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
Hello HubSpot Community, I hope you're all doing well. I've been using HubSpot for a while now and have generally relied on a consulting company for help with more complex tasks. However, I've decided that it's time to take the plunge and try read more
Hi all! I am thinking of ways to keep the wider org up to date on all the Hubspot product updates, and one thought is to feed the content of the Product Update page to a Slack channel. Has anyone tried this (or similar) before, and if so, how did read more
@PSterkenburg Great thought here!
It looks like native integration cannot help here. I would build a manual library/database of only relevant u...read more
Hi everyone, Some of my colleages have the following problems with our Hubspot email inbox. Not all colleages hve those problems. - Not connecting to the internet (while all other tabs are connected) - Can't send emails due to the internet problem, read more
Hi @Wildwoozt ,
This sounds like it might be more of an issue with your local network or machines vs. HubSpot issues. There aren't any outage...read more
Hi all, I have a form set up which has been functional with no issues for months. We have had the following error message reported in a required field for an email address - Must contain only numbers, +()-. and x. Has anyone seen th read more
You shouldn't need to change the contact property itself, just swap out the form field. If you delete the fax field and drag in your "email" field yo...read more
Hello all, seeking solution for a basic import job but I don't understand HubSpot import process well enough. All companies have already been imported into HubSpot. I have a file that includes the companies and company IDs plus the contact info read more
My company bosses say they have not canged my permissions but I can now no longer delete contacts, is there anyway of getting this back, or it is something that has been chamged and they are nottelling me the truth?
Hi @LPyle ,
If you were able to delete contacts before but cannot anymore, the most likely explanation is that someone changed your permission...read more
Hi, We are a SaaS company that is in the process of setting up our Hubspot instance via migration from Salesforce. We will be utilitizing Husbpot for Sales and Marketing activities and Gainsight/Freshdesk for our CX/Service needs. Customer market read more
Hey team, I figured out how to dynamically track Net Revenue Retention / team members as a percentage via custom code. The only problem is that to get it accurate at a company level, I need to divide the sum of all NRRs by the total amount of de read more
Hi @timo1
There's a default Company Property called Number of Associated Deals (num_associated_deals) that you can add to your calculation. ...read more
Hi community, We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I've looked through lots of custom and pre-built reports and can't seem to find one that captures historic pipeline, or can capture t read more
HI @YourHeadofSales hope you are doing great.
If you already know which dates you need to report on
I'd prepare a special dashboard with the re...read more
My company sells both recurring revenue items as well as one-time revenue items. A deal could have just recurring revenue line items, just one-time revenue line items or a combination of recurring and one-time revenue line items within one deal. Als read more
Hi @Swevive , Thank you for reaching out to the Community and thanks for the detailed and precise use case! I wanted to invite a couple of subject...read more
Is it possible to build a HS report based on email performance for cold outreach. Basically anyone that's been imported (no form fill) how does email perform for their first 5 emails received?
Happy to help @GHunt5 - the easiest way to do this would be to create a custom report using Contacts and Marketing Emails as your object type:
...read more
Hi, we have a few 3rd party sites which integrate with Hubspot using Zapier. On actions such as creating an account or a project, a contact is created or updated and contact and/or project data added to Hubspot. As we are using Zapier the So read more
Hi Josh, yes I realised that was an option and we could pre-process, I was just hoping there was a way to override the behaviour so the data would be...read more