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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

ZacharyMyr on April 18, 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 read more

Reply RevOps

0 upvote

1 Reply

PamCotton

Community Manager

April 19, 2024 11:27

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

Lucca7 on April 16, 2024

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 read more

Reply RevOps

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

April 17, 2024 00:10

Hi @Lucca7 , I would recommend using the middle column of company records for this: https://knowledge.hubspot.com/object-settings/customize-t...read more

SarahMouton on April 10, 2024

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Reply 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 Automation Data Quality Process RevOps

0 upvote

1 Reply

PamCotton

Community Manager

April 10, 2024 18:35

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 RevOps

0 upvote

1 Reply

BérangèreL

Community Manager

April 09, 2024 03:38

Hi @BRogers0 , I hope that you are well! Great question, thanks for asking the Community! For information, there is the " Tableau integration " ...read more

GArin on April 05, 2024

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 read more

Reply RevOps

0 upvote

4 Replies

GArin

Member

April 16, 2024 12:16

Thank you for the recommendations @Aakar ! I appreciate it!

Solved

CDiVincenzo on April 04, 2024

number of contacts contacted through Call /Email sent

Dear Hubspot Community, I hope you can help me! I am working on sales activities overview, to show when our AEs have not reached out yet the prospect before the meeting. Unfortunately my report is not showing the right number of contacts/activit read more

Reply RevOps

0 upvote

5 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

April 05, 2024 04:20

@CDiVincenzo it does. Your report however is filtering for activities that both have a meeting start date and are at the same time calls/emails/Lin...read more

FTroppé on March 28, 2024

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 c read more

Reply RevOps

0 upvote

1 Reply

PamCotton

Community Manager

March 29, 2024 09:31

Hey @FTroppé , thank you for posting in our Community! To successfully associate multiple contacts with a deal, you need to ensure that you'...read more

Askarov on March 28, 2024

Mixpanel HubSpot integration

Hello community, Is there a way to see login information from mixpanel in HubSpot? I synced the contacts from Mixpanel to HubSpot. Now I like to get a notificaiton for inactive records directly to HubSpot from Mixpanel. i.e. if a contact didn' read more

Reply Automation Data Quality MarketingOps Platform RevOps ServiceOps

0 upvote

1 Reply

PamCotton

Community Manager

March 28, 2024 18:04

Hey @Askarov , thank you for posting in our Community! Yes, you can achieve this by setting up a workflow or automation within HubSpot that ...read more

Solved

OAskarov on March 27, 2024

Reports

Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ read more

Reply Data Quality MarketingOps RevOps

0 upvote

2 Replies

Accepted Solution

trevordjones

Recognized Expert | Diamond Partner

March 28, 2024 09:15

Hi @OAskarov and thanks for the tag @PamCotton , If I'm not mistaken, your report is pulling number of sessions from the contact record, so...read more

Solved

timo1 on March 25, 2024

Pipeline Management

Hey team. Looking to setup a pipeline structure for a services business. All they're interested in tracking is a new business (Entirely new customer) or Existing Business (anything new under a current customer) What would be the better option her: read more

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0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

March 26, 2024 00:54

Hi @timo1 , Separate pipelines should typically be used when the pipeline stages between sales or service processes differ. If you can find a ...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

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