RevOps & Operations Hub

Top Resources for RevOps & Operations Hub

    • Hi all! Workflow question 🤔 Problem: We have a lot of customers that churn and then come back later, and due to challenges with our backend, this will create a new Company record when it happens. Meaning that we easily can have 5 records with the same domain, but of which 4 are actually churned 'customers' (or 4x the same customer). Solution so far: I have built all kinds of intricate deduplication, but it's not even stemming th ...read more
    • Hi, I'm trying to get into building datasets and using the formula fields. Howver, it's hard to get an overview of the datastructure and the how the properties are structured. For instance, say I want to use [COMPANY.hs_analytics_source] as basis for a selcetion. How would I review what table this data is included in as well as what data this column can hold? Now I feel like I need to know the datastructre before hand and have no way ...read more
    • So now, one of the Formatting issues I can fix is the UTC Timezone. I can do this in the Location section of Formatting issues. But I can only mass apply the change to 50 records at a time. How can I automate this feature? The Time zone property I have access to in workflows is not the correct one and the one I DO have access to declares it a HubSpot property and I am not allowed to change it. ...read more
    • i'm trying to create a workflow that will send a customer a reminder that their invoice is due using a hubspot email. I'm using QBO for invoices and they are synced with hubspot. I'm able to create the email and the automation, but the one thing i'm missing is the link url to the QBO invoice for the client to click on to action on it. is it possible to get that information from the integration? ...read more
    • 👋 Hi everyone, I want to make an API call to OpenAI to categorize a HubSpot contact's job title into 1 of 8 job functions. For some reason, HubSpot's custom code editor does not allow me to save the code when I add the template literal ${jobTitle} into my code. If I remove the template literal, it saves. See error message and red box in the screenshot. I believe my code is right, but am I missing something trivial? ...read more

Browse all topics

  • Trending
  • 📅 Events
  • 💬 RevOps Discussions
  • 📝 Resources
  • ⚙ Operations Hub
  • Clearbit
Filter by
  • All labels
  • Admin
  • AMA
  • Automation
  • Contacts
  • CRM
  • Custom Code Actions
  • Data Quality
  • Data Quality Automation
  • Datasets
  • Data Sync
  • Field mappings
  • Format Data Actions
  • Integrations
  • Marketing
  • MarketingOps
  • Operations Hub
  • Process
  • Programmable Automation
  • Resource
  • Revenue Operations
  • RevOps
  • SalesOps
  • Webinar
  • Workflow Extension
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
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
19 upvotes
139 Replies
Member
August 22, 2024
Hello! I am a startup founder, and do lots of Ops work in HubSpot to manage our contacts, content, and marketing. We're also building agentic workflo...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
8 upvotes
2 Replies
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
fiberpunk on October 13, 2024
Hey folks, In my database, I have some contacts who are affiliates who are referring new contacts. When that happens, a new contact will store the affiliate ID of the person it has been referred by. Now, in my dataset I want to join the affi read more
0 upvote
0 Reply
MGreene04 on October 11, 2024
I am trying to create a report of all the deals that one of many deal stages, but without a certain Association Label. I can only seem to get my report to work in the inverse - where the deal DOES contain a specific Association Label. Is there read more
0 upvote
2 Replies
Hall of Famer | Partner
October 12, 2024
Hi @MGreene04 , HubSpot is unfortunately not very good when it comes to "is not associated to any" logic, it's always a "is associated to at l...read more
ErikHolmberg on October 11, 2024
I'm trying to analyze conversion rates on inbound leads based on how fast the lead was contacted, ideally I would want the report to look something like Contacted within (hours) # Leads Conversion rate 1 A X% 2 B Y% 3 C Z% read more
0 upvote
1 Reply
Community Manager
October 11, 2024
Hi, @ErikHolmberg 👋 Thanks for your question and for adding details about your desired result. Let's invite some of our community experts to t...read more
AMulready on October 11, 2024
Background: We operate a large scale sales company (X) and have recently acquired another company (Y) that we want to keep seperate in our database. How do we stop contacts that fill in a form for "Y" from being contacted by someone from "X". We read more
Hall of Famer | Partner
October 11, 2024
Hi @AMulready , This would typically be handled through contact access permissions: https://knowledge.hubspot.com/user-management/hubspot-use...read more
Aibert on October 10, 2024
When using the Microsoft Dynamics 365 data-sync the Dynamics ID is not filling in the contact property with the corrisponding 'Microsoft Dynamics ID'. I was looking to create email links to Dynamics 365 for direct access similar to the integrat read more
0 upvote
1 Reply
Community Manager
October 11, 2024
Hey, @Aibert 👋 I moved this to a different part of the community so that other folks who use data syncs might see it. Best, Jaycee
LPrice9 on October 10, 2024
Hi, We have set up a workflow for our quoting and invoicing where it is possible to have multiple quotes associated with a deal. The selected quote is then converted to an invoice. The line items that are associated with the deal are not automat read more
0 upvote
1 Reply
Guide | Elite Partner
October 10, 2024
Hi @LPrice9 , This is not going to happen with OOTB functionality in HubSpot, other than potentially using a custom-coded workflow to pull t...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?