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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
134 Replies
Most Valuable Member | Elite Partner
June 14, 2024 06:50
Welcome to the community @Jess51 , happy you're here! I'm working on a project with a similar tech stack and looking at options for connecting...read more
SemRC on May 31, 2024
Hi all! I have a use case where I want to automate as much as possible in onboarding our new customers (the onboarding phase is tracked via onboarding tickets). This means at every stage tasks are created, and if all tasks are marked complete th read more
0 upvote
2 Replies
Participant
June 03, 2024 04:41
Dear Pam, Thanks for your quick response! Does this mean it's only possible via an external app / API? I thought the custum coding would also...read more
Askarov on May 19, 2024
Hello Community, I'm looking to improve the CS team SLA. I like to create a notifiction and open a task to the CS team based on an email that is received from a records in the CRM. I'm using the sales professional account. What is the bast tri read more
0 upvote
6 Replies
Participant
May 21, 2024 11:39
@james-portant , I appreciate your help! 🙏
Askarov on March 28, 2024
Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' read more
Community Manager
March 28, 2024 18:04
Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...read more
Solved
OAskarov on June 21, 2023
Hello, I have a project I'm working on, and I like to create calculated properties. I created the idea of the calculation in a Google spreadsheet. I'll happily share it with someone who can help me understand how to create this in HubSpot. Th read more
0 upvote
2 Replies
Accepted Solution
Top Contributor | Elite Partner
June 21, 2023 09:46
Hi @OAskarov , Thanks for submitting your question! Are the parameters/fields you reference already created and populating with data in ...read more
Solved
aeemrr on February 10, 2023
Hi, I’m being asked to implement an SLA based on ticket/project work done by the Rev Ops team. This would include almost anything we do whether it be report creation, CRM updates, new technology implementation, process review, etc. I was curio read more
2 upvotes
5 Replies
Accepted Solution
Contributor
February 13, 2023 07:45
Hello @aeemrr . I hope you are well. I have set this up for my team in the past. Primarily, because the ELT (executive leadership team) and others...read more
MarcosBarcelos on December 16, 2022
(Image designed by Brent Clouse) From my experience as ops, I come here to share insights and ideas. In companies with different OPS classifications, it is interesting to know a little about the area that precedes yours. Deep D read more
Community Manager
December 19, 2022 09:55
Thank you for sharing, @MarcosBarcelos !
MariSuper on December 07, 2022
As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat read more
Participant
December 12, 2022 09:01
Thanks for sharing @MariSuper !
JOCallaghan1 on May 11, 2022
Hello, We are enrolled to receive Infotelligent Leads (more specifically, Infotelligent Intent). Does anyone use this system? If so, which criteria do you choose? For example we have been choosing 80% or greater for companies searching for E read more
EHarris on July 09, 2021
Hi I have set up an integration from Hubspot to my email marketing system Active pipe, However my hubspot form submissions aren't migrating over to the active pipe system. My jotform submissions are migrating fine, the only thing different b read more
0 upvote
1 Reply
HubSpot Moderator
July 13, 2021 08:12
Hi @EHarris , I'd love to help out, but as this is a HubSpot community I'm afraid this might not be the right place to ask this question. I th...read more
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