HubSpot Data Hub implementation

HubSpot Data Hub: data your team can trust

Data Hub, formerly Operations Hub, is the part of HubSpot that syncs, cleans and automates your CRM data. We implement it with consultants and developers in the same team: from deduplication and formatting rules to custom code actions, webhooks and datasets for reporting.

HubSpot Diamond Solutions Partner
4.9 Verified reviews on HubSpot
9 official HubSpot
certifications
+200 clients in Spain,
Italy and Dubai
19 people on the team
15 in Barcelona · 4 in Dubai

Why Data Hub

A CRM is only as good as its data

Duplicate contacts, phone numbers in five different formats, countries typed by hand, deals with no idea what happened in the ERP. When data breaks down, so do segmentation, lead routing and leadership reporting.

Data Hub brings the tools to prevent that into HubSpot: sync with other applications, a data quality overview with duplicate management, formatting actions in workflows and programmable automation with code, webhooks and scheduled workflows. Higher editions add datasets, Data Studio and data warehouse connectors.

We configure it around your processes: first we agree which data matters and who owns each field, then we automate. When you need custom logic, our developers write it, documented and with logs so you can see what happened on every run.

When we finish you will have

  • A database free of duplicates, with consistent formats
  • HubSpot in sync with the tools you already use
  • Rules that fix data as it comes in, not months later
  • Code-based automation where standard workflows fall short
  • Data ready for reliable reporting and for HubSpot’s AI

Deliverables

What we configure in Data Hub

Some features depend on the edition (Starter, Professional or Enterprise). We tell you which one you need during the audit.

Data sync

  • Connections to HubSpot Marketplace apps
  • Two-way or one-way sync
  • Field mapping and conflict rules
  • Filters to sync only what you need

Data quality

  • Data quality overview and alerts
  • Duplicate review and merging
  • Detection of formatting issues
  • Clean-up of empty or unused properties

Formatting automation

  • Format data actions in workflows
  • Normalised names, phone numbers and dates
  • Standard values for country, industry or source
  • Calculated and derived properties

Programmable automation

  • Custom code actions in JavaScript or Python
  • Calls to external APIs using secrets
  • Webhooks as actions and as triggers
  • Workflows scheduled by date or frequency

Datasets and Data Studio

  • Datasets for reporting and segmentation
  • Reusable calculated fields
  • CRM data combined with sheets and other sources
  • Data Studio depending on edition and availability

Data warehouse and governance

  • Snowflake, BigQuery or AWS S3 connection on Enterprise
  • Stage history for external analysis
  • Testing in a test portal or environment
  • Documentation of properties and owners

Why Vexco

Data Hub with developers on the team

01

Consultants and developers together

The same team designs the process and writes the code. No second supplier is needed when a data rule calls for custom logic or a call to another API.

02

Code you can maintain

Every code action is documented, with secrets kept out of the code and clear logs. If your process changes tomorrow, it can be adjusted without starting over.

03

Syncs without surprises

We build in idempotency, deduplication, retries and a dry-run mode before touching live data. We have applied this to integrations with ERPs, payment gateways and portals.

04

Only the edition you need

Many data improvements can be handled with Starter or even with core CRM features. We only recommend Professional or Enterprise when your case calls for it.

Method

How we implement Data Hub in four phases

Data Hub is usually part of a wider implementation or integration project. Timing depends on data volume and how many sources need connecting.

Audit

Data diagnosis

We analyse duplicates, formats, unused properties and where each piece of data comes from, then prioritise what to clean, sync and automate.

Data quality reportSource map

Architecture

Rules and data model

We define the source of truth for each field, the deduplication and formatting rules and which logic needs code. You sign it off before we build.

Field-level rulesTechnical design

Build

Configuration and development

We set up the sync, formatting workflows and code actions, testing first in dry-run mode or with test records.

Controlled testingWeekly demos

Adoption

Go-live and monitoring

We switch the automation on, review the first results and train whoever runs the portal to keep an eye on data quality.

Admin trainingTechnical documentation

Problems we solve

What clients tell us before implementing Data Hub

We have duplicate contacts and companies everywhere.

We define duplicate criteria, merge under control and set rules so duplicates do not come back with imports or syncs.

Everyone enters data their own way.

We normalise existing values and add formatting actions to workflows so data is corrected as it comes in.

What happens in the ERP never reaches HubSpot.

If a sync app exists, we configure it; if not, we build the integration with the API and webhooks.

Someone works out in Excel what the CRM should be doing.

We move that logic into HubSpot with calculated properties, scheduled workflows or custom code actions.

Standard workflows are not enough.

Programmable automation lets us add custom logic: sequential numbering, workload-based assignment or calls to other systems.

Our reports do not match other sources.

We align definitions, prepare datasets and, if needed, send the data to your data warehouse.

Case studies published by HubSpot

Don’t take our word for it. Take HubSpot’s.

HubSpot has published these implementations as official customer stories, with Vexco as the partner. The figures are the ones HubSpot reports.

Lexidy

Legaltech · Barcelona

+75%higher conversion rate

Automatic lead assignment by nationality and budget, process automation, and tickets that track each lawyer’s workload. Today they operate in 6 countries.

  • Sales Hub
  • Marketing Hub
  • Service Hub
  • Data Hub

Winahost

Holiday rental management

−38%fewer manual touchpoints

From spreadsheets to automated sales and customer service: time to close down 12% and the portfolio managed by Customer Success up 46%.

  • Sales Hub
  • Service Hub

FAQs

What clients ask us before we start

What is HubSpot Data Hub and how does it relate to Operations Hub?

Data Hub is the new name for Operations Hub. It keeps the data sync, data quality and programmable automation features, and adds tools for working with data from other sources, such as datasets and Data Studio, depending on the edition.

Which Data Hub edition do I need?

It depends on what you need to solve. Starter covers data sync and basic data quality tools; Professional adds, among other things, custom code actions and webhooks in workflows; Enterprise brings data warehouse connections. We recommend one after the audit.

Do I need Data Hub to integrate my ERP with HubSpot?

Not always. If your ERP has a sync app in the Marketplace, that may be enough; if not, we build the integration with the HubSpot API. Data Hub Professional helps when part of that logic is best run inside workflows.

How long does a Data Hub implementation take?

It depends on data volume and the number of sources. As part of a Sales Hub or Marketing Hub implementation it usually fits within the typical 4 to 8 weeks; with a migration or several integrations it can take 10 to 14 weeks.

How much does a Data Hub implementation cost?

It depends on scope: how much data needs cleaning, how many syncs and how much custom logic. After the free audit we send you a fixed proposal broken into phases. Bear in mind that some HubSpot features use HubSpot Credits.

Who maintains the code behind the custom actions?

We hand it over documented and walk your team through it. You can maintain it in-house or use our monthly support for changes and new automation.

How do you protect data during the clean-up?

We export a backup before any bulk change, test with test records or in dry-run mode and store credentials as secrets, never in the code. We work in line with the GDPR.

Free audit

Is your sales process working for you?

In 30 minutes we review how you capture, follow up and close opportunities, in HubSpot, another CRM or Excel, and tell you honestly what we would change first. No commitment, no sales pitch.

We reply within 24 business hours.

Free audit