RevOps & Operations Hub

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    • Hey Community, I work in a SaaS and i'm having trouble in Hubspot with these two points: 1) measuring Debooks and churns in Hubspot ( we don't have Entreprise subscription). 2) Visualizing, either by property or table, the MRR of our customers. Are there any good practices that you would recommend me to apply? Thank you very much! ...read more
    • Hey, all! I'm gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. Sometimes, I think that clunky processes for customers can actually be easier for employees (less work on their end), and easy processes for customers can demand more effort from employees. Changing processes that are clunky ...read more
    • What is the best way to remove unnecessary punctuation from a field? For example, a job title might include the following characters; a comma, fwd slash, and an ampersand. We want to remove all 3 characters from the title to keep the data clean and syncing. Should I create a WF for each of the characters that I want to cut or is there a way to build one workflow to cut them all at once? Thanks!! ...read more
    • The problem: I am trying to integrate two wix websites with one hubspot portal with syncsmart.io. This is not possible to do. I am trying to have forms from both wix sites to populate the contacts records in the one HubSpot portal. The Idea: I am receiving notifications from the one website that is not integrated with the HubSpot portal in my outlook inbox. HubSpot is capturing these notifications as tickets. The form submission properties from ...read more
    • Hi Everyone, I'm attempting to calculate a portion of a score property based on email opens from contacts as well as whether or not they attended a meeting. Any ideas on way to pull "email opens" and "meetings attended" into a score and/or start to autopopulate a field based on these? In some cases these emails are sent automatically with marketing email templates. (In this case I think I could populate a field via a workflow potentially?) bu ...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
16 upvotes
103 Replies
Member
January 07, 2023
Hi! thank you for this foroum!
PHebert on February 01, 2023
Does anyone have a good way of creating product level pipelines and forecasts. We use the different pipelines as product families and our products sit under the appropriate family (pipeline), but we want to not just see the pipeline for the family read more
3 upvotes
6 Replies
Member
February 03, 2023
I do. I was afraid this was the solution. 😀 . Thanks to all for your help and support. Paul
EAGMark on January 30, 2023
We have set up the Microsoft Dynamics integration which works quite well. However, in Microsoft, Leads never really go away. They get qualified to opportunities, but the lead still exists. The problem we are having is that if a client submits a se read more
0 upvote
2 Replies
Contributor
February 01, 2023
Thanks for the response Phil. We actually moved from Salesforce to Dynamics recently and had a nice work around for Salesforce that unfortunately doe...read more
joseadiazc on January 26, 2023
We are currently running a CSAT survey for customers that triggers based on a Contact Property, this contact property is modified by a Custom Object Workflow, for example: Project (Custom Object) enters "Completed" Stage > Custom Object Workf read more
Guide | Platinum Partner
January 30, 2023
Thank you @kvonloesecke for introducing this thread to me. Hey @joseadiazc , thank you for reaching out to the community about that....read more
BEspindola on January 26, 2023
Hey Community, I work in a SaaS and i'm having trouble in Hubspot with these two points: 1) measuring Debooks and churns in Hubspot ( we don't have Entreprise subscription). 2) Visualizing, either by property or table, the MRR of our customers. read more
0 upvote
1 Reply
Participant
January 26, 2023
This might help. How to calculate MRR on Hubspot: How to Calculate MRR on Hubspot
jolle on January 24, 2023
Hey, all! I'm gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. Sometimes, I think that read more
Participant
January 27, 2023
@jolle I think this is an insight that occurs often. "Do you feel like there's a definable point when the internal team will suffer as a result o...read more
Solved
BEspindola on January 12, 2023
Hi all, I'm starting as a RevOps analyst in a SaaS and i would like to hear your recommendations with some points. 1. I want to meassure Average Contact Value with hubspot, but i also want to meassure New MRR. My problem here is: What should I do read more
0 upvote
2 Replies
Member
January 13, 2023
Thank you very much AudreyM, that helped me a lot!
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