As your business grows, your systems can start to break. Different teams use different tools and processes, which makes your data messy and hard to trust. This slows everyone down and makes it harder to make smart decisions.
Revenue Operations helps your teams work better together. But to do that well, you need clean, reliable data. HubSpot Operations Hub gives you the tools to keep your data organized, automate cleanup, and make reporting easier.
In this blog, we’ll show you how to use it to build a strong data foundation for smoother, faster growth.
HubSpot Operations Hub is a set of tools that helps you clean up your data, connect your apps, and automate your processes inside HubSpot’s CRM. It’s made for companies using Revenue Operations (RevOps), where sales, marketing, and support work together to grow faster.
As your business scales, your tools and data can get messy. Teams use different systems, making it hard to stay aligned. Operations Hub fixes this by syncing your data, cleaning it automatically, and making sure everyone works from the same information.
This is why more business leaders are investing in RevOps tools. Fifty-five percent of C-suite executives now prioritize sales enablement technology to enhance RevOps. Tools like Operations Hub help you run smoother, faster, and smarter.
Clean, reliable data is the backbone of any strong RevOps strategy. Without it, your teams waste time fixing errors, chasing the wrong leads, or building reports that don’t tell the full story. HubSpot Operations Hub gives you the tools to fix that.
In the steps below, we’ll walk you through how to use Operations Hub to clean your data, automate your processes, and give your teams the clarity they need to move faster and make better decisions.
The first step in cleaning data is ensuring all your tools talk to each other. HubSpot’s Data Sync makes this easy. It connects over 90 popular apps (like Google Contacts, Mailchimp, Microsoft Dynamics, and more), so your data stays updated across systems.
Unlike many other integrations, Data Sync works both ways. So, if you update a contact in one app, it updates in HubSpot as well. It even pulls in old data, not just new changes.
You don’t need to write a single line of code. Simply select your apps, choose the data to sync, and HubSpot handles the rest.
For example, if your sales team is using one tool and your support team is using another, Data Sync keeps everything aligned. That way, you’re not wasting time hunting down info or working with outdated records.
87% of top cloud companies invest in sales enablement, which includes syncing tools and organizing customer data. When your tools work together, your teams do too—and that means faster deals, better service, and fewer headaches.
Once your tools are connected, the next step is cleaning up your data. HubSpot’s Data Quality Automation does this for you automatically.
You can set up simple rules to fix common problems like:
This may seem small, but these fixes make a big difference. Clean data helps your team avoid mistakes, improves customer communication, and makes reporting faster and more accurate.
And it’s not just about looking polished. Clean data leads to real results. Public companies with a dedicated RevOps function saw a 71% higher stock performance than those without.
That’s because strong RevOps strategies, built on clean, reliable data, help teams work smarter and move faster toward big-picture goals. Even better, if you’re syncing other tools with HubSpot, these cleaned-up records stay clean across all your systems.
Cleaning data is important, but keeping it clean and up to date is even better. With Programmable Automation in HubSpot, you can set up smart workflows that handle complex tasks for you, even if they involve other systems.
Think of it as giving HubSpot special instructions to do things your way. For example:
All of this happens automatically in the background, so your team doesn’t waste time doing things manually or fixing the same problems over and over.
And if you’re not a developer, don’t worry. Many automations can be done with simple tools in HubSpot’s workflow builder. But if your team does have technical help, they can take it even further using code or APIs.
As your business grows, so does your data. You collect more metrics, track more fields, and build more reports, but it all starts getting hard to manage.
That’s where Datasets come in. Datasets let your ops team create clean, reusable tables of data that other teams can use to build reports. Instead of starting from scratch each time, your team gets a reliable starting point, already cleaned up and ready to go.
Let’s say your sales manager wants to see how long it takes leads to move through the funnel. With a dataset, that info is already calculated and ready to report on—no digging through fields or asking the ops team to pull it.
You can even add formulas directly into datasets, like calculating sales commissions or measuring time between stages, without creating extra fields in your CRM.
This makes reporting faster and easier for everyone. It also keeps your numbers consistent, so your teams are working from the same trusted source of truth.
In the final step, we’ll cover how advanced teams can connect HubSpot data to a warehouse for even deeper insights.
If your team uses a data warehouse like Snowflake, HubSpot makes it easy to connect the two. With Snowflake Data Share, you can securely send your HubSpot data straight into your Snowflake account, no exporting, no manual setup.
This is great for companies that want to run advanced reports using tools like Looker or Power BI. You get the power of big data tools while keeping everything tied back to your customer info in HubSpot.
This step isn’t for everyone. Many teams get everything they need from HubSpot’s built-in reporting.
But for large or fast-growing companies, connecting to a data warehouse helps uncover deeper trends, track performance across the business, and make more strategic decisions.
Ensure your HubSpot region matches your Snowflake region to get started. From there, you can analyze all your data in one place and scale with confidence.
When your data is clean and your systems are connected, everything runs more smoothly. HubSpot Operations Hub isn’t just a cleanup tool; it’s a long-term solution that helps your Revenue Operations strategy succeed.
Here are a few big wins you’ll see once your data foundation is in place:
When everyone uses the same data across tools, no one has to waste time checking for updates or hunting for info.
Sales know what marketing promised. Support sees what sales agreed to. Everyone can jump in and help without backtracking, so your customers get a smoother experience.
Forecasting is only as good as the data behind it. If your CRM is full of outdated or missing info, your predictions will always be off. With clean, real-time data flowing through HubSpot, you can trust your reports and plan with confidence—whether it’s revenue, renewals, or pipeline growth.
Typos, formatting issues, and missing fields are small problems that snowball fast. HubSpot’s automation tools fix these before they cause trouble. That means less time cleaning up, fewer mistakes, and more time spent on the work that moves your business forward.
Scaling means more complexity. The more systems you use, the harder it is to stay organized. Operations Hub gives you the structure and automation you need to grow without losing control. Clean data helps your tools work together, so your team can grow faster without the chaos.
When your systems are connected, your records are accurate, and your workflows run smoothly, your entire company benefits. Sales can hand off to support without delays. Marketing can reach the right people. Leaders can rely on accurate reports to make better decisions.
HubSpot Operations Hub gives you the tools to make this possible. With features like Data Sync, Data Quality Automation, Programmable Automation, and Datasets, you can build a system that supports growth and helps your teams work better together.
Begin by cleaning up the existing data. Then create workflows that help keep your data clean as you scale. The more consistent and connected your data is, the easier it is to grow without losing control.
Origin 63 can help you get the most out of HubSpot by setting it up correctly from the start. Whether you need help with strategy, setup, or automation, we’ll guide you every step of the way. This helps keep your data clean, your tools aligned, and your team ready to scale with confidence.