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💬 RevOps Discussions

Pesquise soluções em 💬 RevOps Discussions ou faça uma pergunta

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

21 avaliações positivas

161 Respostas

AAbu-Farha

Participante

Outubro 29, 2025 07:48

Hi Maggie & everyone! I'm Ali, a Revenue Operations Manager at Maqsam, a cloud based cusotmer service telphony software. Previously, for the ...Leia mais

rooroo on Novembro 13, 2025

Sales per Customer YoY

My sales team is not KPI'ed on deals closed but improvement to *Overall Sales with Connected Contacts *Sales per Customer Improvement YoY with Connected Contacts *AOV improvements YoY with Connected Contacts I am trying to build a report that allo Leia mais

Responder RevOps

0 avaliações positivas

1 Respostas

Jaycee_Lewis

Gerente da Comunidade

Novembro 13, 2025 16:18

Hi, @rooroo 👋 Welcome to our community. Hopefully someone smarter 😉 than me will be able to chime in, but I'm willing to share my opinion. ...Leia mais

Solucionado

robinfvh on Novembro 07, 2025

Workflow Action: Clone Deal in Workflow

Hi team, I'm missing a feature to be able to choose 'clone enrolled deal' in workflows. I can create a new deal and copy information from a past deal but I cannot copy the line items. This is the most important info because we use it to keep t Leia mais

Responder Automation Data Hygiene Process RevOps SalesOps

0 avaliações positivas

1 Respostas

Solução Aceita

Jaycee_Lewis

Gerente da Comunidade

Novembro 07, 2025 10:47

Hi @robinfvh 👋 Thanks for your suggestion. The most direct way to get this in front of the Product Team is to submit this to the HubSpot Ide...Leia mais

Solucionado

JRichard9 on Novembro 06, 2025

Solution for creating a workflow based on email from address

Hello, looking for some ideas on how I can create a workflow that generates a ticket when a marketing email from a specfic email address is sent to a contact. Hubspot removed the filter for from address and the filters for marketin emails are too li Leia mais

Responder MarketingOps RevOps

0 avaliações positivas

2 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Novembro 07, 2025 00:13

Hi @JRichard9 , HubSpot rarely provides explanations when small changes like these are made in the platform, unfortunately. As far as wo...Leia mais

SLee0 on Novembro 05, 2025

Enterprise Migration Stories: Timeline, Resources, and Surprises

Planning a HubSpot implementation at enterprise scale is complex. We want to hear from teams who've done it: What was your actual migration timeline? (not the plan, the reality) How did you allocate internal resources vs. partner support? Leia mais

Responder Automation Platform RevOps

3 avaliações positivas

4 Respostas

coalorefashion7

Participante

Novembro 13, 2025 04:48

Great topic! It’ll be insightful to hear real experiences about timelines, resource balance, and unexpected challenges during enterprise migrations. ...Leia mais

TMorrell1 on Outubro 29, 2025

Trying to calculate Price / User on deal property from line items based on sku

Hey there! I'm trying to find a way to automatically fill in a field (x-Product Price / User) on a deal by looking at the line items on the deal. So if x-Product is listed as a line item on a deal (I'll see that by the sku) then I want to grab that Leia mais

Responder RevOps

0 avaliações positivas

5 Respostas

Jaycee_Lewis

Gerente da Comunidade

Outubro 30, 2025 16:10

Here what I did, @TMorrell1 I created a Custom Deal Property to match your example peer_to_peer_price___user Added two Products to ...Leia mais

JCorwin1 on Outubro 28, 2025

Tracking variable monthly revenue to invoice partners

Hello, I have seen a somewhat similar thread from 2023 but it didn't answer exactly our issue so I am hoping someone can help. We offer a cloud financial management SaaS platfrom that we have partners who whitelabel and offer as a service for th Leia mais

Responder RevOps

0 avaliações positivas

1 Respostas

STierney

Gerente da Comunidade

Outubro 28, 2025 15:01

Hey @JCorwin1 - thanks so much for posting in the Community! I managed to find this Community thread , which outlines some approaches you may c...Leia mais

LFenton20 on Outubro 28, 2025

Internal Names for meetings migration

I'm migrating meetings to Hubspot using an API but I'm getting an error saying the meeting type and meeting description fields don't exist. What are the internal names for this thta I could use for the migration? I can't find them when looking f Leia mais

Responder Admin RevOps sync

0 avaliações positivas

2 Respostas

d-lupo

Top colaborador(a)

Outubro 28, 2025 10:08

Hi @LFenton20 , Thanks for reaching out! To provide meaningful support, I’ll need a bit more information about your setup. Could you please sha...Leia mais

SLee0 on Outubro 23, 2025

Technical Deep Dive: How Did You Architect Your HubSpot Integrations?

Calling IT leaders, RevOps architects, and technical admins managing enterprise HubSpot implementations. We want to understand your integration strategies: ERP connections (especially Dynamics, SAP, NetSuite) Custom/proprietary sy Leia mais

Responder Automation Platform RevOps

3 avaliações positivas

4 Respostas

GGilmore11

Participante

Novembro 07, 2025 01:13

definetly understanding

Solucionado

LFenton20 on Outubro 10, 2025

Workflow to nudge Sales Reps on Stale Deals

I've seen many similar posts on this but none address the re-enrollment part of the workflow. We want to nudge Deal Owners on deals that have had no contact and no scheduled activity. We want them to be notified once a week if the deal still mee Leia mais

Responder SalesOps

0 avaliações positivas

3 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Outubro 10, 2025 05:18

@LFenton20 re-enrollment based on 1, 2, 4, 5 don't make sense and could be disabled. But yes, with the third ticked, a deal would re-enroll i...Leia mais

SLee0 on Outubro 09, 2025

Enterprise Workflow Showcase

Hey HubSpot Community! We want to see how sophisticated HubSpot users are solving complex business challenges with cross-hub workflows. What we're looking for: Share a screenshot (or description) of a workflow that connects multiple HubSp Leia mais

Responder Automation Platform RevOps

5 avaliações positivas

5 Respostas

STierney

Gerente da Comunidade

Outubro 22, 2025 17:46

Hey @Amal23 - thank you so much for sharing in this thread! I love that while you're not personally running a business yet, you're getting found...Leia mais

Solucionado

MSerebriannik on Outubro 03, 2025

Percentage calculation formula

Hi all, May I ask for help: I need to calculate the persentage of all number rows from total by creating new column with formula. What fields to apply? Variables are below on the screenshot:

Responder MarketingOps

0 avaliações positivas

2 Respostas

Solução Aceita

d-lupo

Top colaborador(a)

Outubro 06, 2025 13:31

Hi @MSerebriannik According to the official documentation : "Formula fields perform row-level math on your data table, which means the calcul...Leia mais

AdedayoAdemosu on Setembro 27, 2025

Introducing myself to the community

Hello everyone, I'm new here and its my first step into the REVOPS as a career. I would need your guidelines on how to become a Revops professional. I currently work as a BDM for a tech startup but would like to make a difference in my company as a Leia mais

Responder RevOps

0 avaliações positivas

3 Respostas

Jaycee_Lewis

Gerente da Comunidade

Setembro 30, 2025 10:38

You are welcome. Hope to see you around the community! — Jaycee