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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

21 upvotes

161 Replies

AAbu-Farha

Participant

October 29, 2025 07:48

Hi Maggie & everyone! I'm Ali, a Revenue Operations Manager at Maqsam, a cloud based cusotmer service telphony software. Previously, for the ...read more

robinfvh on November 07, 2025

Workflow Action: Clone Deal in Workflow

Hi team, I'm missing a feature to be able to choose 'clone enrolled deal' in workflows. I can create a new deal and copy information from a past deal but I cannot copy the line items. This is the most important info because we use it to keep t read more

Reply Automation Data Hygiene Process RevOps SalesOps

0 upvote

1 Reply

Jaycee_Lewis

Community Manager

November 07, 2025 10:47

Hi @robinfvh 👋 Thanks for your suggestion. The most direct way to get this in front of the Product Team is to submit this to the HubSpot Ide...read more

Solved

JRichard9 on November 06, 2025

Solution for creating a workflow based on email from address

Hello, looking for some ideas on how I can create a workflow that generates a ticket when a marketing email from a specfic email address is sent to a contact. Hubspot removed the filter for from address and the filters for marketin emails are too li read more

Reply MarketingOps RevOps

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 07, 2025 00:13

Hi @JRichard9 , HubSpot rarely provides explanations when small changes like these are made in the platform, unfortunately. As far as wo...read more

SLee0 on November 05, 2025

Enterprise Migration Stories: Timeline, Resources, and Surprises

Planning a HubSpot implementation at enterprise scale is complex. We want to hear from teams who've done it: What was your actual migration timeline? (not the plan, the reality) How did you allocate internal resources vs. partner support? read more

Reply Automation Platform RevOps

1 upvote

1 Reply

Brenner

Recognized Expert | Platinum Partner

November 06, 2025 06:22

Hi @SLee0 What was your actual migration timeline? (not the plan, the reality) - ~4 months How did you allocate internal resources ...read more

TMorrell1 on October 29, 2025

Trying to calculate Price / User on deal property from line items based on sku

Hey there! I'm trying to find a way to automatically fill in a field (x-Product Price / User) on a deal by looking at the line items on the deal. So if x-Product is listed as a line item on a deal (I'll see that by the sku) then I want to grab that read more

Reply RevOps

0 upvote

5 Replies

Jaycee_Lewis

Community Manager

October 30, 2025 16:10

Here what I did, @TMorrell1 I created a Custom Deal Property to match your example peer_to_peer_price___user Added two Products to ...read more

JCorwin1 on October 28, 2025

Tracking variable monthly revenue to invoice partners

Hello, I have seen a somewhat similar thread from 2023 but it didn't answer exactly our issue so I am hoping someone can help. We offer a cloud financial management SaaS platfrom that we have partners who whitelabel and offer as a service for th read more

Reply RevOps

0 upvote

1 Reply

STierney

Community Manager

October 28, 2025 15:01

Hey @JCorwin1 - thanks so much for posting in the Community! I managed to find this Community thread , which outlines some approaches you may c...read more

LFenton20 on October 28, 2025

Internal Names for meetings migration

I'm migrating meetings to Hubspot using an API but I'm getting an error saying the meeting type and meeting description fields don't exist. What are the internal names for this thta I could use for the migration? I can't find them when looking f read more

Reply Admin RevOps sync

0 upvote

2 Replies

d-lupo

Top Contributor

October 28, 2025 10:08

Hi @LFenton20 , Thanks for reaching out! To provide meaningful support, I’ll need a bit more information about your setup. Could you please sha...read more

SLee0 on October 23, 2025

Technical Deep Dive: How Did You Architect Your HubSpot Integrations?

Calling IT leaders, RevOps architects, and technical admins managing enterprise HubSpot implementations. We want to understand your integration strategies: ERP connections (especially Dynamics, SAP, NetSuite) Custom/proprietary sy read more

Reply Automation Platform RevOps

3 upvotes

4 Replies

GGilmore11

Participant

November 07, 2025 01:13

definetly understanding

Solved

LFenton20 on October 10, 2025

Workflow to nudge Sales Reps on Stale Deals

I've seen many similar posts on this but none address the re-enrollment part of the workflow. We want to nudge Deal Owners on deals that have had no contact and no scheduled activity. We want them to be notified once a week if the deal still mee read more

Reply SalesOps

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 10, 2025 05:18

@LFenton20 re-enrollment based on 1, 2, 4, 5 don't make sense and could be disabled. But yes, with the third ticked, a deal would re-enroll i...read more

SLee0 on October 09, 2025

Enterprise Workflow Showcase

Hey HubSpot Community! We want to see how sophisticated HubSpot users are solving complex business challenges with cross-hub workflows. What we're looking for: Share a screenshot (or description) of a workflow that connects multiple HubSp read more

Reply Automation Platform RevOps

5 upvotes

5 Replies

STierney

Community Manager

October 22, 2025 17:46

Hey @Amal23 - thank you so much for sharing in this thread! I love that while you're not personally running a business yet, you're getting found...read more

Solved

MSerebriannik on October 03, 2025

Percentage calculation formula

Hi all, May I ask for help: I need to calculate the persentage of all number rows from total by creating new column with formula. What fields to apply? Variables are below on the screenshot:

Reply MarketingOps

0 upvote

2 Replies

Accepted solution

d-lupo

Top Contributor

October 06, 2025 13:31

Hi @MSerebriannik According to the official documentation : "Formula fields perform row-level math on your data table, which means the calcul...read more

AdedayoAdemosu on September 27, 2025

Introducing myself to the community

Hello everyone, I'm new here and its my first step into the REVOPS as a career. I would need your guidelines on how to become a Revops professional. I currently work as a BDM for a tech startup but would like to make a difference in my company as a read more

Reply RevOps

0 upvote

3 Replies

Jaycee_Lewis

Community Manager

September 30, 2025 10:38

You are welcome. Hope to see you around the community! — Jaycee

Solved

CC_x on September 26, 2025

Restricting Forecast Category Selection in HubSpot

Hello! Is it at all possible to prevent users from selecting 'Best Case' or 'Forecast' as a 'Forecast Category' (HubSpot created property), unless certain custom properties have been filled in first? Many thanks!

Reply RevOps

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

September 26, 2025 05:18

Hi @CC_x , Yes, with conditional logic for enumeration properties 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-logic-for-...read more

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