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maggiebutler en Septiembre 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 Leer más
18 Me gusta
133 Respuestas
Miembro
Marzo 26, 2024 04:35
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leer más
LMohr5 en May 24, 2024
Hello everyone, what is the correct r ecurring revenue inactive date (is it the last day of the contract, or the first day, the contract expired). Lets take a one year contract as an example. Contract Start Date: 01.05.2024 Recurring Revenu Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
May 24, 2024 03:40
Hi @LMohr5 , If it's a one year contract, then the subscription is still active on the 30th of April - meaning that it becomes inactive on the...Leer más
CDiVincenzo en May 22, 2024
Dear Hubspot Community, I would like to know if someone has used the new tool Forecasting AI. Theoretically it sounds quite useful, but in my case checking vs the won amount only last month looks more reliable than our submission. In the previou Leer más
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2 Respuestas
Miembro | Partner nivel Diamond
May 23, 2024 12:29
Hey @CDiVincenzo , I've been tinkering with Forecasting AI, and I totally get where you're coming from. It's a nifty tool, but it can be hit ...Leer más
Askarov en May 19, 2024
Hello Community, I'm looking to improve the CS team SLA. I like to create a notifiction and open a task to the CS team based on an email that is received from a records in the CRM. I'm using the sales professional account. What is the bast tri Leer más
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6 Respuestas
Participante
May 21, 2024 11:39
@james-portant , I appreciate your help! 🙏
Resuelta
ADSilva1 en May 16, 2024
What filters would you use to identify unnecessary workflows? Currently I'm using Off + Updated on > 180 days, and Unused + Updated on > 180 Days. If you have any better or more efficient ways I'd love to hear it 🙂
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
May 16, 2024 09:25
Hi @ADSilva1 , Those are good starting points, here's what I usually check: On or Off is equal to False (probably mostly drafts) Name co...Leer más
LSadowski en May 13, 2024
Hi, (hope this is the correct place to post this question/topic) I've encountered an issue with contact funnel reports: When the lifecycle stage of a contact has been mistakenly advanced, for example from Opportunity to Customer, they will a Leer más
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2 Respuestas
Colaborador
May 14, 2024 04:18
Hi Karsten, thanks for your quick reply. The issue you describe in your answer is a slightly different one than the one I'm referring to here, albei...Leer más
AnnaJancy en May 09, 2024
I have a recurring issue: every time I am adding new field in current mapping SF <> HS integration, HubSpot is somehow disassociating Opportunities from their Accounts in Salesforce, while everything remains unchanged in HubSpot. I asked S Leer más
Miembro | Partner nivel Diamond
May 10, 2024 18:57
@AnnaJancy Here’s a focused plan to tackle the issue of Opportunities losing their Account links in Salesforce after you update the SF-HS field map...Leer más
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DavidClark08 en May 08, 2024
Last to days I am in confussion about the Puch operation in Data Structure and Algorithm . I want to learn how to operate these operation and how to use it .Can any on share his knowledge aout DSA ?
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2 Respuestas
Accepted Solution
Administrador de la comunidad
May 08, 2024 19:06
Hey @DavidClark08 thank you for posting in our Community! In DSA, a "push" operation typically refers to adding an element to a data struc...Leer más
michaelhermon en May 07, 2024
Last week Qualifire was added to HubSpot's app marketplace. The app enriches, scores and routes inbound leads using 3rd party data enrichment and AI. Happy to offer a full-year discount to our first HubSpot users in exchange for feedback!
Participante
May 07, 2024 12:44
Looks good!
carmenb en May 06, 2024
What are other B2B SaaS companies doing to track early-stage leads (aka Lifecycle Stages = MQLs and SALs) in HubSpot? We used to have 1 big sales pipeline, and would create Deals as soon as Sales started working a contact/company. We would never Leer más
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5 Respuestas
Participante
May 21, 2024 00:42
Hi Carmen, we too have had trouble making the pipelines and dashboards useful. The "Insights" are wrong/noise because all the closed deals are inlcud...Leer más
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OAskarov en May 05, 2024
Hello Community, I was asked to generate a report for a customer showing me all of the SQLs with NO MEETINGS. I tried with a few properties, such as: Activity type Nevertheless, I'm getting back results that show deals with meetings. Does Leer más
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2 Respuestas
Accepted Solution
Colaborador líder | Partner
May 06, 2024 06:38
Hi @OAskarov , This isn't easily done with out-of-the-box properties, but what I would do is create a Deal based workflow that updates a prop...Leer más
DmytroChervonyi en Abril 30, 2024
Hi community! I'm happy to join. Recently, my team and I launched a sales planning/forecasting platform with real-time insights - Forecastio. Our team has worked in B2B sales and marketing for more than 15 years. We know how difficult it is to a Leer más
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2 Respuestas
Miembro
May 01, 2024 01:57
Thank you, Pam!
PBaxter en Abril 23, 2024
Hi all, I really like HubSpot's attribution reporting and have had some success with our team showing the various interactions that led up to the creation of a sales opportunity / deal. However, we have a long sales cycle, and tight qualific Leer más
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2 Respuestas
Colaborador
Abril 25, 2024 04:31
@PamCotton Thank you for your reply. We do have something working in zapier, which triggers each time a new meeting is logged - we call the hu...Leer más
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