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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
142 Replies
Member
February 02, 2025 20:21
Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...read more
LMC-Alex on February 18, 2025
I'm trying to figure out how I can use property "change source" information in workflows and/or reporting (see screenshot). My use case: We have a number of different ways of updating data: 1. Manual 2. Workflow 3. Data import Our manual read more
0 upvote
1 Reply
Top Contributor | Elite Partner
February 18, 2025 14:27
Maybe the drill down 1 / 2 source propeties will help? @LMC-Alex The following table shows the Original Traffic Source or Latest Traf...read more
Akash_Vi_R on February 18, 2025
I've been using Superjoin for syncing Hubspot data into Sheets. Are there other tools I can use? I've tried Zapier & Make in the past, but quite comfortable with Superjoin. The advantage with Zapier or Make is I can pull in data from different read more
0 upvote
1 Reply
Community Manager
February 18, 2025 18:35
Hi @Akash_Vi_R ! Welcome to the Community-- happy to have you here 😊 You can Add data to Google Sheets with workflows . Superjoin is hig...read more
idanc on February 12, 2025
Hi, We use Workato to pull data out of HubSpot into a BigQuery data warehouse. Our challenge is that the API from Hubspot to Workato doesn't recognize deleted records. Hence, everytime a record is merged or deleted from Hubspot, it will forever re read more
0 upvote
1 Reply
Community Manager
February 12, 2025 19:04
Hey @idanc ! Thanks for your post. I want to invite some subject matter experts to see if they have any suggestions. Hey @zach_threadint , @...read more
Solved
AFayet on February 12, 2025
Hello, I'd like to archive contacts that are not relevant anymore. But I want to keep the activity that has been made on these contacts in order to keep tracks. Today we keep them and have a property to fill in when it's obsolete but it's not read more
0 upvote
3 Replies
Accepted solution
Top Contributor | Platinum Partner
February 13, 2025 04:12
If you archive (or delete) a contact that isn't relevant, the activity can't be logged against a record so will have nowhere to live. This means no-o...read more
AFayet on February 12, 2025
Hello there, I'd like to create a specific workflow that triggers with a property that is not equal to another, and then remove an association deal-company if it's not equal. To give you some context, we define who our customers are and we t read more
0 upvote
1 Reply
Community Manager
February 12, 2025 18:26
Hey @AFayet , thank you for posting in our Community! Yes, you can create a workflow to automate this in HubSpot. Use an if/then condition t...read more
TOffen on February 06, 2025
Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. W read more
0 upvote
1 Reply
Community Manager
February 07, 2025 11:59
Hi @TOffen , Thanks for reaching out to the Community! I came across a question that's really similar to yours in another thread, and ...read more
AGeorge024 on January 31, 2025
HubSpot's new integration with Google Calendar is awesome. I can directly change meeting outcomes from the calendar invite. However, it would be great if I could edit "Meeting Type" in the same view. Any plans to do this? This would be a huge he read more
Community Manager
January 31, 2025 16:44
Hey @AGeorge024 , happy Friday! Thank you for your feedback! We're glad to hear that you're enjoying the HubSpot integration with Google Cal...read more
JJ08 on January 30, 2025
Hello, HubSpot Community! We are trying to use the default Deal Push Rate that HubSpot provides in Reporting → Analytics Suite → Sales → Deals → Deal Push Rate and integrate this percentage into a custom report . Our Goal: We want read more
0 upvote
2 Replies
Participant
February 02, 2025 12:29
Hi Pam, Thank you for your reply. Do you have a formula template or anything similar that can help us get started or that we can benchmark?
JPadgett7 on January 29, 2025
Our company sells software licenses agreements at a monthly rate for 1, 2, and 3 year license terms. Almost all these licenses purchases are billed/paid upfront. Ex. Customer buys a 1 year license agreement for $29/month $49/month x 12 month read more
0 upvote
1 Reply
Community Manager
January 30, 2025 11:47
Hi @JPadgett7 , Thanks for reaching out to the Community! I’d like to invite our experts to join this conversation to see if they’ve w...read more
Solved
DavidVillalona on January 29, 2025
Hi all, What would be the best practice for determining the deal amount based on a subscription that was initially agreed upon as 6 payments of $1,000 per month but ended at month 4 due to cancellation? Normally, we would close this deal at $6,0 read more
0 upvote
1 Reply
Accepted solution
Participant
January 29, 2025 14:16
Hi JosueVillalona , It sounds like you’re asking how to adjust a deal’s value when a subscription ends early. For accuracy, updating the closed ...read more
Solved
AMatalia on January 29, 2025
Does anyone know how I can fix my report to ensure that it's showing all deals in Discovery Completed per month even if it moves to another stage in that same month or moves to Closed Lost. I am trying to track each sales rep's activity and goals fo read more
0 upvote
2 Replies
Accepted solution
Community Manager
January 29, 2025 18:36
Hey @AMatalia , thank you for posting in our Community! To track all deals that have been in the "Discovery Completed" stage within the curr...read more
Solved
FTroppé on January 24, 2025
Hello, I have tried to get the email body with N8N or Zapier. This field doesn't semble available. For N8N, it is written I need the sales-email-read scope. I tried to find the solution, however I am lost and I don't know if it is really possible. read more
0 upvote
4 Replies
Accepted solution
Participant | Diamond Partner
January 24, 2025 10:46
@FTroppé To get the email body, you’ll need the sales-email-read scope. Check if it’s enabled under Settings > Integrations > Connected Ap...read more
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