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💬 RevOps Discussions

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maggiebutler en Septiembre 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 Leer más

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18 Me gusta

133 Respuestas

abhishekmittal9

Miembro

Marzo 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...Leer más

PDrews en Abril 02, 2024

Lead and Contact assignment based on calendar

Want to make my world a bit more beautiful? In a perfect world these two scenarios would be solved: 1. New lead comes in to HS, and is then assigned based on a rep's (SDR or AE's) "real-time and updated"(rt) calendar availability. 2. Contact is rea Leer más

Responder SalesOps

0 Me gusta

5 Respuestas

Aakar

Asesor destacado

Abril 16, 2024 11:12

Hi @PDrews -- I guess, there are few features that are in beta or development, but there's no out of the box solution right now. Please check the p...Leer más

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Matan-PDQ en Marzo 10, 2024

Copy meeting date into a custom property

Hi team, I have the following challenge: I'd like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action: Create new record ( Leer más

Responder Admin Automation MarketingOps RevOps SalesOps

0 Me gusta

2 Respuestas

Accepted Solution

LouiseHare

Colaborador líder | Partner

Marzo 11, 2024 07:36

Hey @Matan-PDQ , Yes, you are able to do this. So to start you will need a contact based workflow that enrolls when a meeting is booked (as...Leer más

DrewSlade en Enero 29, 2024

Best way to track our ACV with Hubspot's Quoting Tool (Current ACV isn't accurate)

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 Leer más

Responder Platform RevOps SalesOps

1 Me gusta

2 Respuestas

SComeau

Colaborador líder

Marzo 20, 2024 15:33

I have this same issue. We have tiered pricing and it does not reflect the correct ACV for the current year. It is super frustrsting so we have to ad...Leer más

JMiddleton2 en Enero 23, 2024

If Close Dates change how can this affect other properties?

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 Leer más

Responder RevOps SalesOps

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1 Respuestas

Jonas_De_Mets

Colaborador líder

Enero 24, 2024 05:15

Hi @JMiddleton2 , You can achieve this using workflows that generate a task or notification when the close date is updated in the last day, but ...Leer más

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sethnenstiel en Enero 22, 2024

Response Times

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 Leer más

Responder Data Quality MarketingOps RevOps SalesOps

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4 Respuestas

Accepted Solution

Jnix284

Miembro estimable | Partner nivel Elite

Enero 23, 2024 11:46

Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...Leer más

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DSpagnol en Enero 19, 2024

Stages and Atributtion - Companies VS Contacts

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 Leer más

Responder MarketingOps Process RevOps SalesOps

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3 Respuestas

Accepted Solution

SteveHTM

Colaborador líder | Partner

Enero 22, 2024 10:42

@DSpagnol - Thank you for tagging my notes as a solution! Per you follow-up question about Lead Status. There's no reason to reset this prope...Leer más

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AJacob2 en Noviembre 27, 2023

Setting Billing Contact Status

I have a scenario where I have a custom object in practise lives underneath Companies, called Departments. Our sales process is to these individual departments and it is important that we know the billing contact and can annotate it for each. Ho Leer más

Responder RevOps SalesOps

2 Me gusta

2 Respuestas

Accepted Solution

danmoyle

Miembro estimable | Partner nivel Elite

Noviembre 28, 2023 08:37

I'm with @BérangèreL here, @AJacob2 . I agree that your assessment of association labels is probably the best route. You can make ists of associat...Leer más

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VIyengar en Noviembre 06, 2023

Tracking lead sources and conversions

Hi All, As we continue to rely on HubSpot increasingly for accurate data and processes, I'm trying to figure out the most efficient and reliable way to track lead sources. For all inbound leads, HubSpot has an array of sources which we're f Leer más

Responder RevOps SalesOps

0 Me gusta

3 Respuestas

Accepted Solution

Phil_Vallender

Miembro estimable | Partner nivel Diamond

Noviembre 06, 2023 04:23

Hi @VIyengar There's no native or one right way to do this in HubSpot - or any other platform. My recommendation would be to create o...Leer más

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JKaufman en Octubre 31, 2023

Managing SaaS Renewals and Expansions

Hey team - I'm trying to automate some of the processes around renewals and expansions for our SaaS startup - we're on Sales Enterprise. Hoping to get some help. Specific scenario: If I have separate deals for renewal + expansion on the same acc Leer más

Responder SalesOps

1 Me gusta

6 Respuestas

Accepted Solution

Lucila-Andimol

Líder intelectual | Partner nivel Platinum

Noviembre 07, 2023 06:33

Hey @JKaufman hope you are doing well. I could thinks about 2 possible scenarios here: 1) You could have a Custom object called "contracts" tha...Leer más

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AFukumoto en Octubre 12, 2023

Manipulating Round Robin Action in Workflows

Is it possible or is there a workaround to manipulate the round-robin action in workflows to give one person more leads? We want to round-robin inbound contacts between Sarah, Jake and Courtney but we want Sarah to get 3 contacts before going t Leer más

Responder RevOps SalesOps

1 Me gusta

2 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Octubre 12, 2023 14:15

Hi @AFukumoto , Not out of the box, but with a custom code action in Operations Hub Professional: https://github.com/HubSpot/sample-workflow-...Leer más

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MBradshaw5 en Octubre 12, 2023

Exporting Activities and Tasks

Hi all! I am very new to Hubspot. However, I want to export all activities on the contacts or companies in Hubspot. I also would like to export the task as well on these items. Putting them all into a CSV How do I navigate to export these item Leer más

Responder SalesOps

1 Me gusta

1 Respuestas

Accepted Solution

karstenkoehler

Miembro del salón de la fama | Partner

Octubre 12, 2023 12:30

Hi @MBradshaw5 , It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-...Leer más

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YourHeadofSales en Septiembre 11, 2023

Tracking pipeline over time... automatically

Hi community, We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I've looked through lots of custom and pre-built reports and can't seem to find one that captures historic pipeline, or can capture t Leer más

Responder SalesOps

1 Me gusta

2 Respuestas

Accepted Solution

Lucila-Andimol

Líder intelectual | Partner nivel Platinum

Septiembre 14, 2023 15:47

HI @YourHeadofSales hope you are doing great. If you already know which dates you need to report on I'd prepare a special dashboard with the re...Leer más

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