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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
142 Replies
Member
February 02, 2025 20:21
Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...read more
TOffen on February 06, 2025
Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. W read more
0 upvote
0 Reply
AGeorge024 on January 31, 2025
HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he read more
Community Manager
January 31, 2025 16:44
Hey @AGeorge024 , happy Friday! Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...read more
JJ08 on January 30, 2025
Hello, HubSpot Community! We are trying to use the default Deal Push Rate that HubSpot provides in Reporting → Analytics Suite → Sales → Deals → Deal Push Rate and integrate this percentage into a custom report . Our Goal: We want read more
0 upvote
2 Replies
Participant
February 02, 2025 12:29
Hi Pam, Thank you for your reply. Do you have a formula template or anything similar that can help us get started or that we can benchmark?
JPadgett7 on January 29, 2025
Our company sells software licenses agreements at a monthly rate for 1, 2, and 3 year license terms. Almost all these licenses purchases are billed/paid upfront. Ex. Customer buys a 1 year license agreement for $29/month $49/month x 12 month read more
0 upvote
1 Reply
Community Manager
January 30, 2025 11:47
Hi @JPadgett7 , Thanks for reaching out to the Community! I’d like to invite our experts to join this conversation to see if they’ve w...read more
DavidVillalona on January 29, 2025
Hi all, What would be the best practice for determining the deal amount based on a subscription that was initially agreed upon as 6 payments of $1,000 per month but ended at month 4 due to cancellation? Normally, we would close this deal at $6,0 read more
0 upvote
1 Reply
Participant
January 29, 2025 14:16
Hi JosueVillalona , It sounds like you’re asking how to adjust a deal’s value when a subscription ends early. For accuracy, updating the closed ...read more
Solved
AMatalia on January 29, 2025
Does anyone know how I can fix my report to ensure that it's showing all deals in Discovery Completed per month even if it moves to another stage in that same month or moves to Closed Lost. I am trying to track each sales rep's activity and goals fo read more
0 upvote
2 Replies
Accepted solution
Community Manager
January 29, 2025 18:36
Hey @AMatalia , thank you for posting in our Community! To track all deals that have been in the "Discovery Completed" stage within the curr...read more
FTroppé on January 24, 2025
Hello, I have tried to get the email body with N8N or Zapier. This field doesn't semble available. For N8N, it is written I need the sales-email-read scope. I tried to find the solution, however I am lost and I don't know if it is really possible. read more
0 upvote
3 Replies
Member
January 25, 2025 12:22
You're looking for apps with specific permissions visible. Some apps, like Google Workspace or SASSA SRD Appeal certain security tools, show permis...read more
Solved
SKerrigan5 on January 23, 2025
I am trying to update a deal close date to a date in the future (e.g. last day of the month) once it has gone past the close date and the deal is still open. This will help in forecasting numbers. We have operations hub and I think this should b read more
0 upvote
3 Replies
Accepted solution
Participant
January 23, 2025 11:07
Hello, I'm glad my answer was helpful. Here’s what you might need to check and adjust: 1. Property to include in the code. From your screenshot,...read more
Solved
FMurad on January 22, 2025
I'm looking to build a rather complex automation, and was wondering if it was possible. I have a Google Sheets worksheet with some "scenarios." It contains scenarios 1-20 under a Scenarios column. Each scenario is determined by the availabilit read more
Accepted solution
Top Contributor | Elite Partner
January 23, 2025 07:49
Hi @FMurad You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...read more
Solved
HighPerformer on January 16, 2025
Hi HubSpot Community, Currently managing our onboarding workflow through Google Sheets, tracking: - MRR Backlog - Installation dates - Project status - Customer onboarding progress Looking to migrate everything read more
0 upvote
1 Reply
Accepted solution
Community Manager
January 17, 2025 04:44
Hi @HighPerformer , Thanks for reaching out to the Community! Just to confirm, are you looking to import the data you have in Google...read more
Solved
LULUDEDE on January 15, 2025
I'm trying to set up a workflow that will generate a renewal deal once a new business deal is set to closed won. I have some guides on how to do this and the guides recommend to 'choose a property' but they're listed as 'unsupported'. I can't find i read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 15, 2025 08:31
Hi @LULUDEDE , Where exactly are you seeing this dropdown? Could you share a bigger screenshot with the context around this dropdown? Are you ...read more
Solved
Lamont1 on January 14, 2025
How can I build a calculated property under the deals object in HubSpot that automatically marks a deal as “Active” or “Not Active” based on whether it’s “Closed Won” and falls between subscription start date and end date. I created two properties o read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 14:47
Hi @Lamont1 , Calculation properties with custom equations don't have the concept of now / today. I would probably solve this with a workflow....read more
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