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
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
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
@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