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Top Resources for RevOps & Operations Hub

  • Data set to attribute £xxxafter being enrolled in a workflow and visiting a xx webpage thereafter

    • Hi there, Any datasets experts in here who can help me. I would like to attribute a £xx value to any conversion of xx onboarding workflow, and count it towards a xx campaign. The thought process: We are trying to build a HubSpot custom dataset which attributes £xx to a xx campaign which has the following logic: If a contact has been on the xx Onboarding Workflow; and then they, following being on this workflow heade ...read more

  • [TUTORIAL] Custom Code to Write Day of Week and Suggest a Meeting Window

    • I'm seeing a lot of newer email platforms popping up with the abililty to use if/else statements as email personalizations. Here's an example to give you the gist. After a lot of trial and error, I've worked out a solution to make HubSpot do the same (or similar) with custom code. While this isn't groundbreaking for the devs out there, I thought I'd post my solution for the technical marketers and ops folks out there. NOTE: this is a h ...read more

  • Bulk Delete Activities - how to?

    • Hi all! We have an integration that created a lot of noise, by creating a lot of Notes, with a note body with a certain string. I want to delete all those Notes, but I have challenges: 1. I cannot "select all the Notes with the string "xyz" anywhere. Neither Lists nor Workflow triggers can be based on an Activity 2. I tried Insycle, a data management tool we use, but that also cannot find Activities 3. I tried to build a Custom Coded Workfl ...read more

  • Include Mail Sequences in Activity Report

    • Hey all, I created a report with the following axes: y-axis : count of activities x-axis : activity date I set a filter for the activity type to only include calls, meetings, and emails sent to contacts. However, this filter seems to exclude our mail sequences. What do I need to change to include them? Best Patrick ...read more

  • Tracking lead sources and conversions

    • Hi All, As we continue to rely on HubSpot increasingly for accurate data and processes, I'm trying to figure out the most efficient and reliable way to track lead sources. For all inbound leads, HubSpot has an array of sources which we're figuring out, but what about leads that come in via other channels, e.g. someone the team met at an event, a referral, or from outbound efforts? How do we track these alongwith the inbound sources ...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
18 upvotes
120 Replies
kTosin
Member
December 03, 2023
Hi Everyone, My name is Tosin and I am building a startup in Nigeria, RevOps is indeed beyond what meets the Eye, it is a course everyone seeking to...read more
DGribanov on December 05, 2023
Editing Hubspot-Salesforce Integration Field Mapping
Hey guys! I have Hubspot-Salesforce integration installed and I'm going to update there Company Field Mappings, because several mappings have issues (corresponding Salesforce fields was renamed and Hubspot cannot find them anymore) and so severa read more
Reply Discussion sync
0 upvote
0 Reply
HFas on November 30, 2023
Do deal cards have URL links?
I am currently trying to setup syncs into airtable and realised it would be useful if I could include deal card links in airtable that would instantly take me to the specific deal on hubspot. Is this possible?
Reply Discussion RevOps
0 upvote
1 Reply
PamCotton
Community Manager
November 30, 2023
Hello @HFas thank you for posting in our Community! Currently, the Airtable integration does not have deal sync you will need to create a n...read more
RCostello0 on November 29, 2023
Hubspot to Salesforce Lead Duplicate Contact Workaround
Hi HS Community, I am hoping someone may have a potential solution based on how our current system is set-up and a recent edge case that occured to retain data integrity and reporting. Background/System Set-Up: Hubspot to Salesforce Bi- read more
Reply Discussion RevOps
0 upvote
1 Reply
BérangèreL
Community Manager
November 30, 2023
Hi @RCostello0 , Thank you for the detailed post on the Community! I'd like to invite a couple of subject matter experts to this conversation: Hi ...read more
KHerrod on November 28, 2023
Hubspot can't find common field in Airtable? One Way Data Sync
Hello! We recently upgraded to Operations Hub and I've been tasked with starting a migration of datasets from Airtable INTO Hubspot. A colleague and I worked manually (the only way to get this to work at first) to enter a common field calle read more
Reply Discussion Data Sync Datasets Field mappings
0 upvote
6 Replies
LewTalon
Participant | Partner
November 29, 2023
It may be because you are using ID as the reference field for Company Name. Since for company records HubSpot needs either Company Name or Domain Nam...read more
Solved
AJacob2 on November 27, 2023
Setting Billing Contact Status
I have a scenario where I have a custom object in practise lives underneath Companies, called Departments. Our sales process is to these individual departments and it is important that we know the billing contact and can annotate it for each. Ho read more
Reply Discussion RevOps SalesOps
1 upvote
2 Replies
danmoyle
Most Valuable Member | Elite Partner
November 28, 2023
I'm with @BérangèreL here, @AJacob2 . I agree that your assessment of association labels is probably the best route. You can make ists of associat...read more
RDeshpande6 on November 27, 2023
get contact detail along with its associations if available
do we have any operations in hubspot where we can get all information of contact including its associctions if available
Reply Discussion Data Sync
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
November 27, 2023
Hi @RDeshpande6 , Yes, this is possible with the CRM API: https://developers.hubspot.com/docs/api/crm/understanding-the-crm Best regar...read more
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