RevOps & Operations Hub

Top Resources for RevOps & Operations Hub

    • Hi there, I want to run a workflow on a List of custom objects. I would like each object to complete its run through the workflow before starting the next. At the moment, I can manually enrol a list to a workflow, but they are all kicked off simultaneously. Is there any way to do this? ...read more
    • Hello community, I created a process for a customer syncing Calendly with Hubspot. I created a logic in Calendly with a Round Robin function that splits an event between two SDRs'. (The Calendly event has the same URL. The Round Robin logic is done automatically by Calendly.) I would like to assign the SDR in HubSpot based on the SDR assigned in the Calendly event. Does anyone have an idea how I can do that? Thank you Oren ...read more
    • Hi, (hope this is the correct place to post this question/topic) I've encountered an issue with contact funnel reports: When the lifecycle stage of a contact has been mistakenly advanced, for example from Opportunity to Customer, they will always be included in the 'Customer' conversion stage of a funnel report, even if the Lifecycle Stage property (and by doing so, also the became a customer date property) is cleared and set to the co ...read more
    • 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 by HubSpot? Data enrichment that puts the latest context on your contacts and companies right at your fingertips. Identify your target market, gauge intent of your website visitors, and easily enri ...read more
    • What are other B2B SaaS companies doing to track early-stage leads (aka Lifecycle Stages = MQLs and SALs) in HubSpot? We used to have 1 big sales pipeline, and would create Deals as soon as Sales started working a contact/company. We would never close a Deal until it was won or confirmed lost, which meant that Deals were often sitting in stages for months/years, and were also moving in between stages frequently. This ultimately led to incorr ...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
133 Replies
March 26, 2024
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...read more
DianaGomez on May 10, 2024
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
6 upvotes
2 Replies
Member
May 21, 2024
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SupportW on May 22, 2024
The environment I'm working in is integrated with NetSuite using HubSpot's app. Invoices are created in NetSuite and sync back to HubSpot. The current process only brings a Company association to the Invoice as the invoices aren't usually tied t read more
0 upvote
0 Reply
JamesonC on May 22, 2024
👋 Hi everyone, I'm trying to set up a Custom Code action where based on my determined deal enrollment triggers. I want to extract the deal's associated 'Company owner' value on the Company object. And then copy this value into a cust read more
Community Manager
May 23, 2024
Hi @JamesonC , Thank you for asking the Community! I'd be happy to put you in touch with some of our Top Experts: Hi @HFisher7 , @miljkovic...read more
PBagares on May 22, 2024
Is it possible to get a different notification sounds on different inboxes? We struggle that all inboxes have the same sound notification so we cannot differentiate if it´s a live chat message or an email.
Hall of Famer | Partner
May 22, 2024
Hello @PBagares , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspo...read more
EStevanovic on May 22, 2024
Is it possible to change the 'close date' to 'created date' in the Deals columns?
0 upvote
1 Reply
Hall of Famer | Partner
May 22, 2024
Hi @EStevanovic , Yes, you can find a step by step instruction here: https://knowledge.hubspot.com/object-settings/select-properties-to-show-...read more
CDiVincenzo on May 22, 2024
Dear Hubspot Community, I would like to know if someone has used the new tool Forecasting AI. Theoretically it sounds quite useful, but in my case checking vs the won amount only last month looks more reliable than our submission. In the previou read more
0 upvote
1 Reply
Community Manager
May 22, 2024
Hey @CDiVincenzo , Thank you for reaching out to the HubS@pot Community! I understand your concerns regarding the accuracy of Forecasting AI...read more
Aaskarovo on May 22, 2024
Hello Community I need your help. I created a form and added hidden UTM fields. The form is embeded in external lending page platform I'm using. I tested it and I can see the UTM parameters in the 'Last Page Seen' property. But these parameters a read more
0 upvote
3 Replies
Hall of Famer | Partner
May 22, 2024
@Aaskarovo could you please provide a bit more detail? Which parameters exactly did you use? How did you test, with a new email address? Which fiel...read more
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