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💬 RevOps Discussions

Im Forum 💬 RevOps Discussions nach Lösungen suchen oder eine Frage stellen

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 Beitrag ansehen

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133 Antworten

abhishekmittal9

Mitglied

März 26, 2024 04:35

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Beitrag ansehen

PBaxter on April 23, 2024

Attribution for meeting creation?

Hi all, I really like HubSpot's attribution reporting and have had some success with our team showing the various interactions that led up to the creation of a sales opportunity / deal. However, we have a long sales cycle, and tight qualific Beitrag ansehen

Antworten RevOps

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1 Antwort

PamCotton

Community-Manager/-in

April 23, 2024 17:54

Hey @PBaxter , thank you for posting in our Community! One potential solution could involve customizing your reporting by leveraging HubSpot...Beitrag ansehen

AKyriacou on April 21, 2024

"Dont Be On It" Dashboard

Hey Guys I recently did the Revops Cert in Hubspot and there was a mention of a dashboard a company created for their sales reps called the "Dont Be On It" dashboard in a way to govern their CRM. The idea I believe is so reps can go in and see if t Beitrag ansehen

Antworten RevOps

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1 Antwort

karstenkoehler

Berühmtheit | Partner

April 21, 2024 23:52

Hi @AKyriacou , Here's where I'd start 🙂 All reports with breakdown by owner: Contacts without email address Contacts where 'Invalid ...Beitrag ansehen

ZacharyMyr on April 18, 2024

Managing lost revenue from Deal Split

Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split Beitrag ansehen

Antworten RevOps

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1 Antwort

PamCotton

Community-Manager/-in

April 19, 2024 11:27

Hey @ZacharyMyr , thank you for posting in our Community! Consider enhancing your reporting capabilities to include insights into lost reven...Beitrag ansehen

Lucca7 on April 16, 2024

Can I create a report showing various properties of a SINGLE company

Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties Beitrag ansehen

Antworten RevOps

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1 Antwort

karstenkoehler

Berühmtheit | Partner

April 17, 2024 00:10

Hi @Lucca7 , I would recommend using the middle column of company records for this: https://knowledge.hubspot.com/object-settings/customize-t...Beitrag ansehen

SarahMouton on April 10, 2024

Join Our Developer Newsletter: Enhance Your Journey!

Attention developers! Introducing our monthly Developer Newsletter, exclusively designed for you. Packed with insights, trends, and resources, it's your key to staying ahead. Stay Informed and Ahead: Get the latest programming languages, tools, Beitrag ansehen

Antworten RevOps

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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. Beitrag ansehen

Antworten Automation Data Quality Process RevOps

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1 Antwort

PamCotton

Community-Manager/-in

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 ...Beitrag ansehen

BRogers0 on April 08, 2024

Tableau embed into HubSpot Dashboards

We use Tableau for various reports and are exploring ways to integrate these non-public Tableau reports directly into HubSpot dashboards. Our goal is to encourage team members to fully adopt HubSpot by consolidating our tools into one pl Beitrag ansehen

Antworten RevOps

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1 Antwort

BérangèreL

Community-Manager/-in

April 09, 2024 03:38

Hi @BRogers0 , I hope that you are well! Great question, thanks for asking the Community! For information, there is the " Tableau integration " ...Beitrag ansehen

GArin on April 05, 2024

Recommendations on Career Sites for RevOps Positions

Hi! I have been using HubSpot for the last 6 months, more from a content marketing perspective. My company is in the process of building out our revenue operations function and are seeking a RevOps Analyst to join our team. It's a combination role Beitrag ansehen

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4 Antworten

GArin

Mitglied

April 16, 2024 12:16

Thank you for the recommendations @Aakar ! I appreciate it!

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CDiVincenzo on April 04, 2024

number of contacts contacted through Call /Email sent

Dear Hubspot Community, I hope you can help me! I am working on sales activities overview, to show when our AEs have not reached out yet the prospect before the meeting. Unfortunately my report is not showing the right number of contacts/activit Beitrag ansehen

Antworten RevOps

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Accepted Solution

karstenkoehler

Berühmtheit | Partner

April 05, 2024 04:20

@CDiVincenzo it does. Your report however is filtering for activities that both have a meeting start date and are at the same time calls/emails/Lin...Beitrag ansehen

FTroppé on März 28, 2024

Create a deal with several associated contacts

Hello to all of you, I would like to create deals in Hubspot with N8N. The only thing I don't success is to create a deal with several associated contacts. With one, it works. But I don't manage to find the good separator between each id for the c Beitrag ansehen

Antworten RevOps

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1 Antwort

PamCotton

Community-Manager/-in

März 29, 2024 09:31

Hey @FTroppé , thank you for posting in our Community! To successfully associate multiple contacts with a deal, you need to ensure that you'...Beitrag ansehen

Askarov on März 28, 2024

Mixpanel HubSpot integration

Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' Beitrag ansehen

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PamCotton

Community-Manager/-in

März 28, 2024 18:04

Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...Beitrag ansehen

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OAskarov on März 27, 2024

Reports

Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ Beitrag ansehen

Antworten Data Quality MarketingOps RevOps

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Accepted Solution

trevordjones

Trendsetter/-in | Diamond Partner

März 28, 2024 09:15

Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...Beitrag ansehen

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