Syncing
Data Sync Active
Records kept aligned in both directions between HubSpot and the rest of your tech stack.
2-WaySync direction
LiveUpdate frequency
HubSpot Data Hub ServicesHubSpot Data Hub Services, Clean Data,
HubSpot Data Hub Services, Clean Data,
Connected Systems
Dean Infotech implements, customizes, and optimizes HubSpot Data Hub so your data stays clean, your apps stay connected, and your business processes run on automation instead of manual spreadsheet work. Perfect for RevOps teams that require the collaboration of marketing, sales, and service.
- 1
- Source of truth across every connected app
- 0
- Manual spreadsheet exports required
- 3
- Editions scoped to your operational complexity
Trusted by RevOps and operations teams running on HubSpot
What Is HubSpot Data Hub?
An Operations Platform Built on HubSpot's Smart CRM
With HubSpot's Smart CRM, RevOps and operations teams can integrate data from other apps, clean and standardize data automatically, automate business processes with no-code or custom-coded workflows, and work from shared, accurate, connected data, without relying on a collection of spreadsheets and siloed tools.
- Sync - synchronizing apps and data without even coding anything
- Clean - automatically correct formatting, duplicates, and inconsistent data
- Tailor - create bespoke, programmable automation of complicated operational processes
- Report - takes connected data and turns it into the dashboards that decision makers can rely on.
The Data Hub Flow
Connected App → Smart CRM → Automation → Reporting
SYNCApps connected without custom infrastructure
CLEANRecords standardized as they arrive
AUTOMATENo-code and custom-coded workflows
REPORTDashboards built on data every team trusts
Why Choose HubSpot Data Hub?
Why Operations Teams Choose HubSpot Data Hub
Six reasons RevOps and operations teams standardize on Data Hub instead of a patchwork of scripts, spreadsheets, and disconnected tools.
One Source of Truth
Keep data on the customer/business consistent throughout all connected apps rather than over time.
Less Manual Data Cleanup
Automated data quality tools fix data formatting, eliminate data duplication, and eliminate data inconsistencies, without manual review.
No-Code + Custom Automation
Visually model simple processes and/or implement custom operational logic using complex logic.
Built for RevOps
Tailored to help align marketing, sales, service, and operations teams.
Native to the CRM
You don't need any extra middle layer; automation and data processes can directly access your CRM data.
Scales With Complexity
Start by automating simple processes and then expand to add workflows that need to be programmed as needed.
HubSpot Data Hub Features
HubSpot Data Hub Features
A single, large grid, rather than several tools and platforms competitors use for running.
Data Sync
Two-way sync between HubSpot and connected apps doesn't require any code.
Data Quality Automation
Correct common data problems, such as dates, names, and more, automatically.
Advanced programmable automation in HubSpot
Use complex business logic with custom code actions in workflows.
Datasets
Create collections of any HubSpot data for reporting with accuracy and reliability.
Custom Properties & Objects
Use operational data structures that are not in the standard HubSpot CRM objects.
Team Management & Permissions
Manage access and visibility of data between various operations, sales, marketing, and service teams.
Workflow Automation
Automate multi-step business processes between teams and connected systems.
Data Modeling Tools
Arrange and organize business data in a manner that works for your organisation.
Snapshots & Historical Data
Record values of important property parameters; maintain operational history.
Third-Party App Sync
Integrate HubSpot with popular business tools to connect them.
Custom Reporting
Create reports based on information from multiple HubSpot objects and related business processes.
Custom Development
Add custom scripts, workflows, APIs, and custom integrations to Enrich Data Hub.
Data Quality Automation
Data Hub Can Automatically Clean Your Data
Format Standardization
Automatically resolve inconsistent date formatting, phone numbers, and name capitalization.
Duplicate Management
Contacts, companies, and other CRM records are duplicated, identified, and managed.
Property Formatting Rules
Consistently observed data properties using an automated system and rules.
Automated Data Fixes
Common data problems are fixed without human intervention or reviewing all the data records.
Custom Data Quality Rules
Rules based on formatting and standards your business requires.
Ongoing Data Hygiene
Continuous data quality, not just data cleaning.
Data Sync
Sync Data Across Your Tech Stack
Data Sync is integrated into Data Hub, which transfers HubSpot and any other business applications in both directions, all without requiring a line of custom code, from financial applications to support platforms, communication apps, and so much more.
Two-Way SyncAutomatic bidirectional changes.
Field-Level MappingAreas between systems are mapped accurately.
Historical SyncExisting activity will be synced, not new activity.
Custom Sync FiltersSet a particular list of records and fields to sync.
Pre-Built App ConnectionsIntegrated common business tools without any code.
Real-Time UpdatesAutomatic refresh of changes will take place.
The icons represent connections of different types and are not endorsements. Availability is based on the current API of each platform and the HubSpot marketplace.
Programmable Automation
Automate What Native Workflows Can't Handle
For additional workflow logic that can't be provided in the standard workflows, Programmable Automation lets teams create their own workflow actions within the workflow itself. If your process is more complex than what you can get in the standard workflow logic, Programmable Automation enables teams to write workflow actions of their own, right inside the workflow.
