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💬 RevOps Discussions

Buscar soluciones en 💬 RevOps Discussions o hacer una pregunta

maggiebutler en Septiembre 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 Leer más

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19 Me gusta

141 Respuestas

Devinputra

Miembro

Noviembre 23, 2024 01:08

Hi all, i am a business development that start implement RevOps Process in my current company.

HighPerformer en Enero 16, 2025

Need Help Migrating Google Sheets Onboarding Workflow to HubSpot

Hi HubSpot Community, Currently managing our onboarding workflow through Google Sheets, tracking: - MRR Backlog - Installation dates - Project status - Customer onboarding progress Looking to migrate everything Leer más

Responder RevOps

0 Me gusta

1 Respuestas

DianaGomez

Administrador de la comunidad

Enero 17, 2025 04:44

Hi @HighPerformer , Thanks for reaching out to the Community! Just to confirm, are you looking to import the data you have in Google...Leer más

LULUDEDE en Enero 15, 2025

Workflow: properties unsupported?

I'm trying to set up a workflow that will generate a renewal deal once a new business deal is set to closed won. I have some guides on how to do this and the guides recommend to 'choose a property' but they're listed as 'unsupported'. I can't find i Leer más

Responder RevOps

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2 Respuestas

Jigar_Thakker

Asesor destacado | Partner nivel Diamond

Enero 15, 2025 08:39

Hi @LULUDEDE , From the screenshot shared above, it looks like the properties are system properties that cannot be modified by workflows. Alt...Leer más

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Lamont1 en Enero 14, 2025

How to create a is deal active field

How can I build a calculated property under the deals object in HubSpot that automatically marks a deal as “Active” or “Not Active” based on whether it’s “Closed Won” and falls between subscription start date and end date. I created two properties o Leer más

Responder Automation

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3 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Enero 14, 2025 14:47

Hi @Lamont1 , Calculation properties with custom equations don't have the concept of now / today. I would probably solve this with a workflow....Leer más

darshanhira24 en Enero 13, 2025

Integrating Product Activity with HubSpot

Hello everyone, I’m looking for advice on the best way to integrate my customers’ activity within my product with HubSpot. Currently, we’re using PostHog to track events such as logins and other user activities, but I’d like to push that data to H Leer más

Responder SNA

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1 Respuestas

karstenkoehler

Miembro del salón de la fama | Partner

Enero 13, 2025 00:21

Hi @darshanhira24 , PostHog seem to have a connector with HubSpot: https://posthog.com/cdp/hubspot-connector – unless specified otherwise, t...Leer más

ei-p en Enero 09, 2025

Looking to understand Outreach vs Hubspot experiences

Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation Leer más

Responder Automation RevOps SalesOps

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3 Respuestas

HFisher7

Guía | Partner nivel Elite

Enero 13, 2025 06:06

@ei-p - Currently working with a client on a project to migrate from Outreach to HubSpot so replying to see if anyone else gives feedback and to re...Leer más

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Aaskarovo en Diciembre 31, 2024

Salesforce sync

Hello community, I have a few error signs in our HubSpot <> Salesforce integration. One of them for a date field shows a Field Type mismatch. Is there a way to change the field type in HubSpot to fix this mismatch? If not, what's the wor Leer más

Responder Data Quality Integrations RevOps sync

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3 Respuestas

Solución Aceptada

PamCotton

Administrador de la comunidad

Diciembre 31, 2024 17:06

Hey @Aaskarovo , thank you for posting in our Community! Currently, you can’t change the field type of an existing property in HubSpot. The ...Leer más

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Dogfishcronin en Diciembre 20, 2024

Salesforce Integration Error - DEALS

Trying to to Opportunities and Deals to speak to one another but getting this error... "Default sales process unavailable" These Salesforce records can't sync to HubSpot because the default sales process is no longer available. Fix in Salesforce: As Leer más

Responder RevOps

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3 Respuestas

Solución Aceptada

Dogfishcronin

Participante

Enero 02, 2025 08:39

Update: Fixed it 😎 . Essentially the Hubspot Pipelines caused the problems... setting this up or adding them from the Hubspot side has caused the ...Leer más

SComeau en Diciembre 17, 2024

Adjusting Actual Deal Value After Closed Won

Hello! Sometimes after we close a deal as Closed Won, we have to adjust the Deal value for one reason or another. Just looking for best practice on this and if anyone sees an issue with doing this. We do track the change via a Microsoft BI integra Leer más

Responder RevOps

1 Me gusta

3 Respuestas

SuperStian

Miembro

Enero 09, 2025 08:25

It would be interesting to hear what you are trying to solve here apart from just editing the deal value. You would typically just update the amount ...Leer más

msshey_ en Diciembre 16, 2024

Dashboard reporting

Hi Community, I have a quick question regarding the dashboard. When I check the module (see below), it shows $328K in closed deals. However, based on my records, which include only contracts signed and paid deals, the total is actually $277.8K. Leer más

Responder RevOps

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5 Respuestas

Waqas56

Miembro

Diciembre 30, 2024 05:02

It sounds like there’s a discrepancy between the dashboard data and your records. Here are a few potential reasons and steps to clarify the issue: D...Leer más

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SClara en Diciembre 16, 2024

Integrating Product Activity Data with HubSpot: Best Practices and Solutions

What’s the best way to connect my customers’ activity within my product to HubSpot? Currently, we’re tracking activity in PostHog, but I’d like to send data such as logins and other events to HubSpot as well. Could you also clarify which HubSpo Leer más

Responder RevOps

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1 Respuestas

Solución Aceptada

TomM2

Líder intelectual | Partner nivel Platinum

Diciembre 16, 2024 13:15

Hey @SClara to have a full integration (IE list segmenetion, workflows etc) you need custom events api , which requires an enterprise level subscr...Leer más

csaadia en Diciembre 15, 2024

Predicitive Models

Hello! Could someone help me with this question? How to use predictive models such as churn and RFM (recency, frequency, monetary) in HubSpot?

Responder RevOps

0 Me gusta

3 Respuestas

csaadia

Miembro

Enero 06, 2025 09:18

Thank you Jordan!

drafeedie en Diciembre 14, 2024

Projected ARR Calculations

I am trying to created a projected ARR number for each of our customers. We bill out customers a variable fee each month via Quickbooks and use the integraiton to sync invoices to Hubspot. Currently we have a roll up custom property that takes t Leer más

Responder Data Quality RevOps SalesOps

0 Me gusta

5 Respuestas

BérangèreL

Administrador de la comunidad

Diciembre 17, 2024 09:13

Hi @GSriram , thank you so much for the details about how to use the integration for this specific use case! ❤️ Would that help @drafeedie ?...Leer más

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