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💬 RevOps Discussions

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maggiebutler en Septiembre 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 Leer más

Responder

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154 Respuestas

Robert_D

Participante

Abril 29, 2025 02:03

Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.

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robertmaclean en Julio 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 Leer más

Responder ServiceOps

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3 Respuestas

Solución Aceptada

RBozeman

Participante

Agosto 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...Leer más

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SemRC en 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 Leer más

Responder Automation ServiceOps

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5 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 08, 2024 00:40

Hi @SemRC , Good news, HubSpot has introduced task workflows! This does not require coding anymore. Workflows Task workflows Nove...Leer más

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Askarov en 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 Leer más

Responder ServiceOps

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6 Respuestas

Solución Aceptada

james-portant

Colaborador

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...Leer más

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Askarov en Marzo 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' Leer más

Responder Automation Data Quality MarketingOps Platform RevOps ServiceOps

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1 Respuestas

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PamCotton

Exmiembro de HubSpot

Marzo 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 ...Leer más

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OAskarov en Junio 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 Leer más

Responder MarketingOps ServiceOps

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2 Respuestas

Solución Aceptada

OPerek-Clark

Colaborador líder | Partner nivel Elite

Junio 21, 2023 09:46

Hi @OAskarov , Thanks for submitting your question! Are the parameters/fields you reference already created and populating with data in ...Leer más

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aeemrr en Febrero 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 Leer más

Responder RevOps ServiceOps

2 Me gusta

5 Respuestas

Solución Aceptada

MariSuper

Colaborador

Febrero 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...Leer más

MarcosBarcelos en Diciembre 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 Leer más

Responder MarketingOps SalesOps ServiceOps

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1 Respuestas

kvlschaefer

Administrador de la comunidad

Diciembre 19, 2022 09:55

Thank you for sharing, @MarcosBarcelos !

MariSuper en Diciembre 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 Leer más

Responder Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

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3 Respuestas

HDamásio

Participante

Diciembre 12, 2022 09:01

Thanks for sharing @MariSuper !

JOCallaghan1 en 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 Leer más

Responder MarketingOps RevOps SalesOps ServiceOps

1 Me gusta

0 Respuestas

EHarris en Julio 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 Leer más

Responder ServiceOps

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1 Respuestas

jbogaert

Moderador de HubSpot

Julio 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...Leer más

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