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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
Reply
16 upvotes
105 Replies
Jnix284
Thought Leader | Partner
March 07, 2023 16:36
Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂
Solved
EAndersson9 on March 27, 2023
Static Hubspot data over time
Hi everyone, I would like to know how others solve a problem that I'm guessing quite many runs into. How do you handle reporting in Hubspot with data that changes over time? For example, how many opportunities do we have each month. Since the read more
Reply RevOps
0 upvote
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
March 27, 2023 04:27
Hi @EAndersson9 , For the use case you're mentioning, HubSpot automatically maintains properties on the contact and deal record. There are "Be...read more
Mark_Kelly on March 26, 2023
How can we give a 3rd party partner access to portal with limited visibility?
Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more
Reply Admin Process RevOps SalesOps
0 upvote
2 Replies
LaurenKennedy
Top Contributor | Diamond Partner
March 28, 2023 13:07
@Mark_Kelly I'd recommend using permission sets/teams to limit visibility to owned items only.  
dea on March 22, 2023
Auto Capture URL Parameters (GCLIDS in particular)
Hello - I am looking for a way to easily capture URL based parameters (such as GCLIDS) and store them in hidden fields on my HubSpot embedded forms. Currently our Hubspot forms are set to auto capture and store UTM parameters (campaign, source, read more
Reply MarketingOps
0 upvote
1 Reply
kvlschaefer
Community Manager
March 23, 2023 01:41
Hi @dea , Thanks for reaching out to the Community! If your goal is to pass the GCLID value to Hubspot, it is possible to do via the coo...read more
AbbyRichter13 on March 19, 2023
Salesforce integration - help!?
Hi there, We are without internal expertise for marketig operatiosn and lean on rev ops experience, too. We are on Salesforce for the Sales team and leaning toward using HubSpot for marketing. If you have the same set up (Salesforce / HubSpot) read more
Reply MarketingOps
1 upvote
2 Replies
LaurenKennedy
Top Contributor | Diamond Partner
March 22, 2023 09:36
Thanks for the shoutout, @karstenkoehler ! @AbbyRichter13 , great place to ask for input! Things to know: the Salesforce data stru...read more
MisterKennedy on March 18, 2023
Bulk updating via CSV export > modify > re-import & reconfiguring extant properties
Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better "Hubspot way"? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. The company is without th read more
Reply bulk upload csv
0 upvote
2 Replies
MisterKennedy
Participant
March 20, 2023 08:28
Thankyou, @MiaSrebrnjak !
leenalzubi on March 16, 2023
Zoom Meeting Recording Uploaded to Ticket
Hi there We are mapping out our onboading process via tickets and I am trying to find a way to link the Zoom Meeting (not Webinar) recordings to the Ticket. The way we are consirdering generating the meetings is via the Meeting tab on the ticket. A read more
Reply RevOps
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
March 17, 2023 08:18
Hi @leenalzubi , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more
eduardogn13 on March 15, 2023
How do I optimize my data structure to integrate with CPQ/Subscription Management tools?
Hey there! 🙂 Any SaaS business using Hubspot integrated with a CPQ/Subscription Management tool like DealHub or Chargebee? If so, how do you keep Hubspot up to date on subscription variations to make it easier for Account Managers? read more
Reply Tech Stack
1 upvote
3 Replies
franksteiner79
Key Advisor
March 16, 2023 13:25
Thanks for tagging me @kvlschaefer ! @eduardogn13 sadly I know too little about either of the two tools not subscription management to give ...read more
Solved
AChubak on March 13, 2023
Date format for passing date properties through the URL parameters
Hello I'm trying to pass additional properties through the URL parameters. For example https://meetings.hubspot.com/person-name? lead_type=conference Will book a meeting with a person and will set lead_type to conference. I'm also trying read more
Reply Enterprise Knowledge Base Meetings
0 upvote
1 Reply
Accepted Solution
AChubak
Contributor
March 13, 2023 07:52
The answer is if you're passing a date property you need to pass the parameter as a timestamp set specifically for midnight UTC time of the date you'...read more
leenalzubi on March 09, 2023
Users in Goals
Hi there! I am unbale to find the users I need on the Custom Goal creation page. It gives me a set of users I can apply the goasl to, none of whom are who I need to set the targets for. I've checked, and they users missing are all listed as users read more
Reply RevOps
0 upvote
2 Replies
AnaWilliam
Member
March 10, 2023 11:02
It's possible that the missing users may not have the necessary permissions or roles assigned to them to be included in the list of users for setting...read more
koliveira123 on March 08, 2023
Building out a RevOps dashboard
Hi everyone, Building out a RevOps Dashboard and i was wondering if there are any reports you find useful or would be willing to share with me for tracking accountability throughout the customer journey.
Reply RevOps
1 upvote
2 Replies
AnaWilliam
Member
March 10, 2023 11:00
These reports will depend on your company's specific goals and metrics, but here are some examples: Sales pipeline report - This report shows the ...read more
leenalzubi on March 08, 2023
Reporting on Tasks
Hi there! I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way? Thanks!
Reply RevOps
1 upvote
3 Replies
jolle
Key Advisor | Platinum Partner
March 09, 2023 07:27
Happy to help 😄
leenalzubi on March 06, 2023
Automating Updating Line Items
Hi there! I am trying to automate the following: Our CSMs create a renewal deal --> deal created --> renewal type is upsell --> upsell deal created --> CSM closes upsell, eg. 1 (new) line item in it --> CSM has to go back to rene read more
Reply RevOps
1 upvote
2 Replies
aleeintellect
Participant
March 10, 2023 08:31
This is possible via Zapier, by associating the deals, fetching line items from the first deal and adding them to the second deal. HubSpot's quoting...read more
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