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Operations Hub

Operations Hub Resources

Clean data, powerful automation, and seamless integrations with HubSpot Operations Hub. RevOps strategies that actually work.

The Glue That Holds Your Tech Stack Together

Operations Hub is the most underrated Hub in the HubSpot ecosystem. Data sync, programmable automation, data quality tools, and the custom code actions that make complex integrations actually work.

If your data is messy, your reports are wrong, or your tools don't talk to each other, Operations Hub is the fix. These resources cover RevOps architecture, data cleanup strategies, and the automation patterns that scale.

We live in Operations Hub for our most complex client implementations. Check out our Operations Hub training to see how we approach it.

Operations Hub

146 Operations Hub Articles

Run Workflows On Demand for Multiple Records in Agent Hub

Run Workflows On Demand for Multiple Records in Agent Hub

HubSpot's Agent Hub now lets you manually trigger workflows for a segment or custom set of records at once. Here's what shipped, how to use it, and who benefits

Automation & WorkflowsHubSpot CRMRevOps

November 12, 2026

Properties Schemas API: Build and Manage HubSpot Properties Programmatically

Properties Schemas API: Build and Manage HubSpot Properties Programmatically

HubSpot's Properties Schemas API (2027-03-beta) lets developers create rollup properties, sync fields, set validation rules, and manage field-level permissions

HubSpot CRMOperations HubRevOps

November 10, 2026

Audit Log Redesign: Faster Event Lookup and Clearer Attribution

Audit Log Redesign: Faster Event Lookup and Clearer Attribution

HubSpot's redesigned Audit Log separates Security Activity and CRM Data Changes into two tabs with focused filters. Here's what changed, who it's for, and how t

HubSpot CRMRevOpsOperations Hub

November 10, 2026

More HubSpot Actions in the Agent CLI

More HubSpot Actions in the Agent CLI

HubSpot's Agent CLI now unlocks ~5,000 additional actions for AI agents. Learn what shipped, how to enable it safely, and which teams benefit most.

AI & TechnologyAutomation & WorkflowsHubSpot CRM

November 9, 2026

New Run Settings in Agent Hub Workflows: Exclusion Criteria and Merge Settings

New Run Settings in Agent Hub Workflows: Exclusion Criteria and Merge Settings

HubSpot added exclusion criteria and merge settings to Agent Hub's new workflows builder. Here's what shipped, who gets it, and how to use both settings right n

Automation & WorkflowsHubSpot CRMRevOps

November 9, 2026

Classic CRM Cards Are Being Sunset: What to Do Before October 31, 2026

Classic CRM Cards Are Being Sunset: What to Do Before October 31, 2026

HubSpot is sunsetting Classic CRM Cards on October 31, 2026. Learn what's changing, how to migrate to App Cards, and which portals and developers need to act no

HubSpot CRMOperations HubRevOps

November 9, 2026

HubSpot Custom Code Actions and Node.js 24: What to Do Now

HubSpot Custom Code Actions and Node.js 24: What to Do Now

HubSpot custom code actions need Node.js 24 before November 17, 2026. Chad's upgrade playbook, the deadlines, and a copy-paste AI prompt.

Video & PodcastingAutomation & WorkflowsOperations Hub

November 9, 2026

Stripe Services Agreement Update for HubSpot Payments

Stripe Services Agreement Update for HubSpot Payments

Stripe is updating its Services Agreement (Jan 6, 2027) and Privacy Policy (Nov 20, 2026). Here's what changes, what you must do, and how it affects HubSpot Pay

HubSpot CRMRevOpsOperations Hub

November 5, 2026

Reject 100+ Suggested Duplicates in Bulk

Reject 100+ Suggested Duplicates in Bulk

HubSpot now lets Data Hub Pro and Enterprise users reject 100+ suggested duplicate pairs in bulk. Learn how it works and how to clean your CRM faster.

HubSpot CRMData & ReportingRevOps

November 4, 2026

Payment Links API: Tax Rate and Product ID Fixes

Payment Links API: Tax Rate and Product ID Fixes

HubSpot fixed two Payment Links API bugs: tax rates now apply correctly at checkout and product IDs persist on CLONE-mode line items. Here's what changed and wh

HubSpot CRMAutomation & WorkflowsRevOps

November 3, 2026

Inbound Payment Sync: HubSpot Now Pulls NetSuite Payments Into Your CRM

Inbound Payment Sync: HubSpot Now Pulls NetSuite Payments Into Your CRM

HubSpot now automatically syncs NetSuite customer payments into your CRM. See invoices, payment status, and payment history without leaving HubSpot.

HubSpot CRMRevOpsSales Enablement

October 28, 2026

Dynamics 365 Custom Lookup Sync: Two-Way Property Sync in HubSpot

Dynamics 365 Custom Lookup Sync: Two-Way Property Sync in HubSpot

HubSpot now syncs custom Lookup properties like SDR Owner and CSM Owner two-ways with Dynamics 365. Here's what shipped, how to set it up, and who needs it most

HubSpot CRMRevOpsOperations Hub

October 26, 2026

Smart Transfer: Move Custom Objects From Salesforce, Zoho, and Dynamics Into HubSpot

Smart Transfer: Move Custom Objects From Salesforce, Zoho, and Dynamics Into HubSpot

HubSpot Smart Transfer now migrates custom objects from Salesforce, Zoho CRM, and Dynamics 365, preserving schema, properties, and associations automatically.

HubSpot CRMