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💬 RevOps Discussions

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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

21 upvotes

164 Replies

rchauhan2526

Member

February 05, 2026 15:36

Hi guys, I am Rohit Chauhan, working as a web devloper **bleep** operations analyst from past three years. On this platform I am learning more about ...read more

ISmolin on March 05, 2026

Available LLM/AI solutions to double check HS data for Data Enrichment

Hi colleagues, As we know, it's tricky to scale and use Smart properties when we are talking about hundreds and thousands of companies. I'm attaching the desired outcome we'd like to achieve in our company, with an option to check the data we ge read more

Reply Professional

1 upvote

2 Replies

danmoyle

Most Valuable Member | Platinum Partner

March 06, 2026 14:49

A very interesting use case @ISmolin (thanks for the tag @BérangèreL !). I can see using HubSpot custom workflows along with an integrated LLM fo...read more

DhavalDodiya on February 27, 2026

HubSpot users — how do you monitor revenue risk from inactivity?

I’m building a lightweight RevOps Agent that: - monitors CRM engagement patterns - flags early risk signals - explains impact on pipeline - recommends next actions It connects directly to HubSpot and produces a daily “risk feed”. I’m validat read more

Reply Data Quality MarketingOps RevOps SalesOps

0 upvote

2 Replies

DhavalDodiya

Member

February 27, 2026 13:06

Thank you Victor — really appreciate you sharing these threads and bringing in the community experts. Those discussions are very helpful for unde...read more

Solved

Emptywaterbottl on February 25, 2026

Prevent "New Logo" Deal Type on Companies with Status already set as "Client"

Hey everybody, I'm trying to enforce a rule in hubspot where deals created for companies with Company Status set to "Client" cannot be set as Deal Type = New Logo. It's fine for the deal to be created, I just want to make sure reps don't acc read more

Reply SalesOps

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 25, 2026 14:32

Hi @Emptywaterbottl , There you go 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-options-for-properties Best regard...read more

Solved

LuukHooijman on February 24, 2026

How to track deal ownership and time spent by actor in HubSpot?

Hello, Together with a colleague I am looking to build a system in HubSpot that tracks the time deals spend in each pipeline stage, and more specifically, which actor is "on the clock" at any given moment and for how long. The goal is to learn read more

Reply RevOps

3 upvotes

6 Replies

Accepted solution

RubenBurdin

Key Advisor

February 26, 2026 11:31

Hey @LuukHooijman , the reason your contact based workflows keep misfiring is exactly what you identified: activities on a contact aren't scoped to...read more

Solved

DhavalDodiya on February 21, 2026

How do you detect deal momentum loss before inactivity shows in reports?

Question for teams managing pipelines in HubSpot: Have you observed deals where engagement gradually weakens — but CRM activity alone doesn’t clearly flag risk early? Examples I’ve heard: - Response time shifts - Buyers stop initiating n read more

Reply RevOps SalesOps

0 upvote

3 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

February 23, 2026 08:40

Hi @DhavalDodiya , One thing we do is to score each call/meeting using AskElephant, which updates the record on the HubSpot side. This can hap...read more

Solved

MLaRosa3 on February 16, 2026

Rollup: Association Labels when there are multiple

We have created a roll-up field to detect if a Billing Contact has been added to a deal. The field is a roll-up count on the association label "Billing Contact" and as long as the count is greater than zero, we know there is at least one and then we read more

Reply RevOps

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 16, 2026 12:44

@MLaRosa3 aha! That suggests that some contacts might not have an email address? In any case, yes, using something that is definitely available on ...read more

Solved

BRegan4 on February 09, 2026

Table View Report with Primary and Secondary Sort Option

I have a report in table view that I would like to sort first by company owner on the account, and then the secondary filter have it be health score in order from worst to best. The options that I am seeing online are to have Dimesnsions as the pri read more

Reply Data Quality RevOps

1 upvote

2 Replies

Accepted solution

RomyFuchs1

Key Advisor | Diamond Partner

February 10, 2026 02:48

Hi @BRegan4 You’re running into two separate limitations in HubSpot’s reporting: Multi-level sorting in table view (dimension + breakdown...read more

Solved

Huntscape-Ops on February 06, 2026

Missing meeting activity from contact

Why is the meeting activity missing from the contact record but the transactional email showing

Reply RevOps

0 upvote

12 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 11, 2026 12:25

@Huntscape-Ops I've mentioned everything I can think of - this looks like a bug since you confirmed all potential other reasons I know of. HubSpot ...read more

Solved

ESoto097 on February 05, 2026

Transtioning into RevOps

Hi Everyone, This is my first post and am currently a Business Development Manager performing RevOps tasks. I have been here for 15 years and scaled it from one location to 4. It seems our processes are the same, however my company uses a diff read more

Reply RevOps

1 upvote

3 Replies

Accepted solution

thismarkjohnson

Participant

February 09, 2026 02:02

I’d start with HubSpot Academy’s RevOps and Reporting courses, then focus on workflows, custom objects, and dashboards since that’s where most real v...read more

Solved

Orianne on February 04, 2026

Caps on how many companies users can own

We’re looking to cap how many companies a sales rep can actively prospect at one time to drive better focus and ensure fair lead distribution as our sales team scales. We haven't found a native HubSpot way to limit the number of companies per re read more

Reply RevOps

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 04, 2026 09:34

Hi @Orianne , This is not possible out of the box, no. Interestingly enough, features are being introducted for tickets, see here: https://ap...read more

Solved

SRussell_FA on February 03, 2026

Modeling dynamic store + quantity data for client-facing quotes (no line items)

Looking for guidance from a RevOps / data-modeling perspective. We use HubSpot quotes for client-facing subscription pricing , but we also need to show a store-level quantity breakdown to clients. Line items are already used for subscriptions an read more

Reply Admin Data Hygiene SalesOps

1 upvote

3 Replies

Accepted solution

danmoyle

Most Valuable Member | Platinum Partner

February 11, 2026 10:20

Hey there @SRussell_FA . This is interesting. In my experience, when you add inventory to HubSpot, it complicates things pretty quickly. Not impossi...read more

Solved

RBanola on February 02, 2026

Courses to understand more about RevOps

Hi Team, Which courses or resources shall i use to learn more about commercial/revOps mgmt in hubspot or other CRMs? Also, do you have any suggestions for best certifications for it?

Reply RevOps SalesOps

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 02, 2026 05:08

Hi @RBanola , I think HubSpot's own revenue operations certification is a great starting point: https://academy.hubspot.com/courses/revenue-o...read more

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