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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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Devinputra

Membre

Novembre 23, 2024 01:08

Hi all, i am a business development that start implement RevOps Process in my current company.

AForecasts le Décembre 07, 2024

My published website does not open

Hi I am not yet ready to use my website, I just want it ready for the day I will be ready to do business using it. There is just one issue, I have published it to check what it will look like and I keep getting an error message instead of t Lire la suite

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Isabel_c le Décembre 05, 2024

Automate google drive folder creation with HubSpot

Is there a way for hubspot to auto create a google drive folder for new records, allow full access to anyone with a link, and connect the link into the company information in hubspot (after form submission)?

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Décembre 05, 2024 15:06

Hi @Isabel_c , Not natively, no. For this you would have to look into third party automation/integration, such as Zapier or Make, for example ...Lire la suite

dmattauch le Décembre 05, 2024

Reports on NRR and GRR in Hubspot

Hi, Is it possible to directly report on NRR and GRR in Hubspot with reccuring revenue reporting? Thanks David

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kennedyp

Gestionnaire de communauté

Décembre 05, 2024 17:33

Hey @dmattauch ! Thanks for your post. I understand your goal is to report on Net Revenue Retention and Gross Revenue Retention in HubSpot. ...Lire la suite

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msshey_ le Décembre 04, 2024

remove contact from a list

Hi Team, I have a quick question. I created an active list in HS that pulls contacts from specific stages in the pipeline, which I plan to use in a workflow to send an email blast. Is there a way to automatically remove a contact from the list if th Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Décembre 04, 2024 14:01

Hi @msshey_ , Yes, you need an additional list for that which filters for contacts associated to deals in that particular stage. Once yo...Lire la suite

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DJacobi le Novembre 25, 2024

Enhancing Customer Engagement with Utility Services Integration

Hi HubSpot Community, I’m working on a project for a regional service provider that involves integrating utility bill inquiry tools into their CRM to enhance customer engagemen t. The tool, FESCO Bill , allows customers to check their utility b Lire la suite

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Josh

Expert reconnu | Partenaire solutions Diamond

Novembre 26, 2024 09:54

Hi @DJacobi , This could get fairly complex, but here are some ideas to get you started. 3rd party data (FESCO) will need sent to HubSpot ...Lire la suite

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Chinmayy le Novembre 19, 2024

Tracking Funnel Conversions from Stage to Stage

Hi HS Community, We are having an issue in my company. We have lifecycle stages on our company level that are: Target -> Prospect -> Awareness -> MQA -> SAA > SQA -> Customer. We also have certain workflows that set some compan Lire la suite

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danmoyle

Membre irremplaçable | Partenaire solutions Elite

Novembre 20, 2024 08:58

Hi @Chinmayy and welcome to the Community! You're finding a HubSpot expected behavior. In their design, HubSpot made it so lifecycle stages are lin...Lire la suite

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JakeL le Novembre 16, 2024

Pipedrive Deal Sync Errors: "This record didn't sync because of a HubSpot error." with no info

I have successfully connected the Pipedrive integration, and it is syncing deals. However, there are many deals that will not sync with the following error: "This record didn't sync because of a HubSpot error." There is no more specificity t Lire la suite

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Jonno_Price

Guide | Partenaire solutions Platinum

Novembre 18, 2024 05:02

Hello @JakeL and thanks @BérangèreL for the tag. Just a quick note that without full access to both PD and HS we would not be able to troublesh...Lire la suite

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Huntscape-Ops le Novembre 14, 2024

Agreements and contracts

I am working with a customer who is coaching. She wants to have people sign up for services through HubSpot and have agreements that the customer agrees to during the signup process. Is it possible to have agreements in Hubspot and be auto-signed Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Novembre 15, 2024 00:09

Hi @Huntscape-Ops , Beyond the quotes tool, HubSpot doesn't have any native features that include esignature. There are however integrations o...Lire la suite

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AndyBlaSt le Novembre 12, 2024

Is there really no way to dedupe import lists by more than just email/domain?

After a lot of research, I've concluded that there are no tools that offer advanced deduping of list imports into HubSpot. Is this true, or am I missing something? The blanket assumption seems to be that every company will have a single domain Lire la suite

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AndyBlaSt

Participant

Novembre 13, 2024 13:51

Appreciate the reply, Karsten. Unique properties could be a potential work-around for some lucky enterprises with very simple market data, but it do...Lire la suite

JMarino2 le Novembre 12, 2024

Custom BDR bookings goal

Hi - I'm trying to create a custom goal to track BDR performance against a booking goal. Historically, we have assigned points to deals sourced by BDRs but in 2025 we are moving away from the points system and assigning goals aligned with deal amoun Lire la suite

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PamCotton

Gestionnaire de communauté

Novembre 12, 2024 17:51

Hey @JMarino2 , thank you for posting in our Community! Yes, you can set custom goals in HubSpot for tracking BDR performance based on deal ...Lire la suite

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Odenspjut le Novembre 12, 2024

problem connect wordpress Error message

"some error occured please try again after some time or use manual connect method" Someone have a solution? /Odenspjut

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ScottPennwood

Contributeur de premier rang | Partenaire solutions Platinum

Novembre 13, 2024 04:26

Good morning @Odenspjut , In the link @BérangèreL has provided, there are 3 bulletpoints that are usually the cause of all Wordpress-connect...Lire la suite

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Rgonzalez1 le Novembre 11, 2024

Snippets and Quotes and Commerce Hub

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 Lire la suite

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HubDoPete

Guide | Partenaire solutions Gold

Novembre 12, 2024 06:36

Hi Rebecca, Snippets are not really suited for use as a library of products. Have you explored using the HubSpot Product Library on your Comm...Lire la suite

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