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HubSpot Operations Hub Training
Enroll in HubSpot Operations Hub Training – Master Workflow Automation, Data Quality, App Integration & CRM Efficiency
Course Overview
Gain hands-on expertise in automating workflows, unifying CRM data, and scaling business operations using HubSpot Operations Hub.
The HubSpot Operations Hub Training by Iteanz is designed to empower aspiring operations managers, RevOps professionals, CRM administrators, business analysts, and marketing or sales operations specialists with end-to-end expertise in streamlining, automating, and scaling business operations using the HubSpot Operations Hub platform.
This training equips learners with practical, hands-on skills to unify data across systems, automate operational workflows, maintain data quality, and enable seamless alignment between marketing, sales, and service teams. Participants will learn how to implement workflow automation, data synchronization, programmable automation, custom code actions, data cleansing, deduplication, formatting, and operational governance within HubSpot. The program also covers operational reporting, process optimization, and best practices for building scalable RevOps frameworks.
Prerequisites
Technical Prerequisites
- Basic understanding of cloud-based applications and browser-based business tools
- Familiarity with CRM platforms, automation tools, or business systems
- Basic knowledge of data concepts such as properties, records, objects, and relationships
- Understanding of workflows, triggers, and rule-based automation is helpful
- Prior exposure to HubSpot or similar CRM/automation platforms is beneficial but not mandatory
Domain Prerequisites (preferred but not mandatory)
- Understanding of business operations, RevOps, or process optimization concepts
- Familiarity with sales, marketing, or service workflows
- Awareness of data quality, data governance, and system integrations
- Basic understanding of reporting, performance metrics, and operational efficiency
Recommended Skills
- Analytical and problem-solving skills for process and data optimization
- Ability to design scalable automation and operational workflows
- Attention to detail while managing CRM data, sync rules, and automation logic
- Willingness to learn HubSpot Operations Hub features, automation tools, and best practices
- Interest in RevOps, CRM administration, automation, and MarTech ecosystems
Learning Objectives
Synchronize Data: Connect 100+ third-party apps with HubSpot using two-way, real-time Data Sync.
Automate Data Cleansing: Use automated formatting rules to fix names, dates, and phone numbers.
Write Custom Code: Build custom workflow actions using JavaScript for complex business logic.
Orchestrate Data: Create advanced "Data Sets" for easier reporting and business intelligence.
Manage Data Quality: Monitor and maintain CRM health using the Data Quality Command Center.
Who Can Attend
Operations Managers & RevOps Professionals: Looking to streamline internal processes.
HubSpot Administrators: Seeking to expand their technical capabilities.
Data Analysts: Needing cleaner, more accessible data for business reporting.
CRM Strategists: Aiming to integrate HubSpot with a wider tech stack (ERP, Finance, etc.).
Curriculum
Module 1: Introduction to HubSpot Operations Hub
- Understanding the role of Operations in the Inbound Flywheel.
- Overview of Operations Hub tiers: Free, Starter, Professional, and Enterprise.
- The "Dirty Data" problem: Identifying friction in current business processes.
Module 2: Data Sync (The Integration Engine)
- Introduction to HubSpot-built integrations (PieSync evolution).
- Setting up two-way, real-time synchronization between HubSpot and third-party apps.
- Configuring Field Mappings and Sync Filters.
Module 3: Automated Data Formatting
- Using the "Format Data" workflow action.
- Standardizing data: Capitalizing names, formatting phone numbers, and calculating dates.
- Best practices for preventing data decay at the point of entry.
Module 4: Programmable Automation (JavaScript in Workflows)
- Introduction to Custom Code Actions.
- Writing JavaScript to solve complex logic (e.g., advanced lead rotation, external API calls).
- Testing and debugging custom code within the HubSpot sandbox.
Module 5: Data Quality Command Center
- Monitoring data health at a glance.
- Identifying "No-Value" properties and unused integrations.
- Managing duplicate records and formatting issues proactively.
Module 6: Advanced Data Management & Sets
- Data Sets (Enterprise): Preparing data for downstream reporting.
