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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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19 upvotes
141 Replies
Devinputra
Member
November 23, 2024 01:08
Hi all, i am a business development that start implement RevOps Process in my current company.
Solved
Isabel_c on December 05, 2024
Automate google drive folder creation with HubSpot
Is there a way for hubspot to auto create a google drive folder for new records, allow full access to anyone with a link, and connect the link into the company information in hubspot (after form submission)?
Reply RevOps
0 upvote
4 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
December 05, 2024 15:06
Hi @Isabel_c , Not natively, no. For this you would have to look into third party automation/integration, such as Zapier or Make, for example ...read more
dmattauch on December 05, 2024
Reports on NRR and GRR in Hubspot
Hi, Is it possible to directly report on NRR and GRR in Hubspot with reccuring revenue reporting? Thanks David
Reply RevOps SalesOps
0 upvote
1 Reply
kennedyp
Community Manager
December 05, 2024 17:33
Hey @dmattauch ! Thanks for your post. I understand your goal is to report on Net Revenue Retention and Gross Revenue Retention in HubSpot. ...read more
Solved
msshey_ on December 04, 2024
remove contact from a list
Hi Team, I have a quick question. I created an active list in HS that pulls contacts from specific stages in the pipeline, which I plan to use in a workflow to send an email blast. Is there a way to automatically remove a contact from the list if th read more
Reply RevOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
December 04, 2024 14:01
Hi @msshey_ , Yes, you need an additional list for that which filters for contacts associated to deals in that particular stage. Once yo...read more
Solved
DJacobi on November 25, 2024
Enhancing Customer Engagement with Utility Services Integration
Hi HubSpot Community, I’m working on a project for a regional service provider that involves integrating utility bill inquiry tools into their CRM to enhance customer engagemen t. The tool, FESCO Bill , allows customers to check their utility b read more
Reply Marketing
0 upvote
1 Reply
Accepted solution
Josh
Recognized Expert | Diamond Partner
November 26, 2024 09:54
Hi @DJacobi , This could get fairly complex, but here are some ideas to get you started. 3rd party data (FESCO) will need sent to HubSpot ...read more
Solved
Chinmayy on November 19, 2024
Tracking Funnel Conversions from Stage to Stage
Hi HS Community, We are having an issue in my company. We have lifecycle stages on our company level that are: Target -> Prospect -> Awareness -> MQA -> SAA > SQA -> Customer. We also have certain workflows that set some compan read more
Reply MarketingOps RevOps
1 upvote
6 Replies
Accepted solution
danmoyle
Most Valuable Member | Elite Partner
November 20, 2024 08:58
Hi @Chinmayy and welcome to the Community! You're finding a HubSpot expected behavior. In their design, HubSpot made it so lifecycle stages are lin...read more
Solved
JakeL on November 16, 2024
Pipedrive Deal Sync Errors: "This record didn't sync because of a HubSpot error." with no info
I have successfully connected the Pipedrive integration, and it is syncing deals. However, there are many deals that will not sync with the following error: "This record didn't sync because of a HubSpot error." There is no more specificity t read more
Reply Integrations
0 upvote
5 Replies
Accepted solution
Jonno_Price
Guide | Platinum Partner
November 18, 2024 05:02
Hello @JakeL and thanks @BérangèreL for the tag. Just a quick note that without full access to both PD and HS we would not be able to troublesh...read more
Solved
Huntscape-Ops on November 14, 2024
Agreements and contracts
I am working with a customer who is coaching. She wants to have people sign up for services through HubSpot and have agreements that the customer agrees to during the signup process. Is it possible to have agreements in Hubspot and be auto-signed read more
Reply RevOps
0 upvote
3 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
November 15, 2024 00:09
Hi @Huntscape-Ops , Beyond the quotes tool, HubSpot doesn't have any native features that include esignature. There are however integrations o...read more
Solved
AndyBlaSt on November 12, 2024
Is there really no way to dedupe import lists by more than just email/domain?
After a lot of research, I've concluded that there are no tools that offer advanced deduping of list imports into HubSpot. Is this true, or am I missing something? The blanket assumption seems to be that every company will have a single domain read more
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0 upvote
2 Replies
Accepted solution
AndyBlaSt
Participant
November 13, 2024 13:51
Appreciate the reply, Karsten. Unique properties could be a potential work-around for some lucky enterprises with very simple market data, but it do...read more
Solved
JMarino2 on November 12, 2024
Custom BDR bookings goal
Hi - I'm trying to create a custom goal to track BDR performance against a booking goal. Historically, we have assigned points to deals sourced by BDRs but in 2025 we are moving away from the points system and assigning goals aligned with deal amoun read more
Reply SalesOps
0 upvote
1 Reply
Accepted solution
PamCotton
Community Manager
November 12, 2024 17:51
Hey @JMarino2 , thank you for posting in our Community! Yes, you can set custom goals in HubSpot for tracking BDR performance based on deal ...read more
Solved
Odenspjut on November 12, 2024
problem connect wordpress Error message
"some error occured please try again after some time or use manual connect method" Someone have a solution? /Odenspjut
Reply Contextual Marketing
0 upvote
2 Replies
Accepted solution
ScottPennwood
Top Contributor | Platinum Partner
November 13, 2024 04:26
Good morning @Odenspjut , In the link @BérangèreL has provided, there are 3 bulletpoints that are usually the cause of all Wordpress-connect...read more
Solved
Rgonzalez1 on November 11, 2024
Snippets and Quotes and Commerce Hub
Due to certain restrictions with quotes, I am using snippets to describe services ... e.g. like a library of products to add into quotes. This works for me as I am a sales team member of one, but we are selling commerce hub into all kinds of account read more
Reply MarketingOps RevOps
0 upvote
3 Replies
Accepted solution
HubDoPete
Guide | Gold Partner
November 12, 2024 06:36
Hi Rebecca, Snippets are not really suited for use as a library of products. Have you explored using the HubSpot Product Library on your Comm...read more
Solved
SahilBahri on November 08, 2024
Live User Data from our Application
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into HubSpot, which currently is b read more
Reply Data Quality Process Tech Stack
0 upvote
5 Replies
Accepted solution
RSchweighart
Top Contributor | Gold Partner
November 12, 2024 18:09
Hi @SahilBahri , I don't have an in-depth answer but will provide some high-level thoughts. HubSpot has the ability to separate leads (if on...read more
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