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Top Resources for RevOps & Operations Hub

  • Looking for Ideas to define Lead source for events

    • 1. I am looking for an idea to define to Leads source for Events Marketing team? 2. Current Problem: They have Lead Source as Events and Sub Source as Physical, Virtual Event? 3. The problem is how can we track the leads per events, and what is the good practis to have? ...read more

  • Custom Code - Make a form submission create a ticket and associate that ticket with a deal

    • Hi, I wasn't actually sure where to put this. I am new to HubSpot. I am trying to use workflows to make a form submission create a ticket and associate that ticket with a deal. Advice on getting started would be greatly appreciated. I think it may take a custom code action, but what objects to use, etc, I don't really know. Thank you ...read more

  • Workflow audit

    • I'm currently working on a workflow audit for an existing org by going into each workflow to eyeball what it does and the properties used. After doing about 50 of these, my eyes are starting to cross. Is there an easier way to do this with the Hubspot API or another tool? It would be a lot easier if I could quickly pull a text-based version of each workflow that lists properties used (or even specific users mentioned in a workflow) along wit ...read more

  • API integration with Netstorming ERP (Towers, Mida)

    • Hi, I'm looking for any related content or case history of someone integrating HubSpot with any ERP software by Netstorming. Would love to have your feedback on the subject. ...read more

  • Using HS for Project and Time Tracking

    • Hi, We are looking at a product called ProjectWorks to integrate with HS. We manage multi-stepped projects that sometimes easily span over a year. We will incrementally as we hit benchmarks. Is it possible to engineer a system in HS that can fulfill our needs to manage project stages, track project hours(people's time), and initiate billing upon completion of tasks? ...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
17 upvotes
111 Replies
Whathcock
Top Contributor | Diamond Partner
May 18, 2023
Welcome, @dkhardwick !
SSundaram8 on May 26, 2023
Looking for Ideas to define Lead source for events
1. I am looking for an idea to define to Leads source for Events Marketing team? 2. Current Problem: They have Lead Source as Events and Sub Source as Physical, Virtual Event? 3. The problem is how can we track the leads per events, and what is th read more
Reply Discussion MarketingOps
0 upvote
1 Reply
Aakar
Key Advisor
May 28, 2023
@SSundaram8 How about creating the sub-source with actual Events name? I'd suggest creating the lead source detail and event type contact properti...read more
ah8 on May 25, 2023
Custom Code - Make a form submission create a ticket and associate that ticket with a deal
Hi, I wasn't actually sure where to put this. I am new to HubSpot. I am trying to use workflows to make a form submission create a ticket and associate that ticket with a deal. Advice on getting started would be greatly appreciated. I think it may read more
Reply Discussion Custom Code Actions
0 upvote
3 Replies
CMcKay
Top Contributor
May 26, 2023
Thanks for the invite Pam!
Solved
fierceweek on May 25, 2023
Workflow audit
I'm currently working on a workflow audit for an existing org by going into each workflow to eyeball what it does and the properties used. After doing about 50 of these, my eyes are starting to cross. Is there an easier way to do this with the Hubsp read more
Reply Discussion Data Quality
0 upvote
4 Replies
fierceweek
Participant
May 26, 2023
I think I need to make the coffee a little stronger...!
GTeodoro on May 25, 2023
Error on Custom Code Flow - Format Numbers
Today our contacts are imported from our database via integration. The phone number, mobile number, and WhatsApp number come in the format, for example, 5511912345678. In this format, Hubspot cannot send messages via WhatsApp. In this link https: read more
Reply Discussion Enterprise
0 upvote
1 Reply
PamCotton
Community Manager
May 26, 2023
Hello, @GTeodoro thank you for posting in our Community and sharing all this information! I want to invite our top experts to this conversation ...read more
RodWaynick1 on May 24, 2023
Can't get "Property to include in code" to work
First off, I'm very new to custom coded actions and coding in general. Very little experience at all. I've looked over lots of documentation and can't seem to get this to work. I'd like to include a deal property in a custom coded action. I've read more
Reply Discussion Custom Code Actions
0 upvote
2 Replies
JBeatty
Guide | Diamond Partner
May 25, 2023
Hi @RodWaynick1 , You have a very small typo in your definietion of the function. event is passed into the function as parameter. So you shoul...read more
AHanno5 on May 24, 2023
Net New Revenue Report Build - New Business + Upsell
Hi all! I'm looking to build a report that shows how much Net New Revenue we've won YTD. I have already edited the Deal Types field to include - Net New Business - Existing Business - Renewal - Existing Business - Upsell I'd like to be read more
Reply Discussion RevOps
0 upvote
2 Replies
HCares
Participant
May 25, 2023
Hello @MiaSrebrnjak I have sent you a private message I badly need your help
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