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maggiebutler on Setembro 14, 2020
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 Leia mais
18 avaliações positivas
133 Respostas
Março 26, 2024 04:35
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leia mais
OAskarov on Março 27, 2024
Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Março 27, 2024 16:40
Hello @OAskarov , thank you for posting in our Community! Since you don't want sessions to be affected, ensure that your report filters only...Leia mais
rulpats on Março 26, 2024
Hi team, At this stage, activities in Hubspot get added as tasks in SFDC to integration users - this only happens if there is no contact owner mentioned in Hubspot. If the contact owner is known then those get assigned to the particular owner in SF Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Março 26, 2024 19:11
Hey @rulpats , thank you for posting in our Community! You can utilize our workflow automation to set up a rule that overrides the default t...Leia mais
rulpats on Março 26, 2024
Hi team, We have a form where there is a custom field called - 'Comments or Question' Is there a way to copy that value from the comment field to the salesforce task under the description section? I know these two are different objects, so copyi Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 26, 2024 03:05
Hi @rulpats , As far as I know, this is not possible directly, no. You could however create a contact-based workflow that enrolls contacts whe...Leia mais
timo1 on Março 25, 2024
Hey team. Looking to setup a pipeline structure for a services business. All they're interested in tracking is a new business (Entirely new customer) or Existing Business (anything new under a current customer) What would be the better option her: Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 26, 2024 00:54
Hi @timo1 , Separate pipelines should typically be used when the pipeline stages between sales or service processes differ. If you can find a ...Leia mais
Solucionado
CClaridge on Março 20, 2024
I'm currently using a free account, and trying to get Square and HubSpot to talk to each other so I can link my products to my sales activity in HubSpot. I limited my sync settings to only pull the product name and price, but it keeps excluding my Leia mais
0 avaliações positivas
10 Respostas
Accepted Solution
Participante de valor | Parceiro Diamante
Março 22, 2024 08:08
@CClaridge I created a test account with Square and added two products, for the sync I selected Square as source of truth: I also only ...Leia mais
Solucionado
brunabg on Março 19, 2024
Hello HS Community, I've created workflows to automate the conversion process from contact to deal, where the lead status changes automatically and the deal is created automatically. However, we sometimes need to convert more than one contac Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 20, 2024 07:05
Hi @brunabg , If you identify these contacts manually, you can establish the association (adding contacts to deals) by following these steps h...Leia mais
rulpats on Março 19, 2024
I want to achieve this Assign Hubspot MQL contact to the Account Owner mentioned in SFDC. Questions Is there a way to do this from Hubspot - via workflow? Is it the best thing to do from Hubspot or should it be handled from SFDC?
0 avaliações positivas
3 Respostas
Conselheiro(a) de destaque | Parceiro Diamante
Março 20, 2024 06:48
Hi @rulpats and thanks for the Tag @PamCotton ! Making two assumptions here: Your SFDC Account has synced to a HubSpot Company, and...Leia mais
Solucionado
SThomason on Março 18, 2024
Hi! I hope this is not a duplicate post - I've searched the community and didn't see anything regarding the issue I'm facing. I have created a new field mapping within the Salesforce integration of HubSpot and selected the "sync now" option instead Leia mais
0 avaliações positivas
7 Respostas
Accepted Solution
Conselheiro(a) de destaque | Parceiro Diamante
Março 19, 2024 10:38
Hi @SThomason , I agree with that recommendation. Build a smartlist of the contacts where the last sync time was before the change in mappin...Leia mais
JEpner4 on Março 15, 2024
Hi all, I'm currently brainstorming the best way to take availability calendars (setup with days of the week, and for each day three options of Mornings, Midday, or Afternoons) to best import to HubSpot. HubSpot doesn't seem to allow for sub-fi Leia mais
0 avaliações positivas
4 Respostas
Participante
Março 18, 2024 16:21
Thanks. The issue is this data is coming from a TypeForm, and it just wasn't setup optimally for importation to HubSpot. I spoke with the client, and...Leia mais
CibeleCavalli on Março 13, 2024
Hi, Aeveryone! How can I do a HubSpot backup? I created a manual routine in which every Friday I download all the objects we have, including all properties and associations, and store them on a company drive. I have already contacted the Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Março 13, 2024 09:20
Hi @CibeleCavalli , HubSpot doesn't offer any one-click-backup features out of the box. Currently, you would have to look into third-party int...Leia mais
Solucionado
SMumby-Harrison on Março 13, 2024
Hi all, I have recently created a custom object for a client with a pipeline added. However, the client has asked if there is a way to have 'Cumulative time in' and 'Latest time in' fields as we have in deals. The client wants to be able to Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Top colaborador(a) | Parceiro
Março 13, 2024 07:14
Hi @SMumby-Harrison , Does the client have ops hub? If so you can create a Today's date property and a workflow that schedules every day whic...Leia mais
Matan-PDQ on Março 10, 2024
Hi team, I have the following challenge: I'd like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action: Create new record ( Leia mais
0 avaliações positivas
2 Respostas
Gerente da Comunidade
Março 11, 2024 07:36
Hi @Matan-PDQ , I hope that you are well. I understand that you'd like to copy the date of the meeting into a custom property. Please let me know...Leia mais
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