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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
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21 upvotes
157 Replies
kosalaindrasiri
Top Contributor | Partner
July 14, 2025 15:29
Hi everyone! 👋 I'm Kosala Indrasiri, CEO at Sanmark Solutions , where we specialize in CRM integrations and CMS development . 🔧 We'v...read more
Solved
RPerez14 on July 18, 2025
How To Select Company That Is Non-Primary?
I have a PQL that, when there are 2 or more companies, the partner or agency is assigned as "Primary". I want to edit the lifecycle stage of every company that is not assigned as "primary" through a workflow, but I only have an option to select "Pri read more
Reply RevOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
July 18, 2025 12:51
Hi @RPerez14 , Yes, via a list. Create a list with companies that have the primary association label - then only enroll records into your work...read more
Solved
RPerez14 on July 17, 2025
Using Events For Triggers
I'm trying to create a workflow that triggers when certain events occur. Delay has a functionality that waits until a certain event happens such as "email replied" or "call ended". I want to add these events to the initial trigger of my workflow but read more
Reply RevOps
0 upvote
4 Replies
Accepted solution
MeganLegge
HubSpot Product Team
July 17, 2025 10:45
Hi @RPerez14 If you search for the trigger "replied to email" you will find what you need on the page you are on. It's under Digital interaction...read more
Solved
Huntscape-Ops on July 16, 2025
All buying roles required
I have a customer that wants a report that shows: Rep name, number of deal, deal missing ANY of their 9 custom buying roles. A contact can have more than 1 of their buying roles How would I show if any of the 9 buying roles were missing if read more
Reply MarketingOps RevOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
July 17, 2025 00:06
Hi @Huntscape-Ops , This would require the use of association labels and assisting lists: https://knowledge.hubspot.com/object-settings/creat...read more
Solved
RPerez14 on July 16, 2025
How To Create Event Trigger For Associated Deal
Hello, I am working on a workflow and I want to create a delay "until an event occurs", and I want the event to be a property change in an associated deal. I have options to pick contact properties, but I can't pick any other objects on this scr read more
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0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
July 16, 2025 11:03
Hi @RPerez14 , This is currently not possible – and attempting to do so is typically a sign that you should rethink how your workflows are str...read more
Solved
COHagan8 on July 15, 2025
How do you document or back up complex workflows in HubSpot?
Hi everyone, I'm curious how other companies are safeguarding and documenting their workflows in HubSpot. We’re currently using Pro Backup , but while it stores the workflow data in the background, it doesn’t really help us visualize the wo read more
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0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
July 15, 2025 04:48
Hi @COHagan8 , Could you elaborate on the purpose of the backup? I'm asking mostly because HubSpot gives you access to the workflow version...read more
kara_susvilla on July 14, 2025
📊 Modern Data Strategies for RevOps Teams: Lessons from Financial Services
Hey RevOps Community! 👋 Just reviewed this fascinating guide from Snowflake on how financial services organizations are transforming their data operations - and there are some solid takeaways for RevOps teams dealing with similar challeng read more
Reply Data Quality Integrations RevOps
0 upvote
1 Reply
Jaycee_Lewis
Community Manager
July 14, 2025 17:23
Looks great. Thanks for sharing @kara_susvilla 🙌 — Jaycee
Solved
RPerez14 on June 27, 2025
Deals Label Workflow Won't Branch Properly
issue workflow (unresponsive UI) correct workflow (responsive UI) custom property settings I am trying to create a workflow that checks whether a deal has a primary company label or not, and then adds the deal to an active list to be man read more
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0 upvote
8 Replies
Accepted solution
MHolzer
Contributor
July 01, 2025 08:39
@RPerez14 instead of using custom code try using a rollup property which counts the primary companies associated to the deal, the roll up property ...read more
Solved
RPerez14 on June 27, 2025
Primary Label Workflow Won't Branch Properly
I'm creating a workflow that checks whether a deal has a primary company label or not, and then it adds the deals to an active list to be manually reviewed. When I run test cases through the workflow, they all move through "none met" when they shoul read more
Reply Automation RevOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
June 27, 2025 06:49
Hi @RPerez14 , No need to cross-post – but I'll reply here as well. Why not just use a branch? This would be a lot less ...read more
Solved
RMA12345 on June 26, 2025
Tips on BDR Sequences to avoid overdue Tasks
Hi all, I am working with a services company that has a BDR team of 7 BDRs that make 80 calls per day to schedule sales calls for our sales reps. I'm looking for any best practices on tips re: addng Contacts into Sequences that avoid the read more
Reply SalesOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
June 26, 2025 23:58
Hi @RMA12345 , What you’re running into is one of the classic growing pains of outbound sales ops in HubSpot: Sequences are easy to launch but...read more
Solved
PGrubba on June 26, 2025
[Urgent Help] Churn Rate Chart by Manager (Owner) in HubSpot — Is It Even Possible?
Hi everyone, I'm trying to build a simple churn rate chart directly in HubSpot, and I'm genuinely surprised at how difficult this has been. I really need your help to understand whether I'm missing something obvious or if HubSpot simply doesn't sup read more
Reply Automation RevOps
0 upvote
3 Replies
Accepted solution
GiantFocal
Top Contributor | Gold Partner
June 27, 2025 04:06
HubSpot doesn’t natively support true churn rate reporting with monthly breakdowns and owner-level filters out of the box, even on the Pro and Enterp...read more
Solved
RPerez14 on June 26, 2025
Alternatives To Using Association Labels In Flows?
I'm trying to create a worfklow in HubSpot which checks if a deal has a primary company label, and flags them if they don't. I was searching online and I learned that HubSpot doesn't have built-in functionality on my subscription tier to work with a read more
Reply RevOps
0 upvote
5 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
June 26, 2025 06:13
@RPerez14 associations have dedicated actions and cannot be updated through "Edit record".
Solved
Anderson0001 on June 21, 2025
Launching Landing page & unable due to "malicious host" after getting hold of google ad"s support
Hi i really want to get my website live for google ads service based buisness, below i copy and pasted last intereaction ive recieved from google ads support for reason for "mirepresentation" based on this: Investigation: We've received an upda read more
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0 upvote
1 Reply
Accepted solution
ArisudanTiwari
Guide | Gold Partner
June 21, 2025 16:19
Hi @Anderson0001 , This issue is happening because your landing page is hosted on HubSpot’s shared domain (hubspotpagebuilder.com), and another su...read more
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[Urgent Help] Churn Rate Chart by Manager (Owner) in HubSpot — Is It Even Possible?
Launching Landing page & unable due to "malicious host" after getting hold of google ad"s support