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Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $45 per month
- Tech Details
Whether for a RevOps team or for running Ops for a single department, Operations Hub provides a a unified toolset that connects apps, cleans and curates customer data, and automates business processes under one central CRM platform. This is to drive an efficient, aligned, and adaptable business that delivers a friction-free customer experience.
HubSpot Operations Hub, an evolution of the former PieSync acquired by HubSpot in November 2019, works in the background and syncs a company's contacts two-way and in real time between cloud apps, so that each app has access to the most up to date customer information.
The vendor promises:
1. 3 Minute Setup: Users can take a free trial (no credit card required) by selecting the apps they want to connect, setting up the connection, then hitting “Start syncing”.
2. Ability to customize: Users can change the sync direction, create filters to manage subsets of contacts, sync deletions or unsubscribes, and select one of the apps to be the central database. Syncs can also be paused at any time.
3. Reporting: This is a "Set it and forget it" tool. The tool offers a dashboard to show how many contacts HubSpot Operations Hub has added or updated.
- Supported: Sync contacts across cloud apps
- Supported: Real time and two-way snyc
- Supported: Share contacts with your team
- Supported: No more import/export
- Supported: Have all your contacts on your smartphone
- Supported: No data entry errors
- HubSpot Marketing Hub
- HubSpot CRM
- Capsule CRM
- Citrix Podio
- Campaign Monitor
- Zendesk Support Suite
- QuickBooks Online
- Zoho CRM
- Batchbook, a discontinued product
- Pipeline CRM
- Help Scout
- Salesforce Essentials
- by Compass
- Zendesk Sell (formerly Base)
- Google Contacts
- Office 365 / Outlook.com
|Deployment Types||Software as a Service (SaaS), Cloud, or Web-Based|
- Contact syncing
- Real-time syncing
- Integrating sales and marketing
- Contact backup
- Segmentation (via rules-based syncing)
- Syncing deal fields with CRMs
- Syncing leads from chat tools like Intercom
- Syncing based on other fields than email address (such as phone number)
- It has helped us to get to deep segmentation
- Data mining
- Integrating marketing automation with CRM
- Integrating chat with CRM
- Integrating point of sale with marketing automation
- Integrating point of sale with CRM
- Product Features
- Product Usability
- Field mapping
- Historical syncing
In the case of the iPhone, any record that I add to my Contacts is automatically added and tagged in my CRM and, the other way round, any record in my CRM that I tag for the purpose, is automatically added to my iPhone Contacts. That means that I have them even if I don't have a data signal at the time, so I can still call or text them if I have a phone signal.
In the case of MailChimp, any Contact that subscribes is added to my CRM; any Contact that unsubscribes is tagged in my CRM; and any Contact that is tagged by me in my CRM is automatically added to my MailChimp newsletter list.
In this way, my CRM keeps a handle on everything going on in my business to do with Contacts whether it was initiated on my iPhone or in MailChimp. That keeps me compliant with the main thrust of the General Data Protection Regulation.
- It can perform 2-way synchronisation between databases so that changes in one are reflected in the other and vice versa. This differs from systems that rely on triggers which are 1-way actions and therefore are likely to get out of sync over time.
- It can place tags into databases as it updates them so that an audit trail is created and tracking is enabled.
- If businesses use data silos (Google Contacts for example) it is possible to pull them all together into a single database with no duplications.
- The only area for improvement that I can think of is adding more systems to the list of supported applications. This is a one time exercise per application and new applications are being added all the time - but if you have an unsupported application it is annoying!
- PieSync has saved me a lot of time. It is straightforward to learn and use and therefore the initial set up time is not great, but once set up you can more or less forget that it is there working away in the background.
- My business is small and was already pretty streamlined with a CRM system etc. PieSync is likely to have a much greater ROI for a business that is less streamlined or is more complex to start with.
- Product Features
- Connecting to each system was almost unbelievably easy
- The ability to select 1-way or 2-way sync
- The ability to add tags or make selections based on tags contained within the data
- Nothing is cumbersome provided that the system is supported