Skip to content
  • There are no suggestions because the search field is empty.

Top 10 Features in HubSpot Operations Hub Professional & Enterprise

Download PDF here

This document outlines the top features available exclusively in HubSpot's Operations Hub Professional and Enterprise tiers. Each feature includes a description, availability, whether it requires credits, a documentation link, and three real-world use cases.

Data Quality Automation
Automate fixing messy data—like proper capitalization or consistent phone number formats—directly inside workflows.
Availability: Professional, Enterprise (Operations Hub only)
Requires Credits: No
HubSpot Documentation Link:
https://knowledge.hubspot.com/workflows/use-data-quality-actions-in-workflows
Use Cases:

  • Ensure first/last names are always capitalized.

  • Normalize date formats for cleaner reporting.

  • Auto-correct inconsistent phone number formatting.

Scheduled Workflow Triggers
Schedule workflows to run at specific times or intervals (e.g., daily, weekly)—not just based on record events.
Availability: Professional, Enterprise (Operations Hub only)
HubSpot Documentation Link: https://knowledge.hubspot.com/workflows/schedule-workflows
Use Cases:

  • Send weekly reports on open deals.

  • Run monthly cleanup of stale contacts.

  • Trigger quarterly lead requalification tasks.

Data Quality Command Center
A central dashboard that highlights CRM data health—duplicates, property issues, formatting errors, etc.
Availability: Professional, Enterprise (Operations Hub only)
HubSpot Documentation Link:
https://knowledge.hubspot.com/account/manage-your-data-quality-with-the-data-quality-command-center
Use Cases:

  • Find and resolve duplicate contact or company records.

  • Track missing or incomplete CRM fields.

  • Identify inconsistent formatting across the database.

Bulk Duplicate Management (with Automation)
Identify and automatically resolve duplicate records at scale using smart logic and bulk merge tools.
Availability: Professional, Enterprise (Operations Hub only)
HubSpot Documentation Link: https://knowledge.hubspot.com/contacts/manage-duplicate-records
Use Cases:

  • Clean up thousands of duplicate contacts before campaigns.

  • Merge duplicate companies based on domain or name match.

  • Resolve post-import duplication in one workflow sweep.

AI-Powered Data Formatting Suggestions
HubSpot’s AI flags and recommends formatting fixes across your CRM data (e.g., industry names, titles).
Availability: Professional, Enterprise (Operations Hub only)
HubSpot Documentation Link:
https://knowledge.hubspot.com/account/use-ai-powered-data-formatting-recommendations
Use Cases:

  • Normalize job titles like “CEO” and “Chief Exec Officer”.

  • Standardize industries for cleaner segmentation.

  • Catch and fix inconsistencies in company names.

Datasets
Build curated, structured datasets that users can plug directly into reports—no need to know the CRM schema.
Availability: Enterprise only (Operations Hub)
HubSpot Documentation Link: https://knowledge.hubspot.com/reports/create-and-use-datasets
Use Cases:

  • Build a trusted dataset for sales reporting across teams.

  • Enable marketing to self-serve campaign performance metrics.

  • Create datasets for consistent revenue dashboards.

Advanced Data Calculations in Datasets
Use formulas, logic, and calculated fields inside datasets—without spreadsheets or exports.
Availability: Enterprise only (Operations Hub)
HubSpot Documentation Link:
https://knowledge.hubspot.com/reports/create-and-use-datasets#add-calculated-fields
Use Cases:

  • Calculate customer lifetime value (CLTV) from deal data.

  • Measure sales velocity with pipeline stage duration.

  • Create advanced KPIs by combining deal and contact data.

Webhooks in Workflows
Send data from HubSpot to other tools in real-time using webhooks, enabling real-time sync with external platforms.
Availability: Professional, Enterprise (Operations Hub only)
HubSpot Documentation Link: https://knowledge.hubspot.com/workflows/use-webhooks-in-workflows
Use Cases:

  • Trigger order fulfillment in a third-party system when a deal closes.

  • Update external CRM with new lead info instantly.

  • Sync contact data to a customer portal automatically.

Programmable Automation
Write custom JavaScript or Python in workflows to automate advanced logic. Great for tailoring automations around your business rules.
Availability: Professional, Enterprise (Operations Hub only)
Requires Credits: No
HubSpot Documentation Link:
https://knowledge.hubspot.com/workflows/use-custom-code-actions-in-workflows
Use Cases:

  • Fetch live lead data from Clearbit and enrich records.

  • Trigger renewal workflows for long-term clients.

  • Route leads dynamically based on multiple custom criteria.