Operations Hub

Integrate the essentials with the free version of Operations Hub. Get 500+ integrations, including 30+ powered by HubSpot Sync. Features include:

HubSpot Sync

• Two-way data sync 
• Default Field Mappings 

Ecosystem Integrations

• All 3rd Party Integrations 

Good-fit clients:

Has more than one SaaS application they have integrated, or want integrated.

Integrate everything with Operations Hub Starter. Get everything included in Free, plus:

HubSpot Sync

• Custom field mappings for data

Good-fit clients:

• Has a diverse tech stack
• Uses custom properties
• Requires segmentation

Automate everything with Operations Hub Professional. Get everything included in Free and Starter, plus:

Programmable Automation:

• Custom Code Actions in Workflows and Bots (programmable actions)
• Webhooks 

Data Quality Automation

Additional Portal Capacity 

• Additional Reports 
• Additional Lists 
• Additional Workflows

Good-fit clients:

• Technical resources on staff or available
• Large and expanding tech stack
• Custom processes

Overview:

For operations teams and data leaders at scaling companies who want to spend less time on one-off data and reporting requests and more time driving business strategy, Operations Hub Enterprise makes it easy to prepare and curate data into reusable tables, so downstream business users can more easily build their own reports. This saves ops teams time and empowers their companies with quicker, easier, and more consistent insights.

Pairing Operations Hub Enterprise with the vastly improved custom report builder available across all hubs, HubSpot now provides BI-style reporting that grows with you, enabling HubSpot’s CRM platform to support even more sophisticated use cases.

Features:

Datasets:

As your business scales, your data proliferates. More objects, more fields, more metrics. It gets harder and harder for everyday users to build meaningful reports. Too often, they’re forced to lean on ops teams and analysts to answer one-off reporting requests. The result: slow, inconsistent, and often ad-libbed reporting for business users, and a reactive ops team struggling to stay afloat.

With datasets, operations people, analysts, and other data leaders can curate reusable tables of data — pre-select fields, run calculations, and more— for downstream users to build reports from. Datasets save ops people time and give them more control, and enable easy, fast, and consistent reports for business users.

Snowflake Data Share:

With Snowflake Data Share, pass your data from HubSpot to Snowflake quickly, securely, and comprehensively, so you can curate and analyze your HubSpot data within your existing data stack. With all your data united in Snowflake, you’ll get deeper customer insights faster, so you can create even better customer experiences in the future.

HubSpot’s Snowflake Data Share integration is currently available only if the region of your Snowflake account matches the region of your HubSpot account.

Additional Capacity:

• 3000 Additional Reports 
• 300 Additional Dashboards
• 100 Additional Lists 
• 100 Additional Workflows 
• 10 Additional Custom Objects

Install Base: already a HubSpot customer - using multiple hubs, such as Marketing Hub, Sales Hub, Service Hub or CMS Hub. Ideally they're a multi-hub customer.

Workflows: has 20+ workflows, and might have workflows across 2+ objects (Contacts, deals, etc.). The might be using webhooks action in workflows or custom code actions in bots.

Systems: has used data cleansing tools in the past

UX: experiencing issues with messy data that is disrupting their internal processes, reporting and even their marketing, sales and service teams.

Tech Stack: has multiple systems, tools and integrations (or wishes to).

• Has a diverse tech stack
• Uses custom properties
• Requires segmentation

• Technical resources on staff or available
• Large and expanding tech stack
• Custom processes

To start, you can ask yourself about the prospect or client:

• What applications are they using that they'd like to sync?
• Is the application they want to sync supported by Operations Hub? Check the list of apps, and if not, ask your channel account team if it's on the roadmap.
• What information do they need to be passed from that application to HubSpot? In this question, you're looking to understand which HubSpot object (contact, company, deal, ticket, call) they're looking to sync.
• Is the object supported? If not, reach out to your channel account team. 

• Repetitive actions that currently require manual intervention.
• The need for logic - If X happens, then Y should happen (Triggers and Actions - Think Zapier.

If that logic is not possible with a standard workflow action then “this sounds like a great use case for custom code workflow actions.”

• Provide a high level demo and reference knowledge base articles
• Set them up with a trial if necessary
• Showcase some use-case examples
• If you do not have the resources to develop custom coded actions, find a partner in the ecosystem who offers this service on a project basis. 
• Consider, not how to code the solution but how to represent the data in HubSpot (Objects, Segmentation, Reporting)

If you hit a roadblock and need support, reach out to your channel account team.

• 50+ employee companies. The purpose of datasets is to make reporting easy for 'normal' business users.
• If they have a lot of CRM data, custom properties, lists, and workflows, then data sets is a good fit.
• If they're already leveraging HubSpot reporting, then datasets can supercharge the custom report builder for them.

• If your customer is using Snowflake, then they're a good fit for data share
• If their Snowflake instance is in US-East-1, it'll be supported by HubSpot.