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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
19 upvotes
142 Replies
Member
February 02, 2025 20:21
Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...read more
TOffen on February 06, 2025
Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. W read more
0 upvote
1 Reply
Community Manager
February 07, 2025 11:59
Hi @TOffen , Thanks for reaching out to the Community! I came across a question that's really similar to yours in another thread, and ...read more
AGeorge024 on January 31, 2025
HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he read more
Community Manager
January 31, 2025 16:44
Hey @AGeorge024 , happy Friday! Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...read more
Solved
FTroppé on January 24, 2025
Hello, I have tried to get the email body with N8N or Zapier. This field doesn't semble available. For N8N, it is written I need the sales-email-read scope. I tried to find the solution, however I am lost and I don't know if it is really possible. read more
0 upvote
4 Replies
Accepted solution
Participant | Diamond Partner
January 24, 2025 10:46
@FTroppé To get the email body, you’ll need the sales-email-read scope. Check if it’s enabled under Settings > Integrations > Connected Ap...read more
Solved
FMurad on January 22, 2025
I'm looking to build a rather complex automation, and was wondering if it was possible. I have a Google Sheets worksheet with some "scenarios." It contains scenarios 1-20 under a Scenarios column. Each scenario is determined by the availabilit read more
Accepted solution
Top Contributor | Elite Partner
January 23, 2025 07:49
Hi @FMurad You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...read more
ei-p on January 09, 2025
Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation read more
0 upvote
3 Replies
Guide | Elite Partner
January 13, 2025 06:06
@ei-p - Currently working with a client on a project to migrate from Outreach to HubSpot so replying to see if anyone else gives feedback and to re...read more
Solved
drafeedie on December 14, 2024
I am trying to created a projected ARR number for each of our customers. We bill out customers a variable fee each month via Quickbooks and use the integraiton to sync invoices to Hubspot. Currently we have a roll up custom property that takes t read more
0 upvote
5 Replies
Accepted solution
Participant
December 17, 2024 09:06
Hi @BérangèreL , Thanks for following up, and happy to clarify! Yes, the integration I’m referring to is indeed the "Google Sheets Connecto...read more
dmattauch on December 05, 2024
Hi, Is it possible to directly report on NRR and GRR in Hubspot with reccuring revenue reporting? Thanks David
0 upvote
1 Reply
Community Manager
December 05, 2024 17:33
Hey @dmattauch ! Thanks for your post. I understand your goal is to report on Net Revenue Retention and Gross Revenue Retention in HubSpot. ...read more
Solved
JMarino2 on November 12, 2024
Hi - I'm trying to create a custom goal to track BDR performance against a booking goal. Historically, we have assigned points to deals sourced by BDRs but in 2025 we are moving away from the points system and assigning goals aligned with deal amoun read more
0 upvote
1 Reply
Accepted solution
Community Manager
November 12, 2024 17:51
Hey @JMarino2 , thank you for posting in our Community! Yes, you can set custom goals in HubSpot for tracking BDR performance based on deal ...read more
Solved
msshey_ on October 29, 2024
Hi Team, I’m in the process of creating a dashboard that integrates all pipelines for our weekly meetings, allowing us to focus on a single view. One of the reports I’d like to include is the gross revenue by month for all pipelines. Is this fea read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Diamond Partner
October 30, 2024 09:35
Hi @msshey_ - happy to help! This actually can be done directly from the list tool, and brought into your reports and dashboards! Here are th...read more
Solved
LPrice9 on October 10, 2024
Hi, We have set up a workflow for our quoting and invoicing where it is possible to have multiple quotes associated with a deal. The selected quote is then converted to an invoice. The line items that are associated with the deal are not automat read more
0 upvote
2 Replies
Accepted solution
Guide | Elite Partner
October 10, 2024 21:59
Hi @LPrice9 , This is not going to happen with OOTB functionality in HubSpot, other than potentially using a custom-coded workflow to pull t...read more
Solved
msshey_ on October 08, 2024
Hello, everyone! 😊 I need a little help building a report. I’m looking to create something similar to the chart below, but I’d like to include two bars that compare total revenue against our million-dollar goal. It would be great to see bo read more
0 upvote
8 Replies
Accepted solution
Hall of Famer | Partner
October 08, 2024 14:56
@msshey_ glad I can help 🙂 % are not an option in the gauge chart type, no. This would be better tracked through sales goals which show pe...read more
Solved
msshey_ on October 07, 2024
Hello HS Team, I'm new to HubSpot and have been using it for about three months. My team and I are still in the process of building and refining our pipelines and stages. I wanted to check if there’s a way to view email activities directly on th read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
October 07, 2024 15:09
Hi @msshey_ , Generally no, association cards do not display activities. You could consider however capturing some information in contact prop...read more
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