HubSpot Operations Hub
Supercharge your HubSpot CRM with improved integrations, more robust data quality, and more flexible automation.
Grow better with Operations Hub
As companies scale, systems and processes break. Teams build their own processes in isolation, data gets siloed, and efficiency deteriorates. To grow better, operations teams need the tools to be central to growth.
Whether you’re part of an Operations Team or run Ops for a single department, Operations Hub gives you a unified toolset to connect apps, clean customer data, and automate business processes under one central CRM platform. The result? An efficient, aligned, and adaptable business that delivers a friction-free customer experience.
Operations software that scales with you
Operations Hub is designed to align companies around clean and connected data, to keep processes efficient at scale, and to empower operations teams to spend less time on reactive data tasks and more time on business strategy.
Use Ops Hub to sync customer data and automate business processes, in line with a connected source of truth, so that your team is empowered to adapt to the changing needs of your customers at all times.
Free features for ops teams include:
- Data Sync engine
- Programmable automation
- Data quality tools
- Integration capability with dozens of third-party tools
Enabling a unified RevOps strategy
Operations teams are the unsung heroes of customer experience. With your organisation working together under a unified RevOps strategy – where Marketing, Sales and Service share a single source of data and common tools – your ops team can transform from reactive fire-fighters to proactive friction fighters, automating daily pain points and empowering everyone to play a key role in scaling the company.
Data sync – creating a single source of truth
Data sync is a new, native way of connecting your business apps to HubSpot. With data sync, you can keep all your HubSpot records aligned with the rest of your tech stack, freeing you from hours of spreadsheet exports and imports. With data sync, you can rest assured that your customer data is always consistent and up to date.
Use data sync for:
- Keeping apps and data in sync in an easy, no-code package
- Bidirectional syncing, custom field mappings, filtering, and historical syncing so all your teams stay aligned
Data quality automation – data that cleans itself
Bad data slows teams down and ruins customer experiences. With data quality automation, cleaning data isn’t just easy; it’s automatic. Data quality automation entails a new set of workflow actions that format property values in certain ways: capitalising letters, fixing date properties, updating phone numbers, and more. With a CRM that cleans itself, your operations team can focus on sparking growth instead of putting out data fires.
Use Data Quality Automation for:
- Eliminating time-consuming data cleansing
- Automatically fixing date properties, formatting names, and more with out-of-the-box automation capabilities
Programmable automation – flexible solutions for repetitive tasks
As your company scales, customer touchpoints multiply. Maintaining a consistent customer experience across all those channels without sacrificing internal efficiency requires strong automation. But your business isn’t a cookie-cutter, so your automation shouldn’t be either.
Programmable automation enables you to execute code directly within HubSpot workflows. From allocating leads to sales reps to time management notifications, ops teams can build and automate any number of custom workflow actions, in line with the ever-changing needs of your customers.
Use programmable automation for:
- Lead rotation, territory management, renewals, and more
- Trigger actions in third-party systems e.g. a Slack message or a Zoom invite
- Team management and permissions
Cognition were engaged to restructure Wall Street English's global marketing strategy and roll this out using HubSpot, their chosen CRM, marketing and sales platform to multiple territories. All territories required HubSpot onboarding and set up. Also, bespoke training on the HubSpot CRM, Marketing Hub and Sales Hub.
Following a series of in depth discovery sessions with the senior team at Shojin – Cognition revised the messaging and branding for Shojin’s business. Using its team’s extensive background in psychology, Cognition simplified Shojin’s overall proposition and redesigned the website – paring elements of overcomplicated pages back and applying consistent branding throughout.
Before working with Cognition, Lifelink Global had spent 3-4 years looking for a marketing partner that could fully understand its requirements as a non-profit. They were desperately in need of an agency that could not only help them communicate with certainty, clarity and passion, but also help them locate the people who would be most receptive to their message – a message that is not always popular in this day and age.
As Galebreaker continues to expand its operations across the world, it needs a revised proposition and messaging that both reflects its varied offerings yet is simple enough to understand for a wide range of audiences. As well as reaching new audiences using digital marketing, it also wants to be able to track customer journeys through its sales funnel.
Gain access to everything you need to organise, track, and build better relationships with leads and customers. Use the industry-leading dashboards to make more use of your data as you grow.
Integrate all of your website tools in one place. Create and manage website pages personalised for different visitors and optimised for devices and conversions.
Get full visibility on sales pipeline data, detailed reports on sales activity, reports on productivity and individual performance, as well real-time deal tracking to make sure you hit your commercial targets.