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 続きを読む
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...続きを読む
Hey Guys I recently did the Revops Cert in Hubspot and there was a mention of a dashboard a company created for their sales reps called the "Dont Be On It" dashboard in a way to govern their CRM. The idea I believe is so reps can go in and see if t 続きを読む
Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split 続きを読む
Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties 続きを読む
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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. 続きを読む
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 続きを読む
Hi @BRogers0 , I hope that you are well! Great question, thanks for asking the Community! For information, there is the " Tableau integration " ...続きを読む
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 続きを読む
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 続きを読む
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 続きを読む
@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...続きを読む
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 続きを読む
Hi @LaurenRyan Thanks for your detailed feedback. I had to turn back on the 'create and associate companies with contact' setting since for the Hu...続きを読む
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 続きを読む
Hi @PDrews -- I guess, there are few features that are in beta or development, but there's no out of the box solution right now. Please check the p...続きを読む
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 続きを読む