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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
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18 upvotes
133 Replies
abhishekmittal9
Member
March 26, 2024 04:35
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...read more
SarahMouton on April 10, 2024
Join Our Developer Newsletter: Enhance Your Journey!
Attention developers! Introducing our monthly Developer Newsletter, exclusively designed for you. Packed with insights, trends, and resources, it's your key to staying ahead. Stay Informed and Ahead: Get the latest programming languages, tools, read more
Reply RevOps
1 upvote
0 Reply
hafsteinnbg on April 10, 2024
Deal doesn't enroll in workflow after associated company is merged with another
Hey, I am trying to require that all deals are associated to a company that has a property 'HQ Company ID' = known, before they can be moved to closed won. We are a SAAS company, and this HQ Company ID is the product account unique identifier. read more
Reply Automation Data Quality Process RevOps
0 upvote
1 Reply
PamCotton
Community Manager
April 10, 2024 18:35
Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...read more
BRogers0 on April 08, 2024
Tableau embed into HubSpot Dashboards
We use Tableau for various reports and are exploring ways to integrate these non-public Tableau reports directly into HubSpot dashboards. Our goal is to encourage team members to fully adopt HubSpot by consolidating our tools into one pl read more
Reply RevOps
0 upvote
1 Reply
BérangèreL
Community Manager
April 09, 2024 03:38
Hi @BRogers0 , I hope that you are well! Great question, thanks for asking the Community! For information, there is the " Tableau integration " ...read more
GArin on April 05, 2024
Recommendations on Career Sites for RevOps Positions
Hi! I have been using HubSpot for the last 6 months, more from a content marketing perspective. My company is in the process of building out our revenue operations function and are seeking a RevOps Analyst to join our team. It's a combination role read more
Reply RevOps
0 upvote
4 Replies
GArin
Member
April 16, 2024 12:16
Thank you for the recommendations @Aakar ! I appreciate it!
BiancaRagsdale on April 04, 2024
Typeform embedded in HubSpot email only pulling default personalization tokens
Here’s my goal : Embed a Typeform form in a HubSpot email. When users select an option in the Typeform form, their names and email addresses are included in the Typeform responses. What I’ve done so far : I created the form and added Hidden Fi read more
Reply Integrations
0 upvote
4 Replies
Jnix284
Most Valuable Member | Elite Partner
April 09, 2024 14:27
Awesome @BiancaRagsdale I'm glad you got it working!
Solved
CDiVincenzo on April 04, 2024
number of contacts contacted through Call /Email sent
Dear Hubspot Community, I hope you can help me! I am working on sales activities overview, to show when our AEs have not reached out yet the prospect before the meeting. Unfortunately my report is not showing the right number of contacts/activit read more
Reply RevOps
0 upvote
5 Replies
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 05, 2024 04:20
@CDiVincenzo it does. Your report however is filtering for activities that both have a meeting start date and are at the same time calls/emails/Lin...read more
rulpats on April 03, 2024
Don't want new accounts to be created SF because of Hubspot
I don't want new accounts created in SFDC because of Hubspot. What is the best way to achieve this keeping the sync on? #1. I have disabled the create and associate companies with contacts settings just recently. I think it only helps in not cr read more
Reply Integrations
0 upvote
2 Replies
LaurenRyan
Top Contributor | Diamond Partner
April 16, 2024 16:20
Hey, @rulpats - if the Company sync is enabled, HubSpot will create Companies that meet the Account creation criteria in Salesforce. If you ...read more
PDrews on April 02, 2024
Lead and Contact assignment based on calendar
Want to make my world a bit more beautiful? In a perfect world these two scenarios would be solved: 1. New lead comes in to HS, and is then assigned based on a rep's (SDR or AE's) "real-time and updated"(rt) calendar availability. 2. Contact is rea read more
Reply SalesOps
0 upvote
5 Replies
Aakar
Key Advisor
April 16, 2024 11:12
Hi @PDrews -- I guess, there are few features that are in beta or development, but there's no out of the box solution right now. Please check the p...read more
emichsz on March 29, 2024
Account deleted without any notification
It is extremely frustrating that my accounts were deleted without any notice. I was logged out, and when I tried to log in again, I was directed to a new account setup page, resulting in the loss of all my data. I did not receive any error messages read more
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0 upvote
1 Reply
PamCotton
Community Manager
March 29, 2024 16:47
Hey @emichsz , Happy Friday! To investigate further and provide you with clarity regarding the deletion of your accounts, I will need some a...read more
FTroppé on March 28, 2024
Create a deal with several associated contacts
Hello to all of you, I would like to create deals in Hubspot with N8N. The only thing I don't success is to create a deal with several associated contacts. With one, it works. But I don't manage to find the good separator between each id for the c read more
Reply RevOps
0 upvote
1 Reply
PamCotton
Community Manager
March 29, 2024 09:31
Hey @FTroppé , thank you for posting in our Community! To successfully associate multiple contacts with a deal, you need to ensure that you'...read more
Askarov on March 28, 2024
Mixpanel HubSpot integration
Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' read more
Reply Automation Data Quality MarketingOps Platform RevOps ServiceOps
0 upvote
1 Reply
PamCotton
Community Manager
March 28, 2024 18:04
Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...read more
Solved
OAskarov on March 27, 2024
Reports
Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ read more
Reply Data Quality MarketingOps RevOps
0 upvote
2 Replies
Accepted Solution
trevordjones
Recognized Expert | Diamond Partner
March 28, 2024 09:15
Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...read more
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Tableau embed into HubSpot Dashboards
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Lead and Contact assignment based on calendar