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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
18 upvotes
133 Replies
March 26, 2024 04:35
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...read more
SarahMouton on April 10, 2024
Attention developers! Introducing our monthly Developer Newsletter, exclusively designed for you. Packed with insights, trends, and resources, it's your key to staying ahead. Stay Informed and Ahead: Get the latest programming languages, tools, read more
1 upvote
0 Reply
hafsteinnbg on April 10, 2024
Hey, I am trying to require that all deals are associated to a company that has a property 'HQ Company ID' = known, before they can be moved to closed won. We are a SAAS company, and this HQ Company ID is the product account unique identifier. read more
Community Manager
April 10, 2024 18:35
Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...read more
BRogers0 on April 08, 2024
We use Tableau for various reports and are exploring ways to integrate these non-public Tableau reports directly into HubSpot dashboards. Our goal is to encourage team members to fully adopt HubSpot by consolidating our tools into one pl read more
0 upvote
1 Reply
Community Manager
April 09, 2024 03:38
Hi @BRogers0 , I hope that you are well! Great question, thanks for asking the Community! For information, there is the " Tableau integration " ...read more
GArin on April 05, 2024
Hi! I have been using HubSpot for the last 6 months, more from a content marketing perspective. My company is in the process of building out our revenue operations function and are seeking a RevOps Analyst to join our team. It's a combination role read more
0 upvote
2 Replies
Member
April 05, 2024 16:15
Hi Jonas, thank you so much for the recommendation!! I appreciate it. I will check them out and let you know if I need an invitation. Have a great da...read more
BiancaRagsdale on April 04, 2024
Here’s my goal : Embed a Typeform form in a HubSpot email. When users select an option in the Typeform form, their names and email addresses are included in the Typeform responses. What I’ve done so far : I created the form and added Hidden Fi read more
0 upvote
4 Replies
Most Valuable Member | Elite Partner
April 09, 2024 14:27
Awesome @BiancaRagsdale I'm glad you got it working!
CDiVincenzo on April 04, 2024
Dear Hubspot Community, I hope you can help me! I am working on sales activities overview, to show when our AEs have not reached out yet the prospect before the meeting. Unfortunately my report is not showing the right number of contacts/activit read more
0 upvote
5 Replies
Hall of Famer | Partner
April 05, 2024 04:20
@CDiVincenzo it does. Your report however is filtering for activities that both have a meeting start date and are at the same time calls/emails/Lin...read more
rulpats on April 03, 2024
I don't want new accounts created in SFDC because of Hubspot. What is the best way to achieve this keeping the sync on? #1. I have disabled the create and associate companies with contacts settings just recently. I think it only helps in not cr read more
0 upvote
1 Reply
Community Manager
April 04, 2024 03:53
Hi @rulpats , I hope that you are well! Love to read your detailed (with screenshots) post, thank you for asking the Community about this! I und...read more
PDrews on April 02, 2024
Want to make my world a bit more beautiful? In a perfect world these two scenarios would be solved: 1. New lead comes in to HS, and is then assigned based on a rep's (SDR or AE's) "real-time and updated"(rt) calendar availability. 2. Contact is rea read more
0 upvote
4 Replies
Most Valuable Member | Elite Partner
April 03, 2024 19:20
Excited to hear this is in the works @TomM2 , thanks for sharing the update! Like @trevordjones , I also don't have any workarounds @PDrews ...read more
emichsz on March 29, 2024
It is extremely frustrating that my accounts were deleted without any notice. I was logged out, and when I tried to log in again, I was directed to a new account setup page, resulting in the loss of all my data. I did not receive any error messages read more
0 upvote
1 Reply
Community Manager
March 29, 2024 16:47
Hey @emichsz , Happy Friday! To investigate further and provide you with clarity regarding the deletion of your accounts, I will need some a...read more
FTroppé on March 28, 2024
Hello to all of you, I would like to create deals in Hubspot with N8N. The only thing I don't success is to create a deal with several associated contacts. With one, it works. But I don't manage to find the good separator between each id for the c read more
0 upvote
1 Reply
Community Manager
March 29, 2024 09:31
Hey @FTroppé , thank you for posting in our Community! To successfully associate multiple contacts with a deal, you need to ensure that you'...read more
Askarov on March 28, 2024
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' read more
Community Manager
March 28, 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 ...read more
Solved
OAskarov on March 27, 2024
Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Diamond Partner
March 28, 2024 09:15
Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...read more
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