A Guide to Operations Hub

Kongo - Inbound Team
Kongo - Inbound Team

As companies scale, lots of things become more challenging and complex. As HubSpot’s CEO, Brian Halligan, said, “Starting a business has never been easier. But scaling a business is harder than ever.”

As companies scale, people buy more and more SaaS tools, things get more disconnected, miscommunication and confusion are rife, and teams and departments become siloed. How can you fight through this and ensure your business scales smoothly and efficiently, ensuring slick collaboration between teams and a first-rate customer experience?

HubSpot’s Operations Hub is built to make this happen, ensuring improved integrations, better data quality tools, and more automation options. It’s all about using data to align and connect companies.

What is Revenue Operations?

Revenue Operations is the idea that your operations team should be free of clunky, manual, slow processes. Data should be clean, and teams should be focused on real business problems without being tied down by inefficiencies.

To do that, you need a solid strategy combined with the right tools and processes. That’s where Operations Hub comes in. It’s designed to connect all your apps together, clean and sync your data, and automate key business processes.

The result is a company where everyone is on the same page, processes are aligned, and freed from unnecessary reactive tasks.

The features of Operations Hub

We can split Operations Hub into three core features:

Data sync

Data sync is built to keep all your HubSpot records in sync with your tech stack. It aims to help you avoid hours of clunky exports and imports, ensuring you’re always up-to-date.

You can access 25 new HubSpot-built integrations powered by the new data sync engine. It includes apps like Google Contacts, Mailchimp, and Microsoft Dynamics. You can see the full collection of supported apps here.

Compared to traditional integration, data sync offers a number of advantages:

  • Supports two-way sync in both directions (for example, CRM to email)
  • Passes both future AND historical data between systems. Data before the integration was set up is not excluded.
  • Syncs in real-time to keep databases constantly updated with no need to wait for trigger events
  • Customizable integrations allow you to control and limit the information that passes between apps and change settings whenever you need

Data sync allows you to integrate apps much more seamlessly, freeing up your team. You’ll be able to reduce friction as your tech stack grows and scales more smoothly.

Programmable automation

This feature allows you to execute code directly within HubSpot workflows. There are three automated actions available:

These tools give you much more control over automation than ever before. Automation is crucial if you want to maintain customer connections effectively as your company scales. At the same time, it’s important to be able to adapt that automation to your changing needs and circumstances.

Use cases

With programmable automation you can create custom workflows or bot actions with JavaScript or Node.js library, which allows you to do things like:

  • Enrich HubSpot records with third-party data
  • Automate renewal management
  • Create complex calculated lead score properties

In addition, it’s possible to add things like API keys as “secrets”, which means they will be encrypted by HubSpot for extra security.

Data quality automation

One of the challenges involved in expanding teams is that it becomes harder to keep data clean. This can have a negative effect on customer experience, causing your users to run into problems and making it more likely that they will leave you behind.

Data quality automation helps avoid these problems by automatically cleaning data. It’s essentially a new set of workflow actions that format property values, for example by capitalizing letters, fixing date properties, and updating phone numbers.

This way, your team is less likely to run into problems as a result of dirty data, and your customers will enjoy smoother, cleaner, and more rewarding experiences, making them much more likely to stick around.

Best of all, this cleaned data will also flow into any integrated apps, powered by data sync, so you can enjoy the benefits across multiple platforms.

Operations Hub is designed to allow businesses to scale much more easily, helping you deliver a dazzling and rewarding experience to all your customers even as your company becomes bigger and more complex.

To learn more about Operations Hub and how it all works, check out this detailed guide from HubSpot. And to find out more about how Kongo can help you harness all of HubSpot’s features to grow your business, get in touch.

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