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Supercharge HubSpot with Operations Hub

Are you drowning in spreadsheets, struggling with siloed tools, or wincing at messy CRM data? Fear not – HubSpot Operations Hub is here to save the day (and your sanity). Operations Hub is HubSpot’s toolkit for connecting apps, cleaning data, and automating business processes in one delightful platform​

. The result? A more efficient, aligned, and agile business with an unhindered ops team and friction-free customer experience​

. In this guide, we’ll break down what Operations Hub can do – with a witty twist – and how it helps new or underutilizing users unlock serious value. Grab your coffee (or tea), and let’s dive in!

Data-Sync-Illustration

What IS Operations Hub? (and why should you care)

Think of Operations Hub as the wizard behind your CRM curtain—cleaning your data, syncing your apps, and automating your business processes. In short, Operations Hub helps your CRM become cleaner, smarter, and more connected. 

Datasync powered integrations in Operations Hub Free & Starter.

Datashare

So in the image above you can see the integration for Google Ads that syncs Ad performance to hubSpot, syncs the Tracking Pixel data both ways and has a sync for the Contact Lists and Tracking Code back to Google Ads Audiences.

In the free version only a limited amount of fields is available, where the starter version allows custom field mapping. Please refer to the integration you are using to see if this is something that is required or helpful.

Some integrations do sync with the free version, but can sync more fields or map fields tot non standard properties with the starter+ versions.

Operations Hub Professional

This is the tier that takes automation to a whole new level!

There are quite a few no-code automations that we listed below, but we also want to emphasise the power of coded solutions. Here is a breakdown of the main features:

Workflows: Scheduled automation +
You can now set up time based triggers with zero code. This means running a workflow for instance every morning at 6:00 am that makes sure all data is synced. 
Another example is used in our programmable email: we trigger a daily check for all contacts to see if they should be receiving the newsletter that day. Super powerful, super easy.
Data Quality command center +

The data quality command center shows an overview of how data is stored in your HubSpot CRM, and highlights potential issues with your data. You can evaluate possible issues with your properties, records, data sync integrations, and workflows and in many cases create rules to correct the issues with the click of a button. From the command center, you can also drill down further into each asset and take action to improve the quality of your data.
Check out HubSpot's knowledge base or more information on the data quality command center.

Bulk Duplicate management +
Use artificial intelligence to identify duplicate contact and company records in bulk. You can set up rules based on that to help keep your database clean and your processes running smooth.
Webhooks triggered by workflows +

Use webhooks in workflows to send or retrieve information between HubSpot and other external tools. There are a variety of uses for webhooks, examples of popular use cases for webhooks include:

  • Posting HubSpot contacts data to another system, such as a CRM, when that contact fills out a particular form on your site.
  • Sending deal data to an external shipment-handling system to create a purchase order.
  • Sending chat alerts from your external system to your company's chat stream to notify employees that something important has occurred.
  • Retrieving data from another system to update your HubSpot records.

You can send both POST and GET requests using workflows. HubSpot regulates webhook traffic separately from other workflow processes. This is done to streamline workflow and webhook performance. When a webhook is slow or times out, the workflow action may take longer than expected to execute.

Programmable automation +

A little code goes a long way.

And with custom coded workflow actions and chatbot actions you can take automation to the next level.

Since custom coded workflow actions are the most common, we will walk you through some examples:

  • Email validation op a per-contact base instead of running your entire database through that (cost!). We even made a full tutorial on how to do this.
  • Cloning a deal with non-standard associations, or while recalculating the amount.
  • Copying over line items for a cloned deal.
  • Sync with external database.

And in all fairness: the list of possibilities is endless. We have seen people importing entire NPM packages into workflows. So if you can imagine it, it can probably be done.

Operations Hub Enterprise

Long story short: Ops Hub Enterprise has three features:

Snowflake Data Share: If you are using Snowflake this requires no introduction and using Operations Hub enterprise will be a no-brainer for you. Don't use Snowflake? Most Operations hub Enterprise users don't, so still keep reading :-)

The more common feature is Datasets. In a nutshell datasets allow you to both curate a dataset, as well as create formula based reporting only properties. While there is llimmited support for datasets in Operations Hub Pro, the limits of Operations Hub Enterprise allow most customers to roll this out company wide and build more strealined reports.
But what is it? Curated datasets helps speed up the process of creating reports and limits the errors as users will have quick access to the right properties instead of trying to figure out which ones to use.
And last but not least: instead of the 'teaser' of just one formula field in the pro versions, you get 3 formula fields per report. More info here.