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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
Member
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
brittjoiner on May 08, 2025
Creating automation when a live chat is started
Hi fellow Hubbies! (Is that a thing? Maybe it should be? 😂 ) I'd like to create an automation that posts a message in a team Slack channel when someone intiates a chat in our live chat. I've currently been assigning new conversations to myself read more
Reply Automation
0 upvote
4 Replies
Accepted solution
brittjoiner
Participant
May 09, 2025 14:10
Update, our lovely CSM Jonah helped me figure out a workflow that seems to be solving this!
Solved
JLow16 on May 06, 2025
Will importing product library overwrite existing line item
I have deals with line items in existing product library. If I do an import to update the existing product library, will it impact the existing line items?
Reply RevOps
0 upvote
2 Replies
Accepted solution
JLow16
Member
May 06, 2025 22:35
Great! Thanks for the info, Josh!
Solved
Tracy_Team201 on May 05, 2025
New Beta Feature - Create new contacts from Social interactions - Throwing an Error
I'm trying to use a new beta feature: Create new contacts from Social interactions Every time I add someone I get this error message:   Any idea why it's not working?
Reply Automation MarketingOps
0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
May 05, 2025 13:06
Hi @Tracy_Team201 , If you have tried another browser / clearing cache and cookies / a private window / disabling extensions and waiting, I'd ...read more
Trekker on May 03, 2025
Meeting round robin --> assign to new round robin owner?
I've got a workflow where when someone schedules a meeting using the demo form + calendar tool, it will automatically open a deal and assign it to the contact owner. Is there a way to have it reassign the lead to the person the deal was round robin' read more
Reply MarketingOps
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
May 03, 2025 16:17
Hi @Trekker , I'm not sure I'm following. You're saying that you're creating a deal and assigning it to the contact owner - and you're asking ...read more
Solved
ASinghal8 on May 02, 2025
Product Object
I want to understand if I can change the Unit Price Field and Quantity field ? I am dealing with Hourly pricing, these are mostly services but not the actual product. I want it to function differently when selecting line items from the product libra read more
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0 upvote
1 Reply
Accepted solution
RubenB
Contributor
May 02, 2025 12:14
Hello, @ASinghal8 “Unit price” and “Quantity” are locked default number properties on both Product and Line Item objects—you can edit their value...read more
Solved
PMenkar1 on May 02, 2025
Property to calculate number of renewals deals
Hi folks, I am trying to create a calculated or roll-up property to get the number of active opportunities which are renewals in nature. I have a deal form where I capture the deal type i.e new or renewals. Natively HubSpot calculates how m read more
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0 upvote
2 Replies
Accepted solution
PMenkar1
Contributor
May 06, 2025 06:06
Hey @karstenkoehler I tried it using the association label, we can mark the renewals by association labels. Created a rollup property for counti...read more
Solved
NFarrell on April 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 read more
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2 upvotes
1 Reply
Accepted solution
RubenB
Contributor
April 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...read more
Solved
Theo6578 on April 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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0 upvote
2 Replies
Accepted solution
GiantFocal
Top Contributor | Gold Partner
April 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. ...read more
Solved
THayes3 on April 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 read more
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0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
April 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....read more
kpmc on April 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 read more
Reply RevOps
0 upvote
3 Replies
kpmc
Participant
April 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...read more
Solved
JSmith84 on April 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 read more
Reply Integrations sync
0 upvote
2 Replies
Accepted solution
Josh
Recognized Expert | Diamond Partner
April 18, 2025 08:21
Hi @JSmith84 , I guess you could build a form that uses ticket properties and allow the HubSpot system to create a temporary ticket without an...read more
Solved
FKhan3 on April 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 read more
Reply RevOps
0 upvote
2 Replies
Accepted solution
dsecareanu
Top Contributor | Gold Partner
April 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...read more
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