HUBSPOT OPERATIONS HUB

Operations Software That Grows With You

As companies scale, their database grows, and systems must scale seamlessly. Outdated systems can cause disconnected data, decreased productivity, increased errors, limited visibility, and negative customer experiences. However, when you pair HubSpot Operations Hub with Vonazon’s certified HubSpot Elite expertise, you unlock new levels of efficiency, alignment, and adaptability by connecting apps, cleaning and curating data, and automating processes in a centralized and robust CRM.

WHY USE HUBSPOT OPERATIONS HUB?

Improved Data Accuracy

HubSpot Operations Hub provides a centralized platform for managing all aspects of data, including storage, integration, and synchronization. This delivers a single source of truth for all data, which improves consistency, accuracy and accessibility across teams and systems.

Increased Efficiency

Automate repetitive tasks and workflows, such as data sync, lead routing, and sales processes to reduce errors, improve efficiency, and free up resources to focus on more strategic initiatives.

Scalable Data Management

Operations Hub is designed to scale with businesses as the grow and evolve. Whether you’re a startup or large enterprise, HubSpot delivers the scalability and flexibility needed to adapt to changing needs, processes, and workflows.

Just getting started?

Watch the Hubspot Operations hub demo

Check out this short demo video to see exciting Operations Hub features like programmable automation, data sync, and data curation in action. Watch how this powerful toolset empowers your business with a unified view of every customer interactions, enabling your team to deliver tailored customer experiences that exceed expectations.

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KEY OPERTIONS HUB’S FEATURES

Programmable Automation

Boost your team’s efficiency and enhance customer satisfaction with custom JavaScript or Python programmable automation, seamlessly integrated into HubSpot’s Smart CRM. Tailor automation to your exact business needs with ease, writing and executing JavaScript actions or Python scripts within HubSpot’s robust workflow engine. Built directly into HubSpot’s AI-powered Smart CRM, programmable automation ensures the security of customer data, never unnecessarily sending it to third-party services. Automate a wide range of processes, from territory management and lead rotation to renewals and data enrichment, empowering your team to focus on what matters most.

Data Quality Automation

HubSpot’s data quality software ensures your customer data remains clean, clear, and under control, providing confidence in your setup for data-driven decisions as you scale. Easily catch errors in CSV imports to ensure only clean data enters your system. Utilize the data command center to gain valuable insights on data health, identify stale properties, and discover integration bottlenecks. Additionally, set up your own data model to visualize how your data is organized in HubSpot, gaining confidence in your CRM from day one.

Datasets

HubSpot Operations Hub empowers operations teams to save valuable time and gain control over data, while businesses benefit from faster, easier, and more consistent insights. With datasets, ops teams can curate data into clean, consistent collections for report creation, and can also create custom reports based on relevant data by pre-selecting key properties for internal audiences. Additionally, calculations within datasets unlock deeper perspectives on metrics like time to first conversion, sales cycle speed, and more.

YOUR QUESTIONS, ANSWERED: HUBSPOT OPERATIONS HUB FAQS

What is HubSpot Operations Hub?

Operations Hub is operations software that lets your team easily sync, clean, and curate customer data, and automate business processes. It’s expansive toolset includes programmable automation, data sync, data curation, and data quality tools — all powered by HubSpot’s CRM platform. Operations software empowers your business with a unified view of every customer interaction, enabling you to deliver friction-free customer experiences.

Does Operations Hub integrate with other HubSpot products?

Yes! Each product in the HubSpot platform is connected to the same underlying CRM database. Although each product is powerful on its own, the real magic happens when you use them together.

What are the key features of HubSpot Operations Hub?

The key features of Operations Hub include:

Programmable automation to code custom automation actions for any business process.
Workflow extensions to trigger actions like Slack messages, Zoom invites, or Asana tasks from your HubSpot workflows.
Team management & permissions to keep your team organized and efficient by ensuring everyone has access to the proper assets.
Datasets to save time and streamline your reporting with data collections and advanced calculations.
Snowflake data share to connect all your HubSpot data into Snowflake quickly and securely.
Custom report builders to create compelling visualizations of all your CRM data in one central location.

How much does Operations Hub cost?

Operations Hub provides free and premium plans that scale with you. Editions start at:

Free: $0/month
Starter: $20/month per seat
Professional: $800/month (1 seat included)
Enterprise: $2,000/month (1 seat included)

Will I need assistance integrating Operations Hub into my business?

With automation and contextual guidance built in, you can start scaling your operations yourself in minutes.

However, if you’re looking for even more customization, Operations Hub’s automation is as flexible as your imagination. Don’t hesitate to contact the expert implementation team at Vonazon who can ensure you leverage the full potential of Operations Hub.

What is the difference between the automation features in Operations Hub and the automation features in HubSpot’s other products?

Operations Hub has two unique automation features: programmable automation and data quality automation.

With programmable automation, write JavaScript or Python directly in HubSpot workflows to automate even the most advanced business processes.

