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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

163 Replies

YoelBA-GDS

Top Contributor

December 28, 2025 08:54

Hello Everybody! My name is Yoel Ben-Avraham and I've been introducing startups & ready-to-scale businesses to HubSpot for at least 10 years...read more

oreoluwaeno on January 14, 2026

Introduction

Hello everyone. I am Oreoluwa from Nigeria and I look forward to connecting with you all

Reply RevOps

0 upvote

0 Reply

EmanuelRD on January 07, 2026

RevOps Lab

Hi everyone! I'm putting together a team ready to apply in real-life cases all the RevOps knowlegde they have. So, if you are learning and willing to join, I'm lookingfor 4 people for the team. How the project looks like. Whitin 4 read more

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0 upvote

0 Reply

Solved

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

6 Replies

Accepted solution

RubenBurdin

Top Contributor

December 16, 2025 10:31

Hi @UserZ , unfortunately yes, I’ve seen this happen a few times, and your frustration is completely justified. The short and painful truth is th...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

8 Replies

Accepted solution

RubenBurdin

Top Contributor

December 16, 2025 10:20

Hi @JKremer9 , you’re running into a very real and very common attribution tension, especially in SaaS teams with mature partner motions. The frict...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

3 Replies

Accepted solution

RubenBurdin

Top Contributor

December 15, 2025 15:34

Hi @UserZ , this confusion is very common, so you’re not alone. In HubSpot, VAT is not stored as a first-class CRM property on deals or line item...read more

Solved

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

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0 upvote

3 Replies

Accepted solution

RubenBurdin

Top Contributor

December 15, 2025 15:30

Hi @rooroo , this is a very mature KPI setup, and you’re also hitting one of HubSpot’s sharp edges. In 2025, the key thing to accept is that HubS...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

2 upvotes

4 Replies

Accepted solution

RubenBurdin

Top Contributor

December 15, 2025 15:26

Hi @robinfvh , you’re not missing anything. As of today, HubSpot still doesn’t offer a native “clone deal with line items” workflow action, and tha...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

3 Replies

Accepted solution

RubenBurdin

Top Contributor

December 15, 2025 15:24

Hi @JRichard9 , you’re running into a real limitation of how HubSpot models marketing email events now. Karsten’s suggestion is honestly the most ...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

Solved

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

6 Replies

Accepted solution

RubenBurdin

Top Contributor

December 15, 2025 15:19

Hey @TMorrell1 , you’re not crazy, your original code just can’t see what you think it can see. In a deal-based workflow, event.inputFields.line_...read more

Solved

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

2 Replies

Accepted solution

RubenBurdin

Top Contributor

December 15, 2025 15:16

Hi @JCorwin1 , this is a very real problem, and you’re right to be cautious about forcing it into a deal model that wasn’t designed for variable mo...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

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