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💬 RevOps Discussions

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maggiebutler on Setembro 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 Leia mais

Responder

18 avaliações positivas

133 Respostas

abhishekmittal9

Membro

Março 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...Leia mais

PDrews on 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 Leia mais

Responder SalesOps

0 avaliações positivas

5 Respostas

Aakar

Conselheiro(a) de destaque

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...Leia mais

Matan-PDQ on Março 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 ( Leia mais

Responder Admin Automation MarketingOps RevOps SalesOps

0 avaliações positivas

2 Respostas

BérangèreL

Gerente da Comunidade

Março 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...Leia mais

DrewSlade on Janeiro 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 Leia mais

Responder Platform RevOps SalesOps

1 avaliações positivas

2 Respostas

SComeau

Top colaborador(a)

Março 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...Leia mais

JMiddleton2 on Janeiro 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 Leia mais

Responder RevOps SalesOps

0 avaliações positivas

1 Respostas

Jonas_De_Mets

Top colaborador(a)

Janeiro 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 ...Leia mais

Solucionado

sethnenstiel on Janeiro 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 Leia mais

Responder Data Quality MarketingOps RevOps SalesOps

0 avaliações positivas

4 Respostas

Accepted Solution

Jnix284

Participante de valor | Parceiro Elite

Janeiro 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...Leia mais

Solucionado

DSpagnol on Janeiro 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 Leia mais

Responder MarketingOps Process RevOps SalesOps

0 avaliações positivas

3 Respostas

Accepted Solution

SteveHTM

Top colaborador(a) | Parceiro

Janeiro 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...Leia mais

Solucionado

AJacob2 on Novembro 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 Leia mais

Responder RevOps SalesOps

2 avaliações positivas

2 Respostas

Accepted Solution

danmoyle

Participante de valor | Parceiro Elite

Novembro 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...Leia mais

Solucionado

VIyengar on Novembro 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 Leia mais

Responder RevOps SalesOps

0 avaliações positivas

3 Respostas

Accepted Solution

Phil_Vallender

Participante de valor | Parceiro Diamante

Novembro 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...Leia mais

Solucionado

JKaufman on Outubro 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 Leia mais

Responder SalesOps

1 avaliações positivas

6 Respostas

Accepted Solution

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Novembro 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...Leia mais

Solucionado

AFukumoto on Outubro 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 Leia mais

Responder RevOps SalesOps

1 avaliações positivas

2 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 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-...Leia mais

Solucionado

MBradshaw5 on Outubro 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 Leia mais

Responder SalesOps

1 avaliações positivas

1 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 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-...Leia mais

Solucionado

YourHeadofSales on Setembro 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 Leia mais

Responder SalesOps

1 avaliações positivas

2 Respostas

Accepted Solution

Lucila-Andimol

Autoridade no assunto | Parceiro Platinum

Setembro 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...Leia mais

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