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Tracking Funnel Conversions from Stage to Stage
- Hi HS Community, We are having an issue in my company. We have lifecycle stages on our company level that are: Target -> Prospect -> Awareness -> MQA -> SAA > SQA -> Customer. We also have certain workflows that set some companies back to the awareness lifecycle stage if they don't hit a certain criteria that we have in our operations. When we are doing the customer journey funnel reporting to track our total conversion t ...read more
Conflicting IP Addresses in DNS Configuration for Domain Connection
- Hi Community, I’m experiencing issues with connecting my domain to HubSpot. I keep receiving error messages during the DNS verification process. The information displayed in HubSpot seems to be contradictory: The "Required Data" column specifies the IP address xxxxx However, the current configuration recognizes IP address xxxx(removed for security reasons) , but it still flags a "missing record" for the other IP. Despite tryin ...read more
How to do a API Call Out from Hubspot
- Hi Team, I want to make a api call out from hubspot. Can i known what is the best practice to make a API callout and what all resource i would be requiring to setup a callout Thanks! ...read more
Re-enrollment trigger not working
- Hello everyone, I have created a workflow that works as following: subscription criterias are "Status" = Not answering and "Contact owner" = Sales1 Then i create a task for Sales1 to call the lead with deadline the same day The problem arise the following day, since i want to create a new task on the same lead, only if the previous one is completed but the status is still on "Not answering". Re-enrollment triggers of the two propert ...read more
Live User Data from our Application
- 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 being used for sales outreach & prospecting purposes with company , deals & contacts being used the most. Some questions: 1. Is it viable to have product user data in HubSpot? Why/Why not? 2. ...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

141 Replies

Devinputra

Member

November 23, 2024

Hi all, i am a business development that start implement RevOps Process in my current company.

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

JPask on December 09, 2024

Freeagent integration only allows you to sync companies as contacts

I'm trying to get Freeagent to sync all it's contacts into HubSpot however the integration will only allow me to select a Freeagent contact and sync that with a HubSpot contact. The problem is that Freeagent calls everyone contacts even if they read more

Reply Discussion Data Sync

0 upvote

0 Reply

Solved

STN8 on December 08, 2024

Managing Marketing and Non-Marketing Contacts with Salesforce Integration in HubSpot

I’m currently working with the Salesforce-HubSpot integration and I’m looking for a more streamlined way to sync contacts based on their "RecordType" in Salesforce. Specifically, I want to automatically categorize contacts as marketing or non-market read more

Reply Discussion Coffee Chat

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 09, 2024

Hi @STN8 , This could be achieved with a contact-based workflowow that enrolls records "Salesforce RecordType is known". This requires that pr...read more

Solved

AForecasts on December 07, 2024

My published website does not open

Hi I am not yet ready to use my website, I just want it ready for the day I will be ready to do business using it. There is just one issue, I have published it to check what it will look like and I keep getting an error message instead of t read more

Reply Discussion Integrations

0 upvote

2 Replies

TomM2

Thought Leader | Platinum Partner

December 09, 2024

Hey @AForecasts when I check the a records or cname records for your domain it is showing a connection error: https://mxtoolbox.com/SuperTool.as...read more

Taeliesyn on December 06, 2024

Storing and Reporting on Sales NOT connected to leads/deals/quotes/products

I'm hoping i'm posting this in the correct community! I'm trying to build a UseCase for HubSpot with a non traditional CRM useage, unfortunately I can't figure out a way to configure the system to meet the requirements, any help would be appreci read more

Reply Discussion Field mappings

0 upvote

2 Replies

Taeliesyn

Member

December 06, 2024

Hi @PamCotton Thanks for the reply and tagging the resident experts. I experiemented with Custom Objects and Custom Fields, but just couldn't wrap ...read more

Solved

Isabel_c on December 05, 2024

Automate google drive folder creation with HubSpot

Is there a way for hubspot to auto create a google drive folder for new records, allow full access to anyone with a link, and connect the link into the company information in hubspot (after form submission)?

Reply Discussion RevOps

0 upvote

4 Replies

ScottPennwood

Top Contributor | Platinum Partner

December 07, 2024

Hi @Isabel_c It sounds like what you're trying to do is work around HubSpot's seat-based pricing, in what would be possibly a quite insecure...read more

Colbyne123 on December 05, 2024

Way around Logged Activity Cap

HubSpot has an activity cap on 10K logged emails, and 50K activity cap on other logged activities (calls, notes, etc). Our business is rapidly expanding, and we anticipate (and already are) hitting this cap on many of our company/contact record read more

Reply Discussion Resource

0 upvote

5 Replies

danmoyle

Most Valuable Member | Elite Partner

December 09, 2024

Interesting, @Colbyne123 . It definitely sounds like you're pushing HubSpot beyond its intended design. Besides the thought shared earlier, I'd look...read more

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Tracking Funnel Conversions from Stage to Stage

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