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
Hi Everyone 👋 I am glad to be part of this community! I’m a HubSpot solution partner and have over 8 years of experience working in SaaS Reve...Leer más
After a lot of research, I've concluded that there are no tools that offer advanced deduping of list imports into HubSpot. Is this true, or am I missing something? The blanket assumption seems to be that every company will have a single domain Leer más
Appreciate the reply, Karsten. Unique properties could be a potential work-around for some lucky enterprises with very simple market data, but it do...Leer más
Hi - I'm trying to create a custom goal to track BDR performance against a booking goal. Historically, we have assigned points to deals sourced by BDRs but in 2025 we are moving away from the points system and assigning goals aligned with deal amoun Leer más
Hey @JMarino2 , thank you for posting in our Community!
Yes, you can set custom goals in HubSpot for tracking BDR performance based on deal ...Leer más
Good morning @Odenspjut ,
In the link @BérangèreL has provided, there are 3 bulletpoints that are usually the cause of all Wordpress-connect...Leer más
Due to certain restrictions with quotes, I am using snippets to describe services ... e.g. like a library of products to add into quotes. This works for me as I am a sales team member of one, but we are selling commerce hub into all kinds of account Leer más
Hi Rebecca,
Snippets are not really suited for use as a library of products.
Have you explored using the HubSpot Product Library on your Comm...Leer más
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into HubSpot, which currently is b Leer más
Thanks for suggesting the solution Ryan. The only issue with Leads (always associated with contact) and any other custom object is that, they can no...Leer más
Thoughts on whether getting a PMP or Google Project Managment Certification is a better use of time? My goal would be leveraging these additional skills in the SAAS world to help drive significant revenue through Sales Strategy and Enablement effort Leer más
Hey @BartBorrelli ,
These are two very different courses - the GPM would be sensible if you've not had any formal project management education...Leer más
Is it possible to separate activities that no longer have any associated objects (not linked to contacts, companies, deals) and mass delete them? I am able to report on activities without any associations, and can see their type (call, meeting, et Leer más
Hi @KMorka ,
The Google Sheets integration goes one-way, from HubSpot to Google Sheets. If you want to go the other way, you could explore Zap...Leer más
Hey Y'all! New to HubSpot and had a question - I'm wondering what is the best to indicate a subscription based price increase? For example, let's say our product is $10,000 a year. Upon renewal, a 5% price increase is applied to the deal Leer más
The simplest way I can see would be:
Custom Deal Property = "Price Increase 2024/5" = YES Then you can simply run a filter on all deals that h...Leer más
Hi Team, I’m in the process of creating a dashboard that integrates all pipelines for our weekly meetings, allowing us to focus on a single view. One of the reports I’d like to include is the gross revenue by month for all pipelines. Is this fea Leer más
Hi @msshey_ - happy to help!
This actually can be done directly from the list tool, and brought into your reports and dashboards! Here are th...Leer más
I think a slightly unusual case: I generally build GTM workflows B2B, but I have a client that needs to get handwritten customer cards (Name, anniversary, referrred by etc.) into Hubspot. OCR with GPT4o is really good and up to the task, but what' Leer más
Hi @Andreas10016 . I haven't personally made the connection between an OCR platform and HubSpot, but I did find a couple of potential options when I...Leer más
Hi HS Team, I’d like to ask how I can create a dashboard report that pulls the total number of form submissions from the form we’ve created. Should I choose contacts as primary data source? If I do, I do not see options for form submission. : Leer más
Hi @msshey_ ,
Form submissions are not (yet) available as a report builder data source. The product team have mentioned that they're working o...Leer más