HubSpot
Operations Hub Use Cases
Real-Life Applications of Operations Hub Professional and Enterprise
A Few of the 70+ Brands Where
These Use Cases Were Implemented
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Real-Life Use Cases... Not Features
HubSpot without Operations Hub is like using a smartphone without the internet.
Operations Hub Professional
Use Cases
Automatically Generate Renewal Deals on a Schedule
Problem
When contracts are ready to renew, sales has to remember to manually create renewal deals to track. Anything manual runs the risk of not getting done.
Impact
Missed revenue and a poor customer experience when renewals come around.
Operations Hub Professional+ Solution
With Operations Hub Professional and above, you can schedule workflows to run based on a date or cadence. Using this approach, renewal deals can be scheduled for creation at the beginning of quarters, fiscal years, and more.
Prevent Contact Duplication from Phone Systems
Problem
Certain phone integrations require the E.164 format to match HubSpot contacts based on phone numbers.
Impact
This can create duplicate contacts with different phone number formats. This causes lost conversation history, confusing associations to deals, and inaccurate customer journey analysis.
Operations Hub Professional+ Solution
Custom code is available in Operations Hub Professional and above. This opens up the possibility to use Javascript or Python to do nearly any coding task at hand.
This case is no exception. Every time a phone number is updated on a record, you can automatically format it in E.164 format.
Enrich Data from 3rd Party Sources without an Integration
Problem
Data is trapped in 3rd party tools that don't have an app in the HubSpot App Marketplace.
Impact
Incomplete data > Incomplete insights > Inaction. This can cause poor decisions around marketing budgets, GTM strategies, and more.
Operations Hub Professional+ Solution
Use custom code to make API calls to any 3rd party platform with an available API. That means pulling in data from anywhere, without an official HubSpot app needed.
Custom code is available in Operations Hub Professional and above. This opens up the possibility to use Javascript or Python to do nearly any coding task at hand.
Reduce Middleware Subscriptions with Custom Code
Problem
Middleware solutions like Zapier and Make are needed to work around HubSpot limitations. And they have limitations themselves.
Impact
Another software tool subscription and specialist is needed to keep things running. More complicated tech stacks require more brainpower to run with bigger risks.
Operations Hub Professional+ Solution
Custom code in Operations Hub Professional and up allow you to extend workflows without the need for middleware. Call APIs, do complex logic, and send data between systems without huge middleware subscriptions.
Complex Sales Territory Routing
Problem
Organizations with complex routing requirements need another 3rd party app or massive workflows to manage.
Impact
Leads get routed to the wrong owner or don't get routed at all. Usually an internal employee then gets the. responsibility to manually review each one
Operations Hub Professional+ Solution
Use custom code workflow actions to create any routing logic you need. Or call an external spreadsheet or database to get the routing logic your team keeps up to date.
It's the flexibility and control that you need for any routing logic your sales team needs.
Complex Commission Calculations
Problem
Commissions for you company aren't just a simple % calculation.
Impact
Calculating accurate commission
Operations Hub Professional+ Solution
If you have enterprise-like commission structures, a third party app would be best. But if you are below that complexity and above a simple calculation, you're in luck.
Custom code workflow actions in Operations Hub Professional and Enterprise allow you to use HubSpot's API and any logic you want. Calculate based on ramps, line items, SKUs, etc.
Usage Based Invoice Generation
Problem
You charge based on product usage or consumption, and generating invoices takes forever.
Impact
Invoices take manpower to generate, are error-prone, and not instant. You can't accurately look at both deal and actual invoice data in HubSpot.
Operations Hub Professional+ Solution
Create line items based on usage, add to deals, and create invoices all with a custom code workflow.
Using the workflow scheduling capability and the custom code action step in Operations Hub Professional and Enterprise, you can generate invoices and deals based on usage data from your other systems.
Use Custom AI with HubSpot Data
Problem
AI tools like ChatGPT, Copy.ai, Claude, and more are becoming an integral part of business ops today, but aren't where your data is... in HubSpot.
Impact
Scalable use cases of AI tools can't be used with HubSpot. Making your team use workarounds and copy/paste to use their AI tools.
Operations Hub Professional+ Solution
Send requests via API to your AI tools directly inside of workflows with custom code actions. No need to outrageous prices for expensive apps in the marketplace.
Operations Hub Enterprise
Use Cases
Advanced Formula Calculations to Replace Spreadsheets
Problem
Exported data goes stale fast, and business intelligence solutions are a huge investment.
