What are Data Hub's main features?

Sync and organize customer data, automate every process, structure data for reporting.

How do Data Hub's automation features differ from those in other HubSpot products?

Data Hub offers two unique automation features: programmable automation and data quality automation. Programmable automation lets you create JavaScript or Python actions directly in your HubSpot workflows, making it possible to automate highly advanced business processes. Data quality automation lets you clean and standardize your data. For example, you can capitalize the first letter of names or fix date properties. This keeps your data consistent and improves the customer experience.

HubSpot Data Hub: data sync and automation

Features

What is HubSpot Data Hub?

HubSpot Data Hub is designed to transform the way companies run their operations. This powerful tool enables advanced process automation, real-time data sync and smooth data integration across platforms. Data Hub's strength lies in simplifying complex operational processes and centralizing data, making information accessible and actionable at every level of the organization. With workflow management tools and advanced data connectors, Data Hub offers a robust platform for project management and team collaboration.

A complete platform for smooth business operations:

Two-way data sync

Connect your business tools to HubSpot and sync your data automatically, in real time.

Advanced workflow automation

Build complex scenarios without code to automate cross-team tasks.

Smart data cleanup

Avoid duplicates, standardize formats and make your databases reliable, effortlessly.

Custom code in workflows

Structure and use your complex data (subscriptions, contracts, users and more) directly in HubSpot.

Data logging

Get a detailed history of changes for better data tracking and auditing.

Data

What sets HubSpot Data Hub apart

Data Hub stands out for its integrated operations platform, which not only automates repetitive tasks but also enables smarter, more secure customer data management. Interface management and customizable automation rules let companies implement an operational strategy that aligns technology with their specific needs. The Hub also makes it easier to measure efficiency and sales performance, with analytics dashboards and detailed analysis reports, essential for strategic planning and operational alignment.

Audit · Think

Strategic and technical audit

Audit of your CRM environment, your connected tools and the quality of your data. Pain points, flows to structure and possible automations are mapped out.

Connect · Build

Onboarding and integrations

Setup of syncs (Data Sync), objects, workflows and advanced scripts. Connection of your business tools (ERP, accounting, support) via Data Sync, the HubSpot API or custom integrations.

Steer · Run

Training and governance

Training your operational teams on Data Hub, standardizing data formats and monitoring data quality over time.

Identify the levers to optimize your data and processes

We run an in-depth audit of your CRM environment, your connected tools and the quality of your data. This phase identifies current pain points, automation opportunities, data flows to structure and processes to optimize.

We map your tech stack, your data silos and your business dependencies, and lay the foundations for a structured, ROI-driven project.

I want an audit

A guided start for fast, lasting results

We support you through the initial configuration of Data Hub, based on your specific use cases: sync setup (Data Sync), object structure, automated workflows, custom data tables, advanced scripts and more.

Our goal: make the Hub operational right away, with no needless complexity, while laying down a scalable architecture.

Start my HubSpot Data Hub onboarding

Structure your data architecture and workflows

Our consultants help you design efficient, automated business processes with Data Hub's capabilities: lead management logic, automated alerts, contract tracking, cross-system sync logic, standardized data formats and more.

We help you harness the power of custom code actions, data sets and cross-team automation, with an approach focused on governance and steering.

Optimize my workflows and CRM governance

Two-way sync, APIs, custom connectors

Data Hub syncs your data in real time between HubSpot and your other tools (ERP, internal tools, accounting software, marketing tools, help desk tools and more).

We build and configure the connections you need, using Data Sync, the HubSpot API or custom integrations.

Goal: a reliable, consistent and smooth data architecture.

Connect my tools to HubSpot

Start over on a clean foundation, with no loss of data or business logic

Whether you come from Salesforce, Pipedrive, Excel or an in-house system, we deliver a complete, clean and documented migration of your data to HubSpot.

We clean, transform and structure your databases for optimal integration into Data Hub, while rebuilding your automations, triggers, sync rules and history where needed.

Migrate to HubSpot

Make your teams self-sufficient

We train your operational teams (RevOps, Sales Ops, marketing, IT and more) on Data Hub features: building and managing workflows, handling synced data, implementing custom scripts, smart data cleanup and creating data tables.

Our training is 100% tailored to your maturity level, on site or remotely.

Get trained on HubSpot

What clients say

Their data changed.
They tell the story.

A cleaned-up CRM

“Cleaning up our CRM and optimizing the properties synced between our HubSpot and Salesforce platforms was no small challenge. […] Mark guided us with real insight, giving us sound advice tailored to our specific context.”

L. SchemelTNL · Legal services

A data audit that finds the gaps

“Copernic supported us in optimizing our sales processes in HubSpot, and is now helping us with a data audit. They immediately found the weak spots in our actions so we could optimize and convert as well as possible.”

M. WelmarzEDHEC · Education and training

Fast, professional work

“Excellent experience with Copernic agency. They did a great work in record time, they are very professional and supportive.”

G. DominiciTrendiction · Software and SaaS

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Reviews translated from French

FAQ: HubSpot Data Hub

Sync and organize customer data
Automate every process
Structure data for reporting

Data Hub offers two unique automation features: programmable automation and data quality automation.

Programmable automation lets you create JavaScript or Python actions directly in your HubSpot workflows, making it possible to automate highly advanced business processes.
Data quality automation lets you clean and standardize your data. For example, you can capitalize the first letter of names or fix date properties. This keeps your data consistent and improves the customer experience.

Yes, of course. HubSpot offers a native Salesforce integration, available with the Pro and Enterprise editions of all HubSpot software.

Data Hub makes it easier to create accurate, reliable reports. With customizable data sets, real-time reports and data sharing, you quickly access the right information and make informed decisions.

800+ clients trust us.

A reliable foundation. Teams that move forward.

For over 10 years, Copernic has built deep HubSpot knowledge and skills, with a broad range of services from audits to training your teams. Along the way, we have developed many industry verticals: real estate, education, SaaS software, e-commerce, manufacturing, banking and insurance, and more.

HubSpot Elite partner

Solutions Partner Program

Hubspot Onboarding Accreditation

CRM Data Migration

Solutions Architecture Design

CRM Implementation

HubSpot Data Hub (formerly Operations Hub): automate, align, accelerate

Your tools work in silos.
Your data never will again.