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Top Resources for RevOps & Operations Hub

  • 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

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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
ELar7 on November 28, 2024
Hubspot best practice
Hi I'm trying to sort out my company's hubspot, here is the scenario, I hope someone can help or point me somewhere: They have the Marketing subscription. 10 users Using it since 2016 About 30k records Is there a best practice way to adapt or ref read more
Reply Discussion Resource
0 upvote
2 Replies
ELar7
Member
November 29, 2024
Thank you so much I'll take a look at this.
Solved
MPedraza3 on November 27, 2024
visualization of repeted customers
Hello there! How can I visualize in the list of customers the ones that are repeated?
Reply Discussion filters
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
November 27, 2024
Hi @MPedraza3 , That depends on how exactly you document purchases – but assuming that it's won deals, you could approach it with a custom cal...read more
Solved
EVatsev on November 27, 2024
Workflows automatically creates lists I don't want
Hello, I am creating a deal based workflow that will add deals to a list when a deal contains a specific line item. I created a static list, tested the workflow and it does what it's purpose is. However, it created a list automatically. Thes read more
Reply Discussion filters
0 upvote
2 Replies
EVatsev
Participant
November 27, 2024
Thanks @karstenkoehler ! The user that clicked that link is me 😄 it is nice to get a preview, however I don't want to keep that list, it creates...read more
Solved
EVatsev on November 26, 2024
Mandatory formatting
Hi, I have a lot of formatting issues in my portal when it comes to contacts. Example, first and last name are .. (usually created from imports), email address as name, descriptive names (finance team of X company) and many more. Is there a read more
Reply Discussion Format Data Actions
0 upvote
2 Replies
EVatsev
Participant
November 26, 2024
Thanks, @karstenkoehler ! This helps a lot!
Solved
DJacobi on November 25, 2024
Enhancing Customer Engagement with Utility Services Integration
Hi HubSpot Community, I’m working on a project for a regional service provider that involves integrating utility bill inquiry tools into their CRM to enhance customer engagemen t. The tool, FESCO Bill , allows customers to check their utility b read more
Reply Discussion Marketing
0 upvote
1 Reply
Josh
Recognized Expert | Diamond Partner
November 26, 2024
Hi @DJacobi , This could get fairly complex, but here are some ideas to get you started. 3rd party data (FESCO) will need sent to HubSpot ...read more
Solved
andyjohnson on November 23, 2024
Re-enrollment issues - Looping Renewal Deal Workflow
Hey everyone, I'm trying to create a workflow that checks renewal deals on a daily basis, then moves them to corresponding stages in our Renewal Pipeline based on how far away their renewal date is. However, I cant get the deals to re-enroll automa read more
Reply Discussion Programmable Automation
0 upvote
2 Replies
andyjohnson
Participant
November 25, 2024
Thanks Jose!
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