HubSpot Operations Hub

A new product to solve your operational challenges

For operations teams that want to spend less time fighting fires and more time driving strategic business value, Operations Hub supercharges HubSpot CRM with a suite of tools that makes it easy to connect, clean, and automate your customer data.

Unlike siloed data tools, Operations Hub combines an ops team’s full toolkit into a CRM platform, uniting all your customer data on one connected platform.

The result: a more efficient, aligned, and agile business, an unhindered and strategic ops team, and a friction-free customer experience.

Who is HubSpot Operations Hub ideal for?

HubSpot Operations Hub is ideal for:

• Existing HubSpot customers
• Companies experiencing issues with messy data that is disrupting your internal processes, reporting and even marketing, sales and service teams
• Companies using multiple systems, tools and integrations (or you wish to in the future).

What's Included in our HubSpot Operations Hub Strategy?

We work with you from the start to map out your data syncing needs. Working on your HubSpot Operations Hub strategy with us, we'll go through:

• Scoping session(s) to work out the data flows required (including workflows that get triggered by contacts being updated)
• Initial connection checks
• Setting up lists/views on both sides that are to be synced
• Field mapping session(s)
• Testing and checking an initial sync (small subset of contacts)
• Views/lists in HubSpot for reporting
• Preparing any workflows that need to be triggered based on contacts being synced (e.g. if a contact is marked as a Customer in Dynamics it might trigger a workflow in HubSpot)
• Full sync enabled.

Data Sync

HubSpot’s data sync packs all the punch of a custom-built connector — bidirectional sync, custom field mappings, filtering, historical syncing — in an easy, code-free package. With your business apps in sync, your ops team will be free from integration fires, your go-to-market
teams will be aligned and empowered, and your customer experience will be friction-free.

Programmable Automation

With programmable automation in Operations Hub, your automation is as flexible as your imagination. Create custom automation actions for every business process — from territories to time management notifications to NPS — to keep your team efficient and your customers happy

Data Quality Automation

With new data quality actions in workflows, automate the work out of annoying and time-consuming data issues. Clean up date properties, capitalise first names, and more with new out-of-the-box automation. With HubSpot workflows, your data will be clean and under control, automatically, so your Operations team can focus on sparking growth instead of putting out data fires.

How Much Does the HubSpot Operations Hub Strategy Cost?

The cost depends on your data sync requirements.

XEN's HubSpot Operations Hub Strategy and Implementations costs:

• Between $3K and $6K depending on the complexity of your project.

$3K covers basic contact data syncing and workflows.

For companies wanting more complex items (e.g. actions requiring Operations Hub Pro including data formatting and code actions in workflows) the range increases to $6K.

Fill out the form at the bottom of this page and we can discuss your requirements and provide a quote.

What are the Benefits of the HubSpot Operations Hub Strategy?

You've been actively using HubSpot for a while now - and things can get overwhelming.

You made a significant investment by choosing HubSpot, make sure your portal is streamlined and optimised.

Our HubSpot Operations Hub Strategy service has helped clients to:

• Easily sync things like lifecycle stage in HubSpot with a different CRM
• Start using HubSpot as the source of truth for data