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💬 RevOps Discussions

Pesquise soluções em 💬 RevOps Discussions ou faça uma pergunta

maggiebutler on Setembro 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 Leia mais

Responder

21 avaliações positivas

163 Respostas

YoelBA-GDS

Top colaborador(a)

Dezembro 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...Leia mais

EmanuelRD on Janeiro 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 Leia mais

Responder RevOps

0 avaliações positivas

0 Respostas

Solucionado

UserZ on Dezembro 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 Leia mais

Responder RevOps

0 avaliações positivas

3 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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...Leia mais

Solucionado

JKremer9 on Dezembro 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 Leia mais

Responder MarketingOps RevOps

1 avaliações positivas

8 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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...Leia mais

Solucionado

UserZ on Novembro 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 Leia mais

Responder RevOps

0 avaliações positivas

3 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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...Leia mais

Solucionado

rooroo on Novembro 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 Leia mais

Responder RevOps

0 avaliações positivas

3 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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...Leia mais

Solucionado

robinfvh on Novembro 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 Leia mais

Responder Automation Data Hygiene Process RevOps SalesOps

2 avaliações positivas

4 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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...Leia mais

Solucionado

JRichard9 on Novembro 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 Leia mais

Responder MarketingOps RevOps

0 avaliações positivas

3 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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 ...Leia mais

SLee0 on Novembro 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? Leia mais

Responder Automation Platform RevOps

4 avaliações positivas

5 Respostas

GraemeW

Participante

Novembro 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 ...Leia mais

Solucionado

TMorrell1 on Outubro 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 Leia mais

Responder RevOps

0 avaliações positivas

6 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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_...Leia mais

Solucionado

JCorwin1 on Outubro 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 Leia mais

Responder RevOps

0 avaliações positivas

2 Respostas

Solução Aceita

RubenBurdin

Top colaborador(a)

Dezembro 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...Leia mais

LFenton20 on Outubro 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 Leia mais

Responder Admin RevOps sync

0 avaliações positivas

2 Respostas

d-lupo

Top colaborador(a)

Outubro 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...Leia mais

SLee0 on Outubro 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 Leia mais

Responder Automation Platform RevOps

3 avaliações positivas

4 Respostas

GGilmore11

Participante

Novembro 07, 2025 01:13

definetly understanding