JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

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

18 upvotes

120 Replies

kTosin

Member

December 03, 2023 18:52

Hi Everyone, My name is Tosin and I am building a startup in Nigeria, RevOps is indeed beyond what meets the Eye, it is a course everyone seeking to...read more

YouAssa95 on December 06, 2023

Meeting comments

Hello everyone, I'm looking for insights on a potential workaround for attaching third-party comments to existing meetings on HubSpot records. As the current API doesn't support this, I'm considering the following approach: Utilize the hs_i read more

Reply Automation Integrations RevOps

0 upvote

1 Reply

BérangèreL

Community Manager

December 07, 2023 04:58

Hi @YouAssa95 , Thank you for reaching out to the Community! That's a great workaround, good idea! I'd like to invite some of our Top Experts to ...read more

DGribanov on December 05, 2023

Editing Hubspot-Salesforce Integration Field Mapping

Hey guys! I have Hubspot-Salesforce integration installed and I'm going to update there Company Field Mappings, because several mappings have issues (corresponding Salesforce fields was renamed and Hubspot cannot find them anymore) and so severa read more

Reply sync

0 upvote

2 Replies

trevorjones71

Key Advisor | Diamond Partner

December 05, 2023 15:09

Hi @DGribanov and thanks for the tage @DianaGomez ! Great questions, addressed below more or less in order. When you update the map...read more

HFas on November 30, 2023

Do deal cards have URL links?

I am currently trying to setup syncs into airtable and realised it would be useful if I could include deal card links in airtable that would instantly take me to the specific deal on hubspot. Is this possible?

Reply RevOps

0 upvote

1 Reply

PamCotton

Community Manager

November 30, 2023 18:27

Hello @HFas thank you for posting in our Community! Currently, the Airtable integration does not have deal sync you will need to create a n...read more

RCostello0 on November 29, 2023

Hubspot to Salesforce Lead Duplicate Contact Workaround

Hi HS Community, I am hoping someone may have a potential solution based on how our current system is set-up and a recent edge case that occured to retain data integrity and reporting. Background/System Set-Up: Hubspot to Salesforce Bi- read more

Reply RevOps

0 upvote

1 Reply

BérangèreL

Community Manager

November 30, 2023 03:23

Hi @RCostello0 , Thank you for the detailed post on the Community! I'd like to invite a couple of subject matter experts to this conversation: Hi ...read more

Solved

AJacob2 on November 27, 2023

Setting Billing Contact Status

I have a scenario where I have a custom object in practise lives underneath Companies, called Departments. Our sales process is to these individual departments and it is important that we know the billing contact and can annotate it for each. Ho read more

Reply RevOps SalesOps

1 upvote

2 Replies

Accepted Solution

danmoyle

Most Valuable Member | Elite Partner

November 28, 2023 08:37

I'm with @BérangèreL here, @AJacob2 . I agree that your assessment of association labels is probably the best route. You can make ists of associat...read more

SLapitka on November 22, 2023

MEDDIC or Multi-Line Properties in a useable UI

Does anyone have guidance regarding how to set up Hubspot well from a UI perspective for Enterprise Sales cycles where you have a lot of multi-line fields? We have implemented MEDDIC and I find Deal reviews require me to export the data vs. bein read more

Reply RevOps

0 upvote

4 Replies

SLapitka

Participant

November 27, 2023 10:54

I am also not seeing this option for adjusting the sidebar width. I am going to take a look at some of the custom modules and was considering tr...read more

OReinen on November 17, 2023

2FA on forms

Hi, I would like to have 2FA on a form that clients fill in (on my wix website), which includes email and sms authentication. Does anyone have experience with this

Reply Integrations

0 upvote

3 Replies

TomM2

Key Advisor | Partner

November 20, 2023 05:13

Hey @OReinen it's against HubSpot's TOS to store sensitive data (such as login information) in HubSpot. So HubSpot forms cannot be used for logins,...read more

THoward23 on November 07, 2023

Can you use custom goals based on custom properties in a report?

My company uses Gross Margin as our metric instead of revenue. I created a custom goal to hit on our Gross Margin property and am now looking to add this goal to our Gross Margin report. Is there a way to do this? I tried building a single object r read more

Reply RevOps

1 upvote

1 Reply

BérangèreL

Community Manager

November 09, 2023 04:28

Hi @THoward23 , I love to see such question for the Community, thank you! I checked for you and I could see that on this article " Create custom g...read more

Solved

Nadiia_Dibrova on November 07, 2023

Adding contacts to cohort

Hi! I apologize if this is a too easy of a question, but I am still on my path of learning HubSpot and will appreciate any advice. Can you you advice how to add a set amount of people to the cohort? Is there a setting/filter that I can use? For read more

Reply Academy MarketingOps

1 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 07, 2023 23:31

Hi @Nadiia_Dibrova , There isn't a feature for this with directly but you can leverage random samples in lists for this: https://knowledge.hu...read more

ACarr1 on November 07, 2023

Master Client Team Tracker

Hi all, I'm working on creating a home for clien teams that can be referenced as needed by other teams within the greater organization. We are currently using an Asana portfolio as the central location of our active client teams. The downside wi read more

Reply sync

0 upvote

4 Replies

JenBergren

Guide

November 08, 2023 20:49

Thanks for the details! I would still recommend using HubSpot as the main source of truth for client teams' contact info, and maybe some of the other...read more

PatEnergy on November 07, 2023

Include Mail Sequences in Activity Report

Hey all, I created a report with the following axes: y-axis : count of activities x-axis : activity date I set a filter for the activity type to only include calls, meetings, and emails sent to contacts. However, this filter seems to read more

Reply RevOps

0 upvote

4 Replies

PatEnergy

Participant

November 20, 2023 05:22

Hi @karstenkoehler , still haven't heard back from you yet. Do you need more information from me?

VIyengar on November 06, 2023

Tracking lead sources and conversions

Hi All, As we continue to rely on HubSpot increasingly for accurate data and processes, I'm trying to figure out the most efficient and reliable way to track lead sources. For all inbound leads, HubSpot has an array of sources which we're f read more

Reply RevOps SalesOps

0 upvote

3 Replies

THayes3

Participant

November 17, 2023 23:50

I've typically relied on a custom property I title just "Offline Sources", a drop down select for imports, events, conferences, integrations, etc. I ...read more

Looking to start a conversation or ask a question?

Create a post

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar

Featured Content

Prevent companies with the same domain from creating duplicates

Converting a string property to an int using custom code in workflow?

Discussion: Knowledge on handoff process areas.