💬 RevOps Discussions

Filter by
  • All labels
  • Academy
  • Admin
  • Alignment
  • AMA
  • Automation
  • Data Hygiene
  • Data Quality
  • Integrations
  • MarketingOps
  • Perspective
  • Platform
  • Process
  • RevOps
  • SalesOps
  • ServiceOps
  • sync
  • Tech Stack
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
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
18 upvotes
120 Replies
Member
December 03, 2023 18:52
Hi Everyone, My name is Tosin and I am building a startup in Nigeria, RevOps is indeed beyond what meets the Eye, it is a course everyone seeking to...read more
HFas on November 30, 2023
I am currently trying to setup syncs into airtable and realised it would be useful if I could include deal card links in airtable that would instantly take me to the specific deal on hubspot. Is this possible?
0 upvote
1 Reply
Community Manager
November 30, 2023 18:27
Hello @HFas thank you for posting in our Community! Currently, the Airtable integration does not have deal sync you will need to create a n...read more
RCostello0 on November 29, 2023
Hi HS Community, I am hoping someone may have a potential solution based on how our current system is set-up and a recent edge case that occured to retain data integrity and reporting. Background/System Set-Up: Hubspot to Salesforce Bi- read more
0 upvote
1 Reply
Community Manager
November 30, 2023 03:23
Hi @RCostello0 , Thank you for the detailed post on the Community! I'd like to invite a couple of subject matter experts to this conversation: Hi ...read more
Solved
AJacob2 on November 27, 2023
I have a scenario where I have a custom object in practise lives underneath Companies, called Departments. Our sales process is to these individual departments and it is important that we know the billing contact and can annotate it for each. Ho read more
1 upvote
2 Replies
Accepted Solution
Most Valuable Member | Elite Partner
November 28, 2023 08:37
I'm with @BérangèreL here, @AJacob2 . I agree that your assessment of association labels is probably the best route. You can make ists of associat...read more
SLapitka on November 22, 2023
Does anyone have guidance regarding how to set up Hubspot well from a UI perspective for Enterprise Sales cycles where you have a lot of multi-line fields? We have implemented MEDDIC and I find Deal reviews require me to export the data vs. bein read more
0 upvote
4 Replies
Participant
November 27, 2023 10:54
I am also not seeing this option for adjusting the sidebar width. I am going to take a look at some of the custom modules and was considering tr...read more
OReinen on November 17, 2023
Hi, I would like to have 2FA on a form that clients fill in (on my wix website), which includes email and sms authentication. Does anyone have experience with this
0 upvote
3 Replies
Key Advisor | Partner
November 20, 2023 05:13
Hey @OReinen it's against HubSpot's TOS to store sensitive data (such as login information) in HubSpot. So HubSpot forms cannot be used for logins,...read more
THoward23 on November 07, 2023
My company uses Gross Margin as our metric instead of revenue. I created a custom goal to hit on our Gross Margin property and am now looking to add this goal to our Gross Margin report. Is there a way to do this? I tried building a single object r read more
1 upvote
1 Reply
Community Manager
November 09, 2023 04:28
Hi @THoward23 , I love to see such question for the Community, thank you! I checked for you and I could see that on this article " Create custom g...read more
Solved
Nadiia_Dibrova on November 07, 2023
Hi! I apologize if this is a too easy of a question, but I am still on my path of learning HubSpot and will appreciate any advice. Can you you advice how to add a set amount of people to the cohort? Is there a setting/filter that I can use? For read more
1 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
November 07, 2023 23:31
Hi @Nadiia_Dibrova , There isn't a feature for this with directly but you can leverage random samples in lists for this: https://knowledge.hu...read more
ACarr1 on November 07, 2023
Hi all, I'm working on creating a home for clien teams that can be referenced as needed by other teams within the greater organization. We are currently using an Asana portfolio as the central location of our active client teams. The downside wi read more
0 upvote
4 Replies
Guide
November 08, 2023 20:49
Thanks for the details! I would still recommend using HubSpot as the main source of truth for client teams' contact info, and maybe some of the other...read more
PatEnergy on November 07, 2023
Hey all, I created a report with the following axes: y-axis : count of activities x-axis : activity date I set a filter for the activity type to only include calls, meetings, and emails sent to contacts. However, this filter seems to read more
0 upvote
4 Replies
Participant
November 20, 2023 05:22
Hi @karstenkoehler , still haven't heard back from you yet. Do you need more information from me?
VIyengar on November 06, 2023
Hi All, As we continue to rely on HubSpot increasingly for accurate data and processes, I'm trying to figure out the most efficient and reliable way to track lead sources. For all inbound leads, HubSpot has an array of sources which we're f read more
0 upvote
3 Replies
Participant
November 17, 2023 23:50
I've typically relied on a custom property I title just "Offline Sources", a drop down select for imports, events, conferences, integrations, etc. I ...read more
BKoehoorn on November 03, 2023
Hi! We're trying to get a very specific type of visualization from the deals + line items and I am wondering if anyone has solved this problem before. The current state of the forecast only looks at the close date for revenue coming in. So read more
0 upvote
1 Reply
Community Manager
November 06, 2023 03:53
Hi @BKoehoorn , Thanks for reaching out to the Community! Have you tried out the reports in the Sales Analytics tool yet? There is a...read more
Solved
JKaufman on October 31, 2023
Hey team - I'm trying to automate some of the processes around renewals and expansions for our SaaS startup - we're on Sales Enterprise. Hoping to get some help. Specific scenario: If I have separate deals for renewal + expansion on the same acc read more
1 upvote
5 Replies
Accepted Solution
Recognized Expert | Elite Partner
November 07, 2023 06:33
Hey @JKaufman hope you are doing well. I could thinks about 2 possible scenarios here: 1) You could have a Custom object called "contracts" tha...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar