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💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

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abhishekmittal9

Membre

Mars 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...Lire la suite

PDrews le Avril 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 Lire la suite

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Aakar

Conseiller clé

Avril 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...Lire la suite

Matan-PDQ le Mars 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 ( Lire la suite

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BérangèreL

Gestionnaire de communauté

Mars 11, 2024 07:36

Hi @Matan-PDQ , I hope that you are well. I understand that you'd like to copy the date of the meeting into a custom property. Please let me know...Lire la suite

DrewSlade le Janvier 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 Lire la suite

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SComeau

Contributeur de premier rang

Mars 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...Lire la suite

JMiddleton2 le Janvier 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 Lire la suite

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Jonas_De_Mets

Contributeur de premier rang

Janvier 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 ...Lire la suite

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sethnenstiel le Janvier 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 Lire la suite

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Jnix284

Membre irremplaçable | Partenaire solutions Elite

Janvier 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...Lire la suite

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DSpagnol le Janvier 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 Lire la suite

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SteveHTM

Contributeur de premier rang | Partenaire solutions

Janvier 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...Lire la suite

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AJacob2 le Novembre 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 Lire la suite

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danmoyle

Membre irremplaçable | Partenaire solutions Elite

Novembre 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...Lire la suite

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VIyengar le Novembre 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 Lire la suite

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Phil_Vallender

Membre irremplaçable | Partenaire solutions Diamond

Novembre 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...Lire la suite

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JKaufman le Octobre 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 Lire la suite

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Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

Novembre 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...Lire la suite

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AFukumoto le Octobre 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 Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Octobre 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-...Lire la suite

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MBradshaw5 le Octobre 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 Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Octobre 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-...Lire la suite

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YourHeadofSales le Septembre 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 Lire la suite

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Accepted Solution

Lucila-Andimol

Leader d'opinion | Partenaire solutions Platinum

Septembre 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...Lire la suite

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