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💬 RevOps Discussions

Search 💬 RevOps Discussions for solutions or ask a question

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

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

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

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

Accepted Solution

LouiseHare

Top Contributor | Partner

March 11, 2024 07:36

Hey @Matan-PDQ , Yes, you are able to do this. So to start you will need a contact based workflow that enrolls when a meeting is booked (as...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

RAP_ELISA on October 23, 2023

The find max value challenge

Our custom object has a property named "MRR", that obviusly change over time. I am looking for a way to create a property on same custom object that presents the max value seen of the MRR property. Any ideas? I have seen advise to use cust read more

Reply Automation RevOps

1 upvote

2 Replies

Accepted Solution

Maciek-Magic

Participant

October 25, 2023 04:11

Hi, how I would do it. I would add new Custom Property to Custom Object and name it Max MMR. Set a workflow for this Custom Object, and set a tri...read more

Solved

PSterkenburg on September 26, 2023

Feeding Hubspot Product Updates to Slack channel?

Hi all! I am thinking of ways to keep the wider org up to date on all the Hubspot product updates, and one thought is to feed the content of the Product Update page to a Slack channel. Has anyone tried this (or similar) before, and if so, how did read more

Reply Automation Integrations Perspective Platform Process RevOps

1 upvote

4 Replies

Accepted Solution

Shadab_Khan

Guide | Elite Partner

September 28, 2023 02:18

@PSterkenburg Great thought here! It looks like native integration cannot help here. I would build a manual library/database of only relevant u...read more

Solved

EConsulting on August 28, 2023

Workflow Salesforce & HubSpot

We need to create an automated workflow in HubSpot. When an Opp is created in SF ___ needs to happen in HubSpot. what is the best course of action to do this?

Reply Automation

0 upvote

1 Reply

Accepted Solution

LaurenRyan

Top Contributor | Diamond Partner

August 28, 2023 22:03

@EConsulting You'll need to ensure that Deals are included in the HubSpot Salesforce integration first. Then, it depends on what needs to hap...read more

Solved

LKessler on July 06, 2023

Custom Code for weighted lead rotation

Hi, Hoping someone could help. Recently we have built workflows with a custom code for a weighted lead rotation. We used the communtiy github code as example. T hen we modified it for our use case. Our problem is now that the code us read more

Reply Automation

3 upvotes

2 Replies

Accepted Solution

TomM2

Key Advisor | Partner

July 11, 2023 09:38

Hey @LKessler the code in the community github just randomly selects an owner and assigns, it doesn't use any logic, if you read the comment at the...read more

Solved

PMcConnell on June 02, 2023

Create line items with associations in Workflows

Hi all, I am running into a strange problem and hoping someone can shed some light on it. I am trying to create a line item using Workflows. This line item is to have an assocation to a deal. Below is a copy of my code with my parameters scrub read more

Reply Automation RevOps

0 upvote

3 Replies

Accepted Solution

JBeatty

Guide | Diamond Partner

June 05, 2023 11:22

Hi @PMcConnell , This looks like an error with the HubSpot API client, looking at the logs for the token the client simply isnt sending the as...read more

MariSuper on December 07, 2022

Year End Data Cleaning to give 2023 RevOps more impactful results!

As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat read more

Reply Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 upvotes

3 Replies

HDamásio

Participant

December 12, 2022 09:01

Thanks for sharing @MariSuper !

Solved

ManuelI on September 21, 2022

Trigger Workflows on association changes?

Hey y'all. we are working extensively with custom objects and they are more and more becoming integral part of our CRM. We are a B2B Saas company that offers subscriptions. One company can have multiple subscriptions or a subscription can have mu read more

Reply Automation Process RevOps

7 upvotes

6 Replies

Accepted Solution

JBeatty

Guide | Diamond Partner

September 22, 2022 11:03

Hi @ManuelI , My go to when needing to run workflows on association changes is setting up a calculated property for example on a Company that ...read more

Janehayes on September 15, 2022

Regularly updating blank deal properties with known company properties

Hi all! I have a problem that I think needs some crafty problem-solving minds. We track all of our expansions through the deals in an expansions pipeline. We have some customers who ask for new seats or add-ons pretty regularly, so we'll end up read more

Reply Automation

0 upvote

1 Reply