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maggiebutler on September 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 read more
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19 upvotes
141 Replies
Devinputra
Member
November 23, 2024 01:08
Hi all, i am a business development that start implement RevOps Process in my current company.
Solved
robertmaclean on July 09, 2024
How to effectively manage Support Desk and Internal Teams Inbound Tickets
We're a small team and we've only been using HubSpot for just under a year. A problem that I foresee growing is that we have our Support Desk which our customers use to seek support. However we also have members of our team outside of the CS team th read more
Reply ServiceOps
0 upvote
3 Replies
Accepted solution
RBozeman
Participant
August 02, 2024 16:46
It's kind of a tough problem. It makes sense that customers would go to whoever they know and are comfortable with when they need help. But it does c...read more
Solved
SemRC on May 31, 2024
Custom workflow coding to find and update all overdue tasks associated to a ticket
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
Reply Automation ServiceOps
0 upvote
5 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
November 08, 2024 00:40
Hi @SemRC , Good news, HubSpot has introduced task workflows! This does not require coding anymore. Workflows Task workflows Nove...read more
Solved
Askarov on May 19, 2024
Email notification
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
Reply ServiceOps
0 upvote
6 Replies
Accepted solution
james-portant
Contributor
May 20, 2024 18:32
Hi @Askarov , Have you tried setting up a team inbox? You can add one by opening " CRM " > " Inbox " then connecting your team's email address...read more
Solved
Askarov on March 28, 2024
Mixpanel HubSpot integration
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
Reply Automation Data Quality MarketingOps Platform RevOps ServiceOps
0 upvote
1 Reply
Accepted solution
PamCotton
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
Calculated properties
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
Reply MarketingOps ServiceOps
0 upvote
2 Replies
Accepted solution
OPerek-Clark
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
SLA for Service-Related Work by Rev Ops
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
Reply RevOps ServiceOps
2 upvotes
5 Replies
Accepted solution
MariSuper
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
Discussion: Knowledge on handoff process areas.
(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
Reply MarketingOps SalesOps ServiceOps
0 upvote
1 Reply
kvlschaefer
Community Manager
December 19, 2022 09:55
Thank you for sharing, @MarcosBarcelos !
MariSuper on December 07, 2022
Year End Data Cleaning to give 2023 RevOps more impactful results!
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
Reply Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps
4 upvotes
3 Replies
HDamásio
Participant
December 12, 2022 09:01
Thanks for sharing @MariSuper !
JOCallaghan1 on May 11, 2022
Infotelligent-Intent Leads
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
Reply MarketingOps RevOps SalesOps ServiceOps
1 upvote
0 Reply
EHarris on July 09, 2021
Zapier Migrating issue
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
Reply ServiceOps
0 upvote
1 Reply
jbogaert
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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