Impact
When teams can't do their full analysis inside of HubSpot, they either don't do it or it takes up all their time for days.
Operations Hub Solution
With Operations Hub Enterprise's advanced formulas + Datasets, you get spreadsheet formulas and complex join capabilities.
Your insight power is now unlocked directly inside of HubSpot. No need for spreadsheets or business intelligence tools. Faster insight to action turnaround.
Sync Data to Snowflake without ETL Tools or Custom Pipelines
Problem
You already use Snowflake but don't have the time or resources to setup a pipeline to load HubSpot data.
Impact
Dev time is precious (and pricey), meaning a HubSpot data pipeline to Snowflake ends up being de-prioritized. ETL tools are expensive and require additional specialized talent to operate.
Operations Hub Enterprise Solution
Avoid development time, maintenance, and expensive ETL tools required to load data into Snowflake. Use the Snowflake Data Share to automatically bring HubSpot data into your data warehouse.
Then you can focus your time and resources on analyzing data inside of Snowflake rather than just getting it there.
Unify Reporting Definitions Across the Organization
Problem
Spreadsheets and custom reports from scratch lead to inconsistent and inaccurate conclusions
Impact
Spreadsheets and HubSpot custom reports create different definitions of data. You spend more time discussing how numbers were calculated instead of actions that can be taken.
Operations Hub Enterprise Solution
Datasets allow organizations to operate from a common place. You create pre-built, pre-filtered, and pre-calculated datasets in HubSpot that your team can use without thinking twice.
This means common definitions of your data across your own team and organization.
Enterprise Level Permission Controls
Problem
Larger organizations need security to prevent major losses from accidental portal updates and lost revenue while data is recovered.
Impact
Super Admins can't control the granular permissions for apps, objects, and more inside of HubSpot. This leads to incorrect data updates, deletions, and more from users who shouldn't be able to make massive system updates.
Operations Hub Enterprise Solution
Create field level permissions, teams, custom user roles, and granular access to data & tools inside of HubSpot.
This ensures that only specific users get access to system-wide editing capabilities. Keeping your HubSpot data safe and avoiding headache for everyone.
Operations Hub Users Rave
Without Operations Hub,
You MightFall Short
Time Intensive Workarounds
Workarounds mean manual and inaccurate processes. Operations Hub keeps your team focused on what matters... generating revenue.
Opportunity Blindspots
Operations Hub unlocks deep insights directly inside HubSpot. No wonky spreadsheets and expensive BI tools.
Bad Data - Bad Experiences
Operations Hub helps your prospects avoid getting repetitive questions from your team. Instead, they feel heard.
Why Choose Us
You don't want a marketing agency setting up your IT and data systems... unless you really like pain.
Technical Setup, Revenue Results
With a great Operations Hub setup, our clients see explosive revenue growth once they're rolling.
Just check out this client revenue screenshot to the right.
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Zero-Risk Guarantee
Not happy with our work? We'll refund you everything you've paid.
Done... Fast
No learning curve. No unreliable contractors. No dragged out projects.
Get Operations Hub utilized right the first time. From experts who have done it before.
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What Our Customers Say
Who is MergeYourData?
Since 2019, our team has been focused on using data to drive real change in our clients' businesses. Our team of 4 revenue data specialists work toward the goal of making your grow as fast as possible.
Dan has been working in data roles since 2012, from Fortune 500 companies to Startups.
After seeing consistent patterns in how data applied in specific ways can grow revenue, he started MergeYourData in 2019.
Frequently Asked Questions
There is some overlap with features from other Enterprise Hubs. Some features that are included in other Enterprise Hubs include custom objects, additional reports, field-level permissions, teams, login as another user, custom events, sandboxes, etc.
Features that are exclusive to Operations Hub Enterprise are Datasets, Advanced Formulas in reports, and Snowflake data share.
You name it. The use cases presented above are a great reference point.
These use cases commonly include architecting complex solutions, custom code workflows, advanced datasets and reporting, advanced permission configurations, and custom object setups.
We've seen it before and done it before. Our team has the library of solutions, understanding of the "gotchas" in custom code workflows, and the strategic knowledge of achieving real revenue results with perfectly sized technical solutions.
We're a technical consultancy, not a marketing agency. Read our reviews and listen to our testimonials to see!
Our agreements are minimum 6 months and then month to month after that. We used to do hourly and project-based work but found the best results were with longer-term engagements.
Yes, please see our HubSpot Onboarding page to see pricing and details.