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maggiebutler on Setembro 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 Leia mais
Responder
19 avaliações positivas
141 Respostas
Devinputra
Membro
Novembro 23, 2024 01:08
Hi all, i am a business development that start implement RevOps Process in my current company.
Solucionado
Isabel_c on Dezembro 05, 2024
Automate google drive folder creation with HubSpot
Is there a way for hubspot to auto create a google drive folder for new records, allow full access to anyone with a link, and connect the link into the company information in hubspot (after form submission)?
Responder RevOps
0 avaliações positivas
3 Respostas
Solução Aceita
karstenkoehler
Membro do Hall da Fama | Parceiro
Dezembro 05, 2024 15:06
Hi @Isabel_c , Not natively, no. For this you would have to look into third party automation/integration, such as Zapier or Make, for example ...Leia mais
dmattauch on Dezembro 05, 2024
Reports on NRR and GRR in Hubspot
Hi, Is it possible to directly report on NRR and GRR in Hubspot with reccuring revenue reporting? Thanks David
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0 avaliações positivas
1 Respostas
kennedyp
Gerente da Comunidade
Dezembro 05, 2024 17:33
Hey @dmattauch ! Thanks for your post. I understand your goal is to report on Net Revenue Retention and Gross Revenue Retention in HubSpot. ...Leia mais
Solucionado
msshey_ on Dezembro 04, 2024
remove contact from a list
Hi Team, I have a quick question. I created an active list in HS that pulls contacts from specific stages in the pipeline, which I plan to use in a workflow to send an email blast. Is there a way to automatically remove a contact from the list if th Leia mais
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0 avaliações positivas
1 Respostas
Solução Aceita
karstenkoehler
Membro do Hall da Fama | Parceiro
Dezembro 04, 2024 14:01
Hi @msshey_ , Yes, you need an additional list for that which filters for contacts associated to deals in that particular stage. Once yo...Leia mais
Solucionado
DJacobi on Novembro 25, 2024
Enhancing Customer Engagement with Utility Services Integration
Hi HubSpot Community, I’m working on a project for a regional service provider that involves integrating utility bill inquiry tools into their CRM to enhance customer engagemen t. The tool, FESCO Bill , allows customers to check their utility b Leia mais
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0 avaliações positivas
1 Respostas
Solução Aceita
Josh
Especialista reconhecido(a) | Parceiro Diamante
Novembro 26, 2024 09:54
Hi @DJacobi , This could get fairly complex, but here are some ideas to get you started. 3rd party data (FESCO) will need sent to HubSpot ...Leia mais
Solucionado
Chinmayy on Novembro 19, 2024
Tracking Funnel Conversions from Stage to Stage
Hi HS Community, We are having an issue in my company. We have lifecycle stages on our company level that are: Target -> Prospect -> Awareness -> MQA -> SAA > SQA -> Customer. We also have certain workflows that set some compan Leia mais
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1 avaliações positivas
6 Respostas
Solução Aceita
danmoyle
Participante de valor | Parceiro Elite
Novembro 20, 2024 08:58
Hi @Chinmayy and welcome to the Community! You're finding a HubSpot expected behavior. In their design, HubSpot made it so lifecycle stages are lin...Leia mais
Solucionado
JakeL on Novembro 16, 2024
Pipedrive Deal Sync Errors: "This record didn't sync because of a HubSpot error." with no info
I have successfully connected the Pipedrive integration, and it is syncing deals. However, there are many deals that will not sync with the following error: "This record didn't sync because of a HubSpot error." There is no more specificity t Leia mais
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0 avaliações positivas
5 Respostas
Solução Aceita
Jonno_Price
Orientador(a) | Parceiro Platinum
Novembro 18, 2024 05:02
Hello @JakeL and thanks @BérangèreL for the tag. Just a quick note that without full access to both PD and HS we would not be able to troublesh...Leia mais
Solucionado
Huntscape-Ops on Novembro 14, 2024
Agreements and contracts
I am working with a customer who is coaching. She wants to have people sign up for services through HubSpot and have agreements that the customer agrees to during the signup process. Is it possible to have agreements in Hubspot and be auto-signed Leia mais
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0 avaliações positivas
3 Respostas
Solução Aceita
karstenkoehler
Membro do Hall da Fama | Parceiro
Novembro 15, 2024 00:09
Hi @Huntscape-Ops , Beyond the quotes tool, HubSpot doesn't have any native features that include esignature. There are however integrations o...Leia mais
Solucionado
AndyBlaSt on Novembro 12, 2024
Is there really no way to dedupe import lists by more than just email/domain?
After a lot of research, I've concluded that there are no tools that offer advanced deduping of list imports into HubSpot. Is this true, or am I missing something? The blanket assumption seems to be that every company will have a single domain Leia mais
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0 avaliações positivas
2 Respostas
Solução Aceita
AndyBlaSt
Participante
Novembro 13, 2024 13:51
Appreciate the reply, Karsten. Unique properties could be a potential work-around for some lucky enterprises with very simple market data, but it do...Leia mais
JMarino2 on Novembro 12, 2024
Custom BDR bookings goal
Hi - I'm trying to create a custom goal to track BDR performance against a booking goal. Historically, we have assigned points to deals sourced by BDRs but in 2025 we are moving away from the points system and assigning goals aligned with deal amoun Leia mais
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0 avaliações positivas
1 Respostas
PamCotton
Gerente da Comunidade
Novembro 12, 2024 17:51
Hey @JMarino2 , thank you for posting in our Community! Yes, you can set custom goals in HubSpot for tracking BDR performance based on deal ...Leia mais
Solucionado
Odenspjut on Novembro 12, 2024
problem connect wordpress Error message
"some error occured please try again after some time or use manual connect method" Someone have a solution? /Odenspjut
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0 avaliações positivas
2 Respostas
Solução Aceita
ScottPennwood
Top colaborador(a) | Parceiro Platinum
Novembro 13, 2024 04:26
Good morning @Odenspjut , In the link @BérangèreL has provided, there are 3 bulletpoints that are usually the cause of all Wordpress-connect...Leia mais
Solucionado
Rgonzalez1 on Novembro 11, 2024
Snippets and Quotes and Commerce Hub
Due to certain restrictions with quotes, I am using snippets to describe services ... e.g. like a library of products to add into quotes. This works for me as I am a sales team member of one, but we are selling commerce hub into all kinds of account Leia mais
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0 avaliações positivas
3 Respostas
Solução Aceita
HubDoPete
Orientador(a) | Parceiro Ouro
Novembro 12, 2024 06:36
Hi Rebecca, Snippets are not really suited for use as a library of products. Have you explored using the HubSpot Product Library on your Comm...Leia mais
Solucionado
SahilBahri on Novembro 08, 2024
Live User Data from our Application
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into HubSpot, which currently is b Leia mais
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0 avaliações positivas
4 Respostas
Solução Aceita
RSchweighart
Top colaborador(a) | Parceiro Ouro
Novembro 12, 2024 18:09
Hi @SahilBahri , I don't have an in-depth answer but will provide some high-level thoughts. HubSpot has the ability to separate leads (if on...Leia mais
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