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💬 RevOps Discussions

💬 RevOps Discussions を検索する

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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21 いいね！

154 コメント

Robert_D

参加者

4月 29日, 2025 02:03

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

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AnnaStanuch 6月 12日, 2025

Syncing associations between HS and SF

Hi all, Can someone explain how (or if) Company-Contact associations are passed between HS and Salesforce? For example: 1. If the HS Contact is a SF Lead, the association cannot be passed, right? 2. If the HS Contact is a SF Contact and it gets a 続きを読む

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3 コメント

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AnnaStanuch

投稿者

6月 13日, 2025 07:21

I got the following AI-generated reply from HS support. I tested the sync, and it's true. 1. Overview of Company-Contact Associations By defaul...続きを読む

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BDeliman 6月 09日, 2025

Does any one use HubSpot for non profit fund raising?

Hi, I may be on the wrong board, but I have a quesiton for a colleague who's org uses HubSpot. A few people on the team are in are in fund raising (donors, grants, etc). Does anyone use HubSpot for fund raising? I'd like to learn about what repor 続きを読む

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0 いいね！

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TracyKronzak

投稿者 | Platinum Partner

6月 10日, 2025 14:49

Hi @BDeliman - This is a longer answer, as fundraising with HubSpot is both possible, and there are an increasing number of partners that integrate...続きを読む

AgiSob_42 6月 06日, 2025

Notification when Account Owner changes (pro)

Hi folks, I'm facing a challenge and might be missing something, so I'd love your input. The client is using the Professional edition (Marketing, Content, Sales, no Ops Hub) and syncing with Salesforce. Initially, the goal was simple: preven 続きを読む

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Josh

名誉エキスパート | Diamond Partner

6月 06日, 2025 10:50

Hi @AgiSob_42 , No, I think you're right. I chatted with @zachh and we determined that the best approach might be just one workflow that re-...続きを読む

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EVatsev 6月 06日, 2025

Date filter logic

Hi, I want to confirm what will exactly happen when I use a date and time picker property in a workflow to send a notification to a user exactly 7 days after the date in the property. What we want to do is send a push notification to app users 続きを読む

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Josh

名誉エキスパート | Diamond Partner

6月 06日, 2025 08:40

Hi @EVatsev , Pending any workflow delays, I believe that the system does take into consideration both the date and time. So in your example, ...続きを読む

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MLandry5 6月 05日, 2025

Contact list assignment to another contact

Hello, We want to set up a refferal tracking system. So we want to be able to link multiple contacts (reffered members) to a particular referree member (member that reffered others). I am a little lost on how to do this, the only idea I have is cre 続きを読む

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danmoyle

最優秀メンバー | Diamond Partner

6月 06日, 2025 09:14

@MLandry5 is the referring member a contact in the CRM also? Same object associations can do this with an association label like "referring member"...続きを読む

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RichMai 6月 04日, 2025

How can I edit Subscriptions in HubSpot +1 or +3 months after the subscription stasrts

Hi, I'm working with a pre series A, B2B SaaS provider. They are currently selling Annual Subscriptions and will eventually sell multi-year subscriptions. They are using HubSpot Subscriptions today (don't know the actual name of the module). 続きを読む

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4 コメント

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HubDoPete

キーアドバイザー | Gold Partner

6月 10日, 2025 03:31

Hi @RichMai Great answers by @danmoyle explaining shortcomings, workarounds and potential integrations to assist here. For the integrations,...続きを読む

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RalphM87 6月 03日, 2025

Contact ownership not updating after meeting activity

I am using the round robin scheduler to book demos but I find that the contact ownership is not updating after the meetings are scheduled. It is still defaulting to 'Unassigned-Ops team' user. Please note: I have kept the 'Prioritize contact owner' 続きを読む

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danmoyle

最優秀メンバー | Diamond Partner

6月 06日, 2025 09:04

@RalphM87 I believe that to be right - managing notifications at the account user level would be my next step.

LDuncan3 6月 03日, 2025

Capturing and automating future revenue

Is it possible to automate or integrate the potential 'expansion size' of a deal in HubSpot SQLs and Closed Deals for both the reason of showing expansion potential and to highlight that MQLS are worth more than just a certain revenue value (or 'num 続きを読む

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0 いいね！

1 コメント

Jaycee_Lewis

コミュニティーマネージャー

6月 03日, 2025 20:30

Hi, @LDuncan3 👋 Welcome to our community. Thanks for your question! I have a few questions to help give our community members more information...続きを読む

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Smanstey 6月 03日, 2025

Help please - MQL pipeline / revenue

Just wondering if I can pick your brain for a wee minute and see if I am wildly off track here. We have built a pretty successful way of capturing and tracking Marketing Qualified Leads through the lifecycle stages with a decent and robust proce 続きを読む

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VPathania

トップ投稿者

6月 03日, 2025 13:12

Your idea of using a Marketing Deal Stage as a flag makes sense only if: Sales agrees to start deals at that stage and strictly follow the same It...続きを読む

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kamalhinduja 5月 30日, 2025

How to Create a Live Chat?

Hi , I'm Kamal Hinduja . Can anyone share the steps How to Create a Live Chat? Thnaks, Regards Kamal Hinduja Geneva , Switzerland:

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karstenkoehler

殿堂入り | Solutions Partner

5月 30日, 2025 05:42

Hi @kamalhinduja , Yes, you can find the steps to do so here: https://knowledge.hubspot.com/chatflows/create-a-live-chat Best regards ...続きを読む

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Huntscape-Ops 5月 29日, 2025

Partner contact association

We have a customer that is ramping up a partner pipeline. How can I associate contacts to the partner company when an LP with a form (partner lead entry) is filled out? I want the partner to have company typer = partner and every lead they subm 続きを読む

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Josh

名誉エキスパート | Diamond Partner

5月 29日, 2025 16:24

Hi @Huntscape-Ops , Here's what I would do: Have a Partner ID for the partner company (It could be their record ID) If it were me, I wo...続きを読む

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EVatsev 5月 27日, 2025

Automating sales pipeline with workflows

Hello, I have a pipeline that needs to run automatically. I set up workflows that will move deals from stage to stage based on specific filters (I also copied them all to the deal level so reenrlomnet can work). However, reenrolmnet is (by defau 続きを読む

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