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💬 RevOps Discussions

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maggiebutler en Septiembre 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 Leer más

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154 Respuestas

Robert_D

Miembro

Abril 29, 2025 02:03

Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.

namangupta en May 13, 2025

Billing and subscription issues

Hey, is it just me or many of you face issues in managing billing and subscription, overall revenue per say in HS Here are some that I personally faced. 1. Creating and managing complex product and plan catalogue, 2. Automation and integra Leer más

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2 Respuestas

namangupta

Miembro

May 13, 2025 01:15

I have updated it above check

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brittjoiner en May 08, 2025

Creating automation when a live chat is started

Hi fellow Hubbies! (Is that a thing? Maybe it should be? 😂 ) I'd like to create an automation that posts a message in a team Slack channel when someone intiates a chat in our live chat. I've currently been assigning new conversations to myself Leer más

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4 Respuestas

Solución Aceptada

brittjoiner

Participante

May 09, 2025 14:10

Update, our lovely CSM Jonah helped me figure out a workflow that seems to be solving this!

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JLow16 en May 06, 2025

Will importing product library overwrite existing line item

I have deals with line items in existing product library. If I do an import to update the existing product library, will it impact the existing line items?

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2 Respuestas

Solución Aceptada

JLow16

Miembro

May 06, 2025 22:35

Great! Thanks for the info, Josh!

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Tracy_Team201 en May 05, 2025

New Beta Feature - Create new contacts from Social interactions - Throwing an Error

I'm trying to use a new beta feature: Create new contacts from Social interactions Every time I add someone I get this error message: Any idea why it's not working?

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2 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

May 05, 2025 13:06

Hi @Tracy_Team201 , If you have tried another browser / clearing cache and cookies / a private window / disabling extensions and waiting, I'd ...Leer más

Trekker en May 03, 2025

Meeting round robin --> assign to new round robin owner?

I've got a workflow where when someone schedules a meeting using the demo form + calendar tool, it will automatically open a deal and assign it to the contact owner. Is there a way to have it reassign the lead to the person the deal was round robin' Leer más

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1 Respuestas

karstenkoehler

Miembro del salón de la fama | Partner

May 03, 2025 16:17

Hi @Trekker , I'm not sure I'm following. You're saying that you're creating a deal and assigning it to the contact owner - and you're asking ...Leer más

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ASinghal8 en May 02, 2025

Product Object

I want to understand if I can change the Unit Price Field and Quantity field ? I am dealing with Hourly pricing, these are mostly services but not the actual product. I want it to function differently when selecting line items from the product libra Leer más

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1 Respuestas

Solución Aceptada

RubenBurdin

Colaborador líder

May 02, 2025 12:14

Hello, @ASinghal8 “Unit price” and “Quantity” are locked default number properties on both Product and Line Item objects—you can edit their value...Leer más

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PMenkar1 en May 02, 2025

Property to calculate number of renewals deals

Hi folks, I am trying to create a calculated or roll-up property to get the number of active opportunities which are renewals in nature. I have a deal form where I capture the deal type i.e new or renewals. Natively HubSpot calculates how m Leer más

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2 Respuestas

Solución Aceptada

PMenkar1

Colaborador

May 06, 2025 06:06

Hey @karstenkoehler I tried it using the association label, we can mark the renewals by association labels. Created a rollup property for counti...Leer más

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NFarrell en Abril 24, 2025

Non-Profit Fundraising and Revops!

Hi! I am a rev ops associate and database administrator for a non profit. We are newly integrating hubspot into our revenue operations and trying to establish a flow that minimizes any redundancies or error or confusion in our processes for mana Leer más

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1 Respuestas

Solución Aceptada

RubenBurdin

Colaborador líder

Abril 25, 2025 03:50

It would help to better understand your internal processes to be able to make recommendations. As best practices, there are a lot of things you can t...Leer más

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Theo6578 en Abril 22, 2025

how to connect custom pixel changer to wp

how can i connect pixel changer tool https://resizepanda.com/ (custom to wordpress)

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2 Respuestas

Solución Aceptada

GiantFocal

Colaborador líder | Partner nivel Gold

Abril 25, 2025 00:22

Hi @Theo6578 , If you're referring to having image resizer tool in WordPress, then you can actually use WordPress' built-in image resizer. ...Leer más

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THayes3 en Abril 18, 2025

Colored properties for Property Sync

The ability to apply colors to properties has been great but theres a gap. When creating a Property Sync, you can only apply color to the Property you are syncing from. I have a Company drop down property with two colored options "Yes" is colored Leer más

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Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Abril 18, 2025 15:37

Hi @THayes3 , The best place to provide this feedback to the product team is in the HubSpot Ideas section of the community https://community....Leer más

kpmc en Abril 18, 2025

Subscription Products Lifecycle Management

Hi, We are currently a Salesforce shop using Salesforce CPQ (previously Steelbricks) and we are considering a move to HubSpot. We are using CPQ to generate order forms for new business deals, expansions and renewals. We are using NetSuite for bi Leer más

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3 Respuestas

kpmc

Participante

Abril 24, 2025 12:58

Thanks, RubenB! I will take a look at quote happily. Based on their website, it doesn't look like it is really suited for subscription lifecycle ma...Leer más

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JSmith84 en Abril 18, 2025

Use Hubspot form to create Salesforce Opps without creating Hubspot contact

Hi there, can someone help? I need to create a form in Hubspot (very simple, just a couple of fields) that goes on to create an Opportunity in Salesforce. Is this possible without the form creating a Contact in Hubspot (and with only using Hubs Leer más

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2 Respuestas

Solución Aceptada

Josh

Experto reconocido | Partner nivel Diamond

Abril 18, 2025 08:21

Hi @JSmith84 , I guess you could build a form that uses ticket properties and allow the HubSpot system to create a temporary ticket without an...Leer más

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