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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

156 Replies

Stacksync

Member

July 03, 2025 09:49

Hey there! I am Ruben, co-founder and CEO at Stacksync. We have been using ourselves + helping hundred of HubSpot clients to create real-time an...read more

Solved

RPerez14 on June 27, 2025

Deals Label Workflow Won't Branch Properly

issue workflow (unresponsive UI) correct workflow (responsive UI) custom property settings I am trying to create a workflow that checks whether a deal has a primary company label or not, and then adds the deal to an active list to be man read more

Reply RevOps

0 upvote

8 Replies

Accepted solution

MHolzer

Contributor

July 01, 2025 08:39

@RPerez14 instead of using custom code try using a rollup property which counts the primary companies associated to the deal, the roll up property ...read more

Solved

RPerez14 on June 27, 2025

Primary Label Workflow Won't Branch Properly

I'm creating a workflow that checks whether a deal has a primary company label or not, and then it adds the deals to an active list to be manually reviewed. When I run test cases through the workflow, they all move through "none met" when they shoul read more

Reply Automation RevOps

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 27, 2025 06:49

Hi @RPerez14 , No need to cross-post – but I'll reply here as well. Why not just use a branch? This would be a lot less ...read more

Solved

RMA12345 on June 26, 2025

Tips on BDR Sequences to avoid overdue Tasks

Hi all, I am working with a services company that has a BDR team of 7 BDRs that make 80 calls per day to schedule sales calls for our sales reps. I'm looking for any best practices on tips re: addng Contacts into Sequences that avoid the read more

Reply SalesOps

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 26, 2025 23:58

Hi @RMA12345 , What you’re running into is one of the classic growing pains of outbound sales ops in HubSpot: Sequences are easy to launch but...read more

Solved

PGrubba on June 26, 2025

[Urgent Help] Churn Rate Chart by Manager (Owner) in HubSpot — Is It Even Possible?

Hi everyone, I'm trying to build a simple churn rate chart directly in HubSpot, and I'm genuinely surprised at how difficult this has been. I really need your help to understand whether I'm missing something obvious or if HubSpot simply doesn't sup read more

Reply Automation RevOps

0 upvote

2 Replies

Accepted solution

GiantFocal

Top Contributor | Gold Partner

June 27, 2025 04:06

HubSpot doesn’t natively support true churn rate reporting with monthly breakdowns and owner-level filters out of the box, even on the Pro and Enterp...read more

Solved

RPerez14 on June 26, 2025

Alternatives To Using Association Labels In Flows?

I'm trying to create a worfklow in HubSpot which checks if a deal has a primary company label, and flags them if they don't. I was searching online and I learned that HubSpot doesn't have built-in functionality on my subscription tier to work with a read more

Reply RevOps

0 upvote

5 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 26, 2025 06:13

@RPerez14 associations have dedicated actions and cannot be updated through "Edit record".

Solved

Anderson0001 on June 21, 2025

Launching Landing page & unable due to "malicious host" after getting hold of google ad"s support

Hi i really want to get my website live for google ads service based buisness, below i copy and pasted last intereaction ive recieved from google ads support for reason for "mirepresentation" based on this: Investigation: We've received an upda read more

Reply RevOps

0 upvote

1 Reply

Accepted solution

ArisudanTiwari

Guide | Gold Partner

June 21, 2025 16:19

Hi @Anderson0001 , This issue is happening because your landing page is hosted on HubSpot’s shared domain (hubspotpagebuilder.com), and another su...read more

Solved

Alpine on June 18, 2025

Forecasting limitations and alternatives

Hi Hubspot Community, We are running into a limitation of HubSpot's forecasting abilities that seems to be rooted in Hubspot's SMB roots. We have overlay resources working on a sales engagement who need access to the deal record, account, a read more

Reply Platform RevOps

2 upvotes

5 Replies

Accepted solution

danmoyle

Most Valuable Member | Diamond Partner

June 24, 2025 08:52

Hey there @Alpine welcome to the Community. Yes, you're seeing the limitations of a platform that is growing into more complex markets. I've seen q...read more

Solved

RalphM87 on June 18, 2025

Cannot use form field for checking contact ownership

I am using a form that opens a meeting scheduler upon submission. I want to check ownership to open the right calendar but do not want the added email input step. Is there a way Hubspot can use the entry on the original form without asking it again? read more

Reply MarketingOps RevOps

0 upvote

3 Replies

Accepted solution

TomM2

Thought Leader | Platinum Partner

June 19, 2025 10:31

Thanks for the tag @kennedyp @RalphM87 It looks like the link on Kennedy's post isn't showing for some reason, just in case it's not just for ...read more

Solved

JOnwah on June 17, 2025

Best way to systemise the conversational inbox

Hi HubSpot Community! I wanted to share a scenario I’m currently working on and get your thoughts. We have an AML hotline inbox that’s technically connected to HubSpot, but the team still relies on Outlook folders and a rota system for managi read more

Reply Admin MarketingOps Process RevOps ServiceOps

0 upvote

2 Replies

Accepted solution

ArisudanTiwari

Guide | Gold Partner

June 17, 2025 03:39

Hi @JOnwah , Moving your AML hotline to HubSpot’s Conversations Inbox is a smart move for better efficiency and tracking. Here are some tip...read more

Solved

JLow16 on June 16, 2025

Workflow for contact and company owner

Hi, I am working on a worfklow to set contact owner as the associated primary company owner IF the contact owner is initially blank. I have the settings below but it is not working as expected. Do i need to change anything? thank you! read more

Reply Automation RevOps

0 upvote

6 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 16, 2025 12:54

@JLow16 wrote: When I enrol the workflow, it also didn't copy the initial company owner to the unknown contact owner. Why is that so? Wh...read more

Solved

AnnaStanuch on June 12, 2025

Syncing associations between HS and SF

Hi all, Can someone explain how (or if) Company-Contact associations are passed between HS and Salesforce? For example: 1. If the HS Contact is a SF Lead, the association cannot be passed, right? 2. If the HS Contact is a SF Contact and it gets a read more

Reply RevOps

0 upvote

3 Replies

Accepted solution

AnnaStanuch

Contributor

June 13, 2025 07:21

I got the following AI-generated reply from HS support. I tested the sync, and it's true. 1. Overview of Company-Contact Associations By defaul...read more

Solved

BDeliman on June 09, 2025

Does any one use HubSpot for non profit fund raising?

Hi, I may be on the wrong board, but I have a quesiton for a colleague who's org uses HubSpot. A few people on the team are in are in fund raising (donors, grants, etc). Does anyone use HubSpot for fund raising? I'd like to learn about what repor read more

Reply RevOps

0 upvote

11 Replies

Accepted solution

TracyKronzak

Contributor | Platinum Partner

June 10, 2025 14:49

Hi @BDeliman - This is a longer answer, as fundraising with HubSpot is both possible, and there are an increasing number of partners that integrate...read more

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Featured Content

Tips on BDR Sequences to avoid overdue Tasks

[Urgent Help] Churn Rate Chart by Manager (Owner) in HubSpot — Is It Even Possible?

Launching Landing page & unable due to "malicious host" after getting hold of google ad"s support