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maggiebutler on September 14, 2020
Welcome to the OpsLife community! Introduce yourself here 💬
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
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21 upvotes
154 Replies
Robert_D
Participant
April 29, 2025 02:03
Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.
JOnwah on June 17, 2025
Best way to systemise the conversational inbox
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
Reply Admin MarketingOps Process RevOps ServiceOps
0 upvote
1 Reply
ArisudanTiwari
Top Contributor | Gold Partner
June 17, 2025 03:39
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
JLow16 on June 16, 2025
Workflow for contact and company owner
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
Reply Automation RevOps
0 upvote
6 Replies
JLow16
Participant
June 16, 2025 14:30
@karstenkoehler appreciate the explanation! I tested the workflow again and all is working now. 😄
Solved
AnnaStanuch on June 12, 2025
Syncing associations between HS and SF
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
Reply RevOps
0 upvote
3 Replies
Accepted solution
AnnaStanuch
Contributor
June 13, 2025 07:21
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
Solved
BDeliman on June 09, 2025
Does any one use HubSpot for non profit fund raising?
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
Reply RevOps
0 upvote
11 Replies
Accepted solution
TracyKronzak
Contributor | Platinum Partner
June 10, 2025 14:49
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
AgiSob_42 on June 06, 2025
Notification when Account Owner changes (pro)
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
Reply SalesOps
0 upvote
3 Replies
Josh
Recognized Expert | Diamond Partner
June 06, 2025 10:50
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
Solved
EVatsev on June 06, 2025
Date filter logic
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
Reply MarketingOps
0 upvote
1 Reply
Accepted solution
Josh
Recognized Expert | Diamond Partner
June 06, 2025 08:40
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
Solved
MLandry5 on June 05, 2025
Contact list assignment to another contact
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
Reply RevOps
0 upvote
4 Replies
Accepted solution
danmoyle
Most Valuable Member | Diamond Partner
June 06, 2025 09:14
@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
Solved
RichMai on June 04, 2025
How can I edit Subscriptions in HubSpot +1 or +3 months after the subscription stasrts
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
Reply RevOps SalesOps
1 upvote
4 Replies
Accepted solution
HubDoPete
Key Advisor | Gold Partner
June 10, 2025 03:31
Hi @RichMai Great answers by @danmoyle explaining shortcomings, workarounds and potential integrations to assist here. For the integrations,...read more
Solved
RalphM87 on June 03, 2025
Contact ownership not updating after meeting activity
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
Reply SalesOps
1 upvote
4 Replies
Accepted solution
danmoyle
Most Valuable Member | Diamond Partner
June 06, 2025 09:04
@RalphM87 I believe that to be right - managing notifications at the account user level would be my next step.
LDuncan3 on June 03, 2025
Capturing and automating future revenue
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
Reply RevOps
0 upvote
2 Replies
RubenBurdin
Top Contributor
June 16, 2025 10:48
Hi @LDuncan3 From what I know, the fix is 100 % doable with native tools, you just have to add one custom property and a tiny workflow: Ca...read more
Solved
Smanstey on June 03, 2025
Help please - MQL pipeline / revenue
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
Reply MarketingOps RevOps
0 upvote
1 Reply
Accepted solution
VPathania
Top Contributor
June 03, 2025 13:12
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
Solved
kamalhinduja on May 30, 2025
How to Create a Live Chat?
Hi , I'm Kamal Hinduja . Can anyone share the steps How to Create a Live Chat? Thnaks, Regards Kamal Hinduja Geneva , Switzerland:
Reply Platform
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
May 30, 2025 05:42
Hi @kamalhinduja , Yes, you can find the steps to do so here: https://knowledge.hubspot.com/chatflows/create-a-live-chat Best regards ...read more
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