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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
16 upvotes
105 Replies
Thought Leader | Partner
March 07, 2023 16:36
Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂
AbbyRichter13 on March 19, 2023
Hi there, We are without internal expertise for marketig operatiosn and lean on rev ops experience, too. We are on Salesforce for the Sales team and leaning toward using HubSpot for marketing. If you have the same set up (Salesforce / HubSpot) read more
0 upvote
1 Reply
Hall of Famer | Partner
March 19, 2023 21:59
Hi @AbbyRichter13 , Coastal Consulting have a course for Marketers, Sales Ops, or RevOps professionals managing the HubSpot Salesforce integra...read more
MisterKennedy on March 18, 2023
Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better "Hubspot way"? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. The company is without th read more
0 upvote
1 Reply
Community Manager
March 20, 2023 06:50
Hi @MisterKennedy , Thank you for reaching out to the Community! I'd say this is the right approach, you can also see that updating records ...read more
leenalzubi on March 16, 2023
Hi there We are mapping out our onboading process via tickets and I am trying to find a way to link the Zoom Meeting (not Webinar) recordings to the Ticket. The way we are consirdering generating the meetings is via the Meeting tab on the ticket. A read more
0 upvote
1 Reply
Community Manager
March 17, 2023 08:18
Hi @leenalzubi , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more
eduardogn13 on March 15, 2023
Hey there! 🙂 Any SaaS business using Hubspot integrated with a CPQ/Subscription Management tool like DealHub or Chargebee? If so, how do you keep Hubspot up to date on subscription variations to make it easier for Account Managers? read more
1 upvote
3 Replies
Key Advisor
March 16, 2023 13:25
Thanks for tagging me @kvonloesecke ! @eduardogn13 sadly I know too little about either of the two tools not subscription management to give...read more
Solved
AChubak on March 13, 2023
Hello I'm trying to pass additional properties through the URL parameters. For example https://meetings.hubspot.com/person-name? lead_type=conference Will book a meeting with a person and will set lead_type to conference. I'm also trying read more
Accepted Solution
Contributor
March 13, 2023 07:52
The answer is if you're passing a date property you need to pass the parameter as a timestamp set specifically for midnight UTC time of the date you'...read more
leenalzubi on March 09, 2023
Hi there! I am unbale to find the users I need on the Custom Goal creation page. It gives me a set of users I can apply the goasl to, none of whom are who I need to set the targets for. I've checked, and they users missing are all listed as users read more
0 upvote
2 Replies
Member
March 10, 2023 11:02
It's possible that the missing users may not have the necessary permissions or roles assigned to them to be included in the list of users for setting...read more
koliveira123 on March 08, 2023
Hi everyone, Building out a RevOps Dashboard and i was wondering if there are any reports you find useful or would be willing to share with me for tracking accountability throughout the customer journey.
1 upvote
2 Replies
Member
March 10, 2023 11:00
These reports will depend on your company's specific goals and metrics, but here are some examples: Sales pipeline report - This report shows the ...read more
leenalzubi on March 08, 2023
Hi there! I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way? Thanks!
1 upvote
3 Replies
Key Advisor | Platinum Partner
March 09, 2023 07:27
Happy to help 😄
leenalzubi on March 06, 2023
Hi there! I am trying to automate the following: Our CSMs create a renewal deal --> deal created --> renewal type is upsell --> upsell deal created --> CSM closes upsell, eg. 1 (new) line item in it --> CSM has to go back to rene read more
1 upvote
2 Replies
Participant
March 10, 2023 08:31
This is possible via Zapier, by associating the deals, fetching line items from the first deal and adding them to the second deal. HubSpot's quoting...read more
HPanwar8 on March 01, 2023
Hi, I want to creat the multiple deals from hubspot with same email address which can sync to salesforce org. I have deactivated the duplicate rules in my salesforce org. The form gets submitted without any sync error in hubspot but don't show up i read more
0 upvote
4 Replies
Top Contributor | Diamond Partner
March 05, 2023 12:00
Hey @HPanwar8 - I'd recommend one of two options: Use a HubSpot Workflow to create deals instead of the custom code. This can be easily managed...read more
GabrielSaleh on February 26, 2023
Hi! I'm facing a problem with the handoff between the marketing and sales teams. Sometimes it's difficult for our pre-sales team to understand what kind of action generates the deal they received. To solve that, I need to create a Deal Observati read more
0 upvote
1 Reply
Community Manager
February 27, 2023 12:36
Hi @GabrielSaleh , Thank you for reaching out to the Community! It sounds like you are looking to see if it's possible to add notes auto...read more
Solved
CHouston6 on February 19, 2023
Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them read more
Accepted Solution
Hall of Famer | Partner
February 19, 2023 21:48
Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...read more
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