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maggiebutler on September 14, 2020

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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

16 upvotes

105 Replies

Jnix284

Thought Leader | Partner

March 07, 2023 16:36

Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂

Solved

EAndersson9 on March 27, 2023

Static Hubspot data over time

Hi everyone, I would like to know how others solve a problem that I'm guessing quite many runs into. How do you handle reporting in Hubspot with data that changes over time? For example, how many opportunities do we have each month. Since the read more

Reply RevOps

1 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 27, 2023 04:27

Hi @EAndersson9 , For the use case you're mentioning, HubSpot automatically maintains properties on the contact and deal record. There are "Be...read more

Mark_Kelly on March 26, 2023

How can we give a 3rd party partner access to portal with limited visibility?

Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more

Reply Admin Process RevOps SalesOps

0 upvote

3 Replies

Mark_Kelly

Participant | Partner

March 28, 2023 17:07

Thanks @LaurenKennedy . This is where we started, however the companies and contacts are also worked by internal resources who are selling other ser...read more

dea on March 22, 2023

Auto Capture URL Parameters (GCLIDS in particular)

Hello - I am looking for a way to easily capture URL based parameters (such as GCLIDS) and store them in hidden fields on my HubSpot embedded forms. Currently our Hubspot forms are set to auto capture and store UTM parameters (campaign, source, read more

Reply MarketingOps

0 upvote

1 Reply

kvlschaefer

Community Manager

March 23, 2023 01:41

Hi @dea , Thanks for reaching out to the Community! If your goal is to pass the GCLID value to Hubspot, it is possible to do via the coo...read more

Solved

AbbyRichter13 on March 19, 2023

Salesforce integration - help!?

Hi there, We are without internal expertise for marketig operatiosn and lean on rev ops experience, too. We are on Salesforce for the Sales team and leaning toward using HubSpot for marketing. If you have the same set up (Salesforce / HubSpot) read more

Reply MarketingOps

1 upvote

2 Replies

Accepted Solution

LaurenKennedy

Top Contributor | Diamond Partner

March 22, 2023 09:36

Thanks for the shoutout, @karstenkoehler ! @AbbyRichter13 , great place to ask for input! Things to know: the Salesforce data stru...read more

MisterKennedy on March 18, 2023

Bulk updating via CSV export > modify > re-import & reconfiguring extant properties

Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better "Hubspot way"? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. The company is without th read more

Reply bulk upload csv

0 upvote

2 Replies

MisterKennedy

Participant

March 20, 2023 08:28

Thankyou, @MiaSrebrnjak !

leenalzubi on March 16, 2023

Zoom Meeting Recording Uploaded to Ticket

Hi there We are mapping out our onboading process via tickets and I am trying to find a way to link the Zoom Meeting (not Webinar) recordings to the Ticket. The way we are consirdering generating the meetings is via the Meeting tab on the ticket. A read more

Reply RevOps

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

March 17, 2023 08:18

Hi @leenalzubi , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more

eduardogn13 on March 15, 2023

How do I optimize my data structure to integrate with CPQ/Subscription Management tools?

Hey there! 🙂 Any SaaS business using Hubspot integrated with a CPQ/Subscription Management tool like DealHub or Chargebee? If so, how do you keep Hubspot up to date on subscription variations to make it easier for Account Managers? read more

Reply Tech Stack

1 upvote

3 Replies

franksteiner79

Key Advisor

March 16, 2023 13:25

Thanks for tagging me @kvlschaefer ! @eduardogn13 sadly I know too little about either of the two tools not subscription management to give ...read more

Solved

AChubak on March 13, 2023

Date format for passing date properties through the URL parameters

Hello I'm trying to pass additional properties through the URL parameters. For example https://meetings.hubspot.com/person-name? lead_type=conference Will book a meeting with a person and will set lead_type to conference. I'm also trying read more

Reply Enterprise Knowledge Base Meetings

0 upvote

1 Reply

Accepted Solution

AChubak

Contributor

March 13, 2023 07:52

The answer is if you're passing a date property you need to pass the parameter as a timestamp set specifically for midnight UTC time of the date you'...read more

leenalzubi on March 09, 2023

Users in Goals

Hi there! I am unbale to find the users I need on the Custom Goal creation page. It gives me a set of users I can apply the goasl to, none of whom are who I need to set the targets for. I've checked, and they users missing are all listed as users read more

Reply RevOps

0 upvote

2 Replies

AnaWilliam

Member

March 10, 2023 11:02

It's possible that the missing users may not have the necessary permissions or roles assigned to them to be included in the list of users for setting...read more

Solved

koliveira123 on March 08, 2023

Building out a RevOps dashboard

Hi everyone, Building out a RevOps Dashboard and i was wondering if there are any reports you find useful or would be willing to share with me for tracking accountability throughout the customer journey.

Reply RevOps

1 upvote

2 Replies

Accepted Solution

AnaWilliam

Member

March 10, 2023 11:00

These reports will depend on your company's specific goals and metrics, but here are some examples: Sales pipeline report - This report shows the ...read more

Solved

leenalzubi on March 08, 2023

Reporting on Tasks

Hi there! I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way? Thanks!

Reply RevOps

1 upvote

3 Replies

Accepted Solution

jolle

Key Advisor | Platinum Partner

March 08, 2023 18:00

Hey @leenalzubi , thanks for reaching out! If you have a Professional subscription or above, you're able to use the custom report builder ( mo...read more

Solved

leenalzubi on March 06, 2023

Automating Updating Line Items

Hi there! I am trying to automate the following: Our CSMs create a renewal deal --> deal created --> renewal type is upsell --> upsell deal created --> CSM closes upsell, eg. 1 (new) line item in it --> CSM has to go back to rene read more

Reply RevOps

1 upvote

2 Replies

Accepted Solution

aleeintellect

Participant

March 10, 2023 08:31

This is possible via Zapier, by associating the deals, fetching line items from the first deal and adding them to the second deal. HubSpot's quoting...read more

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