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💬 RevOps Discussions

💬 RevOps Discussions を検索する

maggiebutler 9月 14日, 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 続きを読む

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19 いいね！

147 コメント

TheAdminArena

メンバー

3月 20日, 2025 13:54

Hey Everyone! I'm a RevOps Strategist with a solutions partner (RevPartners) and I love creating content for the community. I've got a long runnin...続きを読む

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robertmaclean 7月 09日, 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 続きを読む

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0 いいね！

3 コメント

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RBozeman

参加者

8月 02日, 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...続きを読む

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SemRC 5月 31日, 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 続きを読む

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0 いいね！

5 コメント

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karstenkoehler

殿堂入り | Solutions Partner

11月 08日, 2024 00:40

Hi @SemRC , Good news, HubSpot has introduced task workflows! This does not require coding anymore. Workflows Task workflows Nove...続きを読む

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Askarov 5月 19日, 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 続きを読む

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0 いいね！

6 コメント

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james-portant

投稿者

5月 20日, 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...続きを読む

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Askarov 3月 28日, 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' 続きを読む

返信 Automation Data Quality MarketingOps Platform RevOps ServiceOps

0 いいね！

1 コメント

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PamCotton

コミュニティーマネージャー

3月 28日, 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 ...続きを読む

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OAskarov 6月 21日, 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 続きを読む

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0 いいね！

2 コメント

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OPerek-Clark

トップ投稿者 | Elite Partner

6月 21日, 2023 09:46

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

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aeemrr 2月 10日, 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 続きを読む

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2 いいね！

5 コメント

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MariSuper

投稿者

2月 13日, 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...続きを読む

MarcosBarcelos 12月 16日, 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 続きを読む

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0 いいね！

1 コメント

kvlschaefer

コミュニティーマネージャー

12月 19日, 2022 09:55

Thank you for sharing, @MarcosBarcelos !

MariSuper 12月 07日, 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 続きを読む

返信 Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 いいね！

3 コメント

HDamásio

参加者

12月 12日, 2022 09:01

Thanks for sharing @MariSuper !

JOCallaghan1 5月 11日, 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 続きを読む

返信 MarketingOps RevOps SalesOps ServiceOps

1 いいね！

0 コメント

EHarris 7月 09日, 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 続きを読む

返信 ServiceOps

0 いいね！

1 コメント

jbogaert

HubSpot進行役

7月 13日, 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...続きを読む

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