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💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

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Robert_D

Participant

Avril 29, 2025 02:03

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

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JOnwah le Juin 17, 2025

Best way to systemise the conversational inbox

Hi HubSpot Community! I wanted to share a scenario I’m currently working on and get your thoughts. We have an AML hotline inbox that’s technically connected to HubSpot, but the team still relies on Outlook folders and a rota system for managi Lire la suite

Répondre Admin MarketingOps Process RevOps ServiceOps

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1 Réponse

Solution Acceptée

ArisudanTiwari

Contributeur de premier rang | Partenaire solutions Gold

Juin 17, 2025 03:39

Hi @JOnwah , Moving your AML hotline to HubSpot’s Conversations Inbox is a smart move for better efficiency and tracking. Here are some tip...Lire la suite

JLow16 le Juin 16, 2025

Workflow for contact and company owner

Hi, I am working on a worfklow to set contact owner as the associated primary company owner IF the contact owner is initially blank. I have the settings below but it is not working as expected. Do i need to change anything? thank you! Lire la suite

Répondre Automation RevOps

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JLow16

Participant

Juin 16, 2025 14:30

@karstenkoehler appreciate the explanation! I tested the workflow again and all is working now. 😄

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AnnaStanuch le Juin 12, 2025

Syncing associations between HS and SF

Hi all, Can someone explain how (or if) Company-Contact associations are passed between HS and Salesforce? For example: 1. If the HS Contact is a SF Lead, the association cannot be passed, right? 2. If the HS Contact is a SF Contact and it gets a Lire la suite

Répondre RevOps

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3 Réponses

Solution Acceptée

AnnaStanuch

Contributeur

Juin 13, 2025 07:21

I got the following AI-generated reply from HS support. I tested the sync, and it's true. 1. Overview of Company-Contact Associations By defaul...Lire la suite

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BDeliman le Juin 09, 2025

Does any one use HubSpot for non profit fund raising?

Hi, I may be on the wrong board, but I have a quesiton for a colleague who's org uses HubSpot. A few people on the team are in are in fund raising (donors, grants, etc). Does anyone use HubSpot for fund raising? I'd like to learn about what repor Lire la suite

Répondre RevOps

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11 Réponses

Solution Acceptée

TracyKronzak

Contributeur | Partenaire solutions Platinum

Juin 10, 2025 14:49

Hi @BDeliman - This is a longer answer, as fundraising with HubSpot is both possible, and there are an increasing number of partners that integrate...Lire la suite

AgiSob_42 le Juin 06, 2025

Notification when Account Owner changes (pro)

Hi folks, I'm facing a challenge and might be missing something, so I'd love your input. The client is using the Professional edition (Marketing, Content, Sales, no Ops Hub) and syncing with Salesforce. Initially, the goal was simple: preven Lire la suite

Répondre SalesOps

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Josh

Expert reconnu | Partenaire solutions Diamond

Juin 06, 2025 10:50

Hi @AgiSob_42 , No, I think you're right. I chatted with @zachh and we determined that the best approach might be just one workflow that re-...Lire la suite

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EVatsev le Juin 06, 2025

Date filter logic

Hi, I want to confirm what will exactly happen when I use a date and time picker property in a workflow to send a notification to a user exactly 7 days after the date in the property. What we want to do is send a push notification to app users Lire la suite

Répondre MarketingOps

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1 Réponse

Solution Acceptée

Josh

Expert reconnu | Partenaire solutions Diamond

Juin 06, 2025 08:40

Hi @EVatsev , Pending any workflow delays, I believe that the system does take into consideration both the date and time. So in your example, ...Lire la suite

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MLandry5 le Juin 05, 2025

Contact list assignment to another contact

Hello, We want to set up a refferal tracking system. So we want to be able to link multiple contacts (reffered members) to a particular referree member (member that reffered others). I am a little lost on how to do this, the only idea I have is cre Lire la suite

Répondre RevOps

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Solution Acceptée

danmoyle

Membre irremplaçable | Partenaire solutions Diamond

Juin 06, 2025 09:14

@MLandry5 is the referring member a contact in the CRM also? Same object associations can do this with an association label like "referring member"...Lire la suite

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RichMai le Juin 04, 2025

How can I edit Subscriptions in HubSpot +1 or +3 months after the subscription stasrts

Hi, I'm working with a pre series A, B2B SaaS provider. They are currently selling Annual Subscriptions and will eventually sell multi-year subscriptions. They are using HubSpot Subscriptions today (don't know the actual name of the module). Lire la suite

Répondre RevOps SalesOps

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4 Réponses

Solution Acceptée

HubDoPete

Conseiller clé | Partenaire solutions Gold

Juin 10, 2025 03:31

Hi @RichMai Great answers by @danmoyle explaining shortcomings, workarounds and potential integrations to assist here. For the integrations,...Lire la suite

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RalphM87 le Juin 03, 2025

Contact ownership not updating after meeting activity

I am using the round robin scheduler to book demos but I find that the contact ownership is not updating after the meetings are scheduled. It is still defaulting to 'Unassigned-Ops team' user. Please note: I have kept the 'Prioritize contact owner' Lire la suite

Répondre SalesOps

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4 Réponses

Solution Acceptée

danmoyle

Membre irremplaçable | Partenaire solutions Diamond

Juin 06, 2025 09:04

@RalphM87 I believe that to be right - managing notifications at the account user level would be my next step.

LDuncan3 le Juin 03, 2025

Capturing and automating future revenue

Is it possible to automate or integrate the potential 'expansion size' of a deal in HubSpot SQLs and Closed Deals for both the reason of showing expansion potential and to highlight that MQLS are worth more than just a certain revenue value (or 'num Lire la suite

Répondre RevOps

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2 Réponses

RubenBurdin

Contributeur de premier rang

Juin 16, 2025 10:48

Hi @LDuncan3 From what I know, the fix is 100 % doable with native tools, you just have to add one custom property and a tiny workflow: Ca...Lire la suite

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Smanstey le Juin 03, 2025

Help please - MQL pipeline / revenue

Just wondering if I can pick your brain for a wee minute and see if I am wildly off track here. We have built a pretty successful way of capturing and tracking Marketing Qualified Leads through the lifecycle stages with a decent and robust proce Lire la suite

Répondre MarketingOps RevOps

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1 Réponse

Solution Acceptée

VPathania

Contributeur de premier rang

Juin 03, 2025 13:12

Your idea of using a Marketing Deal Stage as a flag makes sense only if: Sales agrees to start deals at that stage and strictly follow the same It...Lire la suite

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kamalhinduja le Mai 30, 2025

How to Create a Live Chat?

Hi , I'm Kamal Hinduja . Can anyone share the steps How to Create a Live Chat? Thnaks, Regards Kamal Hinduja Geneva , Switzerland:

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1 Réponse

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 30, 2025 05:42

Hi @kamalhinduja , Yes, you can find the steps to do so here: https://knowledge.hubspot.com/chatflows/create-a-live-chat Best regards ...Lire la suite

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