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maggiebutler 9月 14日, 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 続きを読む
18 いいね!
133 コメント
メンバー
3月 26日, 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...続きを読む
Askarov 3月 28日, 2024
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' 続きを読む
OAskarov 3月 27日, 2024
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 続きを読む
0 いいね!
2 コメント
キーアドバイザー | Diamond Partner
3月 28日, 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...続きを読む
rulpats 3月 26日, 2024
Hi team, At this stage, activities in Hubspot get added as tasks in SFDC to integration users - this only happens if there is no contact owner mentioned in Hubspot. If the contact owner is known then those get assigned to the particular owner in SF 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
3月 26日, 2024 19:11
Hey @rulpats , thank you for posting in our Community! You can utilize our workflow automation to set up a rule that overrides the default t...続きを読む
rulpats 3月 26日, 2024
Hi team, We have a form where there is a custom field called - 'Comments or Question' Is there a way to copy that value from the comment field to the salesforce task under the description section? I know these two are different objects, so copyi 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
3月 26日, 2024 03:05
Hi @rulpats , As far as I know, this is not possible directly, no. You could however create a contact-based workflow that enrolls contacts whe...続きを読む
timo1 3月 25日, 2024
Hey team. Looking to setup a pipeline structure for a services business. All they're interested in tracking is a new business (Entirely new customer) or Existing Business (anything new under a current customer) What would be the better option her: 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
3月 26日, 2024 00:54
Hi @timo1 , Separate pipelines should typically be used when the pipeline stages between sales or service processes differ. If you can find a ...続きを読む
解決済み
CClaridge 3月 20日, 2024
I'm currently using a free account, and trying to get Square and HubSpot to talk to each other so I can link my products to my sales activity in HubSpot. I limited my sync settings to only pull the product name and price, but it keeps excluding my 続きを読む
0 いいね!
10 コメント
Accepted Solution
最優秀メンバー | Diamond Partner
3月 22日, 2024 08:08
@CClaridge I created a test account with Square and added two products, for the sync I selected Square as source of truth: I also only ...続きを読む
解決済み
brunabg 3月 19日, 2024
Hello HS Community, I've created workflows to automate the conversion process from contact to deal, where the lead status changes automatically and the deal is created automatically. However, we sometimes need to convert more than one contac 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 20日, 2024 07:05
Hi @brunabg , If you identify these contacts manually, you can establish the association (adding contacts to deals) by following these steps h...続きを読む
rulpats 3月 19日, 2024
I want to achieve this Assign Hubspot MQL contact to the Account Owner mentioned in SFDC. Questions Is there a way to do this from Hubspot - via workflow? Is it the best thing to do from Hubspot or should it be handled from SFDC?
0 いいね!
3 コメント
キーアドバイザー | Diamond Partner
3月 20日, 2024 06:48
Hi @rulpats and thanks for the Tag @PamCotton ! Making two assumptions here: Your SFDC Account has synced to a HubSpot Company, and...続きを読む
解決済み
SThomason 3月 18日, 2024
Hi! I hope this is not a duplicate post - I've searched the community and didn't see anything regarding the issue I'm facing. I have created a new field mapping within the Salesforce integration of HubSpot and selected the "sync now" option instead 続きを読む
0 いいね!
7 コメント
Accepted Solution
キーアドバイザー | Diamond Partner
3月 19日, 2024 10:38
Hi @SThomason , I agree with that recommendation. Build a smartlist of the contacts where the last sync time was before the change in mappin...続きを読む
JEpner4 3月 15日, 2024
Hi all, I'm currently brainstorming the best way to take availability calendars (setup with days of the week, and for each day three options of Mornings, Midday, or Afternoons) to best import to HubSpot. HubSpot doesn't seem to allow for sub-fi 続きを読む
0 いいね!
4 コメント
参加者
3月 18日, 2024 16:21
Thanks. The issue is this data is coming from a TypeForm, and it just wasn't setup optimally for importation to HubSpot. I spoke with the client, and...続きを読む
CibeleCavalli 3月 13日, 2024
Hi, Aeveryone! How can I do a HubSpot backup? I created a manual routine in which every Friday I download all the objects we have, including all properties and associations, and store them on a company drive. I have already contacted the 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
3月 13日, 2024 09:20
Hi @CibeleCavalli , HubSpot doesn't offer any one-click-backup features out of the box. Currently, you would have to look into third-party int...続きを読む
解決済み
SMumby-Harrison 3月 13日, 2024
Hi all, I have recently created a custom object for a client with a pipeline added. However, the client has asked if there is a way to have 'Cumulative time in' and 'Latest time in' fields as we have in deals. The client wants to be able to 続きを読む
0 いいね!
2 コメント
Accepted Solution
トップ投稿者 | Solutions Partner
3月 13日, 2024 07:14
Hi @SMumby-Harrison , Does the client have ops hub? If so you can create a Today's date property and a workflow that schedules every day whic...続きを読む
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