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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

162 Replies

GraemeW

Participant

November 17, 2025 03:29

Hi everyone! I'm Graeme, founder of Morphed. I'm back in the HubSpot ecosystem after co-founding a solution agency, where I learned the hard way how...read more

UserZ on December 11, 2025

Returning Legacy Quotes

I spent 2 months developing a custom quote template on the legacy quote system. Now I have been force migrated to the new quote system and all of our work is gone. This is delaying our migration and incredibly frustrating. Support is unsure if we ca read more

Reply RevOps

0 upvote

1 Reply

Victor_Becerra

Community Manager

December 11, 2025 14:36

Hi there @UserZ Thanks for sharing what you’re going through — I can imagine how frustrating it must be to spend months building out a custom qu...read more

Solved

JKremer9 on December 02, 2025

Recommendations for attribution marketing & partnerships

Hi everyone, We're looking for recommendations to better organize attribution in Hubspot with a strong SaaS partnerships and marketing motion. So how would we ideally organize the primary source and subsource when we do a lot of partner mark read more

Reply MarketingOps RevOps

1 upvote

3 Replies

Accepted solution

danmoyle

Most Valuable Member | Platinum Partner

December 09, 2025 11:23

Hi @JKremer9 ! That's a big question for sure. A lot of folks work on this and have all kinds of ideas. Hopefully a few drop in here to help. ...read more

Solved

UserZ on November 17, 2025

Issue sending tax/VAT to 3rd party tool

Hi all, I am trying to configure a connection between hubspot and easybill (billing/invoicing tool) and the custom coded connector is working for all datapoints except for VAT. I realised I don't actually know how/where VAT is stored in hubspot read more

Reply RevOps

0 upvote

2 Replies

Accepted solution

UserZ

Member

November 21, 2025 04:46

no need, I created a work around with a custom property on the company and deal 🙂 It is still a mystery where VAT on the line item is stored howe...read more

rooroo on November 13, 2025

Sales per Customer YoY

My sales team is not KPI'ed on deals closed but improvement to *Overall Sales with Connected Contacts *Sales per Customer Improvement YoY with Connected Contacts *AOV improvements YoY with Connected Contacts I am trying to build a report that allo read more

Reply RevOps

0 upvote

2 Replies

GraemeW

Participant

November 17, 2025 03:38

Jaycee is spot on — side-by-side dashboard reports is the way. Since you have Data Hub Enterprise , create a Dataset with formula fields for your...read more

Solved

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

1 upvote

2 Replies

Accepted solution

Jaycee_Lewis

Thought Leader

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

4 upvotes

5 Replies

GraemeW

Participant

November 17, 2025 04:05

My 2c on this from running an agency, working for one and now speaking to RevOps every day. Timeline Reality: Most enterprise migrations take ...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

Thought Leader

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

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