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💬 RevOps Discussions

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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

18 upvotes

117 Replies

danmoyle

Thought Leader | Elite Partner

August 15, 2023 09:57

Welcome @SConnely !

Expertopinionsa on September 27, 2023

Importing Contacts Challenge - Seeking Community Guidance

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

Reply RevOps

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

September 27, 2023 09:21

Hi @Expertopinionsa , Happy to help here! @Expertopinionsa wrote: I'm struggling to map the columns correctly from my CSV file to Hub...read more

Solved

PSterkenburg on September 26, 2023

Feeding Hubspot Product Updates to Slack channel?

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

Reply Automation Integrations Perspective Platform Process RevOps

1 upvote

4 Replies

Accepted Solution

Shadab_Khan

Top Contributor | Elite Partner

September 28, 2023 02:18

@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

Solved

Wildwoozt on September 25, 2023

Problems with connecting etc.

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

Reply Admin

1 upvote

2 Replies

Accepted Solution

Josh

Recognized Expert | Platinum Partner

September 25, 2023 11:42

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

Solved

BAdmin3 on September 25, 2023

Form error message 'Must contain only numbers, +()-. and x.'

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

Reply MarketingOps

1 upvote

3 Replies

Accepted Solution

TomM2

Key Advisor | Partner

September 25, 2023 07:38

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

Solved

Rob_206 on September 23, 2023

How to import contacts and associate them with companies?

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

Reply RevOps

1 upvote

4 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

September 26, 2023 00:11

Hi @Rob_206 , @Rob_206 wrote: Since I selected a gingle object -> contacts This is the mistake. If you want to associate contacts...read more

LPyle on September 21, 2023

Permissions

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?

Reply Admin

1 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

September 21, 2023 13:10

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

Solved

GMarquez1 on September 14, 2023

Contact Setup Question

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

Reply Data Hygiene

0 upvote

2 Replies

Accepted Solution

HubDoPete

Guide | Gold Partner

September 15, 2023 04:12

Hi @GMarquez1 You mentioned both Contacts and Logged In Users. HubSpot treats Contacts and Users seperately. Users are created in HubS...read more

Solved

timo1 on September 11, 2023

Calculating NRR

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

Reply RevOps

0 upvote

1 Reply

Accepted Solution

Mike_Eastwood

Key Advisor | Gold Partner

September 11, 2023 20:22

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

Solved

YourHeadofSales on September 11, 2023

Tracking pipeline over time... automatically

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

Reply SalesOps

1 upvote

2 Replies

Accepted Solution

Lucila-Andimol

Recognized Expert | Elite Partner

September 14, 2023 15:47

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

Swevive on September 08, 2023

Recurring Revenue Deals, Upgrades, Downgrades, Churns, Renewals and Line Items

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

Reply RevOps SalesOps

0 upvote

1 Reply

BérangèreL

Community Manager

September 11, 2023 03:22

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

Solved

GHunt5 on September 07, 2023

Cold Email Reporting

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?

Reply RevOps

0 upvote

6 Replies

Accepted Solution

Jnix284

Thought Leader | Diamond Partner

September 11, 2023 15:47

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

MRBQ on September 07, 2023

Original Source & Latest Source from a 3rd Party site via Zapier

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

Reply Integrations

0 upvote

2 Replies

MRBQ

Member

September 07, 2023 08:28

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

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