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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

PDrews on April 02, 2024

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 rea read more

Reply SalesOps

0 upvote

5 Replies

Aakar

Key Advisor

April 16, 2024 11:12

Hi @PDrews -- I guess, there are few features that are in beta or development, but there's no out of the box solution right now. Please check the p...read more

Matan-PDQ on March 10, 2024

Copy meeting date into a custom property

Hi team, I have the following challenge: I'd like to capture the date of a meeting and paste it onto a record I create in a workflow. The workflow is as follows: Trigger: form submission (meeting link booked) Action: Create new record ( read more

Reply Admin Automation MarketingOps RevOps SalesOps

0 upvote

2 Replies

BérangèreL

Community Manager

March 11, 2024 07:36

Hi @Matan-PDQ , I hope that you are well. I understand that you'd like to copy the date of the meeting into a custom property. Please let me know...read more

DrewSlade on January 29, 2024

Best way to track our ACV with Hubspot's Quoting Tool (Current ACV isn't accurate)

Hello, I'm trying to find the best way to set up goals for our sales team so I can track progress from Hubspot. We're looking to track ACV- defined as the total contract value for the first year. However, we're seeing issues with Hubspot's nat read more

Reply Platform RevOps SalesOps

1 upvote

2 Replies

SComeau

Top Contributor

March 20, 2024 15:33

I have this same issue. We have tiered pricing and it does not reflect the correct ACV for the current year. It is super frustrsting so we have to ad...read more

JMiddleton2 on January 23, 2024

If Close Dates change how can this affect other properties?

Hi All I really like the new additions to conditional properties etc, it has enabled us to take some major steps. I am now looking to solve the challenge of an area that conditional properties don't address. In our Sales/ Customer process read more

Reply RevOps SalesOps

0 upvote

1 Reply

Jonas_De_Mets

Top Contributor

January 24, 2024 05:15

Hi @JMiddleton2 , You can achieve this using workflows that generate a task or notification when the close date is updated in the last day, but ...read more

Solved

sethnenstiel on January 22, 2024

Response Times

I'm having trouble with lead response times. We lead routing workflows that bring in a lead from a form fill. During hours: The lead is time stamped with Timeapi.io webhooks Branched to the correct team Assigned to a contact owner (TIME read more

Reply Data Quality MarketingOps RevOps SalesOps

0 upvote

4 Replies

Accepted Solution

Jnix284

Most Valuable Member | Elite Partner

January 23, 2024 11:46

Thanks for clarifying @sethnenstiel , I didn't realize you were having issues with the default lead value - I thought you had custom properties with...read more

Solved

DSpagnol on January 19, 2024

Stages and Atributtion - Companies VS Contacts

Hey Community! I have had somethings troubling me for some time now and would like to request your support/ideas! 🙂 When we are talking about Lifecycle Stage or Lead Status, we are usually talking about Contacts. But how does this relate to read more

Reply MarketingOps Process RevOps SalesOps

0 upvote

3 Replies

Accepted Solution

SteveHTM

Top Contributor | Partner

January 22, 2024 10:42

@DSpagnol - Thank you for tagging my notes as a solution! Per you follow-up question about Lead Status. There's no reason to reset this prope...read more

Solved

AJacob2 on November 27, 2023

Setting Billing Contact Status

I have a scenario where I have a custom object in practise lives underneath Companies, called Departments. Our sales process is to these individual departments and it is important that we know the billing contact and can annotate it for each. Ho read more

Reply RevOps SalesOps

2 upvotes

2 Replies

Accepted Solution

danmoyle

Most Valuable Member | Elite Partner

November 28, 2023 08:37

I'm with @BérangèreL here, @AJacob2 . I agree that your assessment of association labels is probably the best route. You can make ists of associat...read more

Solved

VIyengar on November 06, 2023

Tracking lead sources and conversions

Hi All, As we continue to rely on HubSpot increasingly for accurate data and processes, I'm trying to figure out the most efficient and reliable way to track lead sources. For all inbound leads, HubSpot has an array of sources which we're f read more

Reply RevOps SalesOps

0 upvote

3 Replies

Accepted Solution

Phil_Vallender

Most Valuable Member | Diamond Partner

November 06, 2023 04:23

Hi @VIyengar There's no native or one right way to do this in HubSpot - or any other platform. My recommendation would be to create o...read more

Solved

JKaufman on October 31, 2023

Managing SaaS Renewals and Expansions

Hey team - I'm trying to automate some of the processes around renewals and expansions for our SaaS startup - we're on Sales Enterprise. Hoping to get some help. Specific scenario: If I have separate deals for renewal + expansion on the same acc read more

Reply SalesOps

1 upvote

6 Replies

Accepted Solution

Lucila-Andimol

Thought Leader | Platinum Partner

November 07, 2023 06:33

Hey @JKaufman hope you are doing well. I could thinks about 2 possible scenarios here: 1) You could have a Custom object called "contracts" tha...read more

Solved

AFukumoto on October 12, 2023

Manipulating Round Robin Action in Workflows

Is it possible or is there a workaround to manipulate the round-robin action in workflows to give one person more leads? We want to round-robin inbound contacts between Sarah, Jake and Courtney but we want Sarah to get 3 contacts before going t read more

Reply RevOps SalesOps

1 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 12, 2023 14:15

Hi @AFukumoto , Not out of the box, but with a custom code action in Operations Hub Professional: https://github.com/HubSpot/sample-workflow-...read more

Solved

MBradshaw5 on October 12, 2023

Exporting Activities and Tasks

Hi all! I am very new to Hubspot. However, I want to export all activities on the contacts or companies in Hubspot. I also would like to export the task as well on these items. Putting them all into a CSV How do I navigate to export these item read more

Reply SalesOps

1 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

October 12, 2023 12:30

Hi @MBradshaw5 , It's currently not possible to export contact engagements (notes, tasks, emails, meetings, calls), at least not out-of-the-...read more

Solved

YourHeadofSales on September 11, 2023

Tracking pipeline over time... automatically

Hi community, We were challenged by our board to start tracking total pipeline and weighted pipeline over time. I've looked through lots of custom and pre-built reports and can't seem to find one that captures historic pipeline, or can capture t read more

Reply SalesOps

1 upvote

2 Replies

Accepted Solution

Lucila-Andimol

Thought Leader | Platinum Partner

September 14, 2023 15:47

HI @YourHeadofSales hope you are doing great. If you already know which dates you need to report on I'd prepare a special dashboard with the re...read more

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