HubSpot’s latest updates make powerful data management tools available to more teams. At INBOUND, HubSpot announced improvements to its dataset functionality—now accessible for Operations Hub Professional users. Previously reserved for Enterprise customers, these features help mid-sized teams manage, transform, and automate their CRM data more efficiently. From merging CSV files to using inner joins and enrolling dataset records in workflows, these improvements empower teams to build more advanced HubSpot data management strategies without custom code. It’s a major win for teams scaling operations and reporting with HubSpot.
HubSpot Datasets: Expanded and Enhanced
Previously exclusive to Enterprise-tier customers in the Operations Hub, datasets are now available to Professional-tier customers within the same hub. This shift in accessibility marks a major improvement for scaling teams, enabling them to manage, transform, and curate data with ease—without needing to upgrade to the Enterprise tier.
For those familiar with HubSpot’s pricing tiers, this update represents a big win for mid-sized businesses using Operations Hub Professional. It grants access to tools that were previously reserved for larger organizations, streamlining data management and empowering teams to make data-driven decisions faster.
What Are Datasets?
Datasets are a powerful feature within HubSpot that allow teams to manage and transform CRM data. They help curate and organize subsets of information for easier analysis and reporting, ensuring that you can pull specific insights without sifting through large amounts of raw data.
This functionality also enhances your broader CRM implementation process, allowing data-driven systems to be built from the ground up.
Here are some key benefits of using datasets:
- Data Transformation: Datasets enable you to manipulate and clean CRM data, allowing teams to create more meaningful reports and insights.
- Customizable Data Views: Teams can build specific data views tailored to their needs, making it easier to track performance, customer interactions, and more.
- Automation Integration: With datasets, users can feed clean, curated data into workflows, automating actions based on predefined data points.
HubSpot's Dataset Improvements: What’s New?
HubSpot has rolled out several new capabilities for datasets, making it easier than ever to integrate external data, perform complex queries, and automate repetitive tasks. These improvements are designed to streamline reporting and boost operational efficiency for both Professional- and Enterprise-tier customers in Operations Hub.
Here’s a breakdown of the most exciting updates:
Joining CSV Data with HubSpot CRM Data
Users can now combine external data sources, such as CSV files, directly with HubSpot CRM data. This makes it easier to merge third-party data with your existing CRM information, opening up new possibilities for more comprehensive reporting.
Inner Joins Between Data Sources
Inner joins allow users to perform more advanced data queries, combining multiple datasets to get a fuller picture of trends and relationships within your CRM. This feature is especially useful for businesses managing data from different sources and wanting to uncover deeper insights.
Enrolling Dataset Objects into Workflows
For automation-focused teams, the ability to enroll objects from a dataset into workflows is a game-changer. It allows for more sophisticated automation sequences, enabling you to trigger actions based on specific data points within a dataset.
Why Datasets Matter: Real-World Use Cases
The availability of datasets in Operations Hub Professional is a game-changer for mid-sized businesses that rely on data-driven decision-making. Let’s look at a few scenarios where datasets can transform operations:
Curating Data for Customer Support
Imagine a support team that needs quick access to customer issues based on product type, location, and account size. With customizable datasets, the team can filter and curate the exact data they need, responding faster and more effectively to inquiries. This leads to better response times and improved customer satisfaction.
Streamlining Reporting for Leadership
Leadership teams often need detailed reports to track performance across regions and channels. Pre-built datasets allow these teams to access the most relevant data without manually exporting and manipulating large datasets, resulting in faster insights and more informed decision-making.
Targeting Marketing Campaigns
When running a new product launch, marketing teams can use datasets to segment customers based on their engagement with previous campaigns. By combining historical campaign data with CRM insights, they can identify and target the most engaged customers, increasing the likelihood of a successful campaign.
Ready to Get Started?
With these latest improvements, HubSpot is empowering Operations Hub Professional users to take their data management and reporting to the next level. Whether you’re curating data for customer support, streamlining reporting for leadership, or aligning with your Marketing Hub implementation, datasets offer the flexibility and power you need.
If you haven’t explored how datasets can transform your HubSpot reporting, now is the perfect time! Let's chat.
