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💬 RevOps Discussions

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maggiebutler en Septiembre 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 Leer más

Responder

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111 Respuestas

Whathcock

Colaborador líder | Partner nivel Diamond

May 18, 2023 15:55

Welcome, @dkhardwick !

PMcConnell en Junio 02, 2023

Create line items with associations in Workflows

Hi all, I am running into a strange problem and hoping someone can shed some light on it. I am trying to create a line item using Workflows. This line item is to have an assocation to a deal. Below is a copy of my code with my parameters scrub Leer más

Responder Automation RevOps

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0 Respuestas

Resuelta

SSundaram8 en May 26, 2023

Looking for Ideas to define Lead source for events

1. I am looking for an idea to define to Leads source for Events Marketing team? 2. Current Problem: They have Lead Source as Events and Sub Source as Physical, Virtual Event? 3. The problem is how can we track the leads per events, and what is th Leer más

Responder MarketingOps

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2 Respuestas

Accepted Solution

OPerek-Clark

Colaborador | Partner nivel Elite

May 31, 2023 16:28

I totally agree with @Aakar . We do something similar. When we import event leads, we then run them through a data setting workflow which sets a ser...Leer más

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fierceweek en May 25, 2023

Workflow audit

I'm currently working on a workflow audit for an existing org by going into each workflow to eyeball what it does and the properties used. After doing about 50 of these, my eyes are starting to cross. Is there an easier way to do this with the Hubsp Leer más

Responder Data Quality

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4 Respuestas

Accepted Solution

mrobertson11

Participante | Partner nivel Diamond

May 26, 2023 12:55

More caffeine 😜

AHanno5 en May 24, 2023

Net New Revenue Report Build - New Business + Upsell

Hi all! I'm looking to build a report that shows how much Net New Revenue we've won YTD. I have already edited the Deal Types field to include - Net New Business - Existing Business - Renewal - Existing Business - Upsell I'd like to be Leer más

Responder RevOps

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2 Respuestas

HCares

Participante

May 25, 2023 07:53

Hello @MiaSrebrnjak I have sent you a private message I badly need your help

ChaiMhn en May 24, 2023

Populating Meeting Links Automatically

Hey all, In an attempt to clean up the left-side view of the company records one CTQ parameter for us is to have HubSpot meeting link of a user automatically populate when their name is added in the field. Is there a way to make this happen? Wou Leer más

Responder RevOps

1 Me gusta

2 Respuestas

ChaiMhn

Miembro

May 24, 2023 09:32

Hey Tom, thanks for reaching out. Current situation: Internally our team has to manually locate meeting links on the company record for the design...Leer más

Edmund_Lam en May 17, 2023

Two-way Contact Sync After Importing QBO Contacts into HubSpot

I just completed importing companies and contacts for a HubSpot installation. One of the import sources was a contacts spreadsheet exported from QBO. I did some data cleanup to make the data fields lined up with HubSpot's. Now, my client wants to ha Leer más

Responder CRM Integrations

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kvlschaefer

Administrador de la comunidad

May 19, 2023 09:14

Hi @Edmund_Lam , Thanks for reaching out to the Community! Would you be able to confirm which Quickbooks Integration you are looking to...Leer más

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Vicente1 en May 16, 2023

HubSpot: Great for B2B, How about for B2C?

H there, I've always used Hubspot for B2B, but anyone has any ideas on how to organize objects (Conmpanies, Deals, Cotacts, etc), around a B2C operation? I've seen it, but I can't wrap my head around all of the "@gmails.com´s", and companies. I Leer más

Responder SalesOps

1 Me gusta

3 Respuestas

Accepted Solution

Jnix284

Líder intelectual

May 17, 2023 15:44

Hi @Vicente1 having used HubSpot for b2c in the real estate industry, the struggle is real, but as @TomM2 mentioned, turning off the auto-associa...Leer más

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DJohnson4 en May 05, 2023

Chatbot Date Re-formatting Custom Code

I have a Hubspot chatbot on my website which asks customers to enter a departure date. They enter it in dd/mm/yyyy format and it saves to a custom date picker property. However, when the departure date response is saved to the custom property, it s Leer más

Responder Contacts Conversations Developer Enterprise Workaround Workflows

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10 Respuestas

Accepted Solution

ArdenM

Participante

May 10, 2023 18:39

I think I have this solved! Long story short, it's probably best to save the date provided by the user as a string, and then convert that string into...Leer más

SVenkatesan en May 04, 2023

Quote Based Workflow Re-Enrollment

1. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. 2. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. So Whenever a quote is "pu Leer más

Responder SalesOps

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1 Respuestas

kvlschaefer

Administrador de la comunidad

May 05, 2023 08:27

Hi @SVenkatesan , Thanks for reaching out to the Community! This is a great question 🙂 Let's invite our subject matter experts to t...Leer más

JKaufman en Abril 26, 2023

Prevent companies with the same domain from creating duplicates

Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl Leer más

Responder RevOps

1 Me gusta

5 Respuestas

JKaufman

Miembro

May 08, 2023 19:16

Unfortunately I'm not seeing this feature in my settings

MFriberg en Abril 21, 2023

Converting a string property to an int using custom code in workflow?

Hi! I've recently started deep-diving into what I would consider more advanced parts of HubSpot, and I've realized that one crucial property I use in various workflows is stored as a string instead of an integer, which limits how I can use it with Leer más

Responder Contacts Workflows

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2 Respuestas

MFriberg

Participante

May 18, 2023 17:04

Hi @MiaSrebrnjak ! Do you have any other people who might be able to help with this that you could tag to get their eyes on it?

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cpeppas en Abril 14, 2023

(SaaS Companies) Tracking multiple signups+cancels from the same person

It is common that a customer will sign up -> stay for a period of time -> cancel... and then come back later -> cancel... repeating the process (again). How are you guys differentiating these repeat signups/cancels from the "normal" cus Leer más

Responder Perspective

2 Me gusta

4 Respuestas

Accepted Solution

danmoyle

Líder intelectual | Partner nivel Elite

Abril 24, 2023 08:51

@cpeppas in thinking through this, your idea on the custom property that adds each time they cancel seems like the best solution. I don't se...Leer más

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Looking for Ideas to define Lead source for events

Workflow audit

Prevent companies with the same domain from creating duplicates