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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
Reply
17 upvotes
111 Replies
Whathcock
Top Contributor | Diamond Partner
May 18, 2023 15:55
Welcome, @dkhardwick !
PMcConnell on June 02, 2023
Create line items with associations in Workflows
Hi all, I am running into a strange problem and hoping someone can shed some light on it. I am trying to create a line item using Workflows. This line item is to have an assocation to a deal. Below is a copy of my code with my parameters scrub read more
Reply Automation RevOps
0 upvote
1 Reply
kvlschaefer
Community Manager
June 02, 2023 15:04
Hi @PMcConnell , Thanks for reaching out to the Community! I wanted to invite our subject matter experts to see if they have insight. ...read more
Solved
SSundaram8 on May 26, 2023
Looking for Ideas to define Lead source for events
1. I am looking for an idea to define to Leads source for Events Marketing team? 2. Current Problem: They have Lead Source as Events and Sub Source as Physical, Virtual Event? 3. The problem is how can we track the leads per events, and what is th read more
Reply MarketingOps
0 upvote
2 Replies
Accepted Solution
OPerek-Clark
Contributor | Elite Partner
May 31, 2023 16:28
I totally agree with @Aakar . We do something similar. When we import event leads, we then run them through a data setting workflow which sets a ser...read more
Solved
fierceweek on May 25, 2023
Workflow audit
I'm currently working on a workflow audit for an existing org by going into each workflow to eyeball what it does and the properties used. After doing about 50 of these, my eyes are starting to cross. Is there an easier way to do this with the Hubsp read more
Reply Data Quality
0 upvote
5 Replies
Accepted Solution
mrobertson11
Participant | Diamond Partner
May 26, 2023 12:55
More caffeine 😜
AHanno5 on May 24, 2023
Net New Revenue Report Build - New Business + Upsell
Hi all! I'm looking to build a report that shows how much Net New Revenue we've won YTD. I have already edited the Deal Types field to include - Net New Business - Existing Business - Renewal - Existing Business - Upsell I'd like to be read more
Reply RevOps
0 upvote
2 Replies
HCares
Participant
May 25, 2023 07:53
Hello @MiaSrebrnjak I have sent you a private message I badly need your help
ChaiMhn on May 24, 2023
Populating Meeting Links Automatically
Hey all, In an attempt to clean up the left-side view of the company records one CTQ parameter for us is to have HubSpot meeting link of a user automatically populate when their name is added in the field. Is there a way to make this happen? Wou read more
Reply RevOps
1 upvote
2 Replies
ChaiMhn
Member
May 24, 2023 09:32
Hey Tom, thanks for reaching out. Current situation: Internally our team has to manually locate meeting links on the company record for the design...read more
Edmund_Lam on May 17, 2023
Two-way Contact Sync After Importing QBO Contacts into HubSpot
I just completed importing companies and contacts for a HubSpot installation. One of the import sources was a contacts spreadsheet exported from QBO. I did some data cleanup to make the data fields lined up with HubSpot's. Now, my client wants to ha read more
Reply CRM Integrations
0 upvote
1 Reply
kvlschaefer
Community Manager
May 19, 2023 09:14
Hi @Edmund_Lam , Thanks for reaching out to the Community! Would you be able to confirm which Quickbooks Integration you are looking to...read more
Solved
Vicente1 on May 16, 2023
HubSpot: Great for B2B, How about for B2C?
H there, I've always used Hubspot for B2B, but anyone has any ideas on how to organize objects (Conmpanies, Deals, Cotacts, etc), around a B2C operation? I've seen it, but I can't wrap my head around all of the "@gmails.com´s", and companies. I read more
Reply SalesOps
1 upvote
3 Replies
Accepted Solution
Jnix284
Thought Leader
May 17, 2023 15:44
Hi @Vicente1 having used HubSpot for b2c in the real estate industry, the struggle is real, but as @TomM2 mentioned, turning off the auto-associa...read more
Solved
DJohnson4 on May 05, 2023
Chatbot Date Re-formatting Custom Code
I have a Hubspot chatbot on my website which asks customers to enter a departure date. They enter it in dd/mm/yyyy format and it saves to a custom date picker property. However, when the departure date response is saved to the custom property, it s read more
Reply Contacts Conversations Developer Enterprise Workaround Workflows
0 upvote
10 Replies
Accepted Solution
ArdenM
Participant
May 10, 2023 18:39
I think I have this solved! Long story short, it's probably best to save the date provided by the user as a string, and then convert that string into...read more
SVenkatesan on May 04, 2023
Quote Based Workflow Re-Enrollment
1. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. 2. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. So Whenever a quote is "pu read more
Reply SalesOps
0 upvote
1 Reply
kvlschaefer
Community Manager
May 05, 2023 08:27
Hi @SVenkatesan , Thanks for reaching out to the Community! This is a great question 🙂 Let's invite our subject matter experts to t...read more
JKaufman on April 26, 2023
Prevent companies with the same domain from creating duplicates
Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl read more
Reply RevOps
1 upvote
5 Replies
JKaufman
Member
May 08, 2023 19:16
Unfortunately I'm not seeing this feature in my settings
MFriberg on April 21, 2023
Converting a string property to an int using custom code in workflow?
Hi! I've recently started deep-diving into what I would consider more advanced parts of HubSpot, and I've realized that one crucial property I use in various workflows is stored as a string instead of an integer, which limits how I can use it with read more
Reply Contacts Workflows
0 upvote
2 Replies
MFriberg
Participant
May 18, 2023 17:04
Hi @MiaSrebrnjak ! Do you have any other people who might be able to help with this that you could tag to get their eyes on it?
Solved
cpeppas on April 14, 2023
(SaaS Companies) Tracking multiple signups+cancels from the same person
It is common that a customer will sign up -> stay for a period of time -> cancel... and then come back later -> cancel... repeating the process (again). How are you guys differentiating these repeat signups/cancels from the "normal" cus read more
Reply Perspective
2 upvotes
4 Replies
Accepted Solution
danmoyle
Thought Leader | Elite Partner
April 24, 2023 08:51
@cpeppas in thinking through this, your idea on the custom property that adds each time they cancel seems like the best solution. I don't se...read more
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Looking for Ideas to define Lead source for events
Workflow audit
Prevent companies with the same domain from creating duplicates