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
Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...続きを読む
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 続きを読む
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 続きを読む
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' 続きを読む
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. : 続きを読む
Hi Team, I'm curious if we can integrate Outlook with HubSpot. Is there a way to link an Outlook account to HubSpot? Do I need to install anything for this? Thanks for your help! Shey
Hi! Hubspot is able to take a deal amount and calculate what that would be in the company's currency (EUR). When a deal is opened, and the currency is selected, the calculation is made, and it will update if the deal amount changes. Can Hubspot 続きを読む
Has anyone made the switch from Intercom to HubSpot Chat? We're currently using Intercom, and looking into moving over to HubSpot Chat. Just looking to learn from anyones experience of this process - if there were any pros and cons faced, any regret 続きを読む
You can assign different conversation routing rules, here is the documentation: https://knowledge.hubspot.com/inbox/set-your-conversations-routing-r...続きを読む
Hello, I am looking to explore options on how to alleviate the manual updating of meeting outcomes and meeting types. We currently have a reminder task (created through a workflow) that is sent to our sales teams when a meeting is logged without 続きを読む
@VPrimerano The only thing which needs to be done via custom code is the setting of the meeting outcome/type since this is not natively doable via...続きを読む
Hi, I'm working on automating the company assignment process to each sales manager everymonth. Our current process is that, we have a list of companies, and I will manually change the ownership from account queue to the manager based on the potent 続きを読む
I am trying to create a report of all the deals that one of many deal stages, but without a certain Association Label. I can only seem to get my report to work in the inverse - where the deal DOES contain a specific Association Label. Is there 続きを読む
@MGreene04 I believe this is why the filter breaks, even though you have the empty option. As Karsten mentioned in his reply, creating a list that ...続きを読む
I'm trying to analyze conversion rates on inbound leads based on how fast the lead was contacted, ideally I would want the report to look something like Contacted within (hours) # Leads Conversion rate 1 A X% 2 B Y% 3 C Z% 続きを読む
Background: We operate a large scale sales company (X) and have recently acquired another company (Y) that we want to keep seperate in our database. How do we stop contacts that fill in a form for "Y" from being contacted by someone from "X". We 続きを読む