RevOps & Operations Hub

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    • We created a custom behavioral event called "Attended Event" to report transfer Zoom Meeting attendance records into Hubspot so we could report on our customer's attendance within their weekly groups. For the most part, this works great to create reports of who attended which groups which weeks. The issue I'm running into is being able to update a property field that notates how many sessions in a row a customer misses. We have a contac ...read more
    • Hello, I'm trying to find the best way to set up goals for our sales team so I can track progress from Hubspot. We're looking to track ACV- defined as the total contract value for the first year. However, we're seeing issues with Hubspot's native quoting tool and default acv field. When we add Vine items for different years and set the link start date to the future we still see those future line items counting towards our ACV. Here is an ...read more
    • Hi team, I am trying to get a list of names where I could find the number of webinars attended equals 2 after a particular date (Nov 1). So I am using AND filter to combine both. The issue is the Zoom webinar occurred date filter only allows/says "at least." That means - At least one webinar Zoom attendance event occurred after Nov 1 (NOT ALL). I want to find the names where all of them who attended the webinar after Nov 1 and two times. Is ...read more
    • We have one field named as 'opportunity stage' in Hubspot. I could not see its mapping with SF. I was wondering if this is a default property and how does it work. It is updating as per the opportunity stage in SF. Thanks, Rahul ...read more
    • Hi All. I am looking to see if anyone has had experience balancing the use of HubSpot and Connectwise. We are about to launch the use of Connectwise as our PSA. Even though there is an integration with HubSpot, Our operations team is already trying to push Connectwise and a CRM. I am looking to find out other experience, lessons learned and Best Practice they have for integrating these two platforms. Thanks ...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
18 upvotes
130 Replies
Member
February 27, 2024
Good day all. My name is Teresa Kinsey. Glad to be here.
Solved
ERTCZisty on February 28, 2024
Hello Ops Hub! Today I attempted to create the property "Number of Associated Conversations" in the Ticket Object, but while attempting to create the property I was alerted it already existed as a "System Property." We've all seen this before read more
0 upvote
4 Replies
Most Valuable Member | Diamond Partner
February 29, 2024
You're welcome @ERTCZisty , happy to help!
TeamRapp on February 22, 2024
Is there is a way to setup weekly billing with line items? If not, are there any suggestions on ways anyone has setup this for client's who are wanting to do weekly billing? Thanks!
1 upvote
2 Replies
Most Valuable Member | Elite Partner
February 26, 2024
Good question @TeamRapp . In products, we have monthly, quarterly, and semi-annually (and others), but I don't see weekly or even semi-monthly. ...read more
Solved
CDiVincenzo on February 22, 2024
Hey RevOps folks!!!! A question for you: how do you track the average follow up rate? We want to track how long it takes for AEs to follow up with prospects in every deal stage, and how many touches they do. In this case as follow up we want read more
0 upvote
2 Replies
Top Contributor
February 23, 2024
Hi @CDiVincenzo , Do you have access to Sales Analytics in the Sales tab? That could provide you with the information you are looking for, look ...read more
BLaverack9 on February 21, 2024
Hello! Essentially currently certain information our Ops team need to onboard deals (e.g. specific systems the company uses) are stored on a Company. I'd really like the information to also be available within a deal so the Ops team don't ha read more
0 upvote
4 Replies
Member
February 22, 2024
Thanks Karsten, that's now working which is fab!
Paddle_LLC on February 21, 2024
I am importing contact info from an excel cvs worksheet to HS. It appears that any contact properties that are NOT in HS yet have to be set up BEFORE I import and then must be manually mapped. Is there not a way to have HS create the contact propert read more
0 upvote
2 Replies
Participant
February 21, 2024
Okay...thanks so much for the quick response!
Solved
Zayne on February 21, 2024
I'm trying to figure out how to get custom code actions (not custom workflow actions) to change the exectution state. All custom code actions have the enumeration "hs_execution_state" as an output option, but I haven't been able to find ANY document read more
Key Advisor | Platinum Partner
February 22, 2024
You cannot use the value hs_execution_state in your code since it is outputed after the code is ran. hs_execution_state will be set to "success" if...read more
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