HubSpot Operations Hub Explained

When businesses expand, their operational structures contract. Fact. Entropy enters networks, regimens become fixed, and each team gets absorbed by their own process. Siloes spring up and revenue may start plummeting. But, true scalability doesn’t involve diminishing returns.

With HubSpot Operations Hub, your company’s ops teams are centred and endowed with the software toolbox to drive organisational prosperity and propel growth, regardless of whether you’re a COO for a larger entity, or a team member in a Revenue Operations (RevOps) division.

Operations Hub soups up HubSpot’s pantheon of CRM software and supplies a cohesive software hold-all that integrates apps and scrubs raw, dirty client data into clean, governance-ready prepped data. The service automates organisational processes into a singular centralised CRM platform. The upshot is operational efficiency, agility and seamless customer touchpoints.    

Covered In This Article

Extract, Transform, And Load Data With Ease
Programmable Automation
Safety And Security
Custom Properties
Data Sync
Operation Hub App Integration
Data Quality Automation
Workflow Extensions
Datasets

Extract, Transform, And Load Data With Ease

HubSpot is synonymous with cutting-edge customer support, service and customer-centricity, which is underpinned by CX (customer experience) and consolidated by CRM. Not for nothing is HubSpot rated as one of America's best employers, and its operations products invigorate companies with next-level, flexible integrations and scalable efficiencies. Your RevOps team is freed up to concentrate on strategic goals and relieved of reactive data wrangling.

This is why RevOps is fundamental to capitalising on revenue prospects, by managing systems at all points of the sales funnel, while remaining cognisant of business functions. The outcome is friction-free CX.  

The dangers of a sloppy RevOps component are ineffectiveness, cancellations, unsubscribes – and throttled deal pipelines and dead on arrival deals. But operational complexity is an unnecessary money drain and HubSpot Operations provides the antidote with the tools to galvanise RevOps professionals and eradicate their pain points.

Programmable Automation

This automation engine lets you write code inside HubSpot workflows with JavaScript, eliminating middleware. The sky’s the limit with programmable HubSpot automation: action personalised code with the create a web hook option, create a fresh custom code for, say, data enrichment, and custom code bot activity in chat flows – all in HubSpot workflows.

Love code? You’ve found the perfect place. Hate code? No problem - HubSpot’s automation engine does the heavy lifting for you.

So why choose programmable automation? Because when businesses scale up, there is a huge increase in customer touchpoints. Sustaining a delightful and steady CX across multiple platforms and channels means you need robust automatic operations. And no automation is identical – your needs are unique to your operation capacity. Nuanced and evolving customer needs require agile and prescient business processes – enter programmable automation.

Custom Code Action Uses

• Enhance HubSpot archives with third-party data.
• Automatise renewal management.
• Generate intricate lead rotators with fine-spun logic and external app dependencies, hard and soft.

Safety and Security

HubSpot has all your security bases covered, such as application programming interface keys which can be secreted, encoded and kept safe and sound by HubSpot. Any other custom code action can access secrets, so you can make actions which access data from additional systems to muscle up different business operations inside HubSpot. Go to HubSpot’s help documentation page for more information.

Custom Properties

By customising your contact property with personalised information, such as a birthdays, wedding anniversaries, or service histories, you add delight and value to the CX. But it’s not just for individual customers; you can use it to add insights and details to company deal data.

Data Sync

Connect your business apps to HubSpot bidirectionally with data sync. This feature lets you archive your HubSpot documents in close adherence with your cache of tech stack so your client data is kept current and coherent, and you’re spared from laborious manual updating.

Features Of Data Sync (Data Changing In Real Time) Versus Traditional Integration (Static Data):

• Integrations driven by data sync operate in two directions, transferring data to and from systems, while traditional integrations sync data in one direction only in a closed half-loop.
• Data sync transfers future and historical data between systems, but traditional integrations send forward-orientated data to and fro – info which has been updated/added only after integration is in place.
• Data sync functions in real time with regular synching between two sets of data; traditional integrations rely on triggers from one app to send info to the other.
• You can tailor data sync integrations, and specify and change in a heartbeat which data transfers between apps – while traditional integrations are inflexible and uncustomisable.
• Data sync integrates your apps, unifies, centralises and syncs your foundational customer data, while levelling up your team as your organisation scales.
• The icing on the cake: data syncs don’t call for an iota of code and it’s free. Pick the app, select the data and save your sync. HubSpot does the rest.

Operations Hub App Integration

Pulling no punches with app integration, Operations Hub empowers you by integrating your business apps with data sync by HubSpot. Fueled by a custom-built connector on a code-free platform and powered to the finish line with two-way sync, custom field mappings, filtering, and historical syncing. For an ever-growing list of HubSpot-supported apps, please go here.

Data Quality Automation

Unclean data bottlenecks your ops team and scuppers positive CX. The solution? Data quality automation, which automates data cleaning. It uses workflow activities to format property values like updating phone numbers, capitalising lowercase letters which should be uppercase and correcting date assets. Self-cleaning CRM frees your ops team to progress, not regress. Formatting automatic data can be actioned by simply adding it to workflows.

The kicker? Automatising data refinement with data sync integration opens the floodgates for that quality data to rush into all of your apps. That high-end data, in turn, is essential for your ops team to excel in their work. Data quality increases in importance with the building of personalised campaign content.

Workflow Extentions

This simple feature, which does away with HTTP methods, author headers and URLS, lets you trigger explicit activities in third-party platforms. Action a Zoom invite, manage a ClickUp task, or send a Google Chat message without having to leave HubSpot workflows. Although HubSpot Operations Hub has a standard list of workflow actions, you can add customisable configurations to the custom action.

Datasets

Data mushrooms when businesses scale. Metrics, fields and objects impact on each other like an average trading day at Nasdaq Stock Market. Extracting meaning from reports becomes more problematic, as ops analysts are put on the spot to provide off-the-cuff (improvised?) explanations and just-in-time solutions. Why settle for sluggish, clunky reporting when it’s supposed to ignite enthusiasm among business users, not dampen their expectations?

Datasets, part of Operations Hub Enterprise, help ops teams to convert data into clear and concise tables to be reused for multiple versions of report and analysis processes. Firing up their insights, downstream reporting users will thank you for it. Easily calculate sales cycle speed, sales commissions and date differences without needing to add more CRM fields.