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Top Resources for RevOps & Operations Hub

  • Automation for list and workflow management

    • We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this? ...read more

  • How to change revenue recognition model for ad-based revenue stream

    • Hi all (not sure if this is the right channel but posting just in case!) I have a challenge/question around Hubspot’s standard revenue recognition model. I am working with a company that has a daily newsletter with the main revenue stream as ad placements to sponsors that could occur many times throughout the year. The challenge is that HubSpot’s standard revenue recognition model doesn’t align with this ad-based business: Currently, a closed wo ...read more

  • Automating Renewal Quarter Indicator in Reports

    • Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on... I tried to sort this out in a few ways with automation or dependent properties, but didn't find the solution. ** The client has "Sales Hub Professional" license. Please advise. Thank y ...read more

  • Managing App Integrations

    • My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated by a departing team member, but it seems like a better process exists out there. Let me know if you have any suggestions for avoiding this issue in the future. Thanks, Allen ...read more

  • Netsuite to Hubspot Custom Field Sync Issue

    • I've read all the other community posts on syncing custom lists and the workaround to single line fields in netsuite and then sync the single line to single line in hubspot, but I am still having issues even getting the single line field to populate as an option in Hubspot. Where am I going wrong? New Netsuite free text field Created a single line and list option in Hubspot I try to add it to the sync and I do not have the nets ...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
147 Replies
TheAdminArena
Member
March 20, 2025
Hey Everyone! I'm a RevOps Strategist with a solutions partner (RevPartners) and I love creating content for the community. I've got a long runnin...read more
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
Mrodriguez25ES on March 22, 2025
How to structure a sales pipeline in HubSpot when some steps can happen before or after closed won?
Hi everyone, I’m working on designing a sales pipeline in HubSpot and ran into a challenge .In our process, after a demo, prospects can go two ways: They may need to go through a technical setup required for a free trial before deciding to pur read more
Reply Discussion RevOps
0 upvote
1 Reply
Jnix284
Hall of Famer
March 22, 2025
Hi @Mrodriguez25ES , there are a few different ways you can handle this. One of the simplest would be to create a property for the technical s...read more
NMavar on March 19, 2025
Revenue
He'll everyone. Nirmal this side. I am here to learn about revenue management course. Can someone help me
Reply Discussion RevOps
0 upvote
1 Reply
Josh
Recognized Expert | Diamond Partner
March 19, 2025
Hi @NMavar , I would suggest the certification course on HubSpot Academy as a starting point: https://academy.hubspot.com/courses/revenue-ope...read more
LSimon38 on March 19, 2025
How to send out documents for clients
Hi all, Recetly there was a change in hubpsot and it seems that we are no longer able to send out personalized documents automatically. Previously we had a file property, where the documents were uploaded by the team, and it got attached to the ma read more
Reply Discussion Programmable Automation
1 upvote
4 Replies
Juanzabala
Participant | Elite Partner
March 22, 2025
You can fully automate the process of generating and uploading a PDF to the HubSpot file system and obtain a link. You can then use this link in a si...read more
Solved
ynnaejnyl on March 19, 2025
3 Dashboard into 1
Hi guys! Asking for your assistance. How do I make this 3 Dashboard into 1 Dashboard only? I tried creating one, the Date entered "LCB (Lead Status)" (the Launch Call Booked) has the accurate data (sort of), while the others have been added read more
Reply Discussion RevOps
0 upvote
2 Replies
ynnaejnyl
Member
March 19, 2025
Thank you.
Solved
Andreas11 on March 18, 2025
Splitting appended property value
Hi! In our Contact Object we have a single-line text property called Company_Qcode in which the values can look like this: {SECLNT10034182} or.... like this: {SECLNT87247981,SECLNT89752329} If there are mutliple ones like in the last example read more
Reply Discussion Custom Code Actions
0 upvote
2 Replies
Andreas11
Participant
March 19, 2025
Hi Karsten, You're an absolute lifesaver, got it to work just like I needed it to! Thank you so much!
CWatson12 on March 18, 2025
Using Hubspot Formulas in Reports for Conversion Rates
Hello, I am trying to calculate conversion rates for MQL:SAL and MQL:STG2. I have a custom object that creates a record for every MQL and then stamps known SAL date and STG2 dates if the deal is created within 90 days of said conversion. I want read more
Reply Discussion RevOps
0 upvote
1 Reply
CWatson12
Participant
March 18, 2025
Just kidding, I realized I could make 2 new properties 1 to stamp yes if conversion is 90 days before deal create, and 1 for stg2 and those those to ...read more
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