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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

154 Respostas

Robert_D

Participante

Abril 29, 2025 02:03

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

AHollywood on Maio 22, 2025

Improve Lead Scoring and Personalization with HubSpot and Twilio Segment CDP

Webinar May 29 Unlock the Power of Personalization with HubSpot and Twilio Segment Is fragmented customer data hindering your marketing success? Inconsistent and siloed data can obstruct your ability to deliver personalized experiences and Leia mais

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4 avaliações positivas

0 Respostas

LHare1 on Maio 22, 2025

Data Enrichment Tool for B2B Enterprise SaaS

Hey everyone, I recently started as RevOps Manager in a B2B SaaS company and we are struggling with getting quality data out of our current data enrichment tool. Our target customers are Enterprise companies so accurate revenue data is mission c Leia mais

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0 avaliações positivas

1 Respostas

Josh

Especialista reconhecido(a) | Parceiro Diamante

Maio 22, 2025 08:27

Hi @LHare1 , None of the data enrichment tools will be perfect. So far, our clients have had success with: Breeze Data Enrichment Fro...Leia mais

Solucionado

KG6 on Maio 21, 2025

Is there a way to see all deleted properties?

We're doing cleanup of our unused properties; some have been archived, but some have been permanently deleted. Is there any way to get a list of all the deleted properties? The word "permanent" implies not, but I'd love to be able to track our pro Leia mais

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0 avaliações positivas

3 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 21, 2025 15:40

Hi @KG6 , Via the user interface, as far as I know, no. HubSpot support might be able to generate a list for you. Going forward, I'd rec...Leia mais

candijsmith on Maio 21, 2025

Customizing Tooltips

Does anyone know if it's possible to customize the data that appears in tooltips? The default New pipeline created report shows amount and weighted amount by month, and the tooltip includes a total of the 2. However, the weighted amount is a subset Leia mais

Responder RevOps

0 avaliações positivas

4 Respostas

candijsmith

Participante

Maio 21, 2025 12:18

Sorry, it was blurred out. The Total appears where the red circle is.

ADurrani6 on Maio 20, 2025

Multiple Submissions in one session

Hi Community, I’m curious to learn how other organizations are handling multiple form submissions within a single session particularly when each submission is meant to trigger enrollment into separate workflows that include delays. In our case, Leia mais

Responder Data Hygiene

0 avaliações positivas

6 Respostas

Wesimplifi_

Top colaborador(a) | Parceiro Platinum

Maio 20, 2025 08:08

Thanks for jumping in and I agree that it's not always the fastest trigger compared to direct form submissions or property changes. That said, in o...Leia mais

SKerrigan5 on Maio 19, 2025

Roll Up Properties / Calculated Properties

We have custom objects that are associated to companies and deals for clients they have referred to us. We currently use the "rollup" properties to count how many companies and deals they have referred. We used to have these as companies but hav Leia mais

Responder Process RevOps SalesOps

0 avaliações positivas

2 Respostas

SKerrigan5

Colaborador(a)

Maio 20, 2025 07:10

Thank you for this Ruben! Running into a couple of issues on these. 1. Association labels - if we have labels on the associations, the rollup can ...Leia mais

Fae_Gilfillan on Maio 16, 2025

Seeking RevOps in GDPR region

We're looking at reimagining our data privacy settings to make them super simple to understand, implement and monitor. I'd love to speak with anyone who operates in a GDPR region and has to consider data privacy, particularly the 'legal basis' and Leia mais

Responder RevOps

1 avaliações positivas

0 Respostas

Solucionado

CSYamashiro on Maio 14, 2025

Update Property Value based on File Upload

In order to send emails dynamically changing a logo image in the email header, we have a HTML code that shows the logo image based on a contact property called "Dynamic Logo". How can I insert the desired image URL in this property in an automat Leia mais

Responder Automation MarketingOps

0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 15, 2025 00:08

Hi @CSYamashiro , If you want to update the value of a contact's property, there are various ways: Manually: https://knowledge.hubspot.co...Leia mais

Solucionado

RalphM87 on Maio 13, 2025

Unable to round robin people besides their primary team

I am trying to round robin contact ownership across different teams. The issue is that some people are on multiple teams, but Hubspot will not detect them (besides their primary team) when selecting these teams for round robin distribution. Is there Leia mais

Responder RevOps

0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Maio 13, 2025 23:58

Hi @RalphM87 , This is unfortunately not possible at this stage, correct. However, other users have requested this before: https://commun...Leia mais

namangupta on Maio 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 Leia mais

Responder RevOps

0 avaliações positivas

2 Respostas

namangupta

Membro

Maio 13, 2025 01:15

I have updated it above check

Solucionado

brittjoiner on Maio 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 Leia mais

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0 avaliações positivas

4 Respostas

Solução Aceita

brittjoiner

Participante

Maio 09, 2025 14:10

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

Solucionado

JLow16 on Maio 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?

Responder RevOps

0 avaliações positivas

2 Respostas

Solução Aceita

JLow16

Membro

Maio 06, 2025 22:35

Great! Thanks for the info, Josh!