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maggiebutler 9月 14日, 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 続きを読む
19 いいね!
139 コメント
メンバー
8月 22日, 2024 17:40
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
dthomp43 11月 01日, 2024
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
0 いいね!
1 コメント
投稿者 | Platinum Partner
11月 02日, 2024 19:27
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...続きを読む
解決済み
msshey_ 10月 29日, 2024
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
0 いいね!
4 コメント
ベストアンサー
投稿者 | Diamond Partner
10月 30日, 2024 09:35
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...続きを読む
Andreas10016 10月 29日, 2024
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
0 いいね!
4 コメント
参加者
10月 31日, 2024 18:05
Hey @PamCotton @danmoyle – you rock, appreciate your responses. I'll follow this thread and check out Dan's recommendations.
解決済み
msshey_ 10月 28日, 2024
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
0 いいね!
7 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 28日, 2024 11:52
Hi @msshey_ , Form submissions are not (yet) available as a report builder data source. The product team have mentioned that they're working o...続きを読む
解決済み
msshey_ 10月 24日, 2024
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
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 24日, 2024 11:10
Hi @msshey_ , Yes, you can follow these steps: https://knowledge.hubspot.com/connected-email/get-started-with-the-outlook-desktop-add-in ...続きを読む
解決済み
VPrimerano 10月 22日, 2024
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
0 いいね!
2 コメント
ベストアンサー
コミュニティーマネージャー
10月 22日, 2024 16:05
Hi @VPrimerano ! Welcome to the Community-- happy to have you here 😊 I tested this on my own account. Initially, the Deal was set to CAD$...続きを読む
解決済み
Shuler 10月 17日, 2024
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
0 いいね!
4 コメント
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参加者 | Solutions Partner
10月 22日, 2024 00:50
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
解決済み
VPrimerano 10月 16日, 2024
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
0 いいね!
5 コメント
ベストアンサー
投稿者
10月 17日, 2024 11:33
@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
解決済み
NLam9 10月 16日, 2024
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
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 16日, 2024 07:14
Hi @NLam9 , This won't be possible with a workflow, unfortunately. Workflows treat record one by one, meaning that they don't look at aggregat...続きを読む
解決済み
MGreene04 10月 11日, 2024
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
0 いいね!
4 コメント
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殿堂入り
10月 14日, 2024 16:55
@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
ErikHolmberg 10月 11日, 2024
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
0 いいね!
1 コメント
コミュニティーマネージャー
10月 11日, 2024 16:59
Hi, @ErikHolmberg 👋 Thanks for your question and for adding details about your desired result. Let's invite some of our community experts to t...続きを読む
解決済み
AMulready 10月 11日, 2024
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
0 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
10月 11日, 2024 07:40
Hi @AMulready , This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...続きを読む
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