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💬 RevOps Discussions

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maggiebutler on September 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 read more

19 upvotes

141 Replies

Devinputra

Member

November 23, 2024 01:08

Hi all, i am a business development that start implement RevOps Process in my current company.

HighPerformer on January 16, 2025

Need Help Migrating Google Sheets Onboarding Workflow to HubSpot

Hi HubSpot Community, Currently managing our onboarding workflow through Google Sheets, tracking: - MRR Backlog - Installation dates - Project status - Customer onboarding progress Looking to migrate everything read more

Reply RevOps

0 upvote

1 Reply

DianaGomez

Community Manager

January 17, 2025 04:44

Hi @HighPerformer , Thanks for reaching out to the Community! Just to confirm, are you looking to import the data you have in Google...read more

LULUDEDE on January 15, 2025

Workflow: properties unsupported?

I'm trying to set up a workflow that will generate a renewal deal once a new business deal is set to closed won. I have some guides on how to do this and the guides recommend to 'choose a property' but they're listed as 'unsupported'. I can't find i read more

Reply RevOps

0 upvote

2 Replies

Jigar_Thakker

Key Advisor | Diamond Partner

January 15, 2025 08:39

Hi @LULUDEDE , From the screenshot shared above, it looks like the properties are system properties that cannot be modified by workflows. Alt...read more

Solved

Lamont1 on January 14, 2025

How to create a is deal active field

How can I build a calculated property under the deals object in HubSpot that automatically marks a deal as “Active” or “Not Active” based on whether it’s “Closed Won” and falls between subscription start date and end date. I created two properties o read more

Reply Automation

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 14, 2025 14:47

Hi @Lamont1 , Calculation properties with custom equations don't have the concept of now / today. I would probably solve this with a workflow....read more

darshanhira24 on January 13, 2025

Integrating Product Activity with HubSpot

Hello everyone, I’m looking for advice on the best way to integrate my customers’ activity within my product with HubSpot. Currently, we’re using PostHog to track events such as logins and other user activities, but I’d like to push that data to H read more

Reply SNA

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

January 13, 2025 00:21

Hi @darshanhira24 , PostHog seem to have a connector with HubSpot: https://posthog.com/cdp/hubspot-connector – unless specified otherwise, t...read more

ei-p on January 09, 2025

Looking to understand Outreach vs Hubspot experiences

Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation read more

Reply Automation RevOps SalesOps

0 upvote

3 Replies

HFisher7

Guide | Elite Partner

January 13, 2025 06:06

@ei-p - Currently working with a client on a project to migrate from Outreach to HubSpot so replying to see if anyone else gives feedback and to re...read more

Solved

Aaskarovo on December 31, 2024

Salesforce sync

Hello community, I have a few error signs in our HubSpot <> Salesforce integration. One of them for a date field shows a Field Type mismatch. Is there a way to change the field type in HubSpot to fix this mismatch? If not, what's the wor read more

Reply Data Quality Integrations RevOps sync

0 upvote

3 Replies

Accepted solution

PamCotton

Community Manager

December 31, 2024 17:06

Hey @Aaskarovo , thank you for posting in our Community! Currently, you can’t change the field type of an existing property in HubSpot. The ...read more

Solved

Dogfishcronin on December 20, 2024

Salesforce Integration Error - DEALS

Trying to to Opportunities and Deals to speak to one another but getting this error... "Default sales process unavailable" These Salesforce records can't sync to HubSpot because the default sales process is no longer available. Fix in Salesforce: As read more

Reply RevOps

0 upvote

3 Replies

Accepted solution

Dogfishcronin

Participant

January 02, 2025 08:39

Update: Fixed it 😎 . Essentially the Hubspot Pipelines caused the problems... setting this up or adding them from the Hubspot side has caused the ...read more

SComeau on December 17, 2024

Adjusting Actual Deal Value After Closed Won

Hello! Sometimes after we close a deal as Closed Won, we have to adjust the Deal value for one reason or another. Just looking for best practice on this and if anyone sees an issue with doing this. We do track the change via a Microsoft BI integra read more

Reply RevOps

1 upvote

3 Replies

SuperStian

Member

January 09, 2025 08:25

It would be interesting to hear what you are trying to solve here apart from just editing the deal value. You would typically just update the amount ...read more

msshey_ on December 16, 2024

Dashboard reporting

Hi Community, I have a quick question regarding the dashboard. When I check the module (see below), it shows $328K in closed deals. However, based on my records, which include only contracts signed and paid deals, the total is actually $277.8K. read more

Reply RevOps

0 upvote

5 Replies

Waqas56

Member

December 30, 2024 05:02

It sounds like there’s a discrepancy between the dashboard data and your records. Here are a few potential reasons and steps to clarify the issue: D...read more

Solved

SClara on December 16, 2024

Integrating Product Activity Data with HubSpot: Best Practices and Solutions

What’s the best way to connect my customers’ activity within my product to HubSpot? Currently, we’re tracking activity in PostHog, but I’d like to send data such as logins and other events to HubSpot as well. Could you also clarify which HubSpo read more

Reply RevOps

0 upvote

1 Reply

Accepted solution

TomM2

Thought Leader | Platinum Partner

December 16, 2024 13:15

Hey @SClara to have a full integration (IE list segmenetion, workflows etc) you need custom events api , which requires an enterprise level subscr...read more

csaadia on December 15, 2024

Predicitive Models

Hello! Could someone help me with this question? How to use predictive models such as churn and RFM (recency, frequency, monetary) in HubSpot?

Reply RevOps

0 upvote

3 Replies

csaadia

Member

January 06, 2025 09:18

Thank you Jordan!

drafeedie on December 14, 2024

Projected ARR Calculations

I am trying to created a projected ARR number for each of our customers. We bill out customers a variable fee each month via Quickbooks and use the integraiton to sync invoices to Hubspot. Currently we have a roll up custom property that takes t read more

Reply Data Quality RevOps SalesOps

0 upvote

5 Replies

BérangèreL

Community Manager

December 17, 2024 09:13

Hi @GSriram , thank you so much for the details about how to use the integration for this specific use case! ❤️ Would that help @drafeedie ?...read more

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