading process via tickets and I am trying to find a way to link the Zoom Meeting (not Webinar) recordings to the Ticket. The way we are consirdering generating the meetings is via the Meeting tab on the ticket. A read more
Hi @leenalzubi ,
Thank you for reaching out to the Community!
I wanted to tag in a couple of subject matter experts to see if they have any...read more
Hi there! I am unbale to find the users I need on the Custom Goal creation page. It gives me a set of users I can apply the goasl to, none of whom are who I need to set the targets for. I've checked, and they users missing are all listed as users read more
It's possible that the missing users may not have the necessary permissions or roles assigned to them to be included in the list of users for setting...read more
Hi everyone,
Building out a RevOps Dashboard and i was wondering if there are any reports you find useful or would be willing to share with me for tracking accountability throughout the customer journey.
These reports will depend on your company's specific goals and metrics, but here are some examples: Sales pipeline report - This report shows the ...read more
Hi there! I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way? Thanks!
Hi there! I am trying to automate the following: Our CSMs create a renewal deal --> deal created --> renewal type is upsell --> upsell deal created --> CSM closes upsell, eg. 1 (new) line item in it --> CSM has to go back to rene read more
This is possible via Zapier, by associating the deals, fetching line items from the first deal and adding them to the second deal. HubSpot's quoting...read more
Hi! I'm facing a problem with the handoff between the marketing and sales teams. Sometimes it's difficult for our pre-sales team to understand what kind of action generates the deal they received. To solve that, I need to create a Deal Observati read more
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
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
Hi! I have a couple of questions that I'm hoping you can help me with. 1. Activity One of the important dates for us is the date of the "first meeting". To capture this, we have a "first meeting" meeting type. Is it possible to create l read more
For anyone interested, HubSpot solutions partner Six & Flow recently hosted a webinar with Fivetran & HubSpot.
Here is the link to the youtube recording if anyone would find it interesting/helpful.
Hi, I’m being asked to implement an SLA based on ticket/project work done by the Rev Ops team. This would include almost anything we do whether it be report creation, CRM updates, new technology implementation, process review, etc. I was curio read more
Hello @aeemrr . I hope you are well. I have set this up for my team in the past. Primarily, because the ELT (executive leadership team) and others...read more