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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

16 upvotes

105 Replies

Jnix284

Thought Leader | Partner

March 07, 2023 16:36

Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂

Solved

EAndersson9 on March 27, 2023

Static Hubspot data over time

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

Reply RevOps

1 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 27, 2023 04:27

Hi @EAndersson9 , For the use case you're mentioning, HubSpot automatically maintains properties on the contact and deal record. There are "Be...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

0 upvote

3 Replies

Mark_Kelly

Participant | Partner

March 28, 2023 17:07

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

leenalzubi on March 16, 2023

Zoom Meeting Recording Uploaded to Ticket

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

Reply RevOps

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

March 17, 2023 08:18

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

leenalzubi on March 09, 2023

Users in Goals

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

Reply RevOps

0 upvote

2 Replies

AnaWilliam

Member

March 10, 2023 11:02

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

koliveira123 on March 08, 2023

Building out a RevOps dashboard

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.

Reply RevOps

1 upvote

2 Replies

AnaWilliam

Member

March 10, 2023 11:00

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

leenalzubi on March 08, 2023

Reporting on Tasks

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!

Reply RevOps

1 upvote

3 Replies

jolle

Key Advisor | Platinum Partner

March 09, 2023 07:27

Happy to help 😄

leenalzubi on March 06, 2023

Automating Updating Line Items

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

Reply RevOps

1 upvote

2 Replies

aleeintellect

Participant

March 10, 2023 08:31

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

GabrielSaleh on February 26, 2023

Automatically create deals observations

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

Reply RevOps

0 upvote

1 Reply

kvlschaefer

Community Manager

February 27, 2023 12:36

Hi @GabrielSaleh , Thank you for reaching out to the Community! It sounds like you are looking to see if it's possible to add notes auto...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

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 19, 2023 21:48

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

JKaufman on February 17, 2023

Making it easier to log meetings and attach notes to those meetings

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

Reply RevOps SalesOps

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 19, 2023 21:51

Hi @JKaufman , @JKaufman wrote: One of the important dates for us is the date of the "first meeting". To capture this, we have a "first m...read more

Justin_Graci on February 15, 2023

Webinar Recording: Deliver Best in Class Experiences with Fivetran & HubSpot

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.

Reply RevOps

2 upvotes

1 Reply

shyannehkr

Contributor | Diamond Partner

February 16, 2023 13:15

Thank you so much for sharing!

Solved

aeemrr on February 10, 2023

SLA for Service-Related Work by Rev Ops

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

Reply RevOps ServiceOps

2 upvotes

5 Replies

Accepted Solution

MariSuper

Contributor

February 13, 2023 04:45

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

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