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maggiebutler on September 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 read more
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19 upvotes
146 Replies
Fae_Gilfillan
HubSpot Employee
March 06, 2025 04:23
That challenge of enhancing the privacy settings without introducing any friction for the customer is definitely the tightrope my team treads! We un...read more
PMenkar1 on March 12, 2025
Deals and Contact Lifecycle stage
Hi Folks, I have a requirement from the marketing team, that if we can restrict deal creation until and unless the contact to be associated with deal is updated to "Opportunity" on lifecycle stage. In other words, we need to see the contacts to mov read more
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0 upvote
3 Replies
PMenkar1
Contributor
March 13, 2025 08:29
Thanks you just read my mind it seems 😀 I was also checking out the new deal approval in pipeline settings. This method would take away direct dea...read more
CarlosvBoekhold on March 12, 2025
Removing company associations automatically after Job change enrichtment
Hi everyone, We recently started using Apollo and are looking into assigning people to the right companies, since we all know people can switch jobs. It sadly becomes a mess when you want to do this since the old association stays intact, so read more
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0 upvote
4 Replies
TomM2
Thought Leader | Platinum Partner
March 13, 2025 12:26
Hey @CarlosvBoekhold apologies, I understood from your initial question that you wanted to remove the association between a contact to a company, j...read more
PatrickH429 on March 11, 2025
How to change revenue recognition model for ad-based revenue stream
Hi all (not sure if this is the right channel but posting just in case!) I have a challenge/question around Hubspot’s standard revenue recognition model. I am working with a company that has a daily newsletter with the main revenue stream as ad plac read more
Reply RevOps
1 upvote
2 Replies
danmoyle
Most Valuable Member | Elite Partner
March 12, 2025 08:44
What an interesting use case and challenge, @PatrickH429 . You're stretching HubSpot for sure. I like the ideas you're using so far - custom ...read more
Solved
Jaylin on March 11, 2025
how to creat a chart in dashboard related to the rate of loging by country?
i want to track the usage of system by country, and generate a chart in dashboard so that i can show it to my team, how can i set this chart? it seems that i can only use the exsting chart in audit log, it coundn't be created by myself?
Reply Platform
0 upvote
6 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
March 11, 2025 05:37
@Jaylin as far as I know, there is no data source for login activity in the custom report builder, meaning that this is currently not possible outs...read more
Solved
OAskarov on March 09, 2025
Renewal Quarter
Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on... read more
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0 upvote
2 Replies
Accepted solution
OAskarov
Participant
March 12, 2025 05:41
Hello @DianaGomez , thank you for the direction. I manged to solve it with some help from ChatGPT. I created a new dependent, calculated property ...read more
Solved
AMatalia on March 03, 2025
Trend line from 1 deal stage to another
We have a number of stages in our deal pipeline but I am mostly interested in identifying trends between 2: Discovery Completed (20%) Proposal Sent (30%) I have tried a # of report types but cannot figure out how to best visually reprsent a read more
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0 upvote
4 Replies
Accepted solution
AMatalia
Member
March 13, 2025 13:28
Karsten, thanks for your responses to my questions! I've asked around just to see if others have solved for this in another way. Everyone has mention...read more
Solved
PMenkar1 on February 28, 2025
Tracking previous deal stage
Hey all, I am trying to track the previous deal stage in HubSpot. Recently HS released an update to track properties changes on object. So for my purpose I have started tracking properties changes for deal stages. It looks like this on custom even read more
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0 upvote
9 Replies
Accepted solution
danmoyle
Most Valuable Member | Elite Partner
March 04, 2025 09:11
@PMenkar1 I had the workflow a little off in my comment above (and I can't seem to edit it). Here's a more accurate representation of what should h...read more
Solved
LFenton20 on February 26, 2025
Company workflow based on a date property every year
We are building a workflow that needs to run every year on the same date [Day and Month]. We are asking our success team to reach out to clients that have subscribed a specific membership and we are using the close date on the company record. Ca read more
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0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 26, 2025 09:20
Hi @LFenton20 , That should work 🙂 One way to test this (which I'd recommend) is creating a company record that should enroll tomorro...read more
Solved
JT29ASI on February 23, 2025
Workflow to populate regions based on country
Hi, I created 2 properties in the Company Object: Region and Country, which i both set to dropdown, and I pre-filled the Country with the HubSpot Country list (over 200 countries). Currently my flow is: Trigger: Country is known. Branch on every read more
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0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 24, 2025 00:01
Hi @JT29ASI , What exactly do you store in the region field, is it values like EMEA, LATAM etc? If so, the time saver here is the type of br...read more
Solved
MarshalGaddis on February 20, 2025
Workflow with condition Company Owner is Unknown is triggering despite having owner
Hi community, I have a workflow that assigns a default owner ("Ella") to new Companies without an owner. I'm seeing that if an Account is created in Salesforce and has an owner, when it syncs to HubSpot, the workflow triggers despite there b read more
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0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 21, 2025 00:07
Hi @MarshalGaddis , The simplest explanation would be that the workflow is faster than the Salesforce sync. At the very time of creation, the ...read more
Solved
EMSYee on February 20, 2025
MQL to Rep Response Time
Hi all! Looking to pull a report where we can assess how long it takes for any sales activity to occur once a lead enters into Lifecycle Stage = MQL. Thought this would be a simpler solution! I do see the Lead Response Time boxed report, bu read more
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0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 21, 2025 00:11
Hi @EMSYee , I answered a similar question before here: https://community.hubspot.com/t5/128172-RevOps-Discussions/Reporting-on-sales-first-r...read more
Solved
ktfritchen on February 20, 2025
Company Lifecycle Stage Funnel Reporting
Hi All -- curious if/how others are doing this, as my Company lifecycle data seems to be all over the place. I'm working on setting up lifecycle stage reporting using the new(ish) Funnel reports. It would make more sense for my business to repor read more
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0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
February 21, 2025 00:32
Hi @ktfritchen , This is a complicated one, as HubSpot isn't explaining the potential mistakes in working with lifecycle stages when setting u...read more
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