RevOps & Operations Hub

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    • Hey everyone, If this is the wrong place to post this please let me know and I will post elsewhere. I'm a marketing professional with over 10 years of experience but I'm trying to shift more to the tech and Revops side and I want to be extremely comfortable inside HubSpot. I've used it briefly in past roles but I want to become an expert. The certifications are great and I've done a bunch but it's more reading and watching videos of people ...read more
    • Hi there, My organization currently records all upcoming meetings, and these are sent out every first day of the week manually on Slack. Is there any way for the Hubspot integration in Slack to send out meetings occuring within the week on each Monday? We have a meetings report if that makes this easier. Thanks! ...read more
    • We are using Lifecycle stages across Marketing and Sales and all automated Lifecycle stages are set up. There are manual Lifecycle stages required: MQL > SAL > SQL and back to from SAL > Subscriber Is there a way to block the skipping of stages, the same way we can block the skipping of deal stages? This is wreaking havoc with my funnel reports and conversions from MQL to SAL and SAL to SQL. ...read more
    • Hi, We have certain users who are non-exempt employees and therefore need to restrict their access outside of normal business hours. i.e We don't want them working after 6pm. We currently do that via Microsoft which controls more than Hubspot, but noticed that it disconnects their Hubspot email connection, calendars, calendar sync, scheduling pages, etc. Can we prevent users from logging into Hubspot outside of business hours while maintaini ...read more
    • Can we merge contacts in bulk using Operations Hub? ...read more

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maggiebutler on September 14, 2020
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
19 upvotes
135 Replies
Member
July 03, 2024
Hello! I am Domi, from Brazil. I work in the Hospitality industry, with Revenue Management analysis.
DianaGomez on May 10, 2024
Hey Community! We are excited to announce the launch of the new Clearbit forum in our community. This is a space where you can ask support questions, share best practices and tips, and learn from other customers. What is Clearbit b read more
7 upvotes
2 Replies
HubSpot Employee
June 10, 2024
Hi Tayo, Great question here, and our apologies for not getting to it any sooner. The Clearbit Platform has a ton of free features and ...read more
phdm3 on July 22, 2024
We are using Snowflake to query Hubspot data. We are attempting to do some list maintenence and we are wanting to get a better understanding of which lists are used for each marketing email. Is it possible to query which lists are used for ea read more
0 upvote
0 Reply
Solved
bbsitc on July 19, 2024
I am nto sure if this is possible i can not find any information. Is it possible to connect a shared mailbox to converstation channel? I know we can add a indivisual mailbox but i am not seeing anything on how to add a shared one
0 upvote
2 Replies
Member
July 21, 2024
Thanks what i needed to do was set a password for the shared mailbox to attahc it. Thanks for your help
Solved
DriveThoseSales on July 15, 2024
Hey everyone, If this is the wrong place to post this please let me know and I will post elsewhere. I'm a marketing professional with over 10 years of experience but I'm trying to shift more to the tech and Revops side and I want to be extremel read more
0 upvote
6 Replies
Participant
July 18, 2024
Thanks!
JMarroquin9 on July 15, 2024
Hi there, My organization currently records all upcoming meetings, and these are sent out every first day of the week manually on Slack. Is there any way for the Hubspot integration in Slack to send out meetings occuring within the week on each read more
Community Manager
July 16, 2024
Hi @JMarroquin9 and welcome to the Community! 🎊 We are so glad to have you here! ❤️ I love you asked this question, thank you! First I'd l...read more
rulpats on July 15, 2024
I need to change Hubspot Task Priority Value to 'High.' Currently, when it comes in SFDC after the sync it comes as 'Normal.' How can we change this? I could not find option to edit the values. Thanks, Rahul
0 upvote
2 Replies
Contributor | Elite Partner
July 15, 2024
Hi Rahul, Task properties in HubSpot are not currently editable. To correct this, you'll need to make the Salesforce properties match Hub...read more
Solved
Smanstey on July 11, 2024
We are using Lifecycle stages across Marketing and Sales and all automated Lifecycle stages are set up. There are manual Lifecycle stages required: MQL > SAL > SQL and back to from SAL > Subscriber Is there a way to block the skippi read more
Contributor
July 11, 2024
yes! Thank you, that is a great suggestion... I think a little drop down box of some kind that will determine which may the lead goes and workflows i...read more
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