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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
21 upvotes
154 Replies
Participant
April 29, 2025 02:03
Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.
RyanHilliard on August 05, 2020
Background: As an org., we've been using tools like Pendo or WalkMe for web app analytics. When we want to to create a bucket of users for marketing automation or outreach based on app activity, we configure Zapier zaps to send in app activities or read more
Contributor
August 17, 2020 11:19
Not quite. Our challenge would be inside the webapp, not on the marketing/sign up side. Thanks for the note, though!
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
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
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