RevOps & Operations Hub

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    • Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records with the same domain, but of which 4 are actually churned 'customers' (or 4x the same customer). Solution so far: I have built all kinds of intricate deduplication, but it's not even stemming th ...read more
    • Hi, I'm trying to get into building datasets and using the formula fields. Howver, it's hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use [COMPANY.hs_analytics_source] as basis for a selcetion. How would I review what table this data is included in as well as what data this column can hold? Now I feel like I need to know the datastructre before hand and have no way ...read more
    • So now, one of the Formatting issues I can fix is the UTC Timezone. I can do this in the Location section of Formatting issues. But I can only mass apply the change to 50 records at a time. How can I automate this feature? The Time zone property I have access to in workflows is not the correct one and the one I DO have access to declares it a HubSpot property and I am not allowed to change it. ...read more
    • i'm trying to create a workflow that will send a customer a reminder that their invoice is due using a hubspot email. I'm using QBO for invoices and they are synced with hubspot. I'm able to create the email and the automation, but the one thing i'm missing is the link url to the QBO invoice for the client to click on to action on it. is it possible to get that information from the integration? ...read more
    • 👋 Hi everyone, I want to make an API call to OpenAI to categorize a HubSpot contact's job title into 1 of 8 job functions. For some reason, HubSpot's custom code editor does not allow me to save the code when I add the template literal ${jobTitle} into my code. If I remove the template literal, it saves. See error message and red box in the screenshot. I believe my code is right, but am I missing something trivial? ...read more

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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
19 upvotes
139 Replies
Member
August 22, 2024
Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...read more
DianaGomez on May 10, 2024
Hey Community! We are excited to announce the launch of the new Clearbit forum in our community. This is a space where you can ask support questions, share best practices and tips, and learn from other customers. What is Clearbit b read more
8 upvotes
2 Replies
HubSpot Employee
June 10, 2024
Hi Tayo, Great question here, and our apologies for not getting to it any sooner. The Clearbit Platform has a ton of free features and ...read more
Solved
msshey_ on October 07, 2024
Hello HS Team, I'm new to HubSpot and have been using it for about three months. My team and I are still in the process of building and refining our pipelines and stages. I wanted to check if there’s a way to view email activities directly on th read more
0 upvote
3 Replies
Contributor | Platinum Partner
October 08, 2024
Hi, What do you mean when you say the deal card? Are you referring to the deal dashboard? Karin
Stef_N on October 02, 2024
Hello everyone, I am curious if any of you are utilising HubSpot as your CRM to manage the partner master database. While we use a Partner Relationship Management (PRM) system, I would like to understand how you link deals to both the partner co read more
Member
October 06, 2024
We are in the process of making a decision on the PRM and are only considering vendors that integrate with HubSpot. I was evaluating whether it would...read more
PSterkenburg on October 01, 2024
Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records read more
Top Contributor
October 05, 2024
@PSterkenburg I believe Koalify can assist you in comparing values between duplicate pairs and detect how they could be associated using the Koalif...read more
Solved
ErikHolmberg on October 01, 2024
Hi, I'm trying to get into building datasets and using the formula fields. Howver, it's hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use [COMPANY.hs_analytics_source] as read more
0 upvote
2 Replies
Participant
October 03, 2024
Thanks @PamCotton , it's a bit clunky way to go about it but it kinda works. To access this I clicked Company under datamodel -> searched or...read more
Solved
esealpha on October 01, 2024
So now, one of the Formatting issues I can fix is the UTC Timezone. I can do this in the Location section of Formatting issues. But I can only mass apply the change to 50 records at a time. How can I automate this feature? The Time zone property I h read more
1 upvote
2 Replies
Contributor
October 01, 2024
Ah. Ok. I was afraid of that. I was hoping I was just missing something. But your solution would work.
Solved
Becky238 on September 24, 2024
Hi all, Is there a way to set lifecycle stage on contacts who have signed up to zoom webinars efficiently? I have thought about creating a workflow and keep adding the webinar names for example, to the enrollment trigger but that doesn't seem sca read more
0 upvote
3 Replies
Hall of Famer | Partner
September 24, 2024
@Becky238 then you'll have to set up filters for each webinar manually, unfortunately.
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