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maggiebutler on September 14, 2020
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
19 upvotes
135 Replies
Member
July 03, 2024 08:11
Hello! I am Domi, from Brazil. I work in the Hospitality industry, with Revenue Management analysis.
Solved
Smanstey on July 11, 2024
We are using Lifecycle stages across Marketing and Sales and all automated Lifecycle stages are set up. There are manual Lifecycle stages required: MQL > SAL > SQL and back to from SAL > Subscriber Is there a way to block the skippi read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 11, 2024 10:33
@Smanstey I wouldn't let users update the lifecycle stage values directly – I would let them update the criteria that determine which lifecycle a c...read more
robertmaclean on July 09, 2024
We're a small team and we've only been using HubSpot for just under a year. A problem that I foresee growing is that we have our Support Desk which our customers use to seek support. However we also have members of our team outside of the CS team th read more
0 upvote
2 Replies
Participant
July 11, 2024 12:11
Hey! So there are two support emails that are used for our customers (one for the two sets of customers we have). Those are already connected to the ...read more
Romankoko on July 09, 2024
Hi, We have certain users who are non-exempt employees and therefore need to restrict their access outside of normal business hours. i.e We don't want them working after 6pm. We currently do that via Microsoft which controls more than Hubspot, b read more
0 upvote
4 Replies
Participant
July 10, 2024 11:59
got it...yeah, we don't have 5 years to get a solution in place, but I appreciate the confirmation.
Solved
EVatsev on July 05, 2024
Hello, I was testing new funnel and workflows that will change stages based on updates in contact properties. We have 3 sales funnels besides that and all their deals are now moved to a funnel called Users, stage Registered. Can we move them bac read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 05, 2024 11:06
Hi @EVatsev , The good news: yes, there is. The bad news: it's not very straight forward. You can find step by step instructions here:...read more
Solved
BOCondún on June 24, 2024
Hi all, My organisation is setting up an integration with Instantly.ai. The idea is for our Sales team to perform outreach on Instantly and only push contacts over to HubSpot when they meet a set list of criteira (still deciding on what that mi read more
0 upvote
2 Replies
Accepted solution
Guide | Partner
June 24, 2024 15:59
@BOCondún - there's so much that you could say about this at the philosophical and practical level. But I'll try and confine this post to a few con...read more
LCastellon on June 23, 2024
When I click on "display XML file" I get a 404 error page. In short, the site map generator doesn't work.
0 upvote
1 Reply
Hall of Famer | Elite Partner
June 23, 2024 16:42
Hi @LCastellon can you share a screenshot of the sitemap in HubSpot? Also what domain you have connected to HubSpot - we can confirm the sitemap ma...read more
Solved
Aaskarovo on June 23, 2024
Hello, I have an excel spreadsheet with contact records that I like to uplooad to HubSpot. There are two text free comments columns in the spreadsheet. I'd like to upload this list and see these comments on the record level. Is these a way to a read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
June 23, 2024 02:58
Hi @Aaskarovo , Both is possible. If you map these free texts into contact properties, you would have to make sure they're named in a way that...read more
Solved
lana604 on June 21, 2024
I have a workflow rule where I grab a date/time field with custom code and update that field to a date field (MM/DD/YYYY) as an output. Example: Date/time: 2024-06-21T00:29:23.243Z Date: 06/21/2024 I receive a "Success" message when testing th read more
Accepted solution
Contributor | Elite Partner
June 28, 2024 23:37
The date must best set to midnight in order to copy via native workflows. Here are my tests: code used output defined as datetime ...read more
Solved
Britta_Agel_ on June 19, 2024
Hi all, the Analytics Suite for Marketing is currently in Beta - I have no idea if there is a way to switch back to the old report. Because what I am missing in the new report re the filters. In "Web traffic analysis" --> "UTM parameters" I c read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Elite Partner
June 21, 2024 07:42
Hi @Britta_Agel_ I'm not sure why the beta isn't available for you to opt out of, I also couldn't find it so I could opt into it for our demo accou...read more
Solved
CDiVincenzo on June 19, 2024
Hello everyone! I am trying to build a workflow in HS which sends slack notifications when the close date is pushed more than three times, as it shows less probability of closing the deal as won. Unfortunately, the number of pushes of close date is read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Partner
June 19, 2024 07:30
Hi @CDiVincenzo , I hadn't seen this report/metric before so good to know that it exists! Unfortunately, some metrics in these reports are no...read more
MWhite61 on June 18, 2024
When I check the average response time on Monday for a specific date range it will give me as an exampole an average response time of 2.0 hours. But if I check it a day later it shows and avergae reponse time of 6 hours for the exact same time fram read more
0 upvote
1 Reply
Hall of Famer | Elite Partner
June 18, 2024 13:46
@MWhite61 can you share the criteria and filters you're using for the report? is it a single object report or a custom report? The more details and...read more
Schiste on June 13, 2024
Data Quality features to clean up data are getting better and better. They help a lot to maintain databases quite clean. But at the moment, they are small scale features. They work when a few hundreds records are impacted, but wor DB with 100s read more
0 upvote
7 Replies
Participant
June 24, 2024 14:14
Yes it is definitely exciting to see HubSpot expanding their data quality offerings. The recent addition of being able to set associations in workflo...read more
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