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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.
SKerrigan5 on May 19, 2025
Roll Up Properties / Calculated Properties
We have custom objects that are associated to companies and deals for clients they have referred to us. We currently use the "rollup" properties to count how many companies and deals they have referred. We used to have these as companies but hav read more
Reply Process RevOps SalesOps
0 upvote
0 Reply
Fae_Gilfillan on May 16, 2025
Seeking RevOps in GDPR region
We're looking at reimagining our data privacy settings to make them super simple to understand, implement and monitor. I'd love to speak with anyone who operates in a GDPR region and has to consider data privacy, particularly the 'legal basis' and read more
Reply RevOps
0 upvote
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Solved
CSYamashiro on May 14, 2025
Update Property Value based on File Upload
In order to send emails dynamically changing a logo image in the email header, we have a HTML code that shows the logo image based on a contact property called "Dynamic Logo". How can I insert the desired image URL in this property in an automat read more
Reply Automation MarketingOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
May 15, 2025 00:08
Hi @CSYamashiro , If you want to update the value of a contact's property, there are various ways: Manually: https://knowledge.hubspot.co...read more
Solved
RalphM87 on May 13, 2025
Unable to round robin people besides their primary team
I am trying to round robin contact ownership across different teams. The issue is that some people are on multiple teams, but Hubspot will not detect them (besides their primary team) when selecting these teams for round robin distribution. Is there read more
Reply RevOps
0 upvote
1 Reply
Accepted solution
karstenkoehler
Hall of Famer | Partner
May 13, 2025 23:58
Hi @RalphM87 , This is unfortunately not possible at this stage, correct. However, other users have requested this before: https://commun...read more
namangupta on May 13, 2025
Billing and subscription issues
Hey, is it just me or many of you face issues in managing billing and subscription, overall revenue per say in HS Here are some that I personally faced. 1. Creating and managing complex product and plan catalogue, 2. Automation and integra read more
Reply RevOps
0 upvote
2 Replies
namangupta
Member
May 13, 2025 01:15
I have updated it above check
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
Reply RevOps
0 upvote
1 Reply
Accepted solution
RubenBurdin
Top 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
Reply RevOps
2 upvotes
1 Reply
Accepted solution
RubenBurdin
Top 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
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