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Top Resources for RevOps & Operations Hub

  • Looking to understand Outreach vs Hubspot experiences

    • Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation. ...read more

  • Domain kasa.com is incorrectly displaying info pulled from Clearbit

    • Hi, At kasa.com we use superhuman.com to manage our email service. We noticed that all Kasa employees are displaying incorrect information in their profile - they are listed as employees of "Kasa Smart", which is a different company. We asked and they referred to Clearbit, saying their platform pulls that info from there. Could you help us in changing this? Thanks ...read more

  • Salesforce Integration Error - DEALS

    • Trying to to Opportunities and Deals to speak to one another but getting this error... "Default sales process unavailable" These Salesforce records can't sync to HubSpot because the default sales process is no longer available. Fix in Salesforce: Assign a new sales process to this opportunity. Apparently it relates to the Record Type... but I can't find answers about what the problem actually is. Most annoying thing is that the Record Type ID fr ...read more

  • Adjusting Actual Deal Value After Closed Won

    • Hello! Sometimes after we close a deal as Closed Won, we have to adjust the Deal value for one reason or another. Just looking for best practice on this and if anyone sees an issue with doing this. We do track the change via a Microsoft BI integration but wondering if there is a better practice? Thanks! ...read more

  • Integrating Product Activity Data with HubSpot: Best Practices and Solutions

    • What’s the best way to connect my customers’ activity within my product to HubSpot? Currently, we’re tracking activity in PostHog, but I’d like to send data such as logins and other events to HubSpot as well. Could you also clarify which HubSpot subscription level (e.g., Operations Hub Enterprise, Pro) would be necessary for this integration? Thank you! ...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
ei-p on January 09, 2025
Looking to understand Outreach vs Hubspot experiences
Hey, has anyone moved from Outreach to Hubspot Sequences (+ other related tools) or the other way around? Looking to understand what was the feedback from the folks using the tools and what kind of an impact did it have within your organisation read more
Reply Discussion Automation RevOps SalesOps
0 upvote
2 Replies
ei-p
Member
January 10, 2025
Great, thank you for making the connection @Jaycee_Lewis ! 🙂
Solved
Aaskarovo on December 31, 2024
Salesforce sync
Hello community, I have a few error signs in our HubSpot <> Salesforce integration. One of them for a date field shows a Field Type mismatch. Is there a way to change the field type in HubSpot to fix this mismatch? If not, what's the wor read more
Reply Discussion Data Quality Integrations RevOps sync
0 upvote
2 Replies
Aaskarovo
Member
January 01, 2025
Hello @PamCotton , Thank you for this information. I thought about this solution. I hoped there might be a different way to sort this out. ...read more
Solved
Camilo_Olea on December 20, 2024
Domain kasa.com is incorrectly displaying info pulled from Clearbit
Hi, At kasa.com we use superhuman.com to manage our email service. We noticed that all Kasa employees are displaying incorrect information in their profile - they are listed as employees of "Kasa Smart", which is a different company. W read more
Reply Discussion Personalization
0 upvote
4 Replies
Camilo_Olea
Participant
December 27, 2024
Thank you Margo! We'll follow up with Superhuman then. Anything else, I'll reply back here. Thank you for your assistance!
Solved
Dogfishcronin on December 20, 2024
Salesforce Integration Error - DEALS
Trying to to Opportunities and Deals to speak to one another but getting this error... "Default sales process unavailable" These Salesforce records can't sync to HubSpot because the default sales process is no longer available. Fix in Salesforce: As read more
Reply Discussion RevOps
0 upvote
3 Replies
Dogfishcronin
Participant
January 02, 2025
Update: Fixed it 😎 . Essentially the Hubspot Pipelines caused the problems... setting this up or adding them from the Hubspot side has caused the ...read more
SComeau on December 17, 2024
Adjusting Actual Deal Value After Closed Won
Hello! Sometimes after we close a deal as Closed Won, we have to adjust the Deal value for one reason or another. Just looking for best practice on this and if anyone sees an issue with doing this. We do track the change via a Microsoft BI integra read more
Reply Discussion RevOps
1 upvote
3 Replies
SuperStian
Member
January 09, 2025
It would be interesting to hear what you are trying to solve here apart from just editing the deal value. You would typically just update the amount ...read more
OJ_ONT on December 17, 2024
Auotomate sales force membership status
We run lots of campaigns and we push the contacts engaging with campaigns to salesforce campaigns in order to drive ROI reporting and use the SFDC campaign member status as a flag for sales to engage. This requires customising every form and lot read more
Reply Discussion Data Sync Programmable Automation
0 upvote
2 Replies
Aakar
Key Advisor
January 07, 2025
Hi @OJ_ONT - It truly depends on your current integration and reporting processes. If you’re using the dedicated landing page or form for each camp...read more
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