RevOps & Operations Hub

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    • Hi - is there a way to add names to an existing list with Ops Hub? We have an table with names of our clients within our contract that is constantly updated when a new client joins. I'm looking for ways to automate adding new names to this table + a way to auto-calculate a the new make-up of the group with this new addition. It looks something like this within out contract. Client* Make-up of the group* Client 1 2 ...read more
    • Hey all. I am looking for a tool that will plot all of my objects and properties into an ERD format which can be edited in real-time to build out my HubSpot portal. I understand that there used to be a "data model overview" which seems to be similar to what I'm looking for. I've found a third party app called "Schema Grid" but it seems to be low quality and also is unable to connect to HubSpot as of now. ...read more
    • Hi community, We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I've looked through lots of custom and pre-built reports and can't seem to find one that captures historic pipeline, or can capture the pipeline on a specific day to add a report (for example, take pipeline on 1 August, 1 September, 1 October, etc. and create a graph). Is this possible, or will it always be a manual process. Ma ...read more
    • Hi, I'm currently working on a PoC for syncing contacts and their activity across 20 HubSpot portals. I've already looked at make and Zapier, but I guess there is a cleaner way to do that. Any ideas? Best Aleks ...read more
    • Hello RevOps folks!!! I am desperately looking for a way to help our BDRs to get prospects for outbound leads. What's the most efficient way for you? For instance, where can I get a list of all companies where I can then filtering on my preferred industries and company size? Also, do you know a way to automatically check if industry and company size in HS= LinkedIN? Thaaaank you so much in advance!!!! ...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
18 upvotes
117 Replies
Thought Leader | Elite Partner
August 15, 2023
Welcome @SConnely !
GBettinson98 on October 03, 2023
Our team is trying to show the days between two properties only when a certain property's date is after another property's date. Can a calculation property support this? We're finding that the calculation property is showing the days between regardl read more
Hall of Famer | Partner
October 03, 2023
Hi @GBettinson98 , You could create a workflow that checks whether one date comes before the other ( re -enroll records when date A is known a...read more
VMoon1 on October 03, 2023
Hi all I could use some shared brain power on this one - I am trying to create some non-linear forecasting based on project resource style line items and I cannot for the life of me figure out the best route to go without it being overly complic read more
2 upvotes
1 Reply
Top Contributor | Elite Partner
October 04, 2023
Hi @VMoon1 , I would be lying if say my head is not spinning 😵 ‍ 💫 - its a complex use-case: Honestly, instead of doing this on lin...read more
Solved
SHenderson18 on September 28, 2023
I have been working on the mail contact list and added an opt-out list today, when the warning did not go away I deleted all contacts and uploaded a new updated list with the updated and tested list. The warning is still there, What can I do read more
0 upvote
3 Replies
Participant
September 29, 2023
Thank you for your response.
Solved
Expertopinionsa on September 27, 2023
Hello HubSpot Community, I hope you're all doing well. I've been using HubSpot for a while now and have generally relied on a consulting company for help with more complex tasks. However, I've decided that it's time to take the plunge and try read more
0 upvote
1 Reply
Hall of Famer | Partner
September 27, 2023
Hi @Expertopinionsa , Happy to help here! @Expertopinionsa wrote: I'm struggling to map the columns correctly from my CSV file to Hub...read more
Solved
PSterkenburg on September 26, 2023
Hi all! I am thinking of ways to keep the wider org up to date on all the Hubspot product updates, and one thought is to feed the content of the Product Update page to a Slack channel. Has anyone tried this (or similar) before, and if so, how did read more
Contributor
September 28, 2023
Nice, I like that idea! I could likely even use Asana or a Google Sheet to read from, when funnelling to Slack. I will poke around a bit 🙂
smcmillian on September 25, 2023
Introduction Hi, my name is Stephen, and I'm the product manager for datasets at HubSpot. I put together a series of videos to demonstrate how our new summary functions work to complement the knowledgebase article . Summary Functions Summ read more
7 upvotes
3 Replies
Member
October 01, 2023
It seems like you're mentioning two separate concepts: "Progressive Rollout" and "Summary Formulas in Datasets." Let's briefly explain each co...read more
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