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maggiebutler le Septembre 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 Lire la suite
19 Mentions J'aime
134 Réponses
Membre irremplaçable | Partenaire solutions Elite
Juin 14, 2024 06:50
Welcome to the community @Jess51 , happy you're here! I'm working on a project with a similar tech stack and looking at options for connecting...Lire la suite
Britta_Agel_ le Juin 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 Lire la suite
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Résolues
CDiVincenzo le Juin 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 Lire la suite
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2 Réponses
Solution Acceptée
Contributeur de premier rang | Partenaire solutions
Juin 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...Lire la suite
MWhite61 le Juin 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 Lire la suite
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1 Réponse
Membre irremplaçable | Partenaire solutions Elite
Juin 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...Lire la suite
Schiste le Juin 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 Lire la suite
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5 Réponses
Contributeur
Juin 17, 2024 18:01
@Schiste I feel this deeply in my soul! We have a custom API with our primary source of truth (a member management system that holds payment/accoun...Lire la suite
CDiVincenzo le Juin 06, 2024
Dear Hubspot Community, I have been using the new feature recently released from Hubspot, the deal score, and I find it so useful! I was wondering if anyone has thought about a baseline for the deal score, divided by deal stage. What is the th Lire la suite
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6 Réponses
Contributeur
Juin 19, 2024 05:30
Thank you so much @PamCotton
RMosley le Juin 06, 2024
I've been using QuickBooks for my small business, but lately, it keeps crashing randomly. It's disrupting my work and causing delays in managing my finances. What could be causing this, and how can I fix it?
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1 Réponse
Gestionnaire de communauté
Juin 12, 2024 07:45
Hi @RMosley , Thank you for reaching out to the Community! Which integration are you using? Is it this one " QuickBooks Online "? After which ac...Lire la suite
Résolues
JBo24 le Juin 04, 2024
Hello, I'm looking for help creating a custom report in Hubspot - I'd like to be able to search keywords from email sent and received with the overall goal of having reports by subject matter and/or brand. Is this possible? Thanks!
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Juin 05, 2024 00:06
Hi @JBo24 , Not out of the box, no, and not in the exploratory way that you're probably looking for. In the single object activity report buil...Lire la suite
SemRC le Mai 31, 2024
Hi all! I have a use case where I want to automate as much as possible in onboarding our new customers (the onboarding phase is tracked via onboarding tickets). This means at every stage tasks are created, and if all tasks are marked complete th Lire la suite
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2 Réponses
Participant
Juin 03, 2024 04:41
Dear Pam, Thanks for your quick response! Does this mean it's only possible via an external app / API? I thought the custum coding would also...Lire la suite
CWatson12 le Mai 29, 2024
I am trying to build out a formula property that will calculate the time it takes from getting assigned a lead to sales outreach. I've run into two issues here: 1. the activities object consideres notes and tasks an activity and we do not cons Lire la suite
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2 Réponses
Contributeur | Partenaire solutions
Juin 18, 2024 05:39
Hi @CWatson12 , Rather than using Last Activity Date, I'd recommend setting up a workflow that runs off of Last Contacted, which doesn't take notes...Lire la suite
Résolues
CDiVincenzo le Mai 29, 2024
Dear HubSpot Community, I am struggling with dormant deals, not sure what is the best way to treat them. Close the deal and re-open it or just keep it open for long time? Do you know if HubSpot offers a way to store the dormant deals? Like Sale Lire la suite
0 Mention J'aime
2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Mai 29, 2024 07:59
Hi @CDiVincenzo , I'd recommend defining a period of time of acceptable inactivity (e.g. 30 days), then setting the deal to closed lost. The d...Lire la suite
Résolues
cianxwright le Mai 25, 2024
Hey everyone, I'm running CRM by myself for the first time without rev ops support as a partnerships leader so apologies if this is a very basic question. I'm looking to automatically update a field on a custom object and it's stage in a funnel as Lire la suite
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1 Réponse
Solution Acceptée
Contributeur de premier rang | Partenaire solutions
Mai 27, 2024 04:40
Hi @cianxwright , Firstly, are Deals and the Custom Object associated to each other? If they are I would do this by using a calculated proper...Lire la suite
Résolues
LMohr5 le Mai 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 Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Mai 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...Lire la suite
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