Revenue Operations

1. DATA QUALITY AUTOMATION 

Having accurate information is the key to success in any situation. Within your organization, you must connect and align your technology to provide a clear and accurate story around your revenue pipeline. By providing a single source of truth, individuals can identify how they, directly and indirectly, impact the pipeline.

2. DATA SYNC 

Data sync is a new, native way of connecting your business apps to HubSpot.

Operations Hub includes access to dozens of HubSpot-built integrations, including Google Contacts, Mailchimp, Microsoft Dynamics, Mindbody, Bullhorn, and more. These data sync apps range from ERPs to email marketing apps, from customer service tools to billing apps. You can find the entire collection of supported apps on the HubSpot Marketplace.

3. PROGRAMMABLE AUTOMATION 

Programmable automation enables you to execute code directly within HubSpot workflows. Why the excitement?

Consider these use cases from HubSpot:

• Enriching HubSpot records with third-party data. For instance, when a lead fills out a form, query another database (like Zillow or Clearbit) and append that data to the HubSpot record, then create a task if the data is worth following up on.
• Automating your renewal management. For example, when a deal closes, automatically create a new deal in the future and remove a discount from the price.
• Creating complex lead rotators with nuanced logic and external app dependencies. One example: look up lead zip codes in a third-party database, map those zip codes to regions, and assign leads to reps in those regions based on availability.