The ultimate guide
Operations Hub
from HubSpot

Deliver actionable data to your teams with HubSpot's Operations Hub. Increase your teams' efficiency across the entire customer experience with automation tools.

HubSpot CRM'sOperations Hub ensures the automated cleansing and usability of customer data for the benefit of business processes.

Its functionalities provide operational teams of all sizes with the tools they need to decompartmentalize the aggregation and use of strategic data. The result is robust alignment between sales, marketing and customer service teams.

The Operations Hub integrates perfectly with the other Hubs in the HubSpot suite. It is individually powerful and becomes formidable when used in synergy with the others.

Presentation

Why use HubSpot CRM
and its Operations Hub?

Delivering a satisfying customer experience

Connect the right data to the right internal processes
Free the customer experience from friction (marketing objective)
Eliminate friction affecting the internal experience (operational objective)

Conditioning the performance of marketing teams

Avoid the impact of bad data on deployed campaigns
Combat poorly targeted mailings, erroneous personalization, etc.
Eliminate unnecessary import and export tasks for marketers

Influencing revenue development through data quality

Combine Marketing Hub and Operations Hub workflows
Industrialize the generation of clean, usable data
Centralize tools, data and teams to boost profitability

Benefits

HubSpot CRM: What are the advantages of its Operations Hub?

Synchronize and organize customer data

Automate all your sales, marketing and customer service processes

Structuring data for macro and individual reporting

The Operations Hub allows you to interconnect your entire ecosystem of third-party tools with HubSpot CRM. Like Zapier, except that the solution is native to the platform. Key features include

Data synchronization: optimize the bi-directional interoperability of your applications without requiring any technical knowledge.
Data quality automation: correct and adjust your data business in real time according to customized rules and your specific business requirements.
Data quality control center: detect obsolete properties and integration problems, and anticipate any future deterioration.

Today, the customer experience is protean, while your customers demand consistency and fluidity. The Operations Hub ensures the right mechanics between internal processes and data management.

The result is a fully integrated customer experience:

Programmable automation : customize your sales actions according to your growth challenges, act on lead rotation, renewals, etc.
Workflow extensions : integrate your favorite tools for seamless internal collaboration, send Slack messages, create Asana tasks, etc.
Team management and authorizations: adapt access and data management to your organization chart, manage the status and availability of representatives.

Operations Hub helps everyone in your company to generate consistent reports quickly and easily. Whether for a macro or team view of the business, or for individual use.

Here are its dashboard features:

Datasets: architect your HubSpot CRM data via collections, generate reports based on your analysis challenges in just a few clicks.
Data sharing with Snowflake: synchronize HubSpot with this Data Cloud solution and create reports in the selected sales intelligence tool.
Customized reporting tools: shape your own representations from CRM objects, contacts, companies, transactions, behaviors, etc.

Key figures

Key figures on the use
of the Operations Hub

more workflows implemented and active for companies with Marketing Hub and Operations Hub, not to mention the time saved.

+451%

the number of HubSpot customers using Marketing Hub + Operations Hub between June 2021 and February 2022.

+43%

of contacts generated every year for companies equipped with Marketing Hub and using workflows.

Features

A guide to the Operations Hub's main features

Operation Hub tools help companies to automate, synchronize, structure and improve data quality:

Bidirectional data synchronization

Feed your data no matter where the enrichment comes from within your ecosystem of tools.

Default field mappings

Maintains synchronization of native data and properties between HubSpot and your third-party application.

Synchronizing historical data

Ensures data consistency across all connected HubSpot software and third-party tools.

Custom field mappings

Synchronize customized, non-native data between HubSpot and your third-party tools.

Programmable automation and bots

Customize your automated actions using JavaScript for each business process.

Webhooks

Its API lets you subscribe to events occurring in a HubSpot account on which your integration is installed.

Automated data quality

Create customized automation actions, to ensure proper use and processing of data.

Data sets

Or "datasets" a set of data from your HubSpot account, which can then be used in customized reports.

Report formulas

Bring flexibility to the analysis of objects and activities in your HubSpot account, transforming them into concrete reports.

