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💬 RevOps Discussions

Im Forum 💬 RevOps Discussions nach Lösungen suchen oder eine Frage stellen

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 Beitrag ansehen

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21 Likes

154 Antworten

Robert_D

Mitglied

April 29, 2025 02:03

Hi! I'm Rob from AutoRFP.a i where I work across GTM Ops for Sales, Marketing & Customer Success.

namangupta on Mai 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 Beitrag ansehen

Antworten RevOps

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2 Antworten

namangupta

Mitglied

Mai 13, 2025 01:15

I have updated it above check

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brittjoiner on Mai 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 Beitrag ansehen

Antworten Automation

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4 Antworten

Akzeptierte Lösung

brittjoiner

Teilnehmer/-in

Mai 09, 2025 14:10

Update, our lovely CSM Jonah helped me figure out a workflow that seems to be solving this!

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JLow16 on Mai 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?

Antworten RevOps

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2 Antworten

Akzeptierte Lösung

JLow16

Mitglied

Mai 06, 2025 22:35

Great! Thanks for the info, Josh!

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Tracy_Team201 on Mai 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?

Antworten Automation MarketingOps

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2 Antworten

Akzeptierte Lösung

karstenkoehler

Berühmtheit | Partner

Mai 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 ...Beitrag ansehen

Trekker on Mai 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' Beitrag ansehen

Antworten MarketingOps

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1 Antwort

karstenkoehler

Berühmtheit | Partner

Mai 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 ...Beitrag ansehen

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ASinghal8 on Mai 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 Beitrag ansehen

Antworten RevOps

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1 Antwort

Akzeptierte Lösung

RubenBurdin

Stratege/Strategin

Mai 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...Beitrag ansehen

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PMenkar1 on Mai 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 Beitrag ansehen

Antworten RevOps

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2 Antworten

Akzeptierte Lösung

PMenkar1

Mitwirkender/Mitwirkende

Mai 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...Beitrag ansehen

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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 Beitrag ansehen

Antworten RevOps

2 Likes

1 Antwort

Akzeptierte Lösung

RubenBurdin

Stratege/Strategin

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...Beitrag ansehen

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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)

Antworten RevOps

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2 Antworten

Akzeptierte Lösung

GiantFocal

Stratege/Strategin | 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. ...Beitrag ansehen

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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 Beitrag ansehen

Antworten RevOps

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1 Antwort

Akzeptierte Lösung

karstenkoehler

Berühmtheit | 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....Beitrag ansehen

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 Beitrag ansehen

Antworten RevOps

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3 Antworten

kpmc

Teilnehmer/-in

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...Beitrag ansehen

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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 Beitrag ansehen

Antworten Integrations sync

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2 Antworten

Akzeptierte Lösung

Josh

Trendsetter/-in | 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...Beitrag ansehen

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