Creating Internal Efficiency with Operations Hub

FREE Course

What will you learn in Creating Internal Efficiency with Operations Hub? You’ll learn how to: Align your teams and systems with Data Quality Automation Adopt a better business process with Datasets. Adapt and become more efficient with Programmable Automation. Ready to get started? Let's go!

Who is this for?
  • Operations Professionals
  • Data Analysts
  • HubSpot Admins
Includes
    3 Lessons
    11 Videos
    1 Quiz
    3 Practical Exercises
    1 hr 9 min
  • Automation
  • Data Privacy
  • Reporting & Performance
  • Operations

Instructors

Photo of Jorie Munroe

Jorie Munroe

Hailing from the wintry north of Vermont, Jorie is a data nerd in perpetual search of cheeky banter and caffeine. When not exploring with their husband and aussiedoodle, they're typically trying to keep their houseplants alive (and probably failing) and listening to a podcast about ghosts and ghouls. Sour candy connoisseur and wannabe mead-maker.

Curriculum

  • Thumbnail for Formatting Your Data in HubSpot

    Formatting Your Data in HubSpot

    • Lesson
    • 28 min

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    Lesson instructor: Jorie Munroe

    Data quality management is the process of ensuring your team has access to high-quality data — it entails pulling insights about the health of your data in order to improve upon that health. This leads to the application of accurate data and the creation of larger data sets. In this lesson, you'll learn how to use data quality automation to keep your database consistent, clean, and up-to-date.

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  • Thumbnail for Curating Reports With Datasets

    Curating Reports With Datasets

    • Lesson
    • 20 min

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    Lesson instructor: Jorie Munroe

    As your business grows, so does your data. With more objects, more fields, more metrics, it gets harder and harder to build meaningful reports. Too often, they're forced to lean on ops teams and analysts to answer one-off reporting requests. The result: slow, inconsistent, and often ad-libbed reporting for business users, and a reactive ops team struggling to stay afloat. ​With datasets in Operations Hub Enterprise, ops teams can curate data into clean and consistent collections that can then be used by downstream users to create reports. In this lesson, you'll learn how to save time and gain more control over your data through the use of datasets to create reports faster, easier, and for more consistent insights.

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  • Thumbnail for Enriching Your Data With Programmable Automation

    Enriching Your Data With Programmable Automation

    • Lesson
    • 21 min

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    Lesson instructor: Jorie Munroe

    In standard HubSpot workflows, you have a predefined menu of out-of-the-box programmable actions: send an email, trigger an ad, etc. But your business isn't cookie cutter, so your automation shouldn't be either. With programmable automation in Operations Hub, your automation is as flexible as your imagination. Create custom automation actions for every business process to keep your team efficient and your customers happy.

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