Data sharing with Snowflake

By connecting your HubSpot portal to its Data Share solution, without additional monthly storage and connection costs.

Project

How does Make the Grade help you make the most of Operations Hub?

Our consultants will help you implement, audit and optimize your Operations Hub solution. Make the Grade can advise you on your entire CRM and acquisition project.

Data processing

Our automation experts study your previous campaigns and the use of your current tools. We identify opportunities to improve conversion rates, and help you choose the best technology stack.

Data cleansing

To generate results with agility, we parameterize your marketing automation tools and workflows, cleanse your data and adjust automated rules, not forgetting the customization of your reporting tools.

Synchronization with your technological ecosystem

Whatever your CRM, our developers will synchronize it with your HubSpot automated marketing tool. The challenge is to guarantee data quality and usability for your in-house marketing, sales and customer service departments.

Training, coaching and change management with your teams

Our CRM Hub training courses are delivered by HubSpot-certified consultants. We tailor each training course to your needs and business challenges, with the aim of making the most of your usage and tool investment.

Find out more about our support

Rates

How much does the Operations Hub cost?

HubSpot's Operations Hub comprises three levels of functionality: Starter, Pro and Enterprise. As a Hub's level increases, so does your company's access to advanced marketing tools.

Like Russian dolls, the levels of use are interlocked. By opting for an Operations Hub Enterprise, you will automatically have access to all the functionalities of the Starter and Pro versions of the same Operations Hub. See below for subscription details.

View HubSpot's price guide

FAQ

Frequently asked questions about
Operations Hub HubSpot

What are the differences between the Pro and Enterprise versions of Operations Hub?

The Operations Hub Pro version gives access to data automation functionalities. It starts at €711 per month. The higher version is Operations Hub Enterprise. It includes Hub Pro functionalities and unlocks tools for custom objects, advanced calculations and data preparation, Snowflake data sharing, etc. It starts at €1,960 per month.

What are the steps involved in deploying a CRM integration project with Operations Hub?

Once you've selected your Operations Hub subscription level, it's essential to define your strategy: data governance policy, CRM migration, business processes and RevOps, customized dashboards. The challenge is to configure HubSpot CRM to your specific business requirements. Once Operations Hub functionalities have been customized, we challenge your data flows to impact the performance of your marketing, sales and customer service teams. Finally, we train and coach your staff to make optimal, profitable use of the platform.

Can I connect third-party tools to Operations Hub?

The Operations Hub functions as a native Zapier in the HubSpot platform. Its CRM features a flexible, open API. This means you can define data processing rules in HubSpot, automate them from the Operations Hub and synchronize this data with your ecosystem of tools. Our developers can support you in the tailor-made synchronization of information flows with your third-party solutions: marketing and SaaS software, ERP and business software.

Is it possible to implement Salesforce in HubSpot?

Yes, it's possible. There's a native, bi-directional integration between Salesforces and HubSpot. It allows you to synchronize all your data: contact and company information, activities and relationship histories, forms, lead scoring, etc. Thanks to HubSpot's custom objects, it's easy to integrate customized information flows between the two CRMs.

Can I set up my Operations Hub portal completely independently?

The Operations Hub Starter version is easy to learn. From the Hub Pro and Enterprise versions upwards, it is recommended that you have the support of an official partner. As the automation functions are numerous, they can become complex. Successful deployment of your data policy requires more than just a tool: you need to surround yourself with the right professionals to deploy and iterate it over time: growth marketing, CRM management, revenue operations, etc. An agency like Make the Grade can support you in this logic of performance and return on investment.

Why should I choose HubSpot over any other solution on the market?

HubSpot's Operations Hub is ranked by G2 as the most competitive and powerful automated data processing solution on the market. Its CRM software centralizes your tools, your teams and your data. Together with its Hubs, its architecture enables you to align and manage all your marketing and sales activities, your website and your customer service. All these tools revolve natively around its CRM.

HubSpot Hubs

The HubSpot all-in-one platform for your growth

HubSpot's software architecture is built around its CRM. This customer relationship management tool is supported by a range of tools designed to meet the challenges of business development.