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An Introduction to HubSpot Operations Hub

Customer relationship management (CRM) that streamlines operations and synchronizes data to support business expansion is known as HubSpot’s Operations Hub. HubSpot introduced Operations Hub, a RevOps tool, as part of its CRM platform. RevOps teams, a new industry that tries to combine marketing, sales, and customer support departments, are designed to be streamlined by the Operations Hub.

Optimizing each step of the sales process, removing customer barriers, and enhancing insights, revenue operations, or RevOps, increase a business's potential revenue.

Businesses that use a variety of platforms are always looking for solutions to enhance data quality and information source integration, which is why they wish to take a look at the new Operations Hub.

HubSpot Operations Hub - A Brief

The HubSpot Operations Hub, launched on 21 April 2021, is a new addition to the HubSpot family, alongside the Marketing, Sales, Service, and CMS Hubs. The state-of-the-art Operations Hub from HubSpot is made to enhance and automate customer data management.

The HubSpot Operations Hub platform automates business processes and provides all the tools and resources required to progress business operations. The tool offers many functions and features that assist growth and success by ensuring data accuracy, increasing productivity, and facilitating teamwork.

Companies will have an easier time achieving those same goals with HubSpot Operations Hub. Using this strategy to manage all operations in your company will lead to increased efficiency as it expands and grows.

HubSpot Operations Hub: What Can It Do For Your Business?
Ops Hub is a robust data quality tool designed to enhance business process structure and efficiency in managing customer data.

1. Enhanced integrations

PieSync, a tech stack integration platform, was acquired, enhancing HubSpot's integration options through third-party apps and integrations, which HubSpot Operations Hub now integrates natively into the portal. HubSpot > Salesforce integration offers a user-friendly interface for marketers and sales teams, enabling efficient integrations with existing third-party systems, backed by HubSpot workflows.

Stated differently, using Ops Hub will allow you to have more control over your data and less reliance on Hubspot developers to create custom API interfaces. Accurately and smoothly sync data—first, second, or third—across your technology stack with the least amount of setup time and effort.

There are many possible use cases for HubSpot when it comes to efficiently integrating with your eCommerce platform or ERP system. You can select data fields to sync in real-time, keeping both historical and newly created databases updated with each other. By managing the entire process in the background with data quality automation, Hubspot's Operations Hub allows teams to focus on other important tasks.

2. Data cleansing

Businesses typically manage data cleansing manually, exporting it to Excel for filtering, cleansing, and updating using pivot tables and other fiddly Excel features. By incorporating spreadsheet capability within the platform, HubSpot Operations Hub makes it easy to carry out important data management operations as automated workflow actions.

Ops Hub now offers easy, automatic, and improved accuracy, reliability, and speed for standardizing time formats, capitalizing names, and removing all-caps entries.

3. Programmable automation

A new feature in Operations Hub is programmable automation, which enables programmable actions in bots and processes. It introduced a new option that enables users to generate custom code actions inside of a workflow, to automate business operations. Bot flows and object-based processes are suitable for this action.

Adding coding to a workflow may seem daunting for those without a developer or in-house development resources. Using a custom code field and feeding things into a workflow, users can create custom JavaScript actions with this capability. For intricate automation jobs, Innovation Visual provides specific JavaScript-coded actions and intuitive drag-and-drop capability in processes.
Innovation Visual offers user-friendly drag-and-drop functionality in workflows, along with in-house specialists to create JavaScript custom-coded actions for complex automation tasks.

HubSpot Operation Hub - Key Features

HubSpot's Operations Hub offers various features, but the three most popular ones are:

1. Data Sync

With Data Sync, a better data synchronization technique, apps can be connected to HubSpot and all data can be tracked in real-time at a central stack. Hub Data Sync from HubSpot Operations allows for two-way synchronization. The process of integration makes it possible to synchronize historical data that was gathered before integration in real-time, only synchronizing the data that is required.

2. Programmable Automation

Programmable Automation enables the integration of code blocks within HubSpot workflows or conversational bots, allowing for customization and execution based on specific needs. Three different forms of programmable automation are available through Operations Hub: webhook actions in workflows, custom code actions in bots, and custom code actions in workflows.
By adding code blocks, it makes it simple to integrate complicated needs into workflows or bots.

3. Data Quality Automation

A vital tool for keeping CRM data organized, clean, and maintained through workflows is data quality automation, which makes sure that inaccurate data doesn't have a detrimental effect on revenue production. Case sensitivity is often overlooked by users while filling out online forms, which can lead to problems when lead data is sent to HubSpot CRM.

4. Datasets

By organizing information into manageable collections, Operations Hub enhances data administration, saving the operations team time and enabling effective, consistent reporting.

