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Top Resources for RevOps & Operations Hub

  • Tableau embed into HubSpot Dashboards

    • We use Tableau for various reports and are exploring ways to integrate these non-public Tableau reports directly into HubSpot dashboards. Our goal is to encourage team members to fully adopt HubSpot by consolidating our tools into one platform. Has anyone successfully embedded Tableau reports into HubSpot? ...read more

  • Recommendations on Career Sites for RevOps Positions

    • Hi! I have been using HubSpot for the last 6 months, more from a content marketing perspective. My company is in the process of building out our revenue operations function and are seeking a RevOps Analyst to join our team. It's a combination role of revops, sales/marketing ops. This is a new role for our organization. I am curious if anyone has any recommendations on the best career sites/groups that I can post a job or connect with potential ...read more

  • Lead and Contact assignment based on calendar

    • Want to make my world a bit more beautiful? In a perfect world these two scenarios would be solved: 1. New lead comes in to HS, and is then assigned based on a rep's (SDR or AE's) "real-time and updated"(rt) calendar availability. 2. Contact is reassigned from AE to an SDR based on SDR's "on shift/off shift"(oo) calendar availability. RT: reps would keep calendars open when available, removing no-show meetings would then trigger availability, ...read more

  • ETL, Data integration

    • Hello, I'm currently facing the task of manually cleaning and aligning data with HubSpot's columns before importing it. I'm considering using an ETL (Extract, Transform, Load) tool for this integration, but I haven't come across any free options for syncing the cleaned data. Does anyone have alternative suggestions or know of any cost-effective solutions for this? ...read more

  • Create a deal with several associated contacts

    • Hello to all of you, I would like to create deals in Hubspot with N8N. The only thing I don't success is to create a deal with several associated contacts. With one, it works. But I don't manage to find the good separator between each id for the contact. Maybe it is not possible ? It is written in N8N " Associated Vid Names or IDs" --> Plural. That's why I considered it could be possible. Please could you help me ? ...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
18 upvotes
133 Replies
abhishekmittal9
Member
March 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...read more
JoshuaW on April 11, 2024
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 U read more
Reply Discussion Custom Code Actions
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
April 12, 2024
Hi @JoshuaW , This should be possible with a regex replace: I'm not a regex expert but this code snippet should correspond to ...read more
Solved
KMohamed15 on April 11, 2024
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 righ read more
Reply Discussion Free
0 upvote
2 Replies
Brenner
Key Advisor
April 12, 2024
Hi @KMohamed15 I'm so happy to help you! Yes! It's possible, but, you need to know: activities can only sync from Microsoft to H...read more
SarahMouton on April 10, 2024
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, read more
Reply Discussion RevOps
1 upvote
0 Reply
hafsteinnbg on April 10, 2024
Deal doesn't enroll in workflow after associated company is merged with another
Hey, I am trying to require that all deals are associated to a company that has a property 'HQ Company ID' = known, before they can be moved to closed won. We are a SAAS company, and this HQ Company ID is the product account unique identifier. read more
Reply Discussion Automation Data Quality Process RevOps
0 upvote
1 Reply
PamCotton
Community Manager
April 10, 2024
Hey @hafsteinnbg , thank you for posting in our Community! You could Implement validation checks within your pipeline stages to ensure that ...read more
BRogers0 on April 08, 2024
Tableau embed into HubSpot Dashboards
We use Tableau for various reports and are exploring ways to integrate these non-public Tableau reports directly into HubSpot dashboards. Our goal is to encourage team members to fully adopt HubSpot by consolidating our tools into one pl read more
Reply Discussion RevOps
0 upvote
1 Reply
BérangèreL
Community Manager
April 09, 2024
Hi @BRogers0 , I hope that you are well! Great question, thanks for asking the Community! For information, there is the " Tableau integration " ...read more
Solved
MSaurat on April 08, 2024
New field from URL + field
Hi, Is there a way to automatically create a field (using potentially custom code) from a URL string & an existing field? Eg: we have specific ID for our contact (CONT_ID) which are created automatically from an integration. What I'd read more
Reply Discussion Programmable Automation
0 upvote
2 Replies
MSaurat
Contributor
April 08, 2024
Oh that's perfect thank you @karstenkoehler !
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