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
Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more
So now, one of the Formatting issues I can fix is the UTC Timezone. I can do this in the Location section of Formatting issues. But I can only mass apply the change to 50 records at a time. How can I automate this feature? The Time zone property I h read more
Hey Joshua, as far as I could see, there's no faster way than mass accepting 50 suggestions at a time . Probably Hubspot's idea was to have a hu...read more
Hi all, Is there a way to set lifecycle stage on contacts who have signed up to zoom webinars efficiently? I have thought about creating a workflow and keep adding the webinar names for example, to the enrollment trigger but that doesn't seem sca read more
i'm trying to create a workflow that will send a customer a reminder that their invoice is due using a hubspot email. I'm using QBO for invoices and they are synced with hubspot. I'm able to create the email and the automation, but the one thing i read more
@mohamedhamad Hi Mohammed! Are you using the native HubSpot integration here ? If so, the invoice URL is not available, even with custom field m...read more
Hi everyone! I am new to the world of HubSpot but I have been an admin of Salesforce for about 5-6 years now - so I am just getting familiarity with the product. I am trying to build a workflow that copies properties from a 'contact' record read more
Thanks everyone! I decided to ultimately just have a checkbox on the contact that designates it as the 'discovery contact' which enrolls it in the wo...read more
Hi all, in our current lead management framework, we have a system whereby a deal gets created at opportunity stage. This is then cascaded from the company level down to all the contacts associated to it so that sales and marketing would know to not read more
Hi @Becky238 ,
My approach would be slightly different as I would not change the other contacts at the company to an opportunity if this is pr...read more
Hi HubSpot Community, I’m trying to create a calculated property for companies that returns “Yes” if the company has one or more deals in specific stages of a given pipeline. Here’s what I’ve done so far: 1.I created a custom company pro read more
Hi @VroomlyTeam ! Thank you for the additional details and screenshots! I did find a community thread requesting a similar capability that sugges...read more
I saw that you can create separate "Views" by Team. Is there any way to create separate Views based on the object itself? (I'm not talking about the table/list view, I'm talking about when you look at the Object Record) Examples: Deals in diffe read more
I’m diving into RevOps and am particularly interested in how customer feedback surveys are integrated into revenue operations strategies. Specifically, how do you effectively use survey data to drive decisions and optimize processes in RevOps? Do yo read more
What tools or software are you using to analyze customer feedback in a way that directly informs revenue-driving decisions? I'm exploring how to lev...read more
Hi, Looking for a report that tracks a contact that was either created by a form or CTA interaction (Inbound) to their current deal stage. Should be straightforward I would think..But I can' seem to find the path. I did create a report show read more
Has anyone here successfully implemented a system for tracking offline interactions, like trade show visits or partner webinar registrations, in HubSpot? Additionally, I'm interested in integrating survey responses into HubSpot alongside these offli read more
Hi @sojorimerry , I think this might help - 1. Make custom properties in HubSpot to store information about offline events (like trade show visits...read more
We have a set of ICP accounts (as you probably have too). And we have 5-6 identified buyer personas (there is a Persona field on contacts that tells with persona that contact is). I'd like to track on the company level if a certain persona exist read more
Hi @BalintSipos ,
You could pull this in a custom report using the company and contact objects as well as the appropriate filters. However, if...read more
I have a custom object that logs specific contact activities. I'd like to have a property on the contact record that looks at the 'type' property on the associated custom object records and the create date, and then returns a count of the associ read more
Hi @IanShawUnily ,
This would require an assisting custom object property that is set to 'Yes' when the record falls into the desired date ran...read more