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💬 RevOps Discussions

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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

18 upvotes

133 Replies

abhishekmittal9

Member

March 26, 2024 04:35

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

BiancaRagsdale on April 04, 2024

Typeform embedded in HubSpot email only pulling default personalization tokens

Here’s my goal : Embed a Typeform form in a HubSpot email. When users select an option in the Typeform form, their names and email addresses are included in the Typeform responses. What I’ve done so far : I created the form and added Hidden Fi read more

Reply Integrations

0 upvote

4 Replies

Jnix284

Most Valuable Member | Elite Partner

April 09, 2024 14:27

Awesome @BiancaRagsdale I'm glad you got it working!

rulpats on April 03, 2024

Don't want new accounts to be created SF because of Hubspot

I don't want new accounts created in SFDC because of Hubspot. What is the best way to achieve this keeping the sync on? #1. I have disabled the create and associate companies with contacts settings just recently. I think it only helps in not cr read more

Reply Integrations

0 upvote

3 Replies

rulpats

Participant

April 17, 2024 00:50

Hi @LaurenRyan Thanks for your detailed feedback. I had to turn back on the 'create and associate companies with contact' setting since for the Hu...read more

rulpats on March 26, 2024

By default activities in Hubspot getting assigned to integration user

Hi team, At this stage, activities in Hubspot get added as tasks in SFDC to integration users - this only happens if there is no contact owner mentioned in Hubspot. If the contact owner is known then those get assigned to the particular owner in SF read more

Reply Integrations

0 upvote

1 Reply

PamCotton

Community Manager

March 26, 2024 19:11

Hey @rulpats , thank you for posting in our Community! You can utilize our workflow automation to set up a rule that overrides the default t...read more

Solved

rulpats on March 26, 2024

Copy Hubspot Comment field value to SFDC task note

Hi team, We have a form where there is a custom field called - 'Comments or Question' Is there a way to copy that value from the comment field to the salesforce task under the description section? I know these two are different objects, so copyi read more

Reply Integrations

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 26, 2024 03:05

Hi @rulpats , As far as I know, this is not possible directly, no. You could however create a contact-based workflow that enrolls contacts whe...read more

Solved

rulpats on March 19, 2024

Assign Hubspot MQL contact to Account Owner mentioned in SFDC

I want to achieve this Assign Hubspot MQL contact to the Account Owner mentioned in SFDC. Questions Is there a way to do this from Hubspot - via workflow? Is it the best thing to do from Hubspot or should it be handled from SFDC?

Reply Integrations

0 upvote

3 Replies

Accepted Solution

trevordjones

Recognized Expert | Diamond Partner

March 20, 2024 06:48

Hi @rulpats and thanks for the Tag @PamCotton ! Making two assumptions here: Your SFDC Account has synced to a HubSpot Company, and...read more

Solved

SThomason on March 18, 2024

Sync all option not working on new field mapping for Salesforce

Hi! I hope this is not a duplicate post - I've searched the community and didn't see anything regarding the issue I'm facing. I have created a new field mapping within the Salesforce integration of HubSpot and selected the "sync now" option instead read more

Reply Integrations

0 upvote

7 Replies

Accepted Solution

trevordjones

Recognized Expert | Diamond Partner

March 19, 2024 10:38

Hi @SThomason , I agree with that recommendation. Build a smartlist of the contacts where the last sync time was before the change in mappin...read more

JEpner4 on March 15, 2024

How take calendar form submission to translate to HubSpot

Hi all, I'm currently brainstorming the best way to take availability calendars (setup with days of the week, and for each day three options of Mornings, Midday, or Afternoons) to best import to HubSpot. HubSpot doesn't seem to allow for sub-fi read more

Reply Data Hygiene Integrations MarketingOps RevOps

0 upvote

4 Replies

JEpner4

Participant

March 18, 2024 16:21

Thanks. The issue is this data is coming from a TypeForm, and it just wasn't setup optimally for importation to HubSpot. I spoke with the client, and...read more

JWilliamsFTTS on January 18, 2024

Balancing Platforms for Sales and Operations

Hi All. I am looking to see if anyone has had experience balancing the use of HubSpot and Connectwise. We are about to launch the use of Connectwise as our PSA. Even though there is an integration with HubSpot, Our operations team is already trying read more

Reply Integrations

0 upvote

1 Reply

BérangèreL

Community Manager

January 19, 2024 06:53

Hi @JWilliamsFTTS , Love this, that's exactly what the Community is about, thank you! I'd be happy to put you in touch with some of our our Top ...read more

rulpats on January 18, 2024

Custom code error

I get a custom code error whenever a sync between Hubspot and SF occurs. Could you explain why this happens and what exactly needs to be done by the SFDC admin team to resolve this? To be specific I could drill down the reason as follows. read more

Reply Integrations sync

0 upvote

2 Replies

rulpats

Participant

January 30, 2024 06:56

@PamCotton My colleague says that there is an apex class which is a part of hubspot integration in SFDC, and its not editable.

Solved

ESalvatierra4 on January 10, 2024

Managing Bi-Directional Sync between HubSpot and SFDC

Hello community, I'm curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initiative "all or nothing" syncs read more

Reply Data Quality Integrations MarketingOps RevOps

0 upvote

3 Replies

Accepted Solution

LaurenRyan

Top Contributor | Diamond Partner

January 10, 2024 13:23

Thanks @Jnix284 ! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority o...read more

YouAssa95 on December 06, 2023

Meeting comments

Hello everyone, I'm looking for insights on a potential workaround for attaching third-party comments to existing meetings on HubSpot records. As the current API doesn't support this, I'm considering the following approach: Utilize the hs_i read more

Reply Automation Integrations RevOps

1 upvote

2 Replies

danmoyle

Most Valuable Member | Elite Partner

December 11, 2023 08:57

@YouAssa95 curious about the use case, and what you mean by third party comments? Are these from non-HubSpot users? Other systems that use comments...read more

Solved

OReinen on November 17, 2023

2FA on forms

Hi, I would like to have 2FA on a form that clients fill in (on my wix website), which includes email and sms authentication. Does anyone have experience with this

Reply Integrations

0 upvote

3 Replies

Accepted Solution

TomM2

Key Advisor | Partner

November 20, 2023 05:13

Hey @OReinen it's against HubSpot's TOS to store sensitive data (such as login information) in HubSpot. So HubSpot forms cannot be used for logins,...read more

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