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💬 RevOps Discussions

Rechercher 💬 RevOps Discussions pour des solutions ou poser une question

maggiebutler le Septembre 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 Lire la suite

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YoelBA-GDS

Contributeur de premier rang

Décembre 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...Lire la suite

mreybarr le Janvier 21, 2026

Company Level MRR Roll Up: Boolean Calculation for "Active" Status based on Date

Hi everyone, I’m trying to build a clean MRR Rollup on the Company level and I’ve hit a wall with HubSpot’s calculation properties. The Goal: I want to sum up the Recurring Revenue of all "active" Deals on the Company record. To define if a Lire la suite

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CTolfreeCT le Janvier 20, 2026

Why would I not see the activity of unsubscribing for a contact?

Hi all, Hope you can help, we've had a contact that previously requested a call. Our sales team has followed up with emails to book them in. They were about to call via hubspot and it said not to as the contact had unsubscribed. The contact last Lire la suite

Répondre SalesOps

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CTolfreeCT

Membre

Janvier 20, 2026 06:39

Thanks Karsten, They are still in sequence. They had been in a one to one sequence and the sales person was about to reach out to call. But we can ...Lire la suite

oreoluwaeno le Janvier 14, 2026

Introduction

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

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UserZ le Décembre 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 Lire la suite

Répondre RevOps

1 Mention J'aime

6 Réponses

Solution Acceptée

RubenBurdin

Guide

Décembre 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...Lire la suite

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JKremer9 le Décembre 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 Lire la suite

Répondre MarketingOps RevOps

2 Mentions J'aime

8 Réponses

Solution Acceptée

RubenBurdin

Guide

Décembre 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...Lire la suite

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UserZ le Novembre 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 Lire la suite

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Solution Acceptée

RubenBurdin

Guide

Décembre 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...Lire la suite

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rooroo le Novembre 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 Lire la suite

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3 Réponses

Solution Acceptée

RubenBurdin

Guide

Décembre 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...Lire la suite

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robinfvh le Novembre 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 Lire la suite

Répondre Automation Data Hygiene Process RevOps SalesOps

2 Mentions J'aime

4 Réponses

Solution Acceptée

RubenBurdin

Guide

Décembre 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...Lire la suite

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JRichard9 le Novembre 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 Lire la suite

Répondre MarketingOps RevOps

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3 Réponses

Solution Acceptée

RubenBurdin

Guide

Décembre 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 ...Lire la suite

SLee0 le Novembre 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? Lire la suite

Répondre Automation Platform RevOps

4 Mentions J'aime

5 Réponses

GraemeW

Participant

Novembre 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 ...Lire la suite

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TMorrell1 le Octobre 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 Lire la suite

Répondre RevOps

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6 Réponses

Solution Acceptée

RubenBurdin

Guide

Décembre 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_...Lire la suite

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JCorwin1 le Octobre 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 Lire la suite

Répondre RevOps

1 Mention J'aime

2 Réponses

Solution Acceptée

RubenBurdin

Guide

Décembre 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...Lire la suite

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