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💬 RevOps Discussions

💬 RevOps Discussions を検索する

maggiebutler 9月 14日, 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 続きを読む

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163 コメント

YoelBA-GDS

トップ投稿者

12月 28日, 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...続きを読む

oreoluwaeno 1月 14日, 2026

Introduction

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

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EmanuelRD 1月 07日, 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 続きを読む

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UserZ 12月 11日, 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 続きを読む

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6 コメント

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RubenBurdin

トップ投稿者

12月 16日, 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...続きを読む

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JKremer9 12月 02日, 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 続きを読む

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RubenBurdin

トップ投稿者

12月 16日, 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...続きを読む

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UserZ 11月 17日, 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 続きを読む

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RubenBurdin

トップ投稿者

12月 15日, 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...続きを読む

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rooroo 11月 13日, 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 続きを読む

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RubenBurdin

トップ投稿者

12月 15日, 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...続きを読む

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robinfvh 11月 07日, 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 続きを読む

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4 コメント

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RubenBurdin

トップ投稿者

12月 15日, 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...続きを読む

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JRichard9 11月 06日, 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 続きを読む

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RubenBurdin

トップ投稿者

12月 15日, 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 ...続きを読む

SLee0 11月 05日, 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? 続きを読む

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5 コメント

GraemeW

参加者

11月 17日, 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 ...続きを読む

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TMorrell1 10月 29日, 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 続きを読む

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6 コメント

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RubenBurdin

トップ投稿者

12月 15日, 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_...続きを読む

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JCorwin1 10月 28日, 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 続きを読む

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2 コメント

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RubenBurdin

トップ投稿者

12月 15日, 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...続きを読む

LFenton20 10月 28日, 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 続きを読む

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d-lupo

トップ投稿者

10月 28日, 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...続きを読む

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