JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Automation for list and workflow management
- We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this? ...read more
How to change revenue recognition model for ad-based revenue stream
- Hi all (not sure if this is the right channel but posting just in case!) I have a challenge/question around Hubspot’s standard revenue recognition model. I am working with a company that has a daily newsletter with the main revenue stream as ad placements to sponsors that could occur many times throughout the year. The challenge is that HubSpot’s standard revenue recognition model doesn’t align with this ad-based business: Currently, a closed wo ...read more
Automating Renewal Quarter Indicator in Reports
- Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on... I tried to sort this out in a few ways with automation or dependent properties, but didn't find the solution. ** The client has "Sales Hub Professional" license. Please advise. Thank y ...read more
Managing App Integrations
- My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated by a departing team member, but it seems like a better process exists out there. Let me know if you have any suggestions for avoiding this issue in the future. Thanks, Allen ...read more
Netsuite to Hubspot Custom Field Sync Issue
- I've read all the other community posts on syncing custom lists and the workaround to single line fields in netsuite and then sync the single line to single line in hubspot, but I am still having issues even getting the single line field to populate as an option in Hubspot. Where am I going wrong? New Netsuite free text field Created a single line and list option in Hubspot I try to add it to the sync and I do not have the nets ...read more

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

19 upvotes

148 Replies

OMe7

Member

March 24, 2025

This is my first ever online course to begin with and Iam kind of thrilled to start this journey- I've no knowledge of- but I'll try my best!

DianaGomez on May 10, 2024

Welcome to the Clearbit board

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

Reply Discussion Data

9 upvotes

2 Replies

mannyestevez

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

KInvie on March 26, 2025

Deals making up the KPI for Sales Goals

Hey Everyone - I am stepping into using Goals to set up Quota tracking for Sales Goals. Is there a way within the Goals area to have the ability to drill into the KPI to see what Deals are contributing to the KPI value? Or does this need to oc read more

Reply Discussion RevOps

0 upvote

4 Replies

Josh

Recognized Expert | Diamond Partner

March 27, 2025

Hi @indiracatmedia , Can you clarify whether or not you still have the ability to see the goal makeup after a report is created? From what I s...read more

SKerrigan5 on March 26, 2025

Leads vs Introducer Custom Object

We use companies for client companies and have a custom object for introducer companies which is working quite well and I'd like to keep the two separate. We associate the introducer to companies and deals that they are attributed to. For our in read more

Reply Discussion RevOps

0 upvote

1 Reply

kennedyp

Community Manager

March 26, 2025

Hey @SKerrigan5 ! Thanks for your post. I want to invite some subject matter experts to see if they have any suggestions. Hey @danmoyle , @j...read more

JillianMolina on March 25, 2025

Sandbox missing Ops Hub when we have it in Production

We've been testing an integration and decided it was best to start with a clean data set. I deleted our environment's Sandbox and immediately received a message that read " Because you downgraded to Operations Hub Free, custom mappings are no longer read more

Reply Discussion Data Sync Field mappings

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 26, 2025

Hi @JillianMolina , I'd recommend discussing this directly with HubSpot support in-app, via chat or email, or with your account manager. They ...read more

GRiver on March 25, 2025

Reporting on one time discounts on deals

Hi there - anyone know how to see reporting on deals for the additional one time discounts that sales reps might give on the quote off the initial subtotal due? We don't want to allow this and then end up with us reporting MRR colletced and then read more

Reply Discussion RevOps

0 upvote

2 Replies

indiracatmedia

Contributor | Elite Partner

March 26, 2025

@GRiver If you're working with a one-time discount applied to the quote, you can create a custom report using deals, line items, and quotes ...read more

DBoussagol on March 24, 2025

Condition the creation of a quote on the completion of a property field

My pipeline consists of several stages: Discovery Review > Detailed legal and technical review during the pre-sale phase Proposal > Quote sent Validated Quote > Written confirmation received Closed Won I would like to prev read more

Reply Discussion Data Quality Automation

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 25, 2025

Hi @DBoussagol , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot...read more

Solved

Mrodriguez25ES on March 22, 2025

How to structure a sales pipeline in HubSpot when some steps can happen before or after closed won?

Hi everyone, I’m working on designing a sales pipeline in HubSpot and ran into a challenge .In our process, after a demo, prospects can go two ways: They may need to go through a technical setup required for a free trial before deciding to pur read more

Reply Discussion RevOps

0 upvote

3 Replies

Jnix284

Hall of Famer

March 23, 2025

@Mrodriguez25ES without knowing your sales process specifically, yes, it is usually best to keep your deal stages to the most critical steps the bu...read more

Looking to start a conversation or ask a question?

Create a post

Featured Events

Stay Tuned For More Events

View all

Sign up for the RevOps with HubSpot Newsletter

Stay up to date on RevOps best practices and our community calendar

Recent contributors

KInvie

Member
SKerrigan5

Participant
JillianMolina

Participant | Elite Partner
GRiver

Member
DBoussagol

Member
Mrodriguez25ES

Participant
NMavar

Member
LSimon38

Participant

RevOps & Operations Hub

Use Case Library

Sign up for Events

Sign up for our Newsletter

RevOps Study Group

Top Resources for RevOps & Operations Hub

Automation for list and workflow management

How to change revenue recognition model for ad-based revenue stream

Automating Renewal Quarter Indicator in Reports

Managing App Integrations

Netsuite to Hubspot Custom Field Sync Issue

Browse all topics

Featured Events

Sign up for the RevOps with HubSpot Newsletter