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Ausgewählte Ressourcen für RevOps & Operations Hub

  • 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 API to calculate the share based on different variables. With this we're able to properly forecast the amount. Example: FA-Deal is created with 1M$ and shared between Comp 1, 2 and 3 evenly. We f ...Beitrag ansehen

  • 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 that I select. - Latest Deal - Deal Amount - List of contacts names - Numeric property 1 - Numeric property 2 I can then switch to company B and display the same report with company B's data. The ...Beitrag ansehen

  • Extracting Param Value From URL Path Using Custom Code

    • Does anyone know workflow custom code that would extract a specific parameter from the "Last Page Seen" contact property URL to then apply that value to another property for the contact? For example: If the "Last Page Seen" value is the following URL and I'm looking for the param value of "npsevent", I would want the action to copy "CaptureThisValue" to another property. examplewebsite.com/event?npsevent=CaptureThisValue I can predict ...Beitrag ansehen

  • Microsoft Dynamics Integration

    • Hi, I’m trying to use the Microsoft Dynamics 365 integration in Hubspot. To be more specific, I wanted to know if it was possible in Contacts to leverage the following fields: • Notes in the Activities tab of a Contact • The deal tab on the right Is that possible from the hubspot side ? Thank you ...Beitrag ansehen

  • 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, and trends to stay on top. Expert Advice and Insights: Access wisdom from experienced developers and industry experts to enhance your skills. Discover Valuable Resources: We curate top tutorials, ...Beitrag ansehen

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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 Beitrag ansehen
Antworten Diskussion
18 Likes
133 Antworten
abhishekmittal9
Mitglied
März 26, 2024
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Beitrag ansehen
TRichard7 on April 24, 2024
Update Deal Line Items based on the paid Quote
Hi, We are adopting Hubspot quotes and Stripe payments and I ran into an issue that if we provide a customer with several quotes with different product sets all under the same deal, when one of the quotes gets paid, the neither line items, nor deal Beitrag ansehen
Antworten Diskussion Programmable Automation
0 Likes
1 Antwort
PamCotton
Community-Manager/-in
April 24, 2024
Hey @TRichard7 , thank you for posting in our Community! Are you currently using this integration here ? To use the Stripe integration with...Beitrag ansehen
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 Beitrag ansehen
Antworten Diskussion RevOps
0 Likes
1 Antwort
PamCotton
Community-Manager/-in
April 23, 2024
Hey @PBaxter , thank you for posting in our Community! One potential solution could involve customizing your reporting by leveraging HubSpot...Beitrag ansehen
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 Beitrag ansehen
Antworten Diskussion RevOps
0 Likes
1 Antwort
karstenkoehler
Berühmtheit | Partner
April 21, 2024
Hi @AKyriacou , Here's where I'd start 🙂 All reports with breakdown by owner: Contacts without email address Contacts where 'Invalid ...Beitrag ansehen
Gelöst
SMoyse on April 20, 2024
Custom Code Action Issue - contact property returning undefined
Hi There, I wasn't sure if I should put this in the API or Ops Hub location... I chose the latter. I'm trying to dedupe contacts based on firstname, lastname and company. Mainly to take care of duplicate contacts as a result of merging two Beitrag ansehen
Antworten Diskussion Custom Code Actions
0 Likes
3 Antworten
SMoyse
Mitwirkender/Mitwirkende
April 20, 2024
Changing let idsToMerge = searchResults.body.results to let idsToMerge = searchResults.results fixed this issue. The rest of my problems w...Beitrag ansehen
MWitte on April 19, 2024
How to set up a new contact owner
I have 4 contact owners set up in our hub by a previous admin. I am now the current admin super user and would like to add adidtional contact owners. What is the process to do this?
Antworten Diskussion Resource
0 Likes
1 Antwort
karstenkoehler
Berühmtheit | Partner
April 19, 2024
Hi @MWitte , Owners correspond to users in your portal. You would have to invite the people you'd like to show up as owners: https://knowledg...Beitrag ansehen
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 Beitrag ansehen
Antworten Diskussion RevOps
0 Likes
1 Antwort
PamCotton
Community-Manager/-in
April 19, 2024
Hey @ZacharyMyr , thank you for posting in our Community! Consider enhancing your reporting capabilities to include insights into lost reven...Beitrag ansehen
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