- Creating custom formulas and calculated fields within Data Sets.
- Simplifying the report-building experience for non-technical users.
Module 7: Webhooks & External Systems
- Setting up outgoing Webhooks to trigger actions in external platforms.
- Securing webhooks and understanding authentication.
- Integrating with Slack, AWS, or custom internal databases.
Module 8: Revenue Operations (RevOps) Strategy
- Aligning Marketing, Sales, and Service data.
- Building a Service Level Agreement (SLA) using Operations Hub metrics.
- Scaling operations without increasing "tech debt."
Module 9: Reporting and Insights for Operations
- Building dashboards specifically for Ops performance.
- Tracking "Time to Value" and automation efficiency.
- Using Snowflake Data Sharing (Enterprise) for advanced BI.
Module 10: Capstone Project & Certification Prep
- Real-world case study: Building a complete data orchestration pipeline.
- Troubleshooting common integration errors.
- Final assessment and preparation for the HubSpot Academy certification.
Get Started with a Demo
Key Features of our Training.
Expert Trainers
Learn from experienced professionals and industry experts with real-world knowledge.
Hands-On Training
Gain practical experience through real-world scenarios, projects, and interactive exercises.
Customizable Corporate Training
Tailored solutions to meet the unique needs of organisations and teams.
Certifications & Assistance
Courses are aligned with international standards and we also help you to prepare for globally recognised certifications.
Global Recognition
Trusted by individuals and enterprises worldwide, with a track record of successful alumni and partnerships.
24 x 7 Expert Support
We have a 24x7 online support team to resolve all your technical queries, through a ticket-based tracking system, for a lifetime.
Testimonials
Success Stories in Their Own Words
“This course was a game-changer for our campaign execution. Moving beyond basics, it showed us how to seamlessly connect our tools for smarter marketing. The relatable teaching style and fantastic support made all the difference.”
Khushi Gupta
Digital Marketing Head
“Focus on advanced features like custom-coded actions and webhook configurations transformed our process automation strategy. The faculty's enterprise-level insights and team's support in sandbox environment setup were key to our immediate to-do plan.”
Inaya Khan
IT Project Lead
“Super insightful and wonderfully practical! The trainers simplified automation in a way that sparked immediate ideas for our content workflows. The Iteanz team's friendly and proactive follow-up made the entire experience seamless and highly effective.”
Pooja Bhardwaj
Content Operations Manager
“As an admin, the module on object-to-object synchronization and field mapping rules was invaluable. The instructor's knowledge of data integrity and error-handling within the ops hub was precise. Post-session technical support was prompt and solution-oriented.”
Nisha
Salesforce Administrator
FAQ's
Will I get placement assistance?
Iteanz is providing 100% placement assistance on our key courses. We help you with career counseling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.
Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.
Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25,000 to all Iteanz students which will help you to attend the interviews with more confidence.
Can I attend a demo session before enrollment?
Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form to schedule a free demo.
What if I miss a class?
You will never miss a lecture at myTectra. You can choose either of the two options:
Classroom Training:
- If you miss one or a few classes we can give a backup class based on the trainer and your convenient time.
- In case you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many course topics you have completed so far.
Live-Online Training:
- View the recorded session of the class available in your LMS.
- You can attend the missed session, in any other live batch.
What if I have more queries?
Just give us a CALL at +91-80-468-10331 OR email at info@iteanz.com
What are the payment options?
Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.
- Visa Debit/Credit Card
- American Express and Diners Club Card
- Master Card
- PayPal
- Net Banking/Wire Transfer
- UPI Payment such as Google Pay, PhonePe, Paytm
- Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?
For Individual:
Classroom Training - Bangalore
Live-Online Training - Globally
For Corporates:
Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!
Online Training - Globally
* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.
Who are the Trainers?
Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.
Career Services
Placement Assistance
Resume & LinkedIn Profile Building
Exclusive access to Iteanz Job portal
Access to Soft Skill Enhancement
Mock Interview Preparation
One-on-one career guidance
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