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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
I am trying to update a deal close date to a date in the future (e.g. last day of the month) once it has gone past the close date and the deal is still open. This will help in forecasting numbers. We have operations hub and I think this should b read more
Hello, I'm glad my answer was helpful. Here’s what you might need to check and adjust: 1. Property to include in the code. From your screenshot,...read more
I'm looking to build a rather complex automation, and was wondering if it was possible. I have a Google Sheets worksheet with some "scenarios." It contains scenarios 1-20 under a Scenarios column. Each scenario is determined by the availabilit read more
Hi @FMurad
You can import your Excel document into HubSpot by following the import steps below and adding the actions in a multiple selecti...read more