And with data quality automation, clean up your data — capitalize names, fix date properties, and more — to align your company and improve personalization in your customer experience.

What is programmable automation?

Programmable automation is currently a feature in Operations Hub Professional edition that allows you to create customized automation actions using JavaScript or Python to cover your specific business processes and needs.

Unlike out-of-the-box integrations, programmable automation is fully customizable and you can tailor it to perfectly fit your business. It’s also built right into HubSpot Smart CRM, which means you don’t have to build automation software from scratch and your data isn’t exposed to third-party servers unnecessarily.

How much does programmable automation cost?

Programmable automation is part of Operations Hub and is included in the Professional edition.

What is data quality automation software?

With data inputs and updates coming from many sources in a CRM, it can be tough to monitor and fix potential issues with records, properties, and integrations.

Data quality tools automatically clean and organize your database, so you can spend less time reacting to problems as they appear and more time using your data to make smart business decisions. HubSpot provides data quality tools that help you set up your data model quickly and correctly, keep bad data out of your database, and monitor your data health.

Which data quality features are included in the free edition of Operations Hub?

HubSpot offers the following data quality features for free:

Data model overview: A visual representation of your data model so you can understand how your data is stored in HubSpot and how it all connects.
Property validations: Control how reps enter data into your CRM for fewer inconsistencies that may lead to friction.
Import error handling: Discover errors during the import process and fix them on the fly.

Which data quality features are included in the paid editions of Operations Hub?

HubSpot offers the following data quality features in paid editions of Operations Hub:

Data quality command center: Monitor and clean potential issues with your properties, records, and data health in one centralized location.
Format data actions: Cut down on manual data entry and human error with format data actions that automatically enhance your data.
Duplicate manager (bulk): Use AI to find and fix duplicate contact and company data — all from the data quality command center.

What is team management and permissions?

Team management and permissions are HubSpot’s user permission tools utilized to control access across areas of the HubSpot customer platform such as records, content, and tools to keep your teams more focused and efficient.

Are user permission tools necessary for my business?

HubSpot’s user permission tools are a great fit for any business that has multiple users working in a single tool. User permissions make any sized scaling team more efficient and secure by organizing and restricting access to data.

What are the benefits of integrating team management and permissions into my business?

Benefits of utilizing HubSpot team management and permissions include:

Easily define who can access key business data and processes.
Manage ongoing permission changes in one central location.
Audit user activity and adjust permissions as needed.
Keep your teams organized and efficient by granting every user access to the right assets.

What are the most used features used in HubSpot permissions and team management?

Common features used when utilizing user permissions are:

Teams: Organize users into groups to streamline your business processes.
Permission sets: Quickly configure user permissions and see faster activation rates.
Audit logs: Monitor user activity and easily troubleshoot issues as they arise.

How do I start using user permissions and team management?

You can get started with user permissions in HubSpot for free. Advanced permissions functionality is available in certain premium editions of Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub. If you need any assistance getting started or setting up advanced functionality in HubSpot user permissions, contact the expert HubSpot Elite team at Vonazon.

What are datasets in HubSpot Operations Hub?

Datasets curate your HubSpot data into approachable collections to save your ops team time, and enable fast, easy, consistent reporting.

What are the primary features of HubSpot datasets?

The primary features of datasets in HubSpot include:

Save your ops team time by easily running your own reports.
Calculate values directly within reports to gain deeper insights.
Sync your HubSpot data to Snowflake.

What’s the difference between datasets in Operations Hub Enterprise and the custom reporting available in other hubs?

The key to great reporting is the data that powers it. Operations Hub is all about data. It connects, cleans, and curates customer data, which makes powerful reporting possible. Datasets are the “curation” piece — they enable you to create collections of data that serve as jumping-off points for reporting.

The feature that actually builds the reports — the custom report builder — is available in Professional and Enterprise editions across all HubSpot products.

Is it possible to create a dataset that includes non-HubSpot data?

Datasets can include any data that’s stored in HubSpot’s AI-powered Smart CRM — contacts, companies, deals, custom objects, sales activities, behavioral events, and more. Datasets cannot pull tables directly from third-party data sources.

BUILD A SOLID OPERATIONS HUB STRATEGY

A well-structured RevOps strategy is the foundation for success in today’s competitive digital landscape. Our expert team works with you to leverage the power of HubSpot’s Operations Hub to optimize and streamline your business processes, ensuring seamless data synchronization, task automation, and enhanced collaboration across departments. From seamlessly managing customer data to orchestrating intricate workflows, we create a tailored strategy that aligns with your business objectives. With our expertise, your business gains the efficiency and agility it needs to excel, backed by a robust operations framework that drives growth and innovation.

Working Together to Help You Grow Better

Operations Hub seamlessly connects with other HubSpot hubs to help simplify your operations and supercharge growth. Your data is automatically connected when you use two or more hubs together, enabling you to easily track your entire customer journey from start to finish.