RevOps & Operations Hub

Top Resources for RevOps & Operations Hub

    • Hi all, My organisation is setting up an integration with Instantly.ai. The idea is for our Sales team to perform outreach on Instantly and only push contacts over to HubSpot when they meet a set list of criteira (still deciding on what that might be, but likely to be when sales have received an initial response). My question is about tagging them once they've arrived in HubSpot. What should the Lifecycle Stage be? Lead Status? I'm awar ...read more
    • 👋🏻 Frans here, product manager for Data Sync at HubSpot. We've built a feature, now available in closed beta , to help you customize how records match in a sync, or turn it off all together. We'd love to talk to some of you who may be interested in seeing if this can work on your sync setup. If ever you've suffered from companies not syncing over because of duplicative names, or you wanted to sync two apps that a ...read more
    • Hello, I have an excel spreadsheet with contact records that I like to uplooad to HubSpot. There are two text free comments columns in the spreadsheet. I'd like to upload this list and see these comments on the record level. Is these a way to add these comments to the notes? Or the solution is to create additional text field? Thank you ...read more
    • I have a workflow rule where I grab a date/time field with custom code and update that field to a date field (MM/DD/YYYY) as an output. Example: Date/time: 2024-06-21T00:29:23.243Z Date: 06/21/2024 I receive a "Success" message when testing the custom code. However, when I copy the output date and input it into my "signup_date" field I receive a message saying "Unable to update property because property value isn't valid." I've played arou ...read more
    • Hello, I'd like to know if it is possible to get the string of the association label on a Contact that is associated with a deal. Then using that string to copy it over to a Contact property. I've got the below custom code where I'm able to get the Associated Contact's details however I'm unsure on how to get the Associated Contact's Association Label. I would then like to save that value onto a variable which I will use to copy onto th ...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
135 Replies
Member
July 03, 2024
Hello! I am Domi, from Brazil. I work in the Hospitality industry, with Revenue Management analysis.
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
7 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
Solved
Smanstey on July 11, 2024
We are using Lifecycle stages across Marketing and Sales and all automated Lifecycle stages are set up. There are manual Lifecycle stages required: MQL > SAL > SQL and back to from SAL > Subscriber Is there a way to block the skippi read more
Contributor
July 11, 2024
yes! Thank you, that is a great suggestion... I think a little drop down box of some kind that will determine which may the lead goes and workflows i...read more
robertmaclean on July 09, 2024
We're a small team and we've only been using HubSpot for just under a year. A problem that I foresee growing is that we have our Support Desk which our customers use to seek support. However we also have members of our team outside of the CS team th read more
0 upvote
2 Replies
Participant
July 11, 2024
Hey! So there are two support emails that are used for our customers (one for the two sets of customers we have). Those are already connected to the ...read more
Romankoko on July 09, 2024
Hi, We have certain users who are non-exempt employees and therefore need to restrict their access outside of normal business hours. i.e We don't want them working after 6pm. We currently do that via Microsoft which controls more than Hubspot, b read more
0 upvote
4 Replies
Participant
July 10, 2024
got it...yeah, we don't have 5 years to get a solution in place, but I appreciate the confirmation.
CMartin20 on July 08, 2024
My custom deal views keep resetting when I leave or refresh the page. I create a new view, updated the columns to what I want and change all the filters to create the view I am looking for. As soon as I leave and return to the page or refresh the pa read more
0 upvote
1 Reply
Hall of Famer | Partner
July 08, 2024
Hi @CMartin20 , You need to save the view for it to persist: https://knowledge.hubspot.com/records/filter-records-and-save-views#filter-recor...read more
Solved
EVatsev on July 05, 2024
Hello, I was testing new funnel and workflows that will change stages based on updates in contact properties. We have 3 sales funnels besides that and all their deals are now moved to a funnel called Users, stage Registered. Can we move them bac read more
0 upvote
4 Replies
Participant
July 05, 2024
Oohh, yes, that's right! That fixed it. Thank you a lot, Karsten, you are a star! 🙂
CPacana on July 04, 2024
Can we merge contacts in bulk using Operations Hub?
Participant
July 10, 2024
Hi @CPacana , and thank you for the mention @karstenkoehler . I work for Insycle as a product marketer, and I just wanted to provide a little more ...read more
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