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💬 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

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154 Réponses

Robert_D

Membre

Avril 29, 2025 02:03

Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.

namangupta le Mai 13, 2025

Billing and subscription issues

Hey, is it just me or many of you face issues in managing billing and subscription, overall revenue per say in HS Here are some that I personally faced. 1. Creating and managing complex product and plan catalogue, 2. Automation and integra Lire la suite

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namangupta

Membre

Mai 13, 2025 01:15

I have updated it above check

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brittjoiner le Mai 08, 2025

Creating automation when a live chat is started

Hi fellow Hubbies! (Is that a thing? Maybe it should be? 😂 ) I'd like to create an automation that posts a message in a team Slack channel when someone intiates a chat in our live chat. I've currently been assigning new conversations to myself Lire la suite

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Solution Acceptée

brittjoiner

Participant

Mai 09, 2025 14:10

Update, our lovely CSM Jonah helped me figure out a workflow that seems to be solving this!

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JLow16 le Mai 06, 2025

Will importing product library overwrite existing line item

I have deals with line items in existing product library. If I do an import to update the existing product library, will it impact the existing line items?

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JLow16

Membre

Mai 06, 2025 22:35

Great! Thanks for the info, Josh!

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Tracy_Team201 le Mai 05, 2025

New Beta Feature - Create new contacts from Social interactions - Throwing an Error

I'm trying to use a new beta feature: Create new contacts from Social interactions Every time I add someone I get this error message: Any idea why it's not working?

Répondre Automation MarketingOps

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Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 05, 2025 13:06

Hi @Tracy_Team201 , If you have tried another browser / clearing cache and cookies / a private window / disabling extensions and waiting, I'd ...Lire la suite

Trekker le Mai 03, 2025

Meeting round robin --> assign to new round robin owner?

I've got a workflow where when someone schedules a meeting using the demo form + calendar tool, it will automatically open a deal and assign it to the contact owner. Is there a way to have it reassign the lead to the person the deal was round robin' Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 03, 2025 16:17

Hi @Trekker , I'm not sure I'm following. You're saying that you're creating a deal and assigning it to the contact owner - and you're asking ...Lire la suite

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ASinghal8 le Mai 02, 2025

Product Object

I want to understand if I can change the Unit Price Field and Quantity field ? I am dealing with Hourly pricing, these are mostly services but not the actual product. I want it to function differently when selecting line items from the product libra Lire la suite

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Solution Acceptée

RubenBurdin

Contributeur de premier rang

Mai 02, 2025 12:14

Hello, @ASinghal8 “Unit price” and “Quantity” are locked default number properties on both Product and Line Item objects—you can edit their value...Lire la suite

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PMenkar1 le Mai 02, 2025

Property to calculate number of renewals deals

Hi folks, I am trying to create a calculated or roll-up property to get the number of active opportunities which are renewals in nature. I have a deal form where I capture the deal type i.e new or renewals. Natively HubSpot calculates how m Lire la suite

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PMenkar1

Contributeur

Mai 06, 2025 06:06

Hey @karstenkoehler I tried it using the association label, we can mark the renewals by association labels. Created a rollup property for counti...Lire la suite

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NFarrell le Avril 24, 2025

Non-Profit Fundraising and Revops!

Hi! I am a rev ops associate and database administrator for a non profit. We are newly integrating hubspot into our revenue operations and trying to establish a flow that minimizes any redundancies or error or confusion in our processes for mana Lire la suite

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Solution Acceptée

RubenBurdin

Contributeur de premier rang

Avril 25, 2025 03:50

It would help to better understand your internal processes to be able to make recommendations. As best practices, there are a lot of things you can t...Lire la suite

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Theo6578 le Avril 22, 2025

how to connect custom pixel changer to wp

how can i connect pixel changer tool https://resizepanda.com/ (custom to wordpress)

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Solution Acceptée

GiantFocal

Contributeur de premier rang | Partenaire solutions Gold

Avril 25, 2025 00:22

Hi @Theo6578 , If you're referring to having image resizer tool in WordPress, then you can actually use WordPress' built-in image resizer. ...Lire la suite

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THayes3 le Avril 18, 2025

Colored properties for Property Sync

The ability to apply colors to properties has been great but theres a gap. When creating a Property Sync, you can only apply color to the Property you are syncing from. I have a Company drop down property with two colored options "Yes" is colored Lire la suite

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1 Réponse

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 18, 2025 15:37

Hi @THayes3 , The best place to provide this feedback to the product team is in the HubSpot Ideas section of the community https://community....Lire la suite

kpmc le Avril 18, 2025

Subscription Products Lifecycle Management

Hi, We are currently a Salesforce shop using Salesforce CPQ (previously Steelbricks) and we are considering a move to HubSpot. We are using CPQ to generate order forms for new business deals, expansions and renewals. We are using NetSuite for bi Lire la suite

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kpmc

Participant

Avril 24, 2025 12:58

Thanks, RubenB! I will take a look at quote happily. Based on their website, it doesn't look like it is really suited for subscription lifecycle ma...Lire la suite

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JSmith84 le Avril 18, 2025

Use Hubspot form to create Salesforce Opps without creating Hubspot contact

Hi there, can someone help? I need to create a form in Hubspot (very simple, just a couple of fields) that goes on to create an Opportunity in Salesforce. Is this possible without the form creating a Contact in Hubspot (and with only using Hubs Lire la suite

Répondre Integrations sync

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Solution Acceptée

Josh

Expert reconnu | Partenaire solutions Diamond

Avril 18, 2025 08:21

Hi @JSmith84 , I guess you could build a form that uses ticket properties and allow the HubSpot system to create a temporary ticket without an...Lire la suite

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