RevOps & Operations Hub

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    • Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. We sell Monthly contracts you can cancel at any time which makes tracking the above hard. If anyone else has tackled a simliar situation let me know! Happy to look into other tech stacks etc. ...read more
    • Our company sells software licenses agreements at a monthly rate for 1, 2, and 3 year license terms. Almost all these licenses purchases are billed/paid upfront. Ex. Customer buys a 1 year license agreement for $29/month $49/month x 12 months = $588 that is billed and paid upfront. For accounting purposes, we mark any unearned service revenue as deferred revenue throughout the length of the contract, and earned revenue as recognized ...read more
    • Does anyone know how I can fix my report to ensure that it's showing all deals in Discovery Completed per month even if it moves to another stage in that same month or moves to Closed Lost. I am trying to track each sales rep's activity and goals for total Discovery Completed in that month regardless if it has additional movement in that same month. For example, Lays had a discovery completed for American Tire Distributors on January 22 and ...read more
    • Hello, I created a workflow that checks: if a contact ever had a meeting booked? (regardless of the outcome) The date of the first meeting that was actually held with the contact (outcome = Completed) It has this custom code action: from datetime import datetime import logging def main(event): # Initialize placeholders has_meetings_booked = False first_meeting_date = None # ...read more
    • I am trying to update a deal close date to a date in the future (e.g. last day of the month) once it has gone past the close date and the deal is still open. This will help in forecasting numbers. We have operations hub and I think this should be possible by using custom code but I can't get it to work. Anyone know how? ...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
142 Replies
Member
February 02, 2025
Hi everyone! I am on the operations and marketing team at my organizationbut I focus more on marketing. I am new to RevOps and Ops in general and loo...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
9 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
idanc on February 12, 2025
Hi, We use Workato to pull data out of HubSpot into a BigQuery data warehouse. Our challenge is that the API from Hubspot to Workato doesn't recognize deleted records. Hence, everytime a record is merged or deleted from Hubspot, it will forever re read more
0 upvote
1 Reply
Community Manager
February 12, 2025
Hey @idanc ! Thanks for your post. I want to invite some subject matter experts to see if they have any suggestions. Hey @zach_threadint , @...read more
AFayet on February 12, 2025
Hello, I'd like to archive contacts that are not relevant anymore. But I want to keep the activity that has been made on these contacts in order to keep tracks. Today we keep them and have a property to fill in when it's obsolete but it's not read more
0 upvote
3 Replies
Top Contributor | Platinum Partner
February 13, 2025
If you archive (or delete) a contact that isn't relevant, the activity can't be logged against a record so will have nowhere to live. This means no-o...read more
AFayet on February 12, 2025
Hello there, I'd like to create a specific workflow that triggers with a property that is not equal to another, and then remove an association deal-company if it's not equal. To give you some context, we define who our customers are and we t read more
0 upvote
1 Reply
Community Manager
February 12, 2025
Hey @AFayet , thank you for posting in our Community! Yes, you can create a workflow to automate this in HubSpot. Use an if/then condition t...read more
Solved
SClara on February 10, 2025
In HubSpot, is it possible to automatically merge deals without using external apps? Is there a way to implement this using Operations Hub Pro, for example, through custom code? Thank you! 🙂
Hall of Famer | Partner
February 10, 2025
@SClara I think 100% reliability without risks or limitations would be quite the stretch. When you're developing a custom code action, you're prett...read more
MHarper5 on February 10, 2025
Hi My emails have always connected instantly to hubspot, but recently some aren't and i'm needing to create their contact. Any idea why or how i can rectify this? Thanks
0 upvote
1 Reply
Hall of Famer | Partner
February 10, 2025
Hi @MHarper5 , Could you please share a bit more detail and context? How are these emails sent / received exactly? Best regards
TOffen on February 06, 2025
Hi everyone, Lookign to build out HubSpot in the best way to track all the key SAAS metrics (ARR/MRR/NRR/Churn etc etc). I've got the new business setup but want to be able ot track expansion, downsell and churn etc and espeiclaly NRR or NDR. W read more
0 upvote
1 Reply
Community Manager
February 07, 2025
Hi @TOffen , Thanks for reaching out to the Community! I came across a question that's really similar to yours in another thread, and ...read more
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