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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

19 upvotes

139 Replies

JiquanNgiam

Member

August 22, 2024 17:40

Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more

msshey_ on October 08, 2024

Average Deal Size Visualization

Hello, everyone! 😊 I need a little help building a report. I’m looking to create something similar to the chart below, but I’d like to include two bars that compare total revenue against our million-dollar goal. It would be great to see bo read more

Reply RevOps SalesOps

0 upvote

6 Replies

karstenkoehler

Hall of Famer | Partner

October 08, 2024 14:56

@msshey_ glad I can help 🙂 % are not an option in the gauge chart type, no. This would be better tracked through sales goals which show pe...read more

Solved

msshey_ on October 07, 2024

Deal cards view

Hello HS Team, I'm new to HubSpot and have been using it for about three months. My team and I are still in the process of building and refining our pipelines and stages. I wanted to check if there’s a way to view email activities directly on th read more

Reply RevOps SalesOps

0 upvote

6 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 07, 2024 15:09

Hi @msshey_ , Generally no, association cards do not display activities. You could consider however capturing some information in contact prop...read more

Solved

esealpha on October 01, 2024

How to change current Timezone

So now, one of the Formatting issues I can fix is the UTC Timezone. I can do this in the Location section of Formatting issues. But I can only mass apply the change to 50 records at a time. How can I automate this feature? The Time zone property I h read more

Reply MarketingOps

1 upvote

2 Replies

Accepted solution

dan_thisandthen

Participant

October 01, 2024 11:16

Hey Joshua, as far as I could see, there's no faster way than mass accepting 50 suggestions at a time . Probably Hubspot's idea was to have a hu...read more

Solved

Becky238 on September 24, 2024

Set lifecycle on zoom registrants

Hi all, Is there a way to set lifecycle stage on contacts who have signed up to zoom webinars efficiently? I have thought about creating a workflow and keep adding the webinar names for example, to the enrollment trigger but that doesn't seem sca read more

Reply RevOps

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

September 24, 2024 10:24

@Becky238 then you'll have to set up filters for each webinar manually, unfortunately.

Solved

mohamedhamad on September 20, 2024

Send Quickbooks Invoice reminder from HubSpot Workflow

i'm trying to create a workflow that will send a customer a reminder that their invoice is due using a hubspot email. I'm using QBO for invoices and they are synced with hubspot. I'm able to create the email and the automation, but the one thing i read more

Reply Integrations

0 upvote

3 Replies

Accepted solution

Olivia_Bagnall

Guide | Platinum Partner

September 23, 2024 06:22

@mohamedhamad Hi Mohammed! Are you using the native HubSpot integration here ? If so, the invoice URL is not available, even with custom field m...read more

Solved

lofeierbach on September 17, 2024

Copy Contact Properties to Deal upon Assignment

Hi everyone! I am new to the world of HubSpot but I have been an admin of Salesforce for about 5-6 years now - so I am just getting familiarity with the product. I am trying to build a workflow that copies properties from a 'contact' record read more

Reply RevOps

0 upvote

5 Replies

Accepted solution

lofeierbach

Member

September 19, 2024 09:15

Thanks everyone! I decided to ultimately just have a checkbox on the contact that designates it as the 'discovery contact' which enrolls it in the wo...read more

Solved

Becky238 on September 16, 2024

Reverting opportunities back to leads

Hi all, in our current lead management framework, we have a system whereby a deal gets created at opportunity stage. This is then cascaded from the company level down to all the contacts associated to it so that sales and marketing would know to not read more

Reply RevOps

0 upvote

4 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

September 16, 2024 08:23

Hi @Becky238 , My approach would be slightly different as I would not change the other contacts at the company to an opportunity if this is pr...read more

VroomlyTeam on September 13, 2024

How to Handle Multiple Deals in Specific Stages for a Company Property Update?

Hi HubSpot Community, I’m trying to create a calculated property for companies that returns “Yes” if the company has one or more deals in specific stages of a given pipeline. Here’s what I’ve done so far: 1.I created a custom company pro read more

Reply RevOps

0 upvote

3 Replies

JessieS

HubSpot Moderator

September 17, 2024 18:51

Hi @VroomlyTeam ! Thank you for the additional details and screenshots! I did find a community thread requesting a similar capability that sugges...read more

Solved

BKrauth on September 12, 2024

Custom Object Views by Lifecycle Stage / Pipeline / Property?

I saw that you can create separate "Views" by Team. Is there any way to create separate Views based on the object itself? (I'm not talking about the table/list view, I'm talking about when you look at the Object Record) Examples: Deals in diffe read more

Reply Data Hygiene

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

September 12, 2024 11:42

@BKrauth as far as I can tell, that's not possible. You would have to place these in the left sidebar.

dericndiety on August 29, 2024

Leveraging Customer Feedback Surveys in RevOps: Best Practices and Strategies?

I’m diving into RevOps and am particularly interested in how customer feedback surveys are integrated into revenue operations strategies. Specifically, how do you effectively use survey data to drive decisions and optimize processes in RevOps? Do yo read more

Reply RevOps

0 upvote

3 Replies

Honeywilliam

Member

September 27, 2024 02:06

What tools or software are you using to analyze customer feedback in a way that directly informs revenue-driving decisions? I'm exploring how to lev...read more

Solved

RayHoy on August 28, 2024

Inbound to Deal Reporting

Hi, Looking for a report that tracks a contact that was either created by a form or CTA interaction (Inbound) to their current deal stage. Should be straightforward I would think..But I can' seem to find the path. I did create a report show read more

Reply RevOps

0 upvote

7 Replies

Accepted solution

SWorrall9

Member

September 02, 2024 12:53

Hi RayHoy, You can do this by doing the following: 1. create a date stamp field on the contact record 2. use your inbound form submission...read more

Solved

sojorimerry on August 28, 2024

Integrating Offline Event Tracking and Survey Data in HubSpot for Attribution Reporting

Has anyone here successfully implemented a system for tracking offline interactions, like trade show visits or partner webinar registrations, in HubSpot? Additionally, I'm interested in integrating survey responses into HubSpot alongside these offli read more

Reply RevOps

0 upvote

4 Replies

Accepted solution

KhushbooRevOps

Participant

August 28, 2024 05:18

Hi @sojorimerry , I think this might help - 1. Make custom properties in HubSpot to store information about offline events (like trade show visits...read more

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