RevOps & Operations Hub

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    • Hi there, We are without internal expertise for marketig operatiosn and lean on rev ops experience, too. We are on Salesforce for the Sales team and leaning toward using HubSpot for marketing. If you have the same set up (Salesforce / HubSpot) - can you please share some pros + cons? Especially what the pitfalls are? I want to make sure I am planning for them. Also, what are key indicators that marketing operations expertise is needed more
    • Hey there! 🙂 Any SaaS business using Hubspot integrated with a CPQ/Subscription Management tool like DealHub or Chargebee? If so, how do you keep Hubspot up to date on subscription variations to make it easier for Account Managers? We are currently trying to figure out what the best option is. These are some questions that we stumbled upon: What happens to a customer who adds 2 new users (or any other unit that makes se more
    • Our HubSpot partner has messed a lot up. So now I question everything they have said/done. Below is a scenario with thier proposed solution that I need to validate. Scenario: Sending traffic to a landing page for a free e-book with an email opt-in form. HubSpot Partners solution: Create a Contacts > Active List with a filter of form submission being used on landing page. Create a workflow that triggers on being a member of that list a more
    • Hi HubSpot community, We are currently testing the Ops Hub. One use case I was hoping to solve with it, is the following. We want to introduce an Account health per customer. Therefore we would like to use available data in HubSpot. We are selling our core software with additional modules. In total we offer 10 modules. Now I would like to count the values being added per customer to calculate upsell potential. E.g. We have 10 modul more
    • DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing interesting storytelling to really attract and arouse the interest of customers. I thought: " Well, after the pandemic this ICP must have changed because society has changed. " DEEP DIVING 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
105 Replies
Thought Leader | Partner
March 07, 2023
Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂
EAndersson9 on March 27, 2023
Hi everyone, I would like to know how others solve a problem that I'm guessing quite many runs into. How do you handle reporting in Hubspot with data that changes over time? For example, how many opportunities do we have each month. Since the read more
0 upvote
1 Reply
Hall of Famer | Partner
March 27, 2023
Hi @EAndersson9 , For the use case you're mentioning, HubSpot automatically maintains properties on the contact and deal record. There are " more
Mark_Kelly on March 26, 2023
Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more
mzebib68 on March 24, 2023
I'm trying to create a custom field concatenating the deal owner value bu it doesn't work. using CONCAT([Deal owner], " test") -> it returns the owner ID instead of the name (ie. joe smith) using LABEL([Deal owner]) -> even if the formula read more
0 upvote
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Contributor | Diamond Partner
March 25, 2023
Hey @mzebib68 I would suggest, use the HubSpot API to query the owner information based on the owner ID. The endpoints for the Contacts, more
Zayne on March 24, 2023
Hi community. I'm slightly confused about the functionality that one gains with Operations Hub Prof. We have the following Hubs: Sales Hub Enterprise Marketing Hub Professional Service Hub Professional Operations Hub Starter I see that read more
Community Manager
March 27, 2023
Hi @Zayne , Thank you for reaching out to the Community! I hope you don't mind if I also share a bit of information about the Operations Hub. more
dea on March 22, 2023
Hello - I am looking for a way to easily capture URL based parameters (such as GCLIDS) and store them in hidden fields on my HubSpot embedded forms. Currently our Hubspot forms are set to auto capture and store UTM parameters (campaign, source, read more
Community Manager
March 23, 2023
Hi @dea , Thanks for reaching out to the Community! If your goal is to pass the GCLID value to Hubspot, it is possible to do via the more
nate_skyline on March 22, 2023
Hi there, So I've been having a back and forth with Hubspot support about a week or two now. We've been discussing the Netsuite integration app in Hubspot and we're not able to get custom fields from Netsuite to show up in the field mappings. Ha read more
0 upvote
4 Replies
Community Manager
March 27, 2023
Thank you for your updates @DinithiAbeysiri & @PSatterly !
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