RevOps & Operations Hub

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    • We're using the Shopify Connector to pull in Abandoned Carts. In Shopify, each Line Item has a 'Properties' free-text field. We store in that field Customer data related to that Line Item (e.g. Student Name for an Online Test). Is that 'Properties' property mapped to anything in HubSpot? We'd hoped it would be the 'Body HTML' property but it's not, that property is empty. ...read more
    • Has anyone here successfully implemented a system for tracking offline interactions, like trade show visits or partner webinar registrations, in HubSpot? Additionally, I'm interested in integrating survey responses into HubSpot alongside these offline events. If you have experience combining survey data with offline event tracking? Thank You... ...read more
    • Several workflows move a user through different stages of a ticket. At one point, it sends a notification to the user, letting them know they need to change a property called Resolution , from blank to choice1 , choice2 , or choice3 . In the workflow, I have the action set such that if Resolution is known, then adjust the ticket stage to the next stage. But it never fires off. It sends the notification. But I think b/c I have no dela ...read more
    • Hello community! I have some troubles with one of my workflows and I can see that it is a common thing, but I can't figure it myself. I have a workflow that creates a Deal whenever a new contact is created through form submission, but after the deal is created, further information is not copied to the deal. I mention that the data field are of the same type. I have a screenshot right here. ...read more
    • We have a set of ICP accounts (as you probably have too). And we have 5-6 identified buyer personas (there is a Persona field on contacts that tells with persona that contact is). I'd like to track on the company level if a certain persona exists (so there is a minimum of 1 contact in a persona) or not on the account. Simply to see where the gaps are. Which persona we are missing in each account. How would you go about this? How would you ...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
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
7 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
FBaumstark on September 05, 2024
Hey community, I have automated a new ticket creation. However, the problem is that the ticket description of the automatically created ticket is difficult to read due to a poor format. I would now like to create a workflow that takes the ticket, fo read more
September 05, 2024
Hi @FBaumstark , Ensure your custom code correctly updates the ticket description by, verify you’re using the correct property ID for the ticket ...read more
EVatsev on September 04, 2024
Hello, We have a few mandatory deal based properties in a pipeline. Sales guys needs to fill them during outreach and calls, but we want to have them on a company level. These properties are more company specific, but since I can only use deal b read more
0 upvote
3 Replies
Participant
September 06, 2024
One more question, will the new property sync pick up already filled in properties or will it start syncing from the moment it's implemented?
GAntunes8 on August 29, 2024
Oi, pessoal! Estou tentando realizar integração com Hubs e um fornecedor de vaçlidação cadastral via fluxograma por envio de webhook. O fluxo roda corretamente e o envio do webhook realiza com sucesso, porém as propriedades não são atualizadas co read more
Recognized Expert
September 02, 2024
Olá @GAntunes8 ! Espero que você esteja bem. Se eu não me engano, recentemente foi liberado essa possibilidade de fazer o tratamento das ...read more
dericndiety on August 29, 2024
I’m diving into RevOps and am particularly interested in how customer feedback surveys are integrated into revenue operations strategies. Specifically, how do you effectively use survey data to drive decisions and optimize processes in RevOps? Do yo read more
0 upvote
1 Reply
Community Manager
August 29, 2024
Hi, @dericndiety 👋 Thanks for your post. Welcome to our community! I'd like to invite some of our community experts to the conversation — hey @...read more
Solved
GWardJan on August 28, 2024
We're using the Shopify Connector to pull in Abandoned Carts. In Shopify, each Line Item has a 'Properties' free-text field. We store in that field Customer data related to that Line Item (e.g. Student Name for an Online Test). Is that 'Properties' read more
Member
September 02, 2024
Yes, using HubSpots Shopify Connector to integrate. The Properties field is native to Shopify, not custom.
LStrubing on August 28, 2024
Good day all, I am trying to find a way to get the tracking number from NetSuite displayed in HubSpot in a useful location. I have it syncing over on the invoice but I would like to find a way to either display it on the Sales order Sync card o read more
0 upvote
3 Replies
Hall of Famer
September 01, 2024
@LStrubing if you want to surface NetSuite data on the sales order, I'd recommend having a developer create a custom CRM card that would surface ...read more
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