RevOps & Data
Practical RevOps and data guidance for HubSpot users. From reporting and dashboards to attribution, data quality, and custom objects—get ideas to align teams and keep your instance reliable and scalable.
HubSpot Junk Filtering: Automating CRM Data Hygiene with Custom Objects & Workflows
Learn how to automatically filter and delete junk contacts in HubSpot. Explore solutions from a HubSpot Community discussion, covering custom objects, workflows, and custom code for a cleaner CRM.
Bots Bypassing reCAPTCHA? When Spam Hits Your HubSpot API Directly
Dealing with spam submissions directly to your HubSpot API? Learn why reCAPTCHA might be failing on your non-HubSpot forms and what RevOps and marketers can do to protect their data and CRM.
Beyond the $310 Lead: Why First-Party Data is Your HubSpot Superpower
Dive into the HubSpot Community discussion on expensive paid leads vs. invaluable first-party data. Learn why owning your data is the future of marketing and how to master this essential skill for your e-commerce store.
HubSpot Revenue Calculations: Unlocking Advanced Date-Based Reporting for Your E-commerce Store
Struggling with complex revenue calculations in HubSpot? Dive into a community discussion on tracking daily revenue within specific dates and discover solutions using Ops Hub, APIs, and more for your e-commerce business.
HubSpot Reporting Magic: Calculating Unrelated Object Ratios (Tickets per Active Deal!)
Learn how to create advanced HubSpot reports to track key ratios like tickets per active deal, even when objects aren't associated. Leverage datasets for powerful insights.
HubSpot Outlook Extension & Message Template Analytics: What's Going On?
HubSpot users report issues with Outlook Extension not tracking message template analytics. We dive into the community discussion and offer solutions for accurate sales content reporting.
HubSpot Sequences: The Clever Trick to Re-Enroll Contacts Mid-Flow (and Why You'd Need To)
Stuck needing to re-enroll HubSpot contacts into the second step of a sequence? Learn the expert workaround from the HubSpot Community, plus ESHOPMAN's take on smart e-commerce automation.
Solving the HubSpot Data Sync Puzzle: When Airtable Isn't Updating Your Reports
Experiencing data discrepancies with Airtable to HubSpot Data Studio sync? Learn why records might be appending instead of updating and how to fix your HubSpot ecommerce reporting.
HubSpot Workflow Wisdom: Edit or Clone Without Fear of Breaking Everything?
Worried about breaking HubSpot workflows? We dive into a Community discussion on how to check if a workflow is tied to other assets, offering expert advice for RevOps and marketers.
Navigating HubSpot Lifecycle Stages After Mergers: A RevOps Blueprint
Struggling with HubSpot lifecycle stages after multiple acquisitions or CRM migrations? Learn expert strategies for standardization, reporting, and data governance for complex organizations.
HubSpot Migration: To Keep or Not to Keep Old CRM IDs? An Expert Take
Migrating to HubSpot? Discover expert insights from the HubSpot Community on whether to import old CRM IDs like Contact ID and Deal ID, and best practices for data consistency.
Catching Deal Decay Early: How HubSpot Users Master Proactive Sales Management
Learn how HubSpot users and RevOps pros are using custom signals and deal scoring to spot deal momentum decay early, preventing lost sales before it's too late. Insights from the HubSpot Community.