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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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21 upvotes
154 Replies
Robert_D
Participant
April 29, 2025 02:03
Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.
Solved
AnnaStanuch on June 12, 2025
Syncing associations between HS and SF
Hi all, Can someone explain how (or if) Company-Contact associations are passed between HS and Salesforce? For example: 1. If the HS Contact is a SF Lead, the association cannot be passed, right? 2. If the HS Contact is a SF Contact and it gets a read more
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0 upvote
3 Replies
Accepted solution
AnnaStanuch
Contributor
June 13, 2025 07:21
I got the following AI-generated reply from HS support. I tested the sync, and it's true. 1. Overview of Company-Contact Associations By defaul...read more
Solved
BDeliman on June 09, 2025
Does any one use HubSpot for non profit fund raising?
Hi, I may be on the wrong board, but I have a quesiton for a colleague who's org uses HubSpot. A few people on the team are in are in fund raising (donors, grants, etc). Does anyone use HubSpot for fund raising? I'd like to learn about what repor read more
Reply RevOps
0 upvote
11 Replies
Accepted solution
TracyKronzak
Contributor | Platinum Partner
June 10, 2025 14:49
Hi @BDeliman - This is a longer answer, as fundraising with HubSpot is both possible, and there are an increasing number of partners that integrate...read more
AgiSob_42 on June 06, 2025
Notification when Account Owner changes (pro)
Hi folks, I'm facing a challenge and might be missing something, so I'd love your input. The client is using the Professional edition (Marketing, Content, Sales, no Ops Hub) and syncing with Salesforce. Initially, the goal was simple: preven read more
Reply SalesOps
0 upvote
3 Replies
Josh
Recognized Expert | Diamond Partner
June 06, 2025 10:50
Hi @AgiSob_42 , No, I think you're right. I chatted with @zachh and we determined that the best approach might be just one workflow that re-...read more
Solved
EVatsev on June 06, 2025
Date filter logic
Hi, I want to confirm what will exactly happen when I use a date and time picker property in a workflow to send a notification to a user exactly 7 days after the date in the property. What we want to do is send a push notification to app users read more
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0 upvote
1 Reply
Accepted solution
Josh
Recognized Expert | Diamond Partner
June 06, 2025 08:40
Hi @EVatsev , Pending any workflow delays, I believe that the system does take into consideration both the date and time. So in your example, ...read more
Solved
MLandry5 on June 05, 2025
Contact list assignment to another contact
Hello, We want to set up a refferal tracking system. So we want to be able to link multiple contacts (reffered members) to a particular referree member (member that reffered others). I am a little lost on how to do this, the only idea I have is cre read more
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0 upvote
4 Replies
Accepted solution
danmoyle
Most Valuable Member | Diamond Partner
June 06, 2025 09:14
@MLandry5 is the referring member a contact in the CRM also? Same object associations can do this with an association label like "referring member"...read more
Solved
RichMai on June 04, 2025
How can I edit Subscriptions in HubSpot +1 or +3 months after the subscription stasrts
Hi, I'm working with a pre series A, B2B SaaS provider. They are currently selling Annual Subscriptions and will eventually sell multi-year subscriptions. They are using HubSpot Subscriptions today (don't know the actual name of the module). read more
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1 upvote
4 Replies
Accepted solution
HubDoPete
Key Advisor | Gold Partner
June 10, 2025 03:31
Hi @RichMai Great answers by @danmoyle explaining shortcomings, workarounds and potential integrations to assist here. For the integrations,...read more
Solved
RalphM87 on June 03, 2025
Contact ownership not updating after meeting activity
I am using the round robin scheduler to book demos but I find that the contact ownership is not updating after the meetings are scheduled. It is still defaulting to 'Unassigned-Ops team' user. Please note: I have kept the 'Prioritize contact owner' read more
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1 upvote
4 Replies
Accepted solution
danmoyle
Most Valuable Member | Diamond Partner
June 06, 2025 09:04
@RalphM87 I believe that to be right - managing notifications at the account user level would be my next step.
LDuncan3 on June 03, 2025
Capturing and automating future revenue
Is it possible to automate or integrate the potential 'expansion size' of a deal in HubSpot SQLs and Closed Deals for both the reason of showing expansion potential and to highlight that MQLS are worth more than just a certain revenue value (or 'num read more
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0 upvote
1 Reply
Jaycee_Lewis
Community Manager
June 03, 2025 20:30
Hi, @LDuncan3 👋 Welcome to our community. Thanks for your question! I have a few questions to help give our community members more information...read more
Solved
Smanstey on June 03, 2025
Help please - MQL pipeline / revenue
Just wondering if I can pick your brain for a wee minute and see if I am wildly off track here. We have built a pretty successful way of capturing and tracking Marketing Qualified Leads through the lifecycle stages with a decent and robust proce read more
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0 upvote
1 Reply
Accepted solution
VPathania
Top Contributor
June 03, 2025 13:12
Your idea of using a Marketing Deal Stage as a flag makes sense only if: Sales agrees to start deals at that stage and strictly follow the same It...read more
Solved
kamalhinduja on May 30, 2025
How to Create a Live Chat?
Hi , I'm Kamal Hinduja . Can anyone share the steps How to Create a Live Chat? Thnaks, Regards Kamal Hinduja Geneva , Switzerland:
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0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
May 30, 2025 05:42
Hi @kamalhinduja , Yes, you can find the steps to do so here: https://knowledge.hubspot.com/chatflows/create-a-live-chat Best regards ...read more
Solved
Huntscape-Ops on May 29, 2025
Partner contact association
We have a customer that is ramping up a partner pipeline. How can I associate contacts to the partner company when an LP with a form (partner lead entry) is filled out? I want the partner to have company typer = partner and every lead they subm read more
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0 upvote
1 Reply
Accepted solution
Josh
Recognized Expert | Diamond Partner
May 29, 2025 16:24
Hi @Huntscape-Ops , Here's what I would do: Have a Partner ID for the partner company (It could be their record ID) If it were me, I wo...read more
Solved
EVatsev on May 27, 2025
Automating sales pipeline with workflows
Hello, I have a pipeline that needs to run automatically. I set up workflows that will move deals from stage to stage based on specific filters (I also copied them all to the deal level so reenrlomnet can work). However, reenrolmnet is (by defau read more
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0 upvote
6 Replies
Accepted solution
indiracatmedia
Contributor | Gold Partner
May 27, 2025 09:40
Hey @EVatsev ! I would not include the pipeline criteria in the re-enrolment, as this is already declared in the enrollment, which triggers t...read more
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