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Top Resources for RevOps & Operations Hub

  • Why is Breeze Buyer Intents showing less results than Clearbit?

    • We are seeing significantly lower volumes of website visitors reported using the Breeze Buyer Intents than those listed in Clearbit. The assumption had been that Hubspot uses the same underlying common Cloudset service. Is the Breeze implementation a new/different service? ...read more

  • Delete contacts without deleting their activity

    • Hello, I'd like to archive contacts that are not relevant anymore. But I want to keep the activity that has been made on these contacts in order to keep tracks. Today we keep them and have a property to fill in when it's obsolete but it's not scalable. Maybe I've missed it but I'm surprised hubspot doesn't allow it. Have you ever meet this need? How do you do? Thank you for your help! ...read more

  • Merge deals - Workflows

    • In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code? Thank you! 🙂 ...read more

  • Best pipeline setup for tracking SAAS metrics (ARR/NRR/CHURN/EXPANSION)

    • Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. We sell Monthly contracts you can cancel at any time which makes tracking the above hard. If anyone else has tackled a simliar situation let me know! Happy to look into other tech stacks etc. ...read more

  • Tracking Discovery Completed per month - deal not showing once its moved to Closed Lost

    • Does anyone know how I can fix my report to ensure that it's showing all deals in Discovery Completed per month even if it moves to another stage in that same month or moves to Closed Lost. I am trying to track each sales rep's activity and goals for total Discovery Completed in that month regardless if it has additional movement in that same month. For example, Lays had a discovery completed for American Tire Distributors on January 22 and ...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
142 Replies
EIgwe
Member
February 02, 2025
Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...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
LMC-Alex on February 18, 2025
How to use Change Source data in workflows and reports
I'm trying to figure out how I can use property "change source" information in workflows and/or reporting (see screenshot). My use case: We have a number of different ways of updating data: 1. Manual 2. Workflow 3. Data import Our manual read more
Reply Discussion RevOps
0 upvote
1 Reply
Levi
Top Contributor | Elite Partner
February 18, 2025
Maybe the drill down 1 / 2 source propeties will help? @LMC-Alex The following table shows the Original Traffic Source or Latest Traf...read more
Akash_Vi_R on February 18, 2025
Sheets sync
I've been using Superjoin for syncing Hubspot data into Sheets. Are there other tools I can use? I've tried Zapier & Make in the past, but quite comfortable with Superjoin. The advantage with Zapier or Make is I can pull in data from different read more
Reply Discussion MarketingOps
0 upvote
0 Reply
er10 on February 18, 2025
NEW! RevOps & MOps AI Agent for HubSpot (Easy to use)
Still spending hours fixing, normalizing, segmenting and enriching data manually? RevOps teams live and breathe data, but traditional data management methods come with major challenges: 🚧 Endless manual work – Constantly fixing, clean read more
Reply Discussion Data Quality Automation
0 upvote
0 Reply
GMcCullough4 on February 14, 2025
Where Are Action Plans?
I'm familiar with Follow-Up Boss as a CRM. I'm curious if there's a similar functionality where I'm able to create Action Plans or a checklist of steps to take when a contact is in a certain Deal or Lifestyle stage.
Reply Discussion Workflow Extension
0 upvote
2 Replies
TomM2
Thought Leader | Platinum Partner
February 17, 2025
Hey @GMcCullough4 workflows and tasks are generally what you're looking for here, a good starting point would be the automate your processes guide ...read more
Solved
SMJD on February 14, 2025
Weekly Visitors sunset
Hello - we use the Weekly Visitors feature from Clearbit. Based on what I've read in these Community Posts, it seems HubSpots "Buyer Intents" will be replacing this feature? Is there a starter plan? We are a small to midsize company that is not read more
Reply Discussion Data
0 upvote
3 Replies
TracyTThomas
HubSpot Employee
February 14, 2025
You can see the list of what is offered for free at this link: https://legal.hubspot.com/hubspot-product-and-services-catalog#FreeTools - search f...read more
Solved
GrahamRobson on February 14, 2025
Why is Breeze Buyer Intents showing less results than Clearbit?
We are seeing significantly lower volumes of website visitors reported using the Breeze Buyer Intents than those listed in Clearbit. The assumption had been that Hubspot uses the same underlying common Cloudset service. Is the Breeze implementation read more
Reply Discussion Intent
0 upvote
2 Replies
GrahamRobson
Member
February 14, 2025
Hi Tracy, Thanks for the quick response. I thought as much, but I didn't really expect it. The UX within Hubspot is pretty nice, but without data ....read more
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