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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
PBaxter on April 23, 2024
Attribution for meeting creation?
Hi all, I really like HubSpot's attribution reporting and have had some success with our team showing the various interactions that led up to the creation of a sales opportunity / deal. However, we have a long sales cycle, and tight qualific read more
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0 upvote
1 Reply
PamCotton
Community Manager
April 23, 2024 17:54
Hey @PBaxter , thank you for posting in our Community! One potential solution could involve customizing your reporting by leveraging HubSpot...read more
AKyriacou on April 21, 2024
"Dont Be On It" Dashboard
Hey Guys I recently did the Revops Cert in Hubspot and there was a mention of a dashboard a company created for their sales reps called the "Dont Be On It" dashboard in a way to govern their CRM. The idea I believe is so reps can go in and see if t read more
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
April 21, 2024 23:52
Hi @AKyriacou , Here's where I'd start 🙂 All reports with breakdown by owner: Contacts without email address Contacts where 'Invalid ...read more
ZacharyMyr on April 18, 2024
Managing lost revenue from Deal Split
Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split read more
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0 upvote
1 Reply
PamCotton
Community Manager
April 19, 2024 11:27
Hey @ZacharyMyr , thank you for posting in our Community! Consider enhancing your reporting capabilities to include insights into lost reven...read more
Lucca7 on April 16, 2024
Can I create a report showing various properties of a SINGLE company
Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties read more
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0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
April 17, 2024 00:10
Hi @Lucca7 , I would recommend using the middle column of company records for this: https://knowledge.hubspot.com/object-settings/customize-t...read more
SarahMouton on April 10, 2024
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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
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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
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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
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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
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0 upvote
3 Replies
rulpats
Participant
April 17, 2024 00:50
Hi @LaurenRyan Thanks for your detailed feedback. I had to turn back on the 'create and associate companies with contact' setting since for the Hu...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
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