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Top Resources for RevOps & Operations Hub

  • Tips on BDR Sequences to avoid overdue Tasks

    • Hi all, I am working with a services company that has a BDR team of 7 BDRs that make 80 calls per day to schedule sales calls for our sales reps. I'm looking for any best practices on tips re: addng Contacts into Sequences that avoid the BDRs getting bogged down in overdue call tasks. Here are the details on the Sequence: -40 day sequence with 10 steps - 5 calls, 5 emails. The cadence on calls is on day 2, 10, 18, 29, 40. Email ...read more

  • [Urgent Help] Churn Rate Chart by Manager (Owner) in HubSpot — Is It Even Possible?

    • Hi everyone, I'm trying to build a simple churn rate chart directly in HubSpot, and I'm genuinely surprised at how difficult this has been. I really need your help to understand whether I'm missing something obvious or if HubSpot simply doesn't support this natively. 👉 Here’s our setup: We have a custom property called Activation Date on the Company object, which we use to track when a customer’s service officially starts. We're also cre ...read more

  • Launching Landing page & unable due to "malicious host" after getting hold of google ad"s support

    • Hi i really want to get my website live for google ads service based buisness, below i copy and pasted last intereaction ive recieved from google ads support for reason for "mirepresentation" based on this: Investigation: We've received an update from our team regarding your requested site, 'hubspotpagebuilder[.]com'. Our latest scan indicates an issue due to one of its hosts: 3popularnewspolland-45475073[. ]hubspotpagebuilder[.]com/. T ...read more

  • Automating student (contact object) assignment to classrooms(custom object)

    • Looking for Feedback & Implementation Advice: Automated Student Assignment Flow in HubSpot Hi everyone! I am building an automated workflow to assign students to classrooms once a deal is closed . Our use case involves custom objects in HubSpot, and I’d love some advice on how much of this logic can be handled with native workflows vs needing custom coded actions or external automation . 🔁 High-Level Flow: Trigger : A ...read more

  • I would like to catalog my workflows

    • I need to put some order in my workflows, which have grown "organically" for the past two years. To do so, I would like to map properties of my main objects (contacts, deals, companies) to the workflows they trigger and the workflows that impact them. I'll then be able to simplify, rationalize, cull etc all these workflows. Is there a way to do this that doesn't imply a lot of work with the API? Thanks ...read more

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TracyTThomas on April 25, 2025
Reminder: Clearbit Free Tools Sunset on April 30
As a reminder, the sunset of our free tools is quickly approaching. For full details, please see this post . Please note: the Name to Domain API and Risk API will no longer be available for users on free accounts after April 30, as associa read more
Reply Discussion Data
2 upvotes
11 Replies
MargoCleveland
HubSpot Employee
May 19, 2025
Hi Chris, Thank you for your feedback regarding buyer intent. I understand your frustration and I've passed your feedback to our Breeze product...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
21 upvotes
156 Replies
Stacksync
Member
July 03, 2025
Hey there! I am Ruben, co-founder and CEO at Stacksync. We have been using ourselves + helping hundred of HubSpot clients to create real-time an...read more
TracyTThomas on April 25, 2025
Reminder: Clearbit Free Tools Sunset on April 30
As a reminder, the sunset of our free tools is quickly approaching. For full details, please see this post . Please note: the Name to Domain API and Risk API will no longer be available for users on free accounts after April 30, as associa read more
Reply Discussion Data
2 upvotes
11 Replies
MargoCleveland
HubSpot Employee
May 19, 2025
Hi Chris, Thank you for your feedback regarding buyer intent. I understand your frustration and I've passed your feedback to our Breeze product...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
10 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
RCHONG-WING on July 08, 2025
Probleme de reception mail
Bonjour ,via hubspot j'envoie bien depuis xxxxxxx@xxxxxx.com mais je recois uniquement sur outlook
Reply Discussion RevOps
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 08, 2025
Bonjour @RCHONG-WING , Pourriez-vous être un peu plus précis ? De quel type d'email parlez-vous ? S'agit-il d'emails de vente dans HubSpot...read more
Solved
Andreas11 on July 04, 2025
Association Labels based on First & Most Recent
Hi, I'm trying to create a company based workflow which applies and updates " Most Recent " or " First " association labels to associated records. The associated records live within a custom object, and they're already associated through a read more
Reply Discussion Custom Code Actions
0 upvote
2 Replies
DavidVoigt
Top Contributor | Elite Partner
July 07, 2025
Hi there, if it's a company based workflow, then enrollment could be based on each time the number of associated custom objects change. If an ob...read more
Solved
CANavarrete on June 30, 2025
Can we support multiple backup payment methods for HubSpot Subscription?
Hi all, We’re helping a client migrate their recurring billing and invoicing to HubSpot. One of their core requests is to allow for a secondary (backup) credit card in case the primary fails (as currently used in Stripe). Does anyone know if: read more
Reply Discussion Data Sync
0 upvote
1 Reply
ArisudanTiwari
Top Contributor | Gold Partner
July 01, 2025
Hi @CANavarrete , At the moment, HubSpot Payments doesn’t support storing multiple payment methods for a single customer. That means if the prima...read more
Solved
RMazzucchelli7 on June 30, 2025
How to Bulk assign Country phone number format
Hi everyone, I'm looking for a way to bulk assign country codes (e.g. +61) to phone numbers in HubSpot. We have a large list of contacts with local phone numbers that are missing international dialing codes, and I'd like to clean this up efficiently read more
Reply Discussion Data Quality Automation
0 upvote
2 Replies
MHolzer
Contributor
July 01, 2025
there is a private beta to this, which seems easier then custom code just request it at the product updates or via your CS or a Support so th...read more
KWitt on June 30, 2025
Hubspot built intercom data sync not working...
I have set up and configured the Hubspot to Intercom data sync. The sync is one way, Hubspot to Intercom and is matching on a field I know has identical values. The Hubspot sync is reporting the data is synced (monthly value and other fields) b read more
Reply Discussion Data Sync
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
July 01, 2025
@KWitt we're looking at different apps. Here's the one I had linked: If you're using the app provided by HubSpot, you would contact...read more
Solved
RPerez14 on June 27, 2025
Deals Label Workflow Won't Branch Properly
issue workflow (unresponsive UI) correct workflow (responsive UI) custom property settings I am trying to create a workflow that checks whether a deal has a primary company label or not, and then adds the deal to an active list to be man read more
Reply Discussion RevOps
0 upvote
8 Replies
MHolzer
Contributor
July 01, 2025
@RPerez14 instead of using custom code try using a rollup property which counts the primary companies associated to the deal, the roll up property ...read more
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