Data leaders can provide relevant data for their reports by pre-selecting important properties for internal audiences with the use of the productive function offered by the HubSpot Operation Hub. Datasheet makes it possible to calculate new metrics for deeper insights and to quickly create beautiful bespoke reports.

5. Snowflake Data Share

Your HubSpot data is securely synced with Snowflake through the easy connection tool Snowflake Data Share, which improves your cloud computing insights and efficiency. For front-office reporting, operations workers frequently use HubSpot, whereas advanced experts—like Snowflake—prefer cloud computing solutions for data integration.

HubSpot Operations Hub - Service Tiers

Here are the three different service packages of HubSpot Operations Hub to accommodate companies with different sizes and operational complexity.

1. Starter

Designed with small enterprises and startups in mind, the Starter tier provides essential capabilities like data syncing, personalized automation, and rudimentary reporting to optimize operations. For individuals who are new to operations automation and want a strong operational foundation, this is the best choice.

2. Professional

The Professional tier offers advanced capabilities to businesses as they grow and operations become more intricate. This tier is ideal for businesses aiming to expand because it helps with workflow optimization, data quality enhancement, operational efficiency, and support for custom items. In addition, it not only provides workflow automation but also provides data enrichment, improved documentation, and custom object support.

3. Enterprise

Large organizations can benefit from advanced technologies such as automation workflows, custom objects, predictive lead scoring, and team communication features through the HubSpot Operations Hub Enterprise tier. This tier is the greatest option for businesses seeking to enhance operational excellence, data management, and cross-functional cooperation.

Businesses may choose from a range of strategic service tiers offered by HubSpot Operations Hub, taking into account factors such as budget, maturity, and operational goals. The Operations Hub's automated procedures and flexibility help businesses of all sizes maximize operational efficiency; protect data integrity, and foster sustainable growth.

Steps To Start Your Journey With HubSpot Operations Hub

Starting your HubSpot Operations Hub journey is a thrilling step towards optimizing your business operations by creating an account and familiarizing yourself with its user-friendly interface.

1. Setting Up Your HubSpot Account

*To set up your HubSpot account, access the HubSpot portal.

  • Simply visit their website at and access HubSpot.
  • Click the Login or Get Started to access the page, which is located in the top right corner of the page.
  • You can access your HubSpot account by using an existing one or creating a new one.

*Account Setup and Configuration

  • Fill out the needed fields, which include your name, email address, company name, and password, to create a HubSpot Operations Hub account.
  • Following registration, HubSpot will walk you through the setup process, asking for particular goals for using HubSpot Operations Hub as well as company information.

2. Understanding HubSpot's User Interface

Once set up, you will be on the HubSpot dashboard, which serves as your central command center for managing and optimizing your operations.

  • Your operational performance is comprehensively summarized on the dashboard, which also includes data insights, significant indicators, and recent operations.
  • Customize your dashboard by adding widgets that include the operational indi cators and statistics that are most relevant to your business.

3. Navigating the HubSpot Dashboard

  • Access to several functions and tools, including Operations, Automation, and Data Quality, is provided by the primary navigation menu on the left.
  • After choosing "Operations," a submenu with tools for data syncing, automation workflows, and data quality management can be explored.
  • To optimize operations, automation makes it possible to set up and manage automated processes effectively.
  • Effectively understanding the layout and functionality of the HubSpot Operations Hub interface is critical for streamlining and optimizing company processes.

HubSpot Operations Hub – Pricing

Operations Hub offers a range of monthly plans, starting at $45 for the starter pack and increasing to $2000 for the HubSpot Operations Hub enterprise plan. The HubSpot Operations Hub Starter pack provides custom field mappings and customer property creation to streamline operations efforts.

The power of automation is available with the Professional plan, greatly increasing the effectiveness of your company's operations. Beyond the features of the starting pack, the professional package comes with scheduled workflow triggers, webhooks, and programmed automation.

The HubSpot Operations Hub Enterprise offers Snowflake data share, Sandboxes, and advanced data calculation for platform extension. Take advantage of a free trial to begin using HubSpot Operations Hub and see how it can automate, sanitize, and synchronize customer data.


HubSpot Operations Hub provides a comprehensive platform for streamlining business operations, from initial setup to process improvement and enhancing revenue operations knowledge. You can learn about the features, options, and many pricing options available if you'd want to learn more about HubSpot or Operations Hub in particular, which option is best for your company, or how to integrate Operations Hub capabilities into your current dashboard. This thorough guide on HubSpot Operations Hub gives you a thorough overview of its capabilities and helps you decide if it's a good fit for your company.

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