4 minute read

Operations Hub is designed to assist operations professionals to become more proactive and effective

HubSpot is at the forefront of new marketing and business innovations that have the potential to transform your organisation completely. The latest of these applications comes in the form of Operations Hub, a new addition to the HubSpot CRM platform that will revolutionise how companies approach their internal operations.

Modern companies are limited not by their access to tools but by the sheer amount available today. Every employee has their own SaaS application, every manager has their project management system, and different executives maintain different spreadsheets. Disconnection, miscommunication and deficiencies begin to manifest as the company grows. This creates a snowball effect that operations departments are tasked to counter - but they’re often set up to fail. HubSpot’s Operations Hub is planned to be the tool to help operations take control of this challenge and become proactive in their roles rather than reactive.

Read on to find out more about HubSpot’s Operations Hub and what it means for operations and your company as a whole.

What is Operations Hub?

Operations Hub is HubSpot’s latest release. It aims to give operations professionals the tools and processes they need to support a unified effort throughout your company by breaking down silos, generating insights, automating manual processes and connecting each department for more efficient communications. In essence, Operations Hub will connect your apps, clean your customer data and unite your business around a single source of truth.

On a technical level, Operations Hub consists of three core features.

Data Sync

Data sync connects your external business applications to HubSpot. It enables you to keep all of your HubSpot records in line with the rest of your tech stack, freeing you from hours of spreadsheet exports and imports.

Currently, there are 25 new HubSpot integrations that are powered by the new data sync engine. This includes Google Contacts, Mailchimp, Microsoft Dynamics and more. Furthermore, it doesn’t matter whether you’re using HubSpot as your CRM or not; you can connect any of the supported apps which cover customer service tools to billing applications. HubSpot plans to add more integrations, features and applications over time. The cherry on top is that data sync doesn’t require a single line of code - you simply choose the app you want, which information to include and it’s synced.

Why Data Sync matters

HubSpot is a powerful tool, but you will always need to add more tools to your company as it grows. Getting those different tools to work together and with HubSpot only gets more difficult as you add more functionality. This puts a strain on your customers and your staff as friction and frustration begin to occur. Data sync seamlessly integrates your applications to keep your data centralised and your team aligned and efficient.

Furthermore, data sync goes beyond traditional integration. It enhances integrations as you know it to make your company more efficient and dynamic. For example, while conventional integrations can only sync data in one direction (for example, from your CRM to your email platform but not the other way around), Data Sync passes information to and from any system. Data sync is also updated in real-time and doesn’t rely on triggers like traditional integration.

Programmable Automation

Programmable automation enables you to execute code directly within HubSpot workflows. Previously, users could only implement automation based on predefined workflow actions. With programmable automation, you can create your actions based on your own needs.

This feature of Operations Hub gives you the power to create custom API calls, run SQL queries, model objects and anything else you can think of. A few of the ways you can use this include adding third-party data to HubSpot forms, automating renewal management, or creating complex calculated lead score properties.

Why Programmable Automation matters

Programmable automation truly opens up HubSpot workflows to accomplish anything you need if you have the programming experience to back it up. It helps you maintain a consistent customer experience by adapting to your custom processes that change according to your customers’ needs.

On the other hand, if you don’t know how to code, HubSpot’s automation engine lets you create powerful automation without writing a single line. Should you ever wish to expand your automation to become especially customised, you could always reach out to a HubSpots Solutions Partner - like us!

Data Quality Automation

Nobody likes cleaning data, but it’s a task that has to be done. Dirty data slows your entire operation down, ruins your customer experience and sets you up to make bad long term business decisions. Thankfully, you don’t have to do it anymore because Operations Hub’s data quality automation will do it for you.

Data quality automation involves a new set of workflow actions that clean your data so that it can be easily read, understood and used. It accomplishes simple tasks like capitalising letters, fixing date properties, updating phone numbers, and more so that your team can focus on growth instead of scrubbing data.

You can add new data formatting actions to all of your workflows, just like you would usually. Simply turn on data quality automation, and it will ensure your data is automatically ready at the end of the workflow. Data quality automation doesn’t just improve the data quality inside your HubSpot account; it also works with any data you bring in through data sync. This means it cleans the data in HubSpot and all the information that flows to your other applications as well, giving your team high-quality data to enhance their performance no matter what app they’re using.

Why Data Quality Automation matters

When it comes to enriching your customer experience, accurate data is the vehicle to driving towards success. Internally, your teams that generate revenue rely on qualitative data to stay efficient. However, providing clean, quality data becomes more difficult as your business expands and grows. Data quality automation helps your business keep its data clean and scales a lot better than human data cleaning efforts. With data quality automation, your operations team can stop staring at spreadsheets and keep their data quality under control more accurately and efficiently.

How much does Operations Hub cost?

Operations Hub is currently available at no cost for the primary offering. The basic offering enables you to sync dozens of your applications with HubSpot. Beyond that, Operations Hub Starter unlocks additional syncing features and begins at $50/month, while Operations Hub Professional costs $800/month.

What you get in Operations Hub Free

  • Two-way data sync
  • Default field mappings
  • Historical sync
  • All third-party integrations

What you get in Operations Hub Starter

  • Everything in Free
  • Custom field mappings

What you get in Operations Hub Professional

  • Everything in Starter
  • Programmable automation and bots
  • Webhooks
  • Data quality automation
  • Additional reports, lists, and workflows

Find out more

If you would like to find out more about Operations Hub, you can visit the official HubSpot webpage, which also has an FAQ answering queries such as the limits of customer support, how it measures up against other operations software and how it fits in with other Hubs. You can also sign up for a free demonstration or your 14-day free trial.

For any assistance on setting up Operations Hub or if you just need some guidance for HubSpot in general, we’re here to help. Demodia is an official gold partner of HubSpot and has over a decade of experience setting up marketing automation and CRM platforms for industries around the world. If you’re ready to take the next step, contact us today, and we’ll get in touch.

Topics: Inbound Marketing   Digital Marketing   HubSpot Marketing Automation   Marketing Automation   Marketing Strategy