Custom Code Actions
A workflow step that contains custom code and not a built-in step, for supporting logic that is not provided by the built-in steps.
JavaScript / PythonInline execution
Data Modeling & Custom Objects
Structure Data to Match How Your Business Works
Custom Objects & Associations
Entities beyond contacts, companies, deals, and tickets, connected the way they actually relate.
Custom Properties
Operational fields that are based on the data your business has in reality.
Structured Data Fields
Property types and validation that allow operational data to be kept alive, rather than present.
Cross-Object Relationships
Records that have been associated as records remain associated throughout your CRM.
Data Governance
Standards for the prevention of the data model being 'drifted' over time as the team and processes change.
Consistent Data Standards
All objects and properties were named, formatted, and structured.
Let's Talk
Need a Fully Custom Automation Built?
When programmable automation still isn't enough, our HubSpot Custom Development team can build it from scratch.
Explore Custom DevelopmentDatasets & Curated Reporting Data
Build Reports on Data You Can Trust
With datasets, operations teams can save data in HubSpot into a customizable group of defined, reusable datasets to have a unified source of information for reporting, instead of each team member building a slightly different version of the same report.
Curated Data Collections
Well-formed data sets, created once, from a specific, known source.
Reusable Across Reports
Multiple reports are created directly from the same set of data, without the need to recreate the logic.
Consistent Metrics Company-Wide
All teams draw the same value for the same metric in their report.
Faster Report Building
Report builders are not developed on raw properties.
Cross-Team Data Access
Data sets are shared using no duplicate queries.
Automate Operational
Processes End-to-End
Assignment & Approvals
- Renewal Management
- Territory & Lead Assignment
- Approval Workflows
Coordination & Timing
- Internal Notifications
- Cross-Team Handoffs
- Scheduled Automation
Data Management & Quality
- Record Standardization
- Data Quality Automation
- Duplicate Management
Team Management, Permissions & Governance
Control Access as Your Operations Team Grows
Data is governed by Data Hub, which offers a tool to manage team structure, permissions, and data access, allowing access to data when needed for a user, but not when it is not.
Role-Based Permissions
Access that is scoped to the needs of individual roles.
Team Hierarchies
Organisation structure suitable to the organisation's way of working.
Data Access Controls
Sensitive data with access limited to those who require it.
User Management
Users can be added, updated, and removed based on changes in your team.
Audit Visibility
Transparency on who changed what and when.
Governance Policies
Documented rules to maintain consistency of data access over time.
Data Hub + HubSpot CRM
Built Directly Into HubSpot's Smart CRM
01
Connected App
An external application that is synced with HubSpot, such as finance, support, communication, or another system.
02
Data Sync
Records are bi-directional and do not need any special infrastructure.
03
Smart CRM Record
Data Hub is a native app of the same Smart CRM that is used in Marketing, Sales, and Service Hub.
04
Data Quality Rules
Automatic correction of formatting, duplicate, and consistency errors on the same record.
05
Automation
Clean connected data is processed by no-code and custom-coded workflows.
Let's Talk
Not Sure Where Your Data Is Falling Out of Sync?
We'll guide you on the path of finding your connected apps and determining exactly where your records are going with no cost or obligation.
Get a Data Hub ConsultationCustom Development & Data Hub Extensions
Extend Data Hub With Custom Code
Custom Code Actions
Workflow steps built for logic no native action covers.
Legacy System Integrations
A connection that has been made for a system that doesn't have an off-the-shelf connector.
Custom Data Pipelines
Data is moved and transformed as you want it to be.
Advanced Reporting Builds
All reports except those generated with only native Datasets.
API Development
Specific endpoints built to meet your needs.
Workflow Extensions
Native workflows extended with custom-coded steps.
Who Should Use HubSpot Data Hub?
Is Data Hub Right for Your Business?
The top 6 teams that maximise the benefit of Data Hub.
RevOps Teams
Connect marketing, sales, and service data into one holistic business solution.
Business with multiple tools
Data syncing across an ever-expanding tech stack, without export pain.
Companies Scaling Fast
Automate and control multiple location spreadsheets.
Data-Focused Businesses
Maintain uniform records that are kept in a clean manner so they can be reported accurately.
Enterprise Operations Teams
Manage sophisticated permissions, governance, and automation on a mass scale.
Custom Data Hub Build
Need a Custom Data Hub Build?
Data pipelines are complex, there's no native support for them, or there's some automation logic that can't be accomplished with standard tools? We create tailored Data Hub solutions for your true operational requirements.
Talk to Dean InfotechData Hub Editions & Which One Fits
Choosing the Right Data Hub Tier
There are several levels of Data Hub, and you can select the one that best fits the number of apps you want to sync and the complexity of your automation and data quality needs.
Capability
Starter
Professional
Data sync (basic)
Data quality automation
Limited
Programmable automation
Datasets & custom reporting
Limited
Advanced data governance
HubSpot Data Hub Services by Dean Infotech
Our HubSpot Data Hub Services
Eight services covering everything from first configuration to ongoing optimization.
