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Top Resources for RevOps & Operations Hub

  • [Urgent Help] Churn Rate Chart by Manager (Owner) in HubSpot — Is It Even Possible?

    • Hi everyone, I'm trying to build a simple churn rate chart directly in HubSpot, and I'm genuinely surprised at how difficult this has been. I really need your help to understand whether I'm missing something obvious or if HubSpot simply doesn't support this natively. 👉 Here’s our setup: We have a custom property called Activation Date on the Company object, which we use to track when a customer’s service officially starts. We're also cre ...read more

  • Launching Landing page & unable due to "malicious host" after getting hold of google ad"s support

    • Hi i really want to get my website live for google ads service based buisness, below i copy and pasted last intereaction ive recieved from google ads support for reason for "mirepresentation" based on this: Investigation: We've received an update from our team regarding your requested site, 'hubspotpagebuilder[.]com'. Our latest scan indicates an issue due to one of its hosts: 3popularnewspolland-45475073[. ]hubspotpagebuilder[.]com/. T ...read more

  • Automating student (contact object) assignment to classrooms(custom object)

    • Looking for Feedback & Implementation Advice: Automated Student Assignment Flow in HubSpot Hi everyone! I am building an automated workflow to assign students to classrooms once a deal is closed . Our use case involves custom objects in HubSpot, and I’d love some advice on how much of this logic can be handled with native workflows vs needing custom coded actions or external automation . 🔁 High-Level Flow: Trigger : A ...read more

  • I would like to catalog my workflows

    • I need to put some order in my workflows, which have grown "organically" for the past two years. To do so, I would like to map properties of my main objects (contacts, deals, companies) to the workflows they trigger and the workflows that impact them. I'll then be able to simplify, rationalize, cull etc all these workflows. Is there a way to do this that doesn't imply a lot of work with the API? Thanks ...read more

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TracyTThomas on April 25, 2025
Reminder: Clearbit Free Tools Sunset on April 30
As a reminder, the sunset of our free tools is quickly approaching. For full details, please see this post . Please note: the Name to Domain API and Risk API will no longer be available for users on free accounts after April 30, as associa read more
Reply Discussion Data
2 upvotes
11 Replies
MargoCleveland
HubSpot Employee
May 19, 2025
Hi Chris, Thank you for your feedback regarding buyer intent. I understand your frustration and I've passed your feedback to our Breeze product...read more
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
21 upvotes
157 Replies
kosalaindrasiri
Top Contributor | Partner
July 14, 2025
Hi everyone! 👋 I'm Kosala Indrasiri, CEO at Sanmark Solutions , where we specialize in CRM integrations and CMS development . 🔧 We'v...read more
TracyTThomas on April 25, 2025
Reminder: Clearbit Free Tools Sunset on April 30
As a reminder, the sunset of our free tools is quickly approaching. For full details, please see this post . Please note: the Name to Domain API and Risk API will no longer be available for users on free accounts after April 30, as associa read more
Reply Discussion Data
2 upvotes
11 Replies
MargoCleveland
HubSpot Employee
May 19, 2025
Hi Chris, Thank you for your feedback regarding buyer intent. I understand your frustration and I've passed your feedback to our Breeze product...read more
DianaGomez on May 10, 2024
Welcome to the Clearbit board
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
Reply Discussion Data
10 upvotes
2 Replies
mannyestevez
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
Solved
RPerez14 on July 17, 2025
Using Events For Triggers
I'm trying to create a workflow that triggers when certain events occur. Delay has a functionality that waits until a certain event happens such as "email replied" or "call ended". I want to add these events to the initial trigger of my workflow but read more
Reply Discussion RevOps
0 upvote
4 Replies
MeganLegge
HubSpot Product Team
July 17, 2025
Hi @RPerez14 If you search for the trigger "replied to email" you will find what you need on the page you are on. It's under Digital interaction...read more
Solved
MWatermeyer on July 17, 2025
Use Output of custom code as condition for branches
We noticed that it is currently not possible to use the output of custom code as conditions for branches. However, it is possible to set them as the value of an object's properties. So, we built a workaround to save the values in object properties a read more
Reply Discussion Workflow Extension
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 17, 2025
Hi @MWatermeyer , You're right. For AND/OR logic branches, you can't reference custom code action outputs and a custom property, updated via '...read more
Solved
ARudkin on July 17, 2025
Updating a Contact Note from Import
Hello, Quick Q: We import contacts via Excel sheet on a regular basis. In the contact card values, there is a notes section. We keep historical touchpoints in this section. How do I update the notes that are currently in this value, without read more
Reply Discussion Field mappings
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 17, 2025
Hi @ARudkin , Are you referring to a contact property for notes or the CRM activity with the type note? https://knowledge.hubspot.com/prope...read more
Solved
Huntscape-Ops on July 16, 2025
All buying roles required
I have a customer that wants a report that shows: Rep name, number of deal, deal missing ANY of their 9 custom buying roles. A contact can have more than 1 of their buying roles How would I show if any of the 9 buying roles were missing if read more
Reply Discussion MarketingOps RevOps
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
July 17, 2025
Hi @Huntscape-Ops , This would require the use of association labels and assisting lists: https://knowledge.hubspot.com/object-settings/creat...read more
Solved
RPerez14 on July 16, 2025
How To Create Event Trigger For Associated Deal
Hello, I am working on a workflow and I want to create a delay "until an event occurs", and I want the event to be a property change in an associated deal. I have options to pick contact properties, but I can't pick any other objects on this scr read more
Reply Discussion RevOps
0 upvote
2 Replies
RPerez14
Member
July 16, 2025
Yes, breaking it into two workflows was my secondary idea. Thank you!
Solved
MattDubs on July 16, 2025
How to automatically update a Company Property date every 12 months
Is it possible to set up a Company Property which is a date that automatically updates every 12 months so long as the company has a Deal in a certain stage or otherwise a Company Property equal to a certain value? With the way our business works read more
Reply Discussion Format Data Actions
0 upvote
2 Replies
karstenkoehler
Hall of Famer | Partner
July 16, 2025
Hi @MattDubs , Yes, this should be possible with the following components: Create a calculation property that adds 365 days to the current...read more
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