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Automation for list and workflow management
- We are frequently hitting our limits with Lists and Workflows and we are looking to set up automation to regularly clean them up based on their properties. Does anyone have suggestions or best practices for achieving this? ...read more
How to change revenue recognition model for ad-based revenue stream
- Hi all (not sure if this is the right channel but posting just in case!) I have a challenge/question around Hubspot’s standard revenue recognition model. I am working with a company that has a daily newsletter with the main revenue stream as ad placements to sponsors that could occur many times throughout the year. The challenge is that HubSpot’s standard revenue recognition model doesn’t align with this ad-based business: Currently, a closed wo ...read more
Automating Renewal Quarter Indicator in Reports
- Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on... I tried to sort this out in a few ways with automation or dependent properties, but didn't find the solution. ** The client has "Sales Hub Professional" license. Please advise. Thank y ...read more
Managing App Integrations
- My company has recently run into an issue where app integrations have stopped working whenever a previous admin has left the company. We could add a task to our offboarding doc to reinstall all apps previously integrated by a departing team member, but it seems like a better process exists out there. Let me know if you have any suggestions for avoiding this issue in the future. Thanks, Allen ...read more
Netsuite to Hubspot Custom Field Sync Issue
- I've read all the other community posts on syncing custom lists and the workaround to single line fields in netsuite and then sync the single line to single line in hubspot, but I am still having issues even getting the single line field to populate as an option in Hubspot. Where am I going wrong? New Netsuite free text field Created a single line and list option in Hubspot I try to add it to the sync and I do not have the nets ...read more

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

146 Replies

Fae_Gilfillan

HubSpot Employee

March 06, 2025

That challenge of enhancing the privacy settings without introducing any friction for the customer is definitely the tightrope my team treads! We un...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

Andreas11 on March 18, 2025

Splitting appended property value

Hi! In our Contact Object we have a single-line text property called Company_Qcode in which the values can look like this: {SECLNT10034182} or.... like this: {SECLNT87247981,SECLNT89752329} If there are mutliple ones like in the last example read more

Reply Discussion Custom Code Actions

0 upvote

0 Reply

CWatson12 on March 18, 2025

Using Hubspot Formulas in Reports for Conversion Rates

Hello, I am trying to calculate conversion rates for MQL:SAL and MQL:STG2. I have a custom object that creates a record for every MQL and then stamps known SAL date and STG2 dates if the deal is created within 90 days of said conversion. I want read more

Reply Discussion RevOps

0 upvote

1 Reply

CWatson12

Participant

March 18, 2025

Just kidding, I realized I could make 2 new properties 1 to stamp yes if conversion is 90 days before deal create, and 1 for stg2 and those those to ...read more

tlynncook on March 17, 2025

Deduplicating companies by company owner in bulk

Hi there, We bought Operations Hub pro so we could easily deduplicate our companies. I'd like to merge based on company owner, but the out of the box filters in the dedupe tool are limited. Specifically, if I have a conflict between two owners, read more

Reply Discussion Data Quality Automation

0 upvote

1 Reply

DianaGomez

Community Manager

March 18, 2025

Hi @tlynncook , Thanks for reaching out to the Community! Let’s get you in touch with some of our experts: Hi @HFisher7 , @miljk...read more

PMenkar1 on March 12, 2025

Deals and Contact Lifecycle stage

Hi Folks, I have a requirement from the marketing team, that if we can restrict deal creation until and unless the contact to be associated with deal is updated to "Opportunity" on lifecycle stage. In other words, we need to see the contacts to mov read more

Reply Discussion RevOps

0 upvote

3 Replies

PMenkar1

Contributor

March 13, 2025

Thanks you just read my mind it seems 😀 I was also checking out the new deal approval in pipeline settings. This method would take away direct dea...read more

ASamaha on March 12, 2025

Formatting Phone Numbers in HubSpot Workflows

Hi everyone, I need help creating a workflow that reformats phone numbers in HubSpot to follow this structure: Standard 10-digit numbers should be formatted as XXX-XXX-XXXX If the number includes +1, it should be formatted as +1-XXX-XXX-XXXX For e read more

Reply Discussion Workflow Extension

0 upvote

5 Replies

Wesimplifi_

Member | Gold Partner

March 17, 2025

Hi @ASamaha , HubSpot's native workflows do not currently have a built-in feature for formatting phone numbers automatically. If you have access t...read more

CarlosvBoekhold on March 12, 2025

Removing company associations automatically after Job change enrichtment

Hi everyone, We recently started using Apollo and are looking into assigning people to the right companies, since we all know people can switch jobs. It sadly becomes a mess when you want to do this since the old association stays intact, so read more

Reply Discussion RevOps

0 upvote

4 Replies

TomM2

Thought Leader | Platinum Partner

March 13, 2025

Hey @CarlosvBoekhold apologies, I understood from your initial question that you wanted to remove the association between a contact to a company, j...read more

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