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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
135 Replies
Member
July 03, 2024 08:11
Hello! I am Domi, from Brazil. I work in the Hospitality industry, with Revenue Management analysis.
Solved
Jonnydk on July 29, 2020
I'm running a workflow on form submissions to handle the following cases: 1. Existing Lead - send an internal email to the lead owner and add a task. 2. Existing Contact - send an internal email to the contact owner and add a task. 3. New Lead - read more
Accepted solution
Contributor | Diamond Partner
July 31, 2020 10:54
@Jonnydk wrote: Wow! I had no idea the sync supported opening opportunities in Salesforce. I don't think many people know this... Thank you! ...read more
lalexander on June 23, 2020
It’s time to get answers to your most gnarly, burning HubSpot questions with the Power User Clinic. Each week, we’ll be tackling the opening a discussion thread, hosted by a HubSpot expert from our Professional Services Team. Come with you read more
2 upvotes
8 Replies
HubSpot Product Team
June 25, 2020 12:09
Hi @thesnappingdog - first of all: I love your use of that meme to explain the situation Thanks for taking the time to talk through your current ...read more
lalexander on February 25, 2020
It’s time to get answers to your most gnarly, burning HubSpot questions . Each week, we’ll be tackling the opening a discussion thread, hosted by a HubSpot expert from our Professional Services Team. Come with your issues and woes, and you read more
Contributor
February 26, 2020 06:56
My idea would be to create another property that you don't sync with Salesforce. You can use this property to assign the right owner or you can copy ...read more
DanielaFonseca on January 22, 2020
We use Salesforce as our source of truth, but many processes live within HubSpot. We have workflows that convert leads to MQLs when they meet qualifying criteria; update country when it is unknown; and many others. We also built a copy-cat HubSpot I read more
1 upvote
18 Replies
Top Contributor
January 29, 2020 15:06
Thank you for this info!
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