これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

Managing lost revenue from Deal Split
- Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split API to calculate the share based on different variables. With this we're able to properly forecast the amount. Example: FA-Deal is created with 1M$ and shared between Comp 1, 2 and 3 evenly. We f ...続きを読む
Can I create a report showing various properties of a SINGLE company
- Hi, I want to create a report in hubspot that allows me to view a series of properties for ONE company at a time. For example I would like to be able to create a report the allows me to select Company A and then display a series of properties that I select. - Latest Deal - Deal Amount - List of contacts names - Numeric property 1 - Numeric property 2 I can then switch to company B and display the same report with company B's data. The ...続きを読む
Extracting Param Value From URL Path Using Custom Code
- Does anyone know workflow custom code that would extract a specific parameter from the "Last Page Seen" contact property URL to then apply that value to another property for the contact? For example: If the "Last Page Seen" value is the following URL and I'm looking for the param value of "npsevent", I would want the action to copy "CaptureThisValue" to another property. examplewebsite.com/event?npsevent=CaptureThisValue I can predict ...続きを読む
Microsoft Dynamics Integration
- Hi, I’m trying to use the Microsoft Dynamics 365 integration in Hubspot. To be more specific, I wanted to know if it was possible in Contacts to leverage the following fields: • Notes in the Activities tab of a Contact • The deal tab on the right Is that possible from the hubspot side ? Thank you ...続きを読む
Join Our Developer Newsletter: Enhance Your Journey!
- Attention developers! Introducing our monthly Developer Newsletter, exclusively designed for you. Packed with insights, trends, and resources, it's your key to staying ahead. Stay Informed and Ahead: Get the latest programming languages, tools, and trends to stay on top. Expert Advice and Insights: Access wisdom from experienced developers and industry experts to enhance your skills. Discover Valuable Resources: We curate top tutorials, ...続きを読む

maggiebutler 9月 14日, 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 続きを読む

返信ディスカッション

18 いいね！

133 コメント

abhishekmittal9

メンバー

3月 26日, 2024

Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...続きを読む

TRichard7 4月 24日, 2024

Update Deal Line Items based on the paid Quote

Hi, We are adopting Hubspot quotes and Stripe payments and I ran into an issue that if we provide a customer with several quotes with different product sets all under the same deal, when one of the quotes gets paid, the neither line items, nor deal 続きを読む

返信ディスカッション Programmable Automation

0 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

4月 24日, 2024

Hey @TRichard7 , thank you for posting in our Community! Are you currently using this integration here ? To use the Stripe integration with...続きを読む

PBaxter 4月 23日, 2024

Attribution for meeting creation?

Hi all, I really like HubSpot's attribution reporting and have had some success with our team showing the various interactions that led up to the creation of a sales opportunity / deal. However, we have a long sales cycle, and tight qualific 続きを読む

返信ディスカッション RevOps

0 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

4月 23日, 2024

Hey @PBaxter , thank you for posting in our Community! One potential solution could involve customizing your reporting by leveraging HubSpot...続きを読む

AKyriacou 4月 21日, 2024

"Dont Be On It" Dashboard

Hey Guys I recently did the Revops Cert in Hubspot and there was a mention of a dashboard a company created for their sales reps called the "Dont Be On It" dashboard in a way to govern their CRM. The idea I believe is so reps can go in and see if t 続きを読む

返信ディスカッション RevOps

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 21日, 2024

Hi @AKyriacou , Here's where I'd start 🙂 All reports with breakdown by owner: Contacts without email address Contacts where 'Invalid ...続きを読む

解決済み

SMoyse 4月 20日, 2024

Custom Code Action Issue - contact property returning undefined

Hi There, I wasn't sure if I should put this in the API or Ops Hub location... I chose the latter. I'm trying to dedupe contacts based on firstname, lastname and company. Mainly to take care of duplicate contacts as a result of merging two 続きを読む

返信ディスカッション Custom Code Actions

0 いいね！

3 コメント

SMoyse

投稿者

4月 20日, 2024

Changing let idsToMerge = searchResults.body.results to let idsToMerge = searchResults.results fixed this issue. The rest of my problems w...続きを読む

MWitte 4月 19日, 2024

How to set up a new contact owner

I have 4 contact owners set up in our hub by a previous admin. I am now the current admin super user and would like to add adidtional contact owners. What is the process to do this?

返信ディスカッション Resource

0 いいね！

1 コメント

karstenkoehler

殿堂入り | Solutions Partner

4月 19日, 2024

Hi @MWitte , Owners correspond to users in your portal. You would have to invite the people you'd like to show up as owners: https://knowledg...続きを読む

ZacharyMyr 4月 18日, 2024

Managing lost revenue from Deal Split

Hello all, We have a framework agreement custom object where Deals are associated to the framework agreement. We have multiple child companies competing for the same Deal. We use Deal Split to manage the revenue share. We also use Deal Split 続きを読む

返信ディスカッション RevOps

0 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

4月 19日, 2024

Hey @ZacharyMyr , thank you for posting in our Community! Consider enhancing your reporting capabilities to include insights into lost reven...続きを読む

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Managing lost revenue from Deal Split

Can I create a report showing various properties of a SINGLE company

Extracting Param Value From URL Path Using Custom Code

Microsoft Dynamics Integration

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