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💬 RevOps Discussions

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maggiebutler 9月 14日, 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 続きを読む

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142 コメント

EIgwe

メンバー

2月 02日, 2025 20:21

Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...続きを読む

TOffen 2月 06日, 2025

Best pipeline setup for tracking SAAS metrics (ARR/NRR/CHURN/EXPANSION)

Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. W 続きを読む

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DianaGomez

コミュニティーマネージャー

2月 07日, 2025 11:59

Hi @TOffen , Thanks for reaching out to the Community! I came across a question that's really similar to yours in another thread, and ...続きを読む

AGeorge024 1月 31日, 2025

Hubspot extension integration with Google Calendar

HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he 続きを読む

返信 Data Hygiene Data Quality Integrations Process RevOps SalesOps

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PamCotton

コミュニティーマネージャー

1月 31日, 2025 16:44

Hey @AGeorge024 , happy Friday! Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...続きを読む

JJ08 1月 30日, 2025

Using HubSpot's Default Deal Push Rate in a Custom Report

Hello, HubSpot Community! We are trying to use the default Deal Push Rate that HubSpot provides in Reporting → Analytics Suite → Sales → Deals → Deal Push Rate and integrate this percentage into a custom report . Our Goal: We want 続きを読む

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JJ08

参加者

2月 02日, 2025 12:29

Hi Pam, Thank you for your reply. Do you have a formula template or anything similar that can help us get started or that we can benchmark?

JPadgett7 1月 29日, 2025

SaaS Products - Calculating Deferred Revenue when Deal is Paid Up Front

Our company sells software licenses agreements at a monthly rate for 1, 2, and 3 year license terms. Almost all these licenses purchases are billed/paid upfront. Ex. Customer buys a 1 year license agreement for $29/month $49/month x 12 month 続きを読む

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DianaGomez

コミュニティーマネージャー

1月 30日, 2025 11:47

Hi @JPadgett7 , Thanks for reaching out to the Community! I’d like to invite our experts to join this conversation to see if they’ve w...続きを読む

DavidVillalona 1月 29日, 2025

Deal amount when subscription is cancelled

Hi all, What would be the best practice for determining the deal amount based on a subscription that was initially agreed upon as 6 payments of $1,000 per month but ended at month 4 due to cancellation? Normally, we would close this deal at $6,0 続きを読む

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emilianovargas

参加者

1月 29日, 2025 14:16

Hi JosueVillalona , It sounds like you’re asking how to adjust a deal’s value when a subscription ends early. For accuracy, updating the closed ...続きを読む

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AMatalia 1月 29日, 2025

Tracking Discovery Completed per month - deal not showing once its moved to Closed Lost

Does anyone know how I can fix my report to ensure that it's showing all deals in Discovery Completed per month even if it moves to another stage in that same month or moves to Closed Lost. I am trying to track each sales rep's activity and goals fo 続きを読む

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2 コメント

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PamCotton

コミュニティーマネージャー

1月 29日, 2025 18:36

Hey @AMatalia , thank you for posting in our Community! To track all deals that have been in the "Discovery Completed" stage within the curr...続きを読む

FTroppé 1月 24日, 2025

Get the email body

Hello, I have tried to get the email body with N8N or Zapier. This field doesn't semble available. For N8N, it is written I need the sales-email-read scope. I tried to find the solution, however I am lost and I don't know if it is really possible. 続きを読む

返信 SalesOps

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mzuger

メンバー

1月 25日, 2025 12:22

You're looking for apps with specific permissions visible. Some apps, like Google Workspace or SASSA SRD Appeal certain security tools, show permis...続きを読む

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SKerrigan5 1月 23日, 2025

Update deal close date to future

I am trying to update a deal close date to a date in the future (e.g. last day of the month) once it has gone past the close date and the deal is still open. This will help in forecasting numbers. We have operations hub and I think this should b 続きを読む

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3 コメント

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TSburv

参加者

1月 23日, 2025 11:07

Hello, I'm glad my answer was helpful. Here’s what you might need to check and adjust: 1. Property to include in the code. From your screenshot,...続きを読む

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FMurad 1月 22日, 2025

How to set recipient name and email based on Google Sheets scenarios

I'm looking to build a rather complex automation, and was wondering if it was possible. I have a Google Sheets worksheet with some "scenarios." It contains scenarios 1-20 under a Scenarios column. Each scenario is determined by the availabilit 続きを読む

返信 Automation Integrations MarketingOps SalesOps

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5 コメント

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LautaroDelPlato

トップ投稿者 | Elite Partner

1月 23日, 2025 07:49

Hi @FMurad You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...続きを読む

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HighPerformer 1月 16日, 2025

Need Help Migrating Google Sheets Onboarding Workflow to HubSpot

Hi HubSpot Community, Currently managing our onboarding workflow through Google Sheets, tracking: - MRR Backlog - Installation dates - Project status - Customer onboarding progress Looking to migrate everything 続きを読む

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1 コメント

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DianaGomez

コミュニティーマネージャー

1月 17日, 2025 04:44

Hi @HighPerformer , Thanks for reaching out to the Community! Just to confirm, are you looking to import the data you have in Google...続きを読む

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LULUDEDE 1月 15日, 2025

Workflow: properties unsupported?

I'm trying to set up a workflow that will generate a renewal deal once a new business deal is set to closed won. I have some guides on how to do this and the guides recommend to 'choose a property' but they're listed as 'unsupported'. I can't find i 続きを読む

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2 コメント

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karstenkoehler

殿堂入り | Solutions Partner

1月 15日, 2025 08:31

Hi @LULUDEDE , Where exactly are you seeing this dropdown? Could you share a bigger screenshot with the context around this dropdown? Are you ...続きを読む

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Lamont1 1月 14日, 2025

How to create a is deal active field

How can I build a calculated property under the deals object in HubSpot that automatically marks a deal as “Active” or “Not Active” based on whether it’s “Closed Won” and falls between subscription start date and end date. I created two properties o 続きを読む

返信 Automation

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3 コメント

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karstenkoehler

殿堂入り | Solutions Partner

1月 14日, 2025 14:47

Hi @Lamont1 , Calculation properties with custom equations don't have the concept of now / today. I would probably solve this with a workflow....続きを読む

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Featured Content

Best pipeline setup for tracking SAAS metrics (ARR/NRR/CHURN/EXPANSION)

SaaS Products - Calculating Deferred Revenue when Deal is Paid Up Front

Tracking Discovery Completed per month - deal not showing once its moved to Closed Lost