Request Assessment
October 21, 2022

4 Powerful Features in HubSpot Operations Hub (with Use Cases)

Powered by the HubSpot CRM, Operations Hub is a data management software that gives users powerful tools to 1) monitor and maintain data quality and 2) send and receive data payloads based on custom events within the CRM. The solution enables operations teams to automate key processes, minimize reactive data problems, and save time for revenue-driving tasks. Ops Hub's advanced integrations, robust data quality tools, flexible process automation, and data prep functions make it the go-to tool for operational efficiency.

In this post, we'll discuss four powerful features in Ops Hub: Data Sync, Programmable Automation, Data Quality Automation, and Datasets, as well as their applications across enterprise functions. 

Data Sync: Unify Your Data

Data Sync connects the HubSpot CRM to third-party systems, synchronizing customer data across all platforms. Data Sync is flexible, scalable, and secure, making it the ideal solution for companies that rely on multiple applications to run their sales, marketing, and operations.

Use case: Migrate customer data to HubSpot CRM.

If you're using a legacy system or another CRM platform to store customer data, Data Sync can help you securely migrate data to HubSpot. By connecting to your current system and automatically transferring your data into HubSpot CRM, Data Sync ensures a seamless transition with no manual data entry or exporting/importing spreadsheets.

Use case: Keep data updated across multiple applications.

In many companies, sales, marketing, and operations teams use different applications. For example, the sales team may use Salesforce while the marketing team uses HubSpot Marketing. Data Sync keeps data consistent and updated across disparate applications. By synchronizing data in real time, teams can be confident they're working from the same information and avoid the errors that come with manual data entry.

Programmable Automation: Streamline Your Processes

Programmable Automation is a flexible workflow builder that allows users to automate repetitive tasks, saving time and preventing errors. The powerful tool automates critical processes in just a few clicks. Users can simply select the trigger event and desired action from a list of pre-built options; Programmable Automation takes care of the rest.

Use case: Custom objects

If you use custom objects to store your company's partners in your CRM and those partners have multiple contacts, you can use this code action. Running a workflow on the associations of any custom object lets you look at enrolled workflows, pull in associated properties, and push them into another workflow—like one for email marketing or that sends out notifications to owners.

Use case: Real-time deal updates

Sales reps need to keep track of changes to deals: who owns the deal, what stage it's in, etc. Yet constantly checking the CRM can be time-consuming and distracting. With Programmable Automation, you can create a workflow to automatically notify a rep when a deal moves from one stage to another. This way, your sales reps can stay updated on the progress of their deals and take timely action to engage the prospect.

New call-to-action

Data Quality Automation: Ensure Data Accuracy

Data Quality Automation is a set of tools that automatically cleans, enriches, and standardizes customer data. It's designed to help companies maintain accurate data at scale, preventing errors and duplicate entries. Data Quality Automation includes tools for deduplication, field mapping, data enrichment, and more.

Use case: Data deduplication

Data deduplication is the process of identifying and merging duplicate records. Data Quality Automation includes a deduplication tool that can merge duplicate records in just a few clicks. The tool is flexible, allowing you to define what constitutes a duplicate record. For example, you can choose to merge records that have the same name/company combination. The deduplication tool ensures that your data is clean and accurate, preventing duplicate entries and errors.

Use case: Data enrichment

Data enrichment is the process of adding missing data to records. Data Quality Automation includes a data enrichment tool that can automatically add missing data to records. The tool is flexible, allowing you to define what data is missing and where it should be added. For example, you can choose to add missing addresses or phone numbers.

Datasets: Get the Most Out of Your Data

Harness the power of your data by creating a dataset — a collection of data that serves as the jumping-off point for a curated dashboard or report. Datasets allow you to access data from multiple Hubs in one place, analyze and visualize your data to uncover insights, and share compelling reports with stakeholders.

There are two types of datasets:

  1. Connected - pulls data from multiple HubSpot sources, the CRM, Marketing Hub, Sales Hub, and Service Hub, for a complete view of your customer data and performance.
  2. Uploaded - a static snapshot of data uploaded from a CSV file. This dataset is useful for tracking data that doesn't live in HubSpot or for data that you want to keep separate from your account. For example, you might upload a dataset of leads from a trade show to track their progress separately from your other leads.
Use case: Marketing to pipeline velocity report

This report shows the number of leads generated from each marketing campaign and how quickly those leads move through the sales pipeline. It's designed to help marketing and sales teams work together to improve lead quality and pipeline velocity.

To create the report, you'll need to create a dataset that includes data from the CRM and Marketing Hub. The dataset will need to have the following data points:

  • Lead ID
  • Lead source
  • Campaign
  • Pipeline stage

With the dataset in place, you can create a dashboard or report to visualize the data. The visualization will show you how many leads are generated from each campaign and how quickly those leads move through the sales pipeline. You can use the report to identify campaigns generating a lot of leads and identify bottlenecks in the sales pipeline.

Learn what's possible with Operations Hub data solutions

HubSpot Operations Hub is a powerful suite of tools to help you manage your data more effectively. The features discussed in this article — Data Quality Automation, Datasets, and Programmable Automation — are just a few ways that Operations Hub can help you get the most out of your data.

Operations Hub is a powerful tool, but of course, it has limitations when used alone. If you're looking for a data solution or integration, our RevOps specialists can help. We've built custom solutions for companies across all verticals, including our own. Learn more about what's possible with Ops Hub + New Breed RevOps by reading our case study.

leader's guide to revenue technology

Zach West

Zach leads New Breed's demand generation program. His areas of focus include in-depth market research and modeling, customer journey design and optimization, strategic application of data-based insights, technical integrations and data flow design, and technical content support.

cta-pat

Ready to jumpstart your acquisition, retention and expansion efforts?

Request Assessment