Operations Hub, itself, is relatively new to the HubSpot ecosystem, so here’s a little background:
HubSpot released Operations Hub in early 2021. Its purpose is to:
- connect your apps
- sync and clean your customer data
- automate your business process
What’s New in Operations Hub?
Data Sync (Available in Free & Starter)
- When Ops Hub was released there were roughly 50 apps that were supported. To date, there’s around 80 and that number continues to grow
- It initially only supported contact records but has been expanded to include company and deal syncing
- "Deal Sync" will enable you to connect other CRMs and map deals back and forth
Data Sync Health (Available in Ops Hub Pro and Enterprise)
Currently, Data Sync just sort of runs and you have to do some digging to see how your syncs are performing. Data Sync Health (to be released soon) will essentially give you feedback on your data syncs.
As seen below, this functionality gives you a central home to view all of your data syncs, what data is currently in sync, anything that’s failing (and why), and anything being excluded (and why).
Clicking on the “5” in the above screenshot will open a list of what's failing and give an error-tag explaining what’s happening. Examples given of error-tags were “Zendesk Error'' and “Record Deleted in HubSpot" in this case.
UPDATE: Data Sync Health has been released as of January 2022. To see this update in action, go to Marketplace > Connected Apps > Select the app you want to get the sync health on > Sync Health Tab
Programmable Automation InputsInputs are going to make it quicker and easier for you to use your HubSpot data directly in your code without the need to make any API calls. This is particularly useful with complex automation that could require a high number of API calls that could cause you to reach your limit quickly.
Also on the roadmap are the addition of Python and the plan to add a low/no-code option.
Datasets (Available in Ops Hub Enterprise)As our colleague Liam Redding describes in his in-depth explanation of HubSpot datasets, datasets were created to remove the complexity of building a custom report in HubSpot for downstream teams.
Calculations in DatasetsDirectly within your reports, calculations enable you to do things like:
- Derive date differences like time to the first conversion
- Sales cycle speed
- Calculate sales commissions
- Calculate profit margins
Curated DataWith Curated Data, every business user is empowered to create their own reports and dashboards. This enables you to use your dataset as a starting point to build compelling reports quickly in the custom report builder.
Snowflake Datashare Integration (Available in Ops Hub Enterprise)The final update within Operations Hub is the Snowflake Datashare integration.
This integration was created to eliminate the following challenges:
- Data is not in one place for curation
- There are multiple sources of truth for your data
- Data isn’t always up to date
- Data tools can be hard to use
Connection to the Modern Data StackMany HubSpot customers are choosing to visualize their data outside of HubSpot in Business Intelligence (BI) tools like Tableau, Looker, Mode, and others. Snowflake Datashare makes the integration of HubSpot and tools like these easy.
Access to Your Data
This integration will give you direct access to HubSpot object and event data, which enables you to do things like:
- Write SQL using HubSpot data and build reports in your BI tool of choice
- Replace the need for connecting HubSpot Data to Snowflake via an ETL tool like Stitch
So, what do these updates to Operations Hub mean for you?
Simply put, these incremental improvements to Ops Hub give you more control of your data to keep it clean, as well as more flexibility when using that data in reporting.
Updated January 2022 by Matt Zelasko