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maggiebutler on September 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 read more
19 upvotes
140 Replies
Member | Partner
November 12, 2024 01:54
Hi Everyone 👋 I am glad to be part of this community! I’m a HubSpot solution partner and have over 8 years of experience working in SaaS Reve...read more
Rgonzalez1 on November 11, 2024
Due to certain restrictions with quotes, I am using snippets to describe services ... e.g. like a library of products to add into quotes. This works for me as I am a sales team member of one, but we are selling commerce hub into all kinds of account read more
0 upvote
0 Reply
SahilBahri on November 08, 2024
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into HubSpot, which currently is b read more
0 upvote
2 Replies
Member
November 11, 2024 16:28
Thank you for answering @PamCotton ! I would still be interested in getting deep into this. Is creating a custom object (Users) with custom propert...read more
Solved
BartBorrelli on November 06, 2024
Thoughts on whether getting a PMP or Google Project Managment Certification is a better use of time? My goal would be leveraging these additional skills in the SAAS world to help drive significant revenue through Sales Strategy and Enablement effort read more
0 upvote
3 Replies
Accepted solution
Contributor | Platinum Partner
November 06, 2024 18:13
Hey @BartBorrelli , These are two very different courses - the GPM would be sensible if you've not had any formal project management education...read more
Solved
VPrimerano on November 05, 2024
Is it possible to separate activities that no longer have any associated objects (not linked to contacts, companies, deals) and mass delete them? I am able to report on activities without any associations, and can see their type (call, meeting, et read more
0 upvote
5 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 23:54
Hi @VPrimerano , At the moment, this is only possible through the user interface for calls (Menu > CRM > Calls) and in the near future e...read more
Solved
KMorka on November 05, 2024
How can I import data from active list in Google Sheet to HubSpot and use this data in workflows?
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 07:29
Hi @KMorka , The Google Sheets integration goes one-way, from HubSpot to Google Sheets. If you want to go the other way, you could explore Zap...read more
Solved
dthomp43 on November 01, 2024
Hey Y'all! New to HubSpot and had a question - I'm wondering what is the best to indicate a subscription based price increase? For example, let's say our product is $10,000 a year. Upon renewal, a 5% price increase is applied to the deal read more
0 upvote
1 Reply
Accepted solution
Contributor | Platinum Partner
November 02, 2024 19:27
The simplest way I can see would be: Custom Deal Property = "Price Increase 2024/5" = YES Then you can simply run a filter on all deals that h...read more
Solved
msshey_ on October 29, 2024
Hi Team, I’m in the process of creating a dashboard that integrates all pipelines for our weekly meetings, allowing us to focus on a single view. One of the reports I’d like to include is the gross revenue by month for all pipelines. Is this fea read more
0 upvote
4 Replies
Accepted solution
Contributor | Diamond Partner
October 30, 2024 09:35
Hi @msshey_ - happy to help! This actually can be done directly from the list tool, and brought into your reports and dashboards! Here are th...read more
Solved
Andreas10016 on October 29, 2024
I think a slightly unusual case: I generally build GTM workflows B2B, but I have a client that needs to get handwritten customer cards (Name, anniversary, referrred by etc.) into Hubspot. OCR with GPT4o is really good and up to the task, but what' read more
0 upvote
5 Replies
Accepted solution
Most Valuable Member | Elite Partner
October 30, 2024 08:47
Hi @Andreas10016 . I haven't personally made the connection between an OCR platform and HubSpot, but I did find a couple of potential options when I...read more
Solved
msshey_ on October 28, 2024
Hi HS Team, I’d like to ask how I can create a dashboard report that pulls the total number of form submissions from the form we’ve created. Should I choose contacts as primary data source? If I do, I do not see options for form submission. : read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
October 28, 2024 11:52
Hi @msshey_ , Form submissions are not (yet) available as a report builder data source. The product team have mentioned that they're working o...read more
Solved
msshey_ on October 24, 2024
Hi Team, I'm curious if we can integrate Outlook with HubSpot. Is there a way to link an Outlook account to HubSpot? Do I need to install anything for this? Thanks for your help! Shey
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 24, 2024 11:10
Hi @msshey_ , Yes, you can follow these steps: https://knowledge.hubspot.com/connected-email/get-started-with-the-outlook-desktop-add-in ...read more
Solved
VPrimerano on October 22, 2024
Hi! Hubspot is able to take a deal amount and calculate what that would be in the company's currency (EUR). When a deal is opened, and the currency is selected, the calculation is made, and it will update if the deal amount changes. Can Hubspot read more
0 upvote
2 Replies
Accepted solution
Community Manager
October 22, 2024 16:05
Hi @VPrimerano ! Welcome to the Community-- happy to have you here 😊 I tested this on my own account. Initially, the Deal was set to CAD$...read more
Solved
Shuler on October 17, 2024
Has anyone made the switch from Intercom to HubSpot Chat? We're currently using Intercom, and looking into moving over to HubSpot Chat. Just looking to learn from anyones experience of this process - if there were any pros and cons faced, any regret read more
0 upvote
4 Replies
Accepted solution
Top Contributor | Partner
October 22, 2024 00:50
You can assign different conversation routing rules, here is the documentation: https://knowledge.hubspot.com/inbox/set-your-conversations-routing-r...read more
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