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💬 RevOps Discussions

Buscar soluciones en 💬 RevOps Discussions o hacer una pregunta

maggiebutler en Septiembre 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 Leer más

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21 Me gusta

164 Respuestas

rchauhan2526

Miembro

Febrero 05, 2026 15:36

Hi guys, I am Rohit Chauhan, working as a web devloper **bleep** operations analyst from past three years. On this platform I am learning more about ...Leer más

ISmolin en Marzo 05, 2026

Available LLM/AI solutions to double check HS data for Data Enrichment

Hi colleagues, As we know, it's tricky to scale and use Smart properties when we are talking about hundreds and thousands of companies. I'm attaching the desired outcome we'd like to achieve in our company, with an option to check the data we ge Leer más

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1 Me gusta

2 Respuestas

danmoyle

Miembro estimable | Partner nivel Platinum

Marzo 06, 2026 14:49

A very interesting use case @ISmolin (thanks for the tag @BérangèreL !). I can see using HubSpot custom workflows along with an integrated LLM fo...Leer más

DhavalDodiya en Febrero 27, 2026

HubSpot users — how do you monitor revenue risk from inactivity?

I’m building a lightweight RevOps Agent that: - monitors CRM engagement patterns - flags early risk signals - explains impact on pipeline - recommends next actions It connects directly to HubSpot and produces a daily “risk feed”. I’m validat Leer más

Responder Data Quality MarketingOps RevOps SalesOps

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2 Respuestas

DhavalDodiya

Miembro

Febrero 27, 2026 13:06

Thank you Victor — really appreciate you sharing these threads and bringing in the community experts. Those discussions are very helpful for unde...Leer más

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Emptywaterbottl en Febrero 25, 2026

Prevent "New Logo" Deal Type on Companies with Status already set as "Client"

Hey everybody, I'm trying to enforce a rule in hubspot where deals created for companies with Company Status set to "Client" cannot be set as Deal Type = New Logo. It's fine for the deal to be created, I just want to make sure reps don't acc Leer más

Responder SalesOps

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1 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Febrero 25, 2026 14:32

Hi @Emptywaterbottl , There you go 🙂 https://knowledge.hubspot.com/properties/set-up-conditional-options-for-properties Best regard...Leer más

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LuukHooijman en Febrero 24, 2026

How to track deal ownership and time spent by actor in HubSpot?

Hello, Together with a colleague I am looking to build a system in HubSpot that tracks the time deals spend in each pipeline stage, and more specifically, which actor is "on the clock" at any given moment and for how long. The goal is to learn Leer más

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3 Me gusta

6 Respuestas

Solución Aceptada

RubenBurdin

Asesor destacado

Febrero 26, 2026 11:31

Hey @LuukHooijman , the reason your contact based workflows keep misfiring is exactly what you identified: activities on a contact aren't scoped to...Leer más

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DhavalDodiya en Febrero 21, 2026

How do you detect deal momentum loss before inactivity shows in reports?

Question for teams managing pipelines in HubSpot: Have you observed deals where engagement gradually weakens — but CRM activity alone doesn’t clearly flag risk early? Examples I’ve heard: - Response time shifts - Buyers stop initiating n Leer más

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3 Respuestas

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Josh

Experto reconocido | Partner nivel Diamond

Febrero 23, 2026 08:40

Hi @DhavalDodiya , One thing we do is to score each call/meeting using AskElephant, which updates the record on the HubSpot side. This can hap...Leer más

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MLaRosa3 en Febrero 16, 2026

Rollup: Association Labels when there are multiple

We have created a roll-up field to detect if a Billing Contact has been added to a deal. The field is a roll-up count on the association label "Billing Contact" and as long as the count is greater than zero, we know there is at least one and then we Leer más

Responder RevOps

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3 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Febrero 16, 2026 12:44

@MLaRosa3 aha! That suggests that some contacts might not have an email address? In any case, yes, using something that is definitely available on ...Leer más

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BRegan4 en Febrero 09, 2026

Table View Report with Primary and Secondary Sort Option

I have a report in table view that I would like to sort first by company owner on the account, and then the secondary filter have it be health score in order from worst to best. The options that I am seeing online are to have Dimesnsions as the pri Leer más

Responder Data Quality RevOps

1 Me gusta

2 Respuestas

Solución Aceptada

RomyFuchs1

Asesor destacado | Partner nivel Diamond

Febrero 10, 2026 02:48

Hi @BRegan4 You’re running into two separate limitations in HubSpot’s reporting: Multi-level sorting in table view (dimension + breakdown...Leer más

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Huntscape-Ops en Febrero 06, 2026

Missing meeting activity from contact

Why is the meeting activity missing from the contact record but the transactional email showing

Responder RevOps

0 Me gusta

12 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Febrero 11, 2026 12:25

@Huntscape-Ops I've mentioned everything I can think of - this looks like a bug since you confirmed all potential other reasons I know of. HubSpot ...Leer más

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ESoto097 en Febrero 05, 2026

Transtioning into RevOps

Hi Everyone, This is my first post and am currently a Business Development Manager performing RevOps tasks. I have been here for 15 years and scaled it from one location to 4. It seems our processes are the same, however my company uses a diff Leer más

Responder RevOps

1 Me gusta

3 Respuestas

Solución Aceptada

thismarkjohnson

Participante

Febrero 09, 2026 02:02

I’d start with HubSpot Academy’s RevOps and Reporting courses, then focus on workflows, custom objects, and dashboards since that’s where most real v...Leer más

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Orianne en Febrero 04, 2026

Caps on how many companies users can own

We’re looking to cap how many companies a sales rep can actively prospect at one time to drive better focus and ensure fair lead distribution as our sales team scales. We haven't found a native HubSpot way to limit the number of companies per re Leer más

Responder RevOps

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1 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Febrero 04, 2026 09:34

Hi @Orianne , This is not possible out of the box, no. Interestingly enough, features are being introducted for tickets, see here: https://ap...Leer más

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SRussell_FA en Febrero 03, 2026

Modeling dynamic store + quantity data for client-facing quotes (no line items)

Looking for guidance from a RevOps / data-modeling perspective. We use HubSpot quotes for client-facing subscription pricing , but we also need to show a store-level quantity breakdown to clients. Line items are already used for subscriptions an Leer más

Responder Admin Data Hygiene SalesOps

1 Me gusta

3 Respuestas

Solución Aceptada

danmoyle

Miembro estimable | Partner nivel Platinum

Febrero 11, 2026 10:20

Hey there @SRussell_FA . This is interesting. In my experience, when you add inventory to HubSpot, it complicates things pretty quickly. Not impossi...Leer más

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RBanola en Febrero 02, 2026

Courses to understand more about RevOps

Hi Team, Which courses or resources shall i use to learn more about commercial/revOps mgmt in hubspot or other CRMs? Also, do you have any suggestions for best certifications for it?

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2 Respuestas

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karstenkoehler

Miembro del salón de la fama | Partner

Febrero 02, 2026 05:08

Hi @RBanola , I think HubSpot's own revenue operations certification is a great starting point: https://academy.hubspot.com/courses/revenue-o...Leer más

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