HubSpot continues to evolve its offerings, focusing on providing powerful tools for data management and reporting. At this year's INBOUND, we learned about a few exciting updates. One of the standout announcements?
Improvements to HubSpot's dataset feature, along with its expanded availability to Professional-tier users within the Operations Hub.
Let's talk about HubSpot datasets and why this update is significant.
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.
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.
Here are some key benefits of using datasets:
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:
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 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.
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.
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:
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.
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.
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.
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 optimizing marketing campaigns, 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.