RevOps & Operations Hub

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    • Hi Team, I’m in the process of creating a dashboard that integrates all pipelines for our weekly meetings, allowing us to focus on a single view. One of the reports I’d like to include is the gross revenue by month for all pipelines. Is this feasible? Thanks for all the help! ...read more
    • How can I reveal IPs? I found that this is a legacy feature. What I'm trying to achieve is that I want to send IPs to the API and get the revealed information to store on my own end. Also, how can I upgrade my Clearbit account to support this? There were no proper instructions for this. ...read more
    • Hello Everyone! I have a very specific problem that I need help solving for within HubSpot contact properties/workflows. Situation: We have a form that collects users' age with 3 separate properties - DOB Day (dropdown select) - DOB Month (drodown select) - DOB Year (number) When submitted, we need to be able to add these into a workflow that will automatically accept or decline these submissions based on a maximum/minimum age. Ide ...read more
    • How can we reference the account's timezone in the timezone field when formating date and time through workflows? Organization wants the time a property is changed to be stamped into a text property string so this information is visible for users on the property record. Each time it changes, the property string is updated. However, using format date and time in the workflows seems to require a hard entry in the timezone field, like UTC-5 ...read more
    • Hey there—I am fairly new to a team that had an existing Hubspot account that was set up before I started. Our Hubspot is huge, and we have lots of employees adding, updating, and generally managing our account. To say things are a mess is an understatement. I have been trying to clean up and organize, but it feels like everything I do makes no real headway. I spend hours cleaning, and then the next day, it's back to a mess. Does anyone hav ...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
9 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
JMontague2 on November 02, 2024
Currently, there is no functionality to post Reels or Stories to Instagram from HubSpot. This is extremely important as Instagram continues to transition to a heavily video content platform. Are you looking into implementing this feature anytime so read more
0 upvote
1 Reply
Hall of Famer | Partner
November 02, 2024
Hi @JMontague2 , Reels and stories are supported, however in Marketing Hub Professional or Enterprise only: https://knowledge.hubspot.com/soc...read more
dthomp43 on November 01, 2024
Hey Y'all! New to HubSpot and had a question - I'm wondering what is the best to indicate a subscription based price increase? For example, let's say our product is $10,000 a year. Upon renewal, a 5% price increase is applied to the deal read more
0 upvote
1 Reply
Contributor | Platinum Partner
November 02, 2024
The simplest way I can see would be: Custom Deal Property = "Price Increase 2024/5" = YES Then you can simply run a filter on all deals that h...read more
ZDev on November 01, 2024
Flow: - Hubspot Companies to Netsuite Customer - Hubspot Opportunity to Netsuite Opportunity Question: Does the connector store Netsuite Internal IDs in Hubspot when synced? I'm assuming yes because it's able to handle updates - but on which p read more
RRezvanian on November 01, 2024
I created a workflow with custom code to fix misspelled gmail domains, so for example jane@gmai.com would update to jane@gmail.com . I put the code into the workflow, tested a contact, and the test says it was a success, but the contact's email n read more
Community Manager
November 01, 2024
Hey @RRezvanian , happy Friday! It sounds like you’ve set up the workflow correctly, but the email field might not be updating due to permi...read more
NigeMc on October 31, 2024
I seem to have issues using the ScanBizCard App to load new contacts. Any thoughts?
Hall of Famer | Partner
November 01, 2024
Hi @NigeMc , Could you be a bit more specific? What exactly are you experiencing, what are you doing – step by step – and what is the current ...read more
Solved
msshey_ on October 29, 2024
Hi Team, I’m in the process of creating a dashboard that integrates all pipelines for our weekly meetings, allowing us to focus on a single view. One of the reports I’d like to include is the gross revenue by month for all pipelines. Is this fea read more
Member
October 30, 2024
It worked! Thank YOU so much @MadisonMoniz , you've been incredibly helpful!!
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