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Top Resources for RevOps & Operations Hub

  • 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

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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
152 Replies
PramodRapeti
Member
April 21, 2025
Hi Community Members, I am Pramod, part of MeetRecord team. We are a AI First Revenue Intelligence Platform. I am in the spree to learn and und...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
Theo6578 on April 22, 2025
how to connect custom pixel changer to wp
how can i connect pixel changer tool https://resizepanda.com/ (custom to wordpress)
Reply Discussion RevOps
0 upvote
1 Reply
RubenB
Contributor
April 22, 2025
Hey @Theo6578 ! If you’re trying to connect ResizePanda’s Pixel Changer to your WordPress site, it’s totally doable — just takes a quick embed set...read more
CWhite36 on April 21, 2025
problems with custom code not updating data output
im using some code to check all contact email addresses within hubspot for their dmarc status to inform those contacts to improve their cyber security. const dns = require('dns').promises; exports.main = async (event, callback) => { const em read more
Reply Discussion Workflow Extension
0 upvote
3 Replies
RubenB
Contributor
April 22, 2025
@CWhite36 Nice work At this point the missing link is how those outputs get written back to the contact record. In HubSpot, a custom‑code action ...read more
Solved
Jsum on April 20, 2025
Confused about Products, Payments, Contacts, and Deals
I'm setting up what I thought would be a simple set of automations. The client has an intake form for scheduling consultations. They have 2 types of consultations. I set a property for "which product" on the form that has a radio select for each ca read more
Reply Discussion Data Sync
0 upvote
6 Replies
Jsum
Key Advisor
April 23, 2025
hey @SamCBarth_LAIRE thank you. The confusion is in how everything is unlocked and available to stage under different hub trials, or the features s...read more
Solved
THayes3 on April 18, 2025
Colored properties for Property Sync
The ability to apply colors to properties has been great but theres a gap. When creating a Property Sync, you can only apply color to the Property you are syncing from. I have a Company drop down property with two colored options "Yes" is colored read more
Reply Discussion RevOps
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
April 18, 2025
Hi @THayes3 , The best place to provide this feedback to the product team is in the HubSpot Ideas section of the community https://community....read more
kpmc on April 18, 2025
Subscription Products Lifecycle Management
Hi, We are currently a Salesforce shop using Salesforce CPQ (previously Steelbricks) and we are considering a move to HubSpot. We are using CPQ to generate order forms for new business deals, expansions and renewals. We are using NetSuite for bi read more
Reply Discussion RevOps
0 upvote
1 Reply
kennedyp
Community Manager
April 18, 2025
Hi @kpmc ! Welcome to the Community-- happy to have you here 😊 It sounds like your main challenges are automatic renewal creation, co-ter...read more
JSmith84 on April 18, 2025
Use Hubspot form to create Salesforce Opps without creating Hubspot contact
Hi there, can someone help? I need to create a form in Hubspot (very simple, just a couple of fields) that goes on to create an Opportunity in Salesforce. Is this possible without the form creating a Contact in Hubspot (and with only using Hubs read more
Reply Discussion Integrations sync
0 upvote
2 Replies
JSmith84
Member
April 18, 2025
Thanks Josh, I shall explore this option and report back.
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