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Top Resources for RevOps & Operations Hub

  • Way to add new names to a list?

    • Hi - is there a way to add names to an existing list with Ops Hub? We have an table with names of our clients within our contract that is constantly updated when a new client joins. I'm looking for ways to automate adding new names to this table + a way to auto-calculate a the new make-up of the group with this new addition. It looks something like this within out contract. Client* Make-up of the group* Client 1 2 ...read more

  • Interactive ERD Tool

    • Hey all. I am looking for a tool that will plot all of my objects and properties into an ERD format which can be edited in real-time to build out my HubSpot portal. I understand that there used to be a "data model overview" which seems to be similar to what I'm looking for. I've found a third party app called "Schema Grid" but it seems to be low quality and also is unable to connect to HubSpot as of now. ...read more

  • 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 the pipeline on a specific day to add a report (for example, take pipeline on 1 August, 1 September, 1 October, etc. and create a graph). Is this possible, or will it always be a manual process. Ma ...read more

  • Sync contacts and activity across 20 portals

    • Hi, I'm currently working on a PoC for syncing contacts and their activity across 20 HubSpot portals. I've already looked at make and Zapier, but I guess there is a cleaner way to do that. Any ideas? Best Aleks ...read more

  • Prospecting

    • Hello RevOps folks!!! I am desperately looking for a way to help our BDRs to get prospects for outbound leads. What's the most efficient way for you? For instance, where can I get a list of all companies where I can then filtering on my preferred industries and company size? Also, do you know a way to automatically check if industry and company size in HS= LinkedIN? Thaaaank you so much in advance!!!! ...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
117 Replies
danmoyle
Thought Leader | Elite Partner
August 15, 2023
Welcome @SConnely !
Solved
SHenderson18 on September 28, 2023
Waring opt-out, stale emails
I have been working on the mail contact list and added an opt-out list today, when the warning did not go away I deleted all contacts and uploaded a new updated list with the updated and tested list. The warning is still there, What can I do read more
Reply Discussion Resource
0 upvote
3 Replies
SHenderson18
Participant
September 29, 2023
Thank you for your response.
Solved
Expertopinionsa on September 27, 2023
Importing Contacts Challenge - Seeking Community Guidance
Hello HubSpot Community, I hope you're all doing well. I've been using HubSpot for a while now and have generally relied on a consulting company for help with more complex tasks. However, I've decided that it's time to take the plunge and try read more
Reply Discussion RevOps
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
September 27, 2023
Hi @Expertopinionsa , Happy to help here! @Expertopinionsa wrote: I'm struggling to map the columns correctly from my CSV file to Hub...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 Discussion Automation Integrations Perspective Platform Process RevOps
1 upvote
4 Replies
PSterkenburg
Contributor
September 28, 2023
Nice, I like that idea! I could likely even use Asana or a Google Sheet to read from, when funnelling to Slack. I will poke around a bit 🙂
smcmillian on September 25, 2023
Progressive Rollout | Summary Formulas in Datasets
Introduction Hi, my name is Stephen, and I'm the product manager for datasets at HubSpot. I put together a series of videos to demonstrate how our new summary functions work to complement the knowledgebase article . We've rolled out summary f read more
Reply Discussion Datasets
6 upvotes
3 Replies
hozzen
Member
October 01, 2023
It seems like you're mentioning two separate concepts: "Progressive Rollout" and "Summary Formulas in Datasets." Let's briefly explain each co...read more
Solved
Wildwoozt on September 25, 2023
Problems with connecting etc.
Hi everyone, Some of my colleages have the following problems with our Hubspot email inbox. Not all colleages hve those problems. - Not connecting to the internet (while all other tabs are connected) - Can't send emails due to the internet problem, read more
Reply Discussion Admin
1 upvote
2 Replies
Wildwoozt
Member
September 27, 2023
Hi Josh, thank you for your tips. We are going to check if this will fix the problems. Thanks for now. Kind Regards, Britt
Solved
BAdmin3 on September 25, 2023
Form error message 'Must contain only numbers, +()-. and x.'
Hi all, I have a form set up which has been functional with no issues for months. We have had the following error message reported in a required field for an email address - Must contain only numbers, +()-. and x. Has anyone seen th read more
Reply Discussion MarketingOps
1 upvote
3 Replies
TomM2
Key Advisor | Partner
September 25, 2023
You shouldn't need to change the contact property itself, just swap out the form field. If you delete the fax field and drag in your "email" field yo...read more
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