RevOps & Operations Hub

Recursos principales para RevOps & Operations Hub

    • 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 ...Leer más
    • 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 ...Leer más
    • 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 ...Leer más
    • 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 ...Leer más
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maggiebutler en Septiembre 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 Leer más
18 Me gusta
133 Respuestas
Miembro
Marzo 26, 2024
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...Leer más
TRichard7 en Abril 24, 2024
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 Leer más
Administrador de la comunidad
Abril 24, 2024
Hey @TRichard7 , thank you for posting in our Community! Are you currently using this integration here ? To use the Stripe integration with...Leer más
PBaxter en Abril 23, 2024
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 Leer más
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1 Respuestas
Administrador de la comunidad
Abril 23, 2024
Hey @PBaxter , thank you for posting in our Community! One potential solution could involve customizing your reporting by leveraging HubSpot...Leer más
AKyriacou en Abril 21, 2024
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 Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Abril 21, 2024
Hi @AKyriacou , Here's where I'd start 🙂 All reports with breakdown by owner: Contacts without email address Contacts where 'Invalid ...Leer más
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SMoyse en Abril 20, 2024
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 Leer más
Colaborador
Abril 20, 2024
Changing let idsToMerge = searchResults.body.results to let idsToMerge = searchResults.results fixed this issue. The rest of my problems w...Leer más
MWitte en Abril 19, 2024
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?
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Miembro del salón de la fama | Partner
Abril 19, 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...Leer más
ZacharyMyr en Abril 18, 2024
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 Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Abril 19, 2024
Hey @ZacharyMyr , thank you for posting in our Community! Consider enhancing your reporting capabilities to include insights into lost reven...Leer más
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