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
Hi HubSpot Community! I wanted to share a scenario I’m currently working on and get your thoughts. We have an AML hotline inbox that’s technically connected to HubSpot, but the team still relies on Outlook folders and a rota system for managi read more
Hi @JOnwah ,
Moving your AML hotline to HubSpot’s Conversations Inbox is a smart move for better efficiency and tracking.
Here are some tip...read more
Hi, I am working on a worfklow to set contact owner as the associated primary company owner IF the contact owner is initially blank. I have the settings below but it is not working as expected. Do i need to change anything? thank you! read more
Hi all, Can someone explain how (or if) Company-Contact associations are passed between HS and Salesforce? For example: 1. If the HS Contact is a SF Lead, the association cannot be passed, right? 2. If the HS Contact is a SF Contact and it gets a read more
I got the following AI-generated reply from HS support. I tested the sync, and it's true. 1. Overview of Company-Contact Associations By defaul...read more
Hi, I may be on the wrong board, but I have a quesiton for a colleague who's org uses HubSpot. A few people on the team are in are in fund raising (donors, grants, etc). Does anyone use HubSpot for fund raising? I'd like to learn about what repor read more
Hi @BDeliman - This is a longer answer, as fundraising with HubSpot is both possible, and there are an increasing number of partners that integrate...read more
Hi folks,
I'm facing a challenge and might be missing something, so I'd love your input.
The client is using the Professional edition (Marketing, Content, Sales, no Ops Hub) and syncing with Salesforce. Initially, the goal was simple: preven read more
Hi @AgiSob_42 ,
No, I think you're right. I chatted with @zachh and we determined that the best approach might be just one workflow that re-...read more
Hi, I want to confirm what will exactly happen when I use a date and time picker property in a workflow to send a notification to a user exactly 7 days after the date in the property. What we want to do is send a push notification to app users read more
Hi @EVatsev ,
Pending any workflow delays, I believe that the system does take into consideration both the date and time. So in your example, ...read more
Hello, We want to set up a refferal tracking system. So we want to be able to link multiple contacts (reffered members) to a particular referree member (member that reffered others). I am a little lost on how to do this, the only idea I have is cre read more
@MLandry5 is the referring member a contact in the CRM also? Same object associations can do this with an association label like "referring member"...read more
Hi, I'm working with a pre series A, B2B SaaS provider. They are currently selling Annual Subscriptions and will eventually sell multi-year subscriptions. They are using HubSpot Subscriptions today (don't know the actual name of the module). read more
Hi @RichMai
Great answers by @danmoyle explaining shortcomings, workarounds and potential integrations to assist here.
For the integrations,...read more
I am using the round robin scheduler to book demos but I find that the contact ownership is not updating after the meetings are scheduled. It is still defaulting to 'Unassigned-Ops team' user. Please note: I have kept the 'Prioritize contact owner' read more
Is it possible to automate or integrate the potential 'expansion size' of a deal in HubSpot SQLs and Closed Deals for both the reason of showing expansion potential and to highlight that MQLS are worth more than just a certain revenue value (or 'num read more
Just wondering if I can pick your brain for a wee minute and see if I am wildly off track here. We have built a pretty successful way of capturing and tracking Marketing Qualified Leads through the lifecycle stages with a decent and robust proce read more
Your idea of using a Marketing Deal Stage as a flag makes sense only if: Sales agrees to start deals at that stage and strictly follow the same It...read more