RevOps & Operations Hub

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    • 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
    • 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
    • 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
    • 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
    • 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

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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
19 upvotes
141 Replies
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
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
9 upvotes
2 Replies
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
AForecasts on December 07, 2024
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
Taeliesyn on December 06, 2024
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
0 upvote
2 Replies
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
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)?
0 upvote
4 Replies
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
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
0 upvote
4 Replies
Member
December 06, 2024
Appreciate the response. Our business model is unique in that we run a virtual contact center alongside HubSpot. So, our 100+ agent workforce log...read more
dmattauch on December 05, 2024
Hi, Is it possible to directly report on NRR and GRR in Hubspot with reccuring revenue reporting? Thanks David
Community Manager
December 05, 2024
Hey @dmattauch ! Thanks for your post. I understand your goal is to report on Net Revenue Retention and Gross Revenue Retention in HubSpot. ...read more
Solved
msshey_ on December 04, 2024
Hi Team, I have a quick question. I created an active list in HS that pulls contacts from specific stages in the pipeline, which I plan to use in a workflow to send an email blast. Is there a way to automatically remove a contact from the list if th read more
0 upvote
1 Reply
Hall of Famer | Partner
December 04, 2024
Hi @msshey_ , Yes, you need an additional list for that which filters for contacts associated to deals in that particular stage. Once yo...read more
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