Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

Répondre

17 Mentions J'aime

111 Réponses

Whathcock

Contributeur de premier rang | Partenaire solutions Diamond

Mai 18, 2023 15:55

Welcome, @dkhardwick !

PMcConnell le Juin 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 Lire la suite

Répondre Automation RevOps

0 Mention J'aime

1 Réponse

kvlschaefer

Gestionnaire de communauté

Juin 02, 2023 15:04

Hi @PMcConnell , Thanks for reaching out to the Community! I wanted to invite our subject matter experts to see if they have insight. ...Lire la suite

Résolues

SSundaram8 le Mai 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 Lire la suite

Répondre MarketingOps

0 Mention J'aime

2 Réponses

Accepted Solution

OPerek-Clark

Contributeur | Partenaire solutions Elite

Mai 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...Lire la suite

Résolues

fierceweek le Mai 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 Lire la suite

Répondre Data Quality

0 Mention J'aime

5 Réponses

Accepted Solution

mrobertson11

Participant | Partenaire solutions Diamond

Mai 26, 2023 12:55

More caffeine 😜

AHanno5 le Mai 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 Lire la suite

Répondre RevOps

0 Mention J'aime

2 Réponses

HCares

Participant

Mai 25, 2023 07:53

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

ChaiMhn le Mai 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 Lire la suite

Répondre RevOps

1 Mention J'aime

2 Réponses

ChaiMhn

Membre

Mai 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...Lire la suite

Edmund_Lam le Mai 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 Lire la suite

Répondre CRM Integrations

0 Mention J'aime

1 Réponse

kvlschaefer

Gestionnaire de communauté

Mai 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...Lire la suite

Résolues

Vicente1 le Mai 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 Lire la suite

Répondre SalesOps

1 Mention J'aime

3 Réponses

Accepted Solution

Jnix284

Leader d'opinion

Mai 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...Lire la suite

Résolues

DJohnson4 le Mai 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 Lire la suite

Répondre Contacts Conversations Developer Enterprise Workaround Workflows

0 Mention J'aime

10 Réponses

Accepted Solution

ArdenM

Participant

Mai 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...Lire la suite

SVenkatesan le Mai 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 Lire la suite

Répondre SalesOps

0 Mention J'aime

1 Réponse

kvlschaefer

Gestionnaire de communauté

Mai 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...Lire la suite

JKaufman le Avril 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 Lire la suite

Répondre RevOps

1 Mention J'aime

5 Réponses

JKaufman

Membre

Mai 08, 2023 19:16

Unfortunately I'm not seeing this feature in my settings

MFriberg le Avril 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 Lire la suite

Répondre Contacts Workflows

0 Mention J'aime

2 Réponses

MFriberg

Participant

Mai 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?

Résolues

cpeppas le Avril 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 Lire la suite

Répondre Perspective

2 Mentions J'aime

4 Réponses

Accepted Solution

danmoyle

Leader d'opinion | Partenaire solutions Elite

Avril 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...Lire la suite

Vous cherchez à entamer une conversation ou à poser une question ?

Créez un post

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar

Featured Content

Looking for Ideas to define Lead source for events

Workflow audit

Prevent companies with the same domain from creating duplicates