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maggiebutler on September 14, 2020
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
129 Replies
Most Valuable Member | Diamond Partner
February 06, 2024 11:53
That'd be great Summer, I'll send you a PM with my meeting link so we can get something scheduled!
TeamRapp on February 22, 2024
Is there is a way to setup weekly billing with line items? If not, are there any suggestions on ways anyone has setup this for client's who are wanting to do weekly billing? Thanks!
0 upvote
1 Reply
Community Manager
February 22, 2024 17:21
Hey @TeamRapp , thank you for posting in our Community! To create recurring invoices, which can be set to generate every week. You can inclu...read more
CDiVincenzo on February 22, 2024
Hey RevOps folks!!!! A question for you: how do you track the average follow up rate? We want to track how long it takes for AEs to follow up with prospects in every deal stage, and how many touches they do. In this case as follow up we want read more
0 upvote
2 Replies
Top Contributor
February 23, 2024 07:56
Hi @CDiVincenzo , Do you have access to Sales Analytics in the Sales tab? That could provide you with the information you are looking for, look ...read more
Smanstey on February 19, 2024
Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team?
0 upvote
1 Reply
Top Contributor
February 19, 2024 14:29
Hi @Smanstey , What kind of custom objects are you looking to create for the Customer Success team? Some information might be captured as custom pr...read more
rulpats on February 18, 2024
I plan to sync the 'contact owner' field for the first time with SFDC. I don't want Hubspot to overwrite the Salesforce owner value. But I see only a 'two-way' sync rule available for this property. The ' Prefer Salesforce unless blank' rule is not read more
0 upvote
1 Reply
Accepted Solution
Guide | Elite Partner
February 19, 2024 02:23
Hi @rulpats , HubSpot based workaround I would try creating a HubSpot custom property like "Contact Owner - SFDC Sync" ➝ setup a Workflo...read more
LGoler on February 13, 2024
I'm trying to do a data enrichment project and need to create a list of companies/contacts within our ICP (Tiers 1&2) where the contact has no title shown. Can someone tell me the steps to take to create the list? Thank you!
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 13, 2024 09:20
Hi @LGoler , Sure, as a start, I'd recommend you review this instruction: https://knowledge.hubspot.com/lists/create-active-or-static-lists ...read more
IZabarsky on February 12, 2024
Hi, I want to start tracking our conferences inside HubSpot - to fill and analyze how many leads came from this conference and if some leads converted to deals, How many participants from our company (user) were at the conference, where it was, exp read more
0 upvote
2 Replies
Contributor | Elite Partner
February 14, 2024 04:28
Hey @IZabarsky ! You can do this in a Pro account by creating a registration form and adding the form to a campaign. You'll be able to see th...read more
CoachDanFoster on February 09, 2024
We are starting to use HubSpot payment links and would like to charge a payment processing fee if someone chooses to pay via credit card intead of ACH. I don't see this as an option in payment link setup or settings. I know how to add a line item fo read more
1 upvote
2 Replies
HubSpot Product Team
February 16, 2024 15:27
Big +1 to @Jnix284 ! This isn't currently a functionality that Commerce Hub offers, however it's something that we definitely receive feedback arou...read more
ckokayi on February 07, 2024
For Contacts records that are being synched to SF, The record owner is set to the SF Integration user. Thus when a marketing email is sent out it has the from address as SF Integration User - so the user is seeing the email with the integration nam read more
0 upvote
7 Replies
Accepted Solution
Top Contributor | Diamond Partner
February 08, 2024 17:50
@ckokayi all records synced from HubSpot without an assigned owner that is in sync with Salesforce will have the integration user as the owner. ...read more
DCrinnion on February 06, 2024
Hi All, I saw this on a Hubspot Community suggestion from 2017 but just want to see if there is anything close to this. I am looking to create a workflow where you can create an activity or a note on the Activity feed when someone comes in via a read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 06, 2024 08:26
Hi @DCrinnion , This would currently either require a custom code action (available in Operations Hub Professional) or an app from the marketp...read more
DrewSlade on January 29, 2024
Hello, I'm trying to find the best way to set up goals for our sales team so I can track progress from Hubspot. We're looking to track ACV- defined as the total contract value for the first year. However, we're seeing issues with Hubspot's nat read more
0 upvote
1 Reply
Recognized Expert | Platinum Partner
January 29, 2024 15:50
Hi @DrewSlade , This is a challenge with HubSpot's default tools. I haven't found a great workaround when there is more complex pricing, such ...read more
JMiddleton2 on January 23, 2024
Hi All I really like the new additions to conditional properties etc, it has enabled us to take some major steps. I am now looking to solve the challenge of an area that conditional properties don't address. In our Sales/ Customer process read more
0 upvote
1 Reply
Top Contributor
January 24, 2024 05:15
Hi @JMiddleton2 , You can achieve this using workflows that generate a task or notification when the close date is updated in the last day, but ...read more
sethnenstiel on January 22, 2024
I'm having trouble with lead response times. We lead routing workflows that bring in a lead from a form fill. During hours: The lead is time stamped with Timeapi.io webhooks Branched to the correct team Assigned to a contact owner (TIME read more
Accepted Solution
Most Valuable Member | Diamond Partner
January 23, 2024 11:46
Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...read more
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