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Top Resources for RevOps & Operations Hub

  • Salesforce integration - help!?

    • Hi there, We are without internal expertise for marketig operatiosn and lean on rev ops experience, too. We are on Salesforce for the Sales team and leaning toward using HubSpot for marketing. If you have the same set up (Salesforce / HubSpot) - can you please share some pros + cons? Especially what the pitfalls are? I want to make sure I am planning for them. Also, what are key indicators that marketing operations expertise is needed ...read more

  • How do I optimize my data structure to integrate with CPQ/Subscription Management tools?

    • Hey there! 🙂 Any SaaS business using Hubspot integrated with a CPQ/Subscription Management tool like DealHub or Chargebee? If so, how do you keep Hubspot up to date on subscription variations to make it easier for Account Managers? We are currently trying to figure out what the best option is. These are some questions that we stumbled upon: What happens to a customer who adds 2 new users (or any other unit that makes se ...read more

  • Best practices for workflow triggers - Built in vs. Active lists

    • Our HubSpot partner has messed a lot up. So now I question everything they have said/done. Below is a scenario with thier proposed solution that I need to validate. Scenario: Sending traffic to a landing page for a free e-book with an email opt-in form. HubSpot Partners solution: Create a Contacts > Active List with a filter of form submission being used on landing page. Create a workflow that triggers on being a member of that list a ...read more

  • Count the amount of values in a multi checkbox property

    • Hi HubSpot community, We are currently testing the Ops Hub. One use case I was hoping to solve with it, is the following. We want to introduce an Account health per customer. Therefore we would like to use available data in HubSpot. We are selling our core software with additional modules. In total we offer 10 modules. Now I would like to count the values being added per customer to calculate upsell potential. E.g. We have 10 modul ...read more

  • ICP: WHEN TO RE-EVALUATE

    • DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing interesting storytelling to really attract and arouse the interest of customers. I thought: " Well, after the pandemic this ICP must have changed because society has changed. " DEEP DIVING ...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
16 upvotes
105 Replies
Jnix284
Thought Leader | Partner
March 07, 2023
Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂
Shuler on March 31, 2023
Calculate difference between start date and end date in a custom object
I have created a custom object in HubSpot, which has a start and end date - the calculated field can check for the time between however we run into an issue where if it's the same day, we get a 0 value when we would want to see a 1 value. I've t read more
Reply Discussion Custom Code Actions
0 upvote
0 Reply
Solved
GTeodoro on March 29, 2023
Using custom object and its properties as a trigger in NPS and workflows
Today, we have a custom object that is populated with field imports via Rudderstack, which fills in its properties. Each time one of these objects is created, it is associated with two companies with different labels: a supplier and a retailer. We read more
Reply Discussion Programmable Automation
0 upvote
2 Replies
GTeodoro
Member
March 31, 2023
Hi Elizheleva, Makes sense to me, i've created the companie based list for companies x co. When i try to create a contact based list to enroll the...read more
NMehrotra16 on March 28, 2023
Custom Code Workflow - Call App - Ziwo
Hi everyone, Can someone help me know if there's a solution to this issue I'm trying to resolve? I've connected a third party calling app called Ziwo in my account. They've mentioned HubSpot doesn't allow them to show incoming calls within the UX, read more
Reply Discussion Custom Code Actions
0 upvote
1 Reply
MiaSrebrnjak
Community Manager
March 30, 2023
Hi @NMehrotra16 , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have...read more
Solved
EAndersson9 on March 27, 2023
Static Hubspot data over time
Hi everyone, I would like to know how others solve a problem that I'm guessing quite many runs into. How do you handle reporting in Hubspot with data that changes over time? For example, how many opportunities do we have each month. Since the read more
Reply Discussion RevOps
1 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
March 27, 2023
Hi @EAndersson9 , For the use case you're mentioning, HubSpot automatically maintains properties on the contact and deal record. There are "Be...read more
Mark_Kelly on March 26, 2023
How can we give a 3rd party partner access to portal with limited visibility?
Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more
Reply Discussion Admin Process RevOps SalesOps
0 upvote
3 Replies
Mark_Kelly
Participant | Partner
March 28, 2023
Thanks @LaurenKennedy . This is where we started, however the companies and contacts are also worked by internal resources who are selling other ser...read more
mzebib68 on March 24, 2023
owner info vs ID
I'm trying to create a custom field concatenating the deal owner value bu it doesn't work. using CONCAT([Deal owner], " test") -> it returns the owner ID instead of the name (ie. joe smith) using LABEL([Deal owner]) -> even if the formula read more
Reply Discussion Datasets
1 upvote
1 Reply
Syeda_Fatima
Contributor | Diamond Partner
March 25, 2023
Hey @mzebib68 I would suggest, use the HubSpot API to query the owner information based on the owner ID. The endpoints for the Contacts, C...read more
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