The Operations Hub complements HubSpot’s existing marketing, services, sales and CMS product portfolio. With Operations Hub, customer data can be merged on HubSpot’s integrated CRM platform, making it effortless to keep clean databases. This saves time-consuming tasks and processes and significantly increases efficiency.
Operations Hub provides the ability to create many custom HubSpot integrations without an API. That means you don’t need a developer to connect your systems and have up-to-date data everywhere – you can easily solve that with Operations Hub’s features. Fittingly, Operations Hub offers advanced features to ensure the cleanliness of your data.
In addition, the Operations Hub also offers extensive automation capabilities.
App Marketplace, Integrations & API
With over 1,000+ apps in the Marketplace, HubSpot offers an easy way to connect your existing systems to HubSpot.
If there is no existing integration or you need a more extensive data exchange, HubSpot has a very well documented APIwhich is easy to work with. This way, no data is lost and HubSpot does not become a dead end, but communicates very well in all directions.
Best Practices
1. use the duplicate check
A CRM is only as good as its data. Therefore, it is important to keep them clean and Operations Hub provides you with massive support. There is the function to perform a duplicate check and to check and merge duplicate entries. Depending on the size of your company, there should be at least one person who is responsible for this or who regularly reminds colleagues to check their data.
2. make it easy for you to format data and fix formatting problems
With Operations Hub, it is very easy to format data automatically and troubleshoot formatting issues. On the one hand, you can format data with the help of workflowssuch as capitalizing initial letters or formatting telephone numbers uniformly. On the other hand, there is also a function with which you can fix formatting problems in your data with just a few clicks. with just a few clicks.
3. easily build custom workflows with webhooks & code
By default, you can already map a lot of automation scenarios with HubSpot. However, there are always things where you cannot simply connect data from third-party systems out-of-the-box. Workflows with custom code and webhooks are ideal for this. With this, you can actually cover pretty much everything you can think of in terms of automation.
This is only a brief overview of the Operation Hub features and not a complete listing. For each hub, the features are divided into different packages and accordingly higher/lower pricing.
We know that implementing or optimally using a CRM system can be challenging. As a HubSpot partner, we will be happy to advise you on the packages and their pricing and support you in implementing or optimizing your system.
Until the next update – your Growth Ninjas,
Adrienne, David, Hermann, Johannes, Katharina & Stefan
