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💬 RevOps Discussions

Im Forum 💬 RevOps Discussions nach Lösungen suchen oder eine Frage stellen

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 Beitrag ansehen

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141 Antworten

Devinputra

Mitglied

November 23, 2024 01:08

Hi all, i am a business development that start implement RevOps Process in my current company.

darshanhira24 on Januar 13, 2025

Darshan Hiranandani : Integrating Product Activity with HubSpot

Hello everyone, I’m Darshan Hiranandani , looking for advice on the best way to integrate my customers’ activity within my product with HubSpot. Currently, we’re using PostHog to track events such as logins and other user activities, but I’d like Beitrag ansehen

Antworten SNA

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1 Antwort

karstenkoehler

Berühmtheit | Partner

Januar 13, 2025 00:21

Hi @darshanhira24 , PostHog seem to have a connector with HubSpot: https://posthog.com/cdp/hubspot-connector – unless specified otherwise, t...Beitrag ansehen

ei-p on Januar 09, 2025

Looking to understand Outreach vs Hubspot experiences

Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation Beitrag ansehen

Antworten Automation RevOps SalesOps

0 Likes

3 Antworten

HFisher7

Ratgeber/-in | Elite Partner

Januar 13, 2025 06:06

@ei-p - Currently working with a client on a project to migrate from Outreach to HubSpot so replying to see if anyone else gives feedback and to re...Beitrag ansehen

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Aaskarovo on Dezember 31, 2024

Salesforce sync

Hello community, I have a few error signs in our HubSpot <> Salesforce integration. One of them for a date field shows a Field Type mismatch. Is there a way to change the field type in HubSpot to fix this mismatch? If not, what's the wor Beitrag ansehen

Antworten Data Quality Integrations RevOps sync

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3 Antworten

Akzeptierte Lösung

PamCotton

Community-Manager/-in

Dezember 31, 2024 17:06

Hey @Aaskarovo , thank you for posting in our Community! Currently, you can’t change the field type of an existing property in HubSpot. The ...Beitrag ansehen

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Dogfishcronin on Dezember 20, 2024

Salesforce Integration Error - DEALS

Trying to to Opportunities and Deals to speak to one another but getting this error... "Default sales process unavailable" These Salesforce records can't sync to HubSpot because the default sales process is no longer available. Fix in Salesforce: As Beitrag ansehen

Antworten RevOps

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3 Antworten

Akzeptierte Lösung

Dogfishcronin

Teilnehmer/-in

Januar 02, 2025 08:39

Update: Fixed it 😎 . Essentially the Hubspot Pipelines caused the problems... setting this up or adding them from the Hubspot side has caused the ...Beitrag ansehen

SComeau on Dezember 17, 2024

Adjusting Actual Deal Value After Closed Won

Hello! Sometimes after we close a deal as Closed Won, we have to adjust the Deal value for one reason or another. Just looking for best practice on this and if anyone sees an issue with doing this. We do track the change via a Microsoft BI integra Beitrag ansehen

Antworten RevOps

1 Likes

3 Antworten

SuperStian

Mitglied

Januar 09, 2025 08:25

It would be interesting to hear what you are trying to solve here apart from just editing the deal value. You would typically just update the amount ...Beitrag ansehen

msshey_ on Dezember 16, 2024

Dashboard reporting

Hi Community, I have a quick question regarding the dashboard. When I check the module (see below), it shows $328K in closed deals. However, based on my records, which include only contracts signed and paid deals, the total is actually $277.8K. Beitrag ansehen

Antworten RevOps

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5 Antworten

Waqas56

Mitglied

Dezember 30, 2024 05:02

It sounds like there’s a discrepancy between the dashboard data and your records. Here are a few potential reasons and steps to clarify the issue: D...Beitrag ansehen

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SClara on Dezember 16, 2024

Integrating Product Activity Data with HubSpot: Best Practices and Solutions

What’s the best way to connect my customers’ activity within my product to HubSpot? Currently, we’re tracking activity in PostHog, but I’d like to send data such as logins and other events to HubSpot as well. Could you also clarify which HubSpo Beitrag ansehen

Antworten RevOps

0 Likes

1 Antwort

Akzeptierte Lösung

TomM2

Vordenker/-in | Platinum Partner

Dezember 16, 2024 13:15

Hey @SClara to have a full integration (IE list segmenetion, workflows etc) you need custom events api , which requires an enterprise level subscr...Beitrag ansehen

csaadia on Dezember 15, 2024

Predicitive Models

Hello! Could someone help me with this question? How to use predictive models such as churn and RFM (recency, frequency, monetary) in HubSpot?

Antworten RevOps

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3 Antworten

csaadia

Mitglied

Januar 06, 2025 09:18

Thank you Jordan!

drafeedie on Dezember 14, 2024

Projected ARR Calculations

I am trying to created a projected ARR number for each of our customers. We bill out customers a variable fee each month via Quickbooks and use the integraiton to sync invoices to Hubspot. Currently we have a roll up custom property that takes t Beitrag ansehen

Antworten Data Quality RevOps SalesOps

0 Likes

5 Antworten

BérangèreL

Community-Manager/-in

Dezember 17, 2024 09:13

Hi @GSriram , thank you so much for the details about how to use the integration for this specific use case! ❤️ Would that help @drafeedie ?...Beitrag ansehen

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Isabel_c on Dezember 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)?

Antworten RevOps

0 Likes

6 Antworten

Akzeptierte Lösung

karstenkoehler

Berühmtheit | Partner

Dezember 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 ...Beitrag ansehen

dmattauch on Dezember 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

Antworten RevOps SalesOps

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1 Antwort

kennedyp

Community-Manager/-in

Dezember 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. ...Beitrag ansehen

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msshey_ on Dezember 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 Beitrag ansehen

Antworten RevOps

0 Likes

1 Antwort

Akzeptierte Lösung

karstenkoehler

Berühmtheit | Partner

Dezember 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...Beitrag ansehen

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