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Top Resources for RevOps & Operations Hub

  • Date format for passing date properties through the URL parameters

    • Hello I'm trying to pass additional properties through the URL parameters. For example https://meetings.hubspot.com/person-name? lead_type=conference Will book a meeting with a person and will set lead_type to conference. I'm also trying to pass a date through the URL but I can't. I've tried many formats including the ISO standard and UTC times that works with other sites, but it's not working for Hubspot. Does anyone know how to do ...read more

  • Unsure how to proceed with data structure

    • Hello! I'm turning in for the night after a few good hours working on this... so without further ado, here is where I'm stuck! Context: Stack includes Postgres, Segment, Hightouch, and Hubspot Goal: Have customer signups get pushed into Hubspot where a new contact is created Currently, this is working Check the contact properties for pre-existing company or deal associations True = Associate records together (Contact+Company+Deal ...read more

  • Script: Deduplicate Contacts based on firstname, lastname & company name

    • Hello, I've build the following custom code to deduplicate contacts based on 3 constants: firstname, lastname and company name: const DEDUPE_PROPERTY1 = 'firstname'; const DEDUPE_PROPERTY2 = 'lastname'; const DEDUPE_PROPERTY3 = 'company'; const hubspot = require('api_key'); exports.main = (event, callback) => { // Make sure to add your API key under "Secrets" above. const hubspotClient = new hubspot.Client({ accessToken: process.env. ...read more

  • Users in Goals

    • Hi there! I am unbale to find the users I need on the Custom Goal creation page. It gives me a set of users I can apply the goasl to, none of whom are who I need to set the targets for. I've checked, and they users missing are all listed as users in settings. Any clue how I can fix this? ...read more

  • company merger updating the life cycle stage

    • Hello HubSpot Community, We have a lifecycle stage at company level named "Churn" and are tracking it based on the last closed won date (if earlier than 1 year then change the status to Churn via an automation). The problem we are facing is often we have to merge companies with different lifecycle stages and last closed won dates, and after the merger HubSpot automatically updates these two fields (lifecycle stage and closed won date) wit ...read more

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maggiebutler on September 14, 2020
Welcome to the OpsLife community! Introduce yourself here 💬
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
Reply Discussion
16 upvotes
105 Replies
Jnix284
Thought Leader | Partner
March 07, 2023
Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂
dea on March 22, 2023
Auto Capture URL Parameters (GCLIDS in particular)
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
Reply Discussion MarketingOps
0 upvote
1 Reply
kvlschaefer
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 coo...read more
nate_skyline on March 22, 2023
Hubspot Netsuite Sync Connector no Custom Fields
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
Reply Discussion Data Sync
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
March 23, 2023
Hi @nate_skyline , I'll tag in a couple of Community members who are also using the Netsuite data sync integration: Hi @himanshurauthan ,...read more
ACarr1 on March 21, 2023
Google Sheets to HubSpot
Hi, I'm looking for help with getting data from a Google Sheet to sync to HubSpot. I've had sucess syncing the opposite direction, but have not yet found anything that shows how to go form Sheets to HubSpot. We have a credit based model, whe read more
Reply Discussion Data Sync
0 upvote
1 Reply
kvlschaefer
Community Manager
March 22, 2023
Hi @ACarr1 , Thanks for reaching out to the Community! This is a great question 🙂 I found this third-party integration in our ma...read more
AbbyRichter13 on March 19, 2023
Salesforce integration - help!?
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) read more
Reply Discussion MarketingOps
1 upvote
2 Replies
LaurenKennedy
Top Contributor | Diamond Partner
March 22, 2023
Thanks for the shoutout, @karstenkoehler ! @AbbyRichter13 , great place to ask for input! Things to know: the Salesforce data stru...read more
MisterKennedy on March 18, 2023
Bulk updating via CSV export > modify > re-import & reconfiguring extant properties
Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better "Hubspot way"? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. The company is without th read more
Reply Discussion bulk upload csv
0 upvote
2 Replies
MisterKennedy
Participant
March 20, 2023
Thankyou, @MiaSrebrnjak !
ELichon on March 17, 2023
Search for a specific property in global search
I know that I can make certain fields searchable , but I'm looking for the syntax to be able to search only within that specific property in the global search bar. Example: I want to search within Companies within the field named "company_se read more
Reply Discussion filters
0 upvote
1 Reply
kvlschaefer
Community Manager
March 20, 2023
Hi @ELichon , Thank you for reaching out to the Community! I wanted to invite our subject matter experts to see if they have any insigh...read more
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