Pearagon Blog

Breaking Down HubSpot's Operation Hub

Written by Alyssa Petty | June 13, 2023 at 5:53 PM

With its wide range of features and customizable automation tools, Operations Hub empowers businesses to streamline operations, improve collaboration, and drive efficiency, regardless of their industry.

Sync & Clean Customer Data

Seamlessly collaborate your systems in one place.

  • Data Sync
        Ensure synchronization of your applications and data with a user-friendly,              no-code solution that offers two-way sync, customizable field                                    mappings, advanced filtering, and historical syncing capabilities, enabling              all your teams to be on the same page.
  • Data Quality Automation
        Save valuable time by eliminating the tedious task of data cleanup through            the power of new pre-built automations that automatically revise date                    properties, format names, and other data inconsistencies, streamlining your          operations and promoting data accuracy.
  • Data Quality Command Center (BETA)

        Gain visibility into the status of your HubSpot data from one                                      location, providing you with quick and easy insights. Identify stagnant                    properties, pinpoint integration congestion, and detect potential issues                  before they escalate.

 

 

Automate Every Process

Accommodate your business processes to limit customer friction.

  • Programmable Automation
        Boost organization by developing custom automation actions for every                  aspect of your business processes, including lead rotation, territory                        management, renewals, and more, empowering your team to work smarter            and deliver exceptional experiences to your customers.
  • Workflow Extension

        Initiate actions in external systems such as sending Slack messages,                      creating Zoom invites, assigning Asana tasks, and numerous other                          integrations directly from your HubSpot workflows.

  • Team Management and Permissions

        Enhance team productivity by guaranteeing every user access to the                        necessary assets appropriately. Easily monitor and control agent                              permissions, status, and availability within your team.

               

 

Curate Data for Reporting

Facilitate rapid, effortless, and standardized reporting across your entire organization.

  • Data Sets
        Organize your HubSpot data into collections, streamlining your team's                    workflow, saving valuable time, and facilitating effortless, and                                  consistent reporting across your organization.
  • Snowflake Data Share
        Establish a rapid and secure connection between your HubSpot data and              your Snowflake instance, allowing you to conveniently curate and generate            reports on your data using your preferred business intelligence tool.
  • Custom Report Builder

        Create captivating visualizations by using all your CRM data, including                    contacts, companies, deals, behavioral events, marketing campaigns, and              more, into a single platform, providing a complete and visually engaging                overview of your data landscape.

 

 

In conclusion, businesses stand to benefit significantly from adopting HubSpot's Operations Hub as it provides a solution for streamlining their operations. With its range of tools and automation capabilities, Operations Hub empowers businesses to enhance efficiency, improve collaboration, and drive growth. By enabling fast, easy, and consistent reporting, businesses gain valuable insights into their performance and can make data-driven decisions.

Operations Hub's ability to keep apps and data in sync through a no-code package ensures that businesses can maintain data integrity and accuracy without the need for complex technical expertise. The elimination of time-consuming data cleanup tasks and the availability of out-of-the-box automation allows businesses to focus on strategic initiatives rather than getting caught up in manual processes. By leveraging HubSpot's Operations Hub, businesses can streamline their processes, optimize their workflows, and ultimately drive success in their operations.