Configure
Data Hub Enterprise implementation
Set up data sync, data quality rules, and automate according to your operational needs.
SyncData QualityAutomation
Build
Data Hub Development
Create custom code actions, custom objects, and advanced automation.
Custom CodeCustom Objects
Migrate
HubSpot Data Migration & Cleanup
Audit, standardise, and convert legacy data to a governed one.
AuditCleanup
Connect
App Integration Setup
Integrate Data Hub with other systems that your teams use.
Integrations
Align
RevOps Strategy & Configuration
Implement a single operating model for marketing, sales, and service.
RevOps
Report
Custom Reporting & Datasets
Build up and share reporting data on an ad hoc basis across teams.
DatasetsReporting
Govern
Governance & Permissions Setup
Establish a team organization and permissions for data.
GovernancePermissions
Support
HubSpot Support & Optimization
Continuous optimization of automation and data quality ad hoc to your business's growth.
OngoingOptimization
Not Sure Which Data Hub Services You Need?
For the most part, teams don't require everything on day one. Our Data Hub agency USA can help you to order the work in the way that suits you best; you only have to pay for what you use.
How We Implement Data Hub
Seven steps, one by one, on every engagement – no steps missing, no steps rushed.
Discovery
Data Audit
Configuration
Custom Development
Integration
Testing & Launch
Training & Optimization
Discovery
Understand the current tech stack, data problems, and missing data in the process.
- Kickoff call
- Tech stack review
- Known pain points
Why Dean Infotech
Why Businesses Choose Dean Infotech for HubSpot Data Hub
HubSpot-Certified Operations Expertise
Not only software configuration, but also certified consultants who have experience with RevOps and operations.
Custom Automation & Data Modeling
Not only no-code workflows, but also programmable automation and custom data structures!
Legacy System Integration Capability
Your integrations will be developed by the same team as your custom development.
Operations + Development Understanding
Both the operational process and technical implementation, in one team.
Structured, Low-Disruption Rollout
This is a staged process – your team will not be held back by this process but will continue to work while Data Hub is being established.
Ongoing Support and Optimization Process
Adaptable data quality and automation – not the other way around.
7Implementation Steps, Discovery to Optimization
1Source of Truth Across Every Connected App
Data Hub vs. Other HubSpot Products
Which HubSpot Solution Do You Need?
While the sales, marketing, and service hubs are focused on team-specific workflows, the HubSpot Data Hub is focused on data syncing, data quality, and process automation for the entire CRM. In most cases, Operations or RevOps teams use Data Hub to make sure data that is ingested into the other Hubs is clean and connected.
Capability
Data Hub
Recommended Solution
Free contact/company record-keeping
HubSpot CRM
Frequently Asked Questions
What is HubSpot Data Hub?
HubSpot Data Hub is a solution designed to connect to business systems, sync data, enhance data quality, and automate operational processes via HubSpot's CRM.
Are there any other apps that Data Hub syncs data with?
Yes, HubSpot can be synced to business, finance, communication, and service platforms that support integration, based on the type of integration supported.
What does Programmable Automation in Data Hub mean?
With Programmable Automation, teams can use custom code to perform workflows that can't be handled by the built-in workflow actions, like outside API calls, advanced calculations, and routing.
Is integration between Data Hub and finance/ERP possible?
Yes, Data Hub can be integrated with supported finance and ERP applications. It can be integrated via an available integration, or custom-developed if a native integration is not possible.
What is the price of HubSpot Data Hub?
Data Hub pricing is based on the HubSpot edition, features, data needs, and users/systems connected. Depending on your operational requirements, the appropriate tier should be chosen.
What is HubSpot Data Hub used for?
Sync data between apps, clean and standardize CRM records, automate complex processes, and provide improved control over connected systems with Data Hub.
Is it possible to have Data Hub automatically clean and standardise data?
Yes, Data Hub can automate data quality tasks, such as value standardization, address common formatting problems, and maintain data cleanliness in CRM.
Is Data Hub connected to Sales Hub, Marketing Hub, and Service Hub?
Yes, Data Hub runs within HubSpot's Smart CRM, giving the operations teams access to automation, data quality, and processes to support the teams using Sales Hub, Marketing Hub, and Service Hub.
Are there ways that developers can customize Data Hub?
Yes, developers can extend Data Hub with custom code, API, workflow extensions, custom data structures, and integrations for additional functionality that is not enabled out of the box.
Will Dean Infotech be able to roll out and tailor Data Hub?
Yes, Dean Infotech has the capability to implement Data Hub, to migrate data in and out of Data Hub, to integrate with other applications, to automate, to optimize data quality, to build custom applications, to report on, and to optimize further.
Get Started
Ready to Run Your Operations on Clean, Connected Data?
From simple data sync between your tech stack, automatic data scrubbing to ensure consistency, custom automations for complicated processes, to aligning marketing, sales, and service under a single RevOps strategy, Dean Infotech can design, develop, and customize your HubSpot Data Hub environment to fit your needs.
