RevOps & Operations Hub

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    • Hey folks, I recently created a custom object to track expos/events more thoroughly. Its called "Events" I have created association between custom object "Events" and contacts. I am able to associate contacts to custom object "Events". Now I would like to be able to map lifecycle stages of contacts associated with custom object "Events". Like for example - If I have 300 contacts associated with custom object "Events", I would like to know ...read more
    • Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. Therefore I was trying to create the following Python script as a custom code action, but I keep getting the same error message. This is the code: # Import the required libraries import hubspot from hubspot.crm.contacts im ...read more
    • Is it possible to separate activities that no longer have any associated objects (not linked to contacts, companies, deals) and mass delete them? I am able to report on activities without any associations, and can see their type (call, meeting, etc), when they were created and by whom, along with their 'engagement ID'. If I wanted to use this ID to find/list all of these activities to edit or bulk delete them, where in Hubspot can this be ...read more
    • 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, increasing the total price to $10,500. Not every customer will have a price increase, so I'm wondering what the best way to indicate this so I can later report on this to easily see which cus ...read more
    • 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 property? ...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
SahilBahri on November 08, 2024
Hey everyone, we have our in-house app which syncs with Amplitude app, and display our user data in live environment with all the events and actions users are doing in the app. I am looking at moving that user data into HubSpot, which currently is b read more
Community Manager
November 08, 2024
Hey @SahilBahri , Happy Friday! Yes, it’s possible to store product user data in HubSpot. Using a custom object is ideal for keeping this ...read more
Solved
PMenkar1 on November 07, 2024
Hey folks, I recently created a custom object to track expos/events more thoroughly. Its called "Events" I have created association between custom object "Events" and contacts. I am able to associate contacts to custom object "Events". Now I wo read more
Participant
November 07, 2024
@karstenkoehler Thanks! just needed the above hand holding at the end, appreciate your quick response
Solved
DSarti on November 07, 2024
Goodmorning everyone, My company collaborates with many external operators, who rotate doing different activities in different dates. We have an excel file with their names, surnames, emails, date and type of activity they have to perform. Is ther read more
Hall of Famer | Partner
November 07, 2024
@DSarti notifications require recipients to be HubSpot users - you would first have to invite them.
DParisi on November 07, 2024
Hi everyone, I am currently trying to get the first three digits from a phone number property in CRM. I need the first three digits of the phone numbers to build a report breaking down call to connect ratios by country. Therefore I was trying to cre read more
Community Manager
November 07, 2024
Hey @DParisi , thank you for your post. You could try reviewing the way you extract and handle the phone number property in the event. Check...read more
Solved
Anupa_Dayaratne on November 07, 2024
Dear Contributors, We are currently in the implementation phase of HubSpot and leveraging workflows to automate key aspects of our operations. As we integrate workflows extensively, we have several questions and would appreciate your insights to read more
Participant
November 07, 2024
@karstenkoehler Thank you for the explanation and insights! Your support is greatly appreciated!
Solved
BartBorrelli on November 06, 2024
Thoughts on whether getting a PMP or Google Project Managment Certification is a better use of time? My goal would be leveraging these additional skills in the SAAS world to help drive significant revenue through Sales Strategy and Enablement effort read more
0 upvote
3 Replies
Member
November 07, 2024
Super helpful thanks Scott! I have actually taken the Sales Enablement and Inbound Sales trainings and will look at your additional recommendations ...read more
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