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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
152 Replies
PramodRapeti
Member
April 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...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
Reply RevOps
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
1 Reply
kennedyp
Community Manager
April 18, 2025 19:35
Hi @kpmc ! Welcome to the Community-- happy to have you here 😊 It sounds like your main challenges are automatic renewal creation, co-ter...read more
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
JSmith84
Member
April 18, 2025 10:40
Thanks Josh, I shall explore this option and report back.
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
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
Solved
MHarju on April 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 read more
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0 upvote
6 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
April 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...read more
Solved
LULUDEDE on April 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 read more
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0 upvote
3 Replies
Accepted solution
tverdokhlib1
Top Contributor | Platinum Partner
April 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...read more
Solved
schinea on March 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 read more
Reply Admin
0 upvote
2 Replies
Accepted solution
karstenkoehler
Hall of Famer | Partner
March 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...read more
Solved
GHunt1 on March 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 read more
Reply Automation Platform RevOps
0 upvote
3 Replies
Accepted solution
DanMYD
Contributor | Platinum Partner
March 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 ...read more
Solved
KInvie on March 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 read more
Reply RevOps
0 upvote
7 Replies
Accepted solution
indiracatmedia
Contributor | Gold Partner
March 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...read more
Solved
SKerrigan5 on March 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 read more
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0 upvote
3 Replies
Accepted solution
JeremyV
Participant | Platinum Partner
April 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...read more
Solved
GRiver on March 25, 2025
Reporting on one time discounts on deals
Hi there - anyone know how to see reporting on deals for the additional one time discounts that sales reps might give on the quote off the initial subtotal due? We don't want to allow this and then end up with us reporting MRR colletced and then read more
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0 upvote
2 Replies
Accepted solution
indiracatmedia
Contributor | Gold Partner
March 26, 2025 14:19
@GRiver If you're working with a one-time discount applied to the quote, you can create a custom report using deals, line items, and quotes ...read more
Solved
Mrodriguez25ES on March 22, 2025
How to structure a sales pipeline in HubSpot when some steps can happen before or after closed won?
Hi everyone, I’m working on designing a sales pipeline in HubSpot and ran into a challenge .In our process, after a demo, prospects can go two ways: They may need to go through a technical setup required for a free trial before deciding to pur read more
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0 upvote
3 Replies
Accepted solution
Jnix284
Hall of Famer
March 22, 2025 15:59
Hi @Mrodriguez25ES , there are a few different ways you can handle this. One of the simplest would be to create a property for the technical s...read more
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