Poor data quality is a scourge of many sales and marketing teams, and often results from data mismanagement. 

This is one of the several reasons why your sales reps might steer clear of your CRM entirely, or why your marketing team might opt for messy, perplexing spreadsheets to manage leads. It goes without saying that incorrect, inaccurate, or missing data annoys end users and impedes operations, wasting everyone’s precious time as they have to hunt down missing details or correct records. Not to mention, it diminishes your returns on the CRM investment. 

Thanks to HubSpot’s latest Operations Hub capabilities, your team can clean and curate customer data with peace of mind. After all, bad data belongs in the shredder, not your CRM. 

Here are the new Operations Hub features you need to focus on: 

Advanced Workflow Use Cases 

You want your automated workflows to help remove bottlenecks, delivering targeted insights to the right employee at the right time, in context of their specific functions and focuses. The following features are being deployed to unlock even more customization in workflows: 

• Webhook Triggers for Workflows: Automate tasks more effectively by triggering workflows based on data passed from third-party platforms into HubSpot. This new functionality allows for more dynamic and responsive workflows. 

• Advanced Data Passing: Share values as tokens within custom code actions, webhooks, and custom workflow actions. This means greater flexibility in how data is managed and utilized within your workflows. 

Data Sync Updates 

If data is your most valuable asset, having a clear view of all aspects of business intelligence is your ultimate advantage.  

The latest updates for HubSpot data syncing will do far more than produce reliable and actionable reports; they will help you make informed decisions and communicate transparently, all while aligning your departments toward common goals. 

• Enhanced Custom Object Sync: This means your team can sync third-party custom object data directly into HubSpot’s standard objects, ensuring that all your data is effortlessly integrated without the risk of inconsistencies. 

• Improved Testing and QA: Now you can preview your syncs' behavior using actual data without having to activate the sync, allowing for more accurate testing and troubleshooting before making changes live. 

Data Quality Improvements 

Quality data creates a strong foundation for consistent data management, whereas inaccurate data and frequent workarounds only result in inconsistent reports. Here’s how the new Operations Hub is enriching your data: 

• Real-Time, Customizable Deduplication: Powered by Breeze, this feature makes data cleanup easier than ever. You can even customize deduplication rules to fit your needs and maintain the accuracy of your CRM data. 

• Weekly Data Quality Summaries: Stay informed about your data's health with regular summaries that highlight potential issues and areas for improvement. 

• AI-Powered Formatting Recommendations: Breeze's AI-driven suggestions help manage and format company location data efficiently, ensuring consistency and accuracy. 

Datasets Improvements and Repackaging 

Datasets help customers manage and transform data in HubSpot, and curate subsets of data for streamlined reporting by frontline teams. The latest INBOUND improvements let you: 

• Connect CSV data directly with HubSpot data and leverage inner joins when joining two data sources together. 

• Enroll all of the objects from a dataset directly into a workflow, enabling even more advanced automation use cases. 

As part of the Dataset Repackaging changes, your team can: 

• Create up to five fully customizable datasets in Operations Hub Professional. You can perform joins, build formulas, and transform and curate data for downstream applications! 

• Access pre-built datasets for all Enterprise and Professional Hubs. 
   

Manage CRM Data with Flawless Inbound 

Want expertise to unite a range of data sources and streamline your decision-making processes for maximum growth? 

Our team of HubSpot and CRM experts specializes in CRM data management and synchronization — we are eager to review the latest Operations tools in HubSpot with you. Join us for our post-INBOUND Debrief on October 2 to see these features in action, or book a consultation call with us for a personalized review!