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
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Most Valuable Member | Diamond Partner
February 06, 2024
That'd be great Summer, I'll send you a PM with my meeting link so we can get something scheduled!
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
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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!
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
Guide | Elite Partner
February 22, 2024
I have seen the use of console.log within various areas of code blocks to trouble shoot these kinds of issues You just need to get creative and ad...read more
Ops_DAC on February 20, 2024
Hi, * We have 2 Super Admin (SA ACC) accounts, * 1st SA ACC installed and set up Google Contacts by Hubspot, * 2nd SA ACC can not see, view, edit the api as is does not display as a connected app? How do i resolve this please?
Member
February 21, 2024
Thank you for your message. 🤙 1. When you mention that you have 2 super admin accounts. do you have 2 different Hub IDs? Or 2 different users th...read more
Smanstey on February 19, 2024
Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team?
0 upvote
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Top Contributor
February 19, 2024
Hi @Smanstey , What kind of custom objects are you looking to create for the Customer Success team? Some information might be captured as custom pr...read more
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