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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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PramodRapeti

Membre

Avril 21, 2025 11:49

Hi Community Members, I am Pramod, part of MeetRecord team. We are a AI First Revenue Intelligence Platform. I am in the spree to learn and und...Lire la suite

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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1 Réponse

RubenB

Contributeur

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

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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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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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

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

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JSmith84

Membre

Avril 18, 2025 10:40

Thanks Josh, I shall explore this option and report back.

FKhan3 le Avril 16, 2025

Transitioning from Sales to RevOps

Hey everyone! With 3 years of B2C sales experience, I’m now making the move into the RevOps space. I'm excited to be part of this community and really looking forward to learning from you all along the way! If you could share one piece of advice for Lire la suite

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dsecareanu

Contributeur de premier rang | Partenaire solutions Gold

Avril 19, 2025 14:16

Get a few RevOps certifications under your belt and join more RevOps communities . There's also a RevOps Bootcamp organized by the HubSpot Acade...Lire la suite

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MHarju le Avril 08, 2025

Using calculation properties via form / alternatives?

Hi all, Is anyone using HubSpot to calculate time to do something? Example; product x takes 4 hours to complete. Customer orders 5 pieces of product x. I would like the form to calculate the total time it takes to assemble, so 5x4hours. However, t Lire la suite

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Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Avril 08, 2025 05:52

@MHarju I'm not sure my point is getting across – do you want to show the result of the calculation to the contact who is submitting the form or is...Lire la suite

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LULUDEDE le Avril 01, 2025

Calculate days between Closed Won on Deal, and Invoice Created in Invoices

Main goal: we want to track how long it takes between when a Deal Closes till when we have the Invoice Created, since we often need to back and forth with customers for details, POs, etc. which then slows down our revenue generation. If there are ot Lire la suite

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tverdokhlib1

Contributeur de premier rang | Partenaire solutions Platinum

Avril 01, 2025 09:22

Hi @LULUDEDE I think you can consider the following solutions: 1 Option. Create a second Closed Won Deal Stage, Invoice Sent . In this cas...Lire la suite

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schinea le Mars 31, 2025

User access management

Good day all, we would like to give to UAM team the ability to create, update and disable Hubspot user while the team should have a restricted access to CRM, Sales and other data. We started with the standard permission set "View only" and Lire la suite

Répondre Admin

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Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 31, 2025 13:16

Hi @schinea , There is no specific permission that allows a user to assign any permission to other users. Assigning permission follows the p...Lire la suite

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GHunt1 le Mars 27, 2025

Advanced questions (deal automation, appending data, validation rules)

1. A pop-up screen that guides the users through the different stages, requiring them to fill out certain information such as contact role. We would want to be able to filter that a property is only required to be filled out if Stage = X AND Deal T Lire la suite

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Solution Acceptée

DanMYD

Contributeur | Partenaire solutions Platinum

Mars 27, 2025 23:44

Hi @GHunt1 do you have Operations Hub Professional? Most of these are perfect use cases for the features that it has to offer. Especially with the ...Lire la suite

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KInvie le Mars 26, 2025

Deals making up the KPI for Sales Goals

Hey Everyone - I am stepping into using Goals to set up Quota tracking for Sales Goals. Is there a way within the Goals area to have the ability to drill into the KPI to see what Deals are contributing to the KPI value? Or does this need to oc Lire la suite

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Solution Acceptée

indiracatmedia

Contributeur | Partenaire solutions Gold

Mars 27, 2025 08:43

@KInvie , you can drill into the deals in the total progress breakdown. Go to the goal in question, then into user performance, and hover the user c...Lire la suite

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SKerrigan5 le Mars 26, 2025

Leads vs Introducer Custom Object

We use companies for client companies and have a custom object for introducer companies which is working quite well and I'd like to keep the two separate. We associate the introducer to companies and deals that they are attributed to. For our in Lire la suite

Répondre RevOps

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Solution Acceptée

JeremyV

Participant | Partenaire solutions Platinum

Avril 14, 2025 04:38

If I understand properly you are simply trying to replicate the native flow : Contact to Lead to Deal creation only in your case it has to be Contact...Lire la suite

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