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maggiebutler on September 14, 2020
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 read more
19 upvotes
140 Replies
Member | Partner
November 12, 2024 01:54
Hi Everyone 👋 I am glad to be part of this community! I’m a HubSpot solution partner and have over 8 years of experience working in SaaS Reve...read more
Solved
AndyBlaSt on November 12, 2024
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 read more
0 upvote
2 Replies
Accepted solution
Participant
November 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...read more
JMarino2 on November 12, 2024
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 read more
0 upvote
1 Reply
Community Manager
November 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 ...read more
Solved
Odenspjut on November 12, 2024
"some error occured please try again after some time or use manual connect method" Someone have a solution? /Odenspjut
0 upvote
2 Replies
Accepted solution
Contributor | Platinum Partner
November 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...read more
Solved
Rgonzalez1 on November 11, 2024
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 read more
0 upvote
3 Replies
Accepted solution
Guide | Gold Partner
November 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...read more
SahilBahri on November 08, 2024
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 read more
0 upvote
4 Replies
Member
November 13, 2024 17:38
Thanks for suggesting the solution Ryan. The only issue with Leads (always associated with contact) and any other custom object is that, they can no...read more
Solved
BartBorrelli on November 06, 2024
Thoughts on whether getting a PMP or Google Project Managment Certification is a better use of time? My goal would be leveraging these additional skills in the SAAS world to help drive significant revenue through Sales Strategy and Enablement effort read more
0 upvote
3 Replies
Accepted solution
Contributor | Platinum Partner
November 06, 2024 18:13
Hey @BartBorrelli , These are two very different courses - the GPM would be sensible if you've not had any formal project management education...read more
Solved
VPrimerano on November 05, 2024
Is it possible to separate activities that no longer have any associated objects (not linked to contacts, companies, deals) and mass delete them? I am able to report on activities without any associations, and can see their type (call, meeting, et read more
0 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 23:54
Hi @VPrimerano , At the moment, this is only possible through the user interface for calls (Menu > CRM > Calls) and in the near future e...read more
Solved
KMorka on November 05, 2024
How can I import data from active list in Google Sheet to HubSpot and use this data in workflows?
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 07:29
Hi @KMorka , The Google Sheets integration goes one-way, from HubSpot to Google Sheets. If you want to go the other way, you could explore Zap...read more
Solved
dthomp43 on November 01, 2024
Hey Y'all! New to HubSpot and had a question - I'm wondering what is the best to indicate a subscription based price increase? For example, let's say our product is $10,000 a year. Upon renewal, a 5% price increase is applied to the deal read more
0 upvote
1 Reply
Accepted solution
Contributor | Platinum Partner
November 02, 2024 19:27
The simplest way I can see would be: Custom Deal Property = "Price Increase 2024/5" = YES Then you can simply run a filter on all deals that h...read more
Solved
msshey_ on October 29, 2024
Hi Team, I’m in the process of creating a dashboard that integrates all pipelines for our weekly meetings, allowing us to focus on a single view. One of the reports I’d like to include is the gross revenue by month for all pipelines. Is this fea read more
0 upvote
4 Replies
Accepted solution
Contributor | Diamond Partner
October 30, 2024 09:35
Hi @msshey_ - happy to help! This actually can be done directly from the list tool, and brought into your reports and dashboards! Here are th...read more
Solved
Andreas10016 on October 29, 2024
I think a slightly unusual case: I generally build GTM workflows B2B, but I have a client that needs to get handwritten customer cards (Name, anniversary, referrred by etc.) into Hubspot. OCR with GPT4o is really good and up to the task, but what' read more
0 upvote
5 Replies
Accepted solution
Most Valuable Member | Elite Partner
October 30, 2024 08:47
Hi @Andreas10016 . I haven't personally made the connection between an OCR platform and HubSpot, but I did find a couple of potential options when I...read more
Solved
msshey_ on October 28, 2024
Hi HS Team, I’d like to ask how I can create a dashboard report that pulls the total number of form submissions from the form we’ve created. Should I choose contacts as primary data source? If I do, I do not see options for form submission. : read more
0 upvote
7 Replies
Accepted solution
Hall of Famer | Partner
October 28, 2024 11:52
Hi @msshey_ , Form submissions are not (yet) available as a report builder data source. The product team have mentioned that they're working o...read more
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