RevOps & Operations Hub

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    • 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 more
    • 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 more
    • 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 more
    • 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 more
    • 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 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
120 Replies
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 more
DGribanov on December 05, 2023
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
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HFas on November 30, 2023
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?
0 upvote
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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 more
RCostello0 on November 29, 2023
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
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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 more
KHerrod on November 28, 2023
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
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 more
AJacob2 on November 27, 2023
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
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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 more
RDeshpande6 on November 27, 2023
do we have any operations in hubspot where we can get all information of contact including its associctions if available
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Hall of Famer | Partner
November 27, 2023
Hi @RDeshpande6 , Yes, this is possible with the CRM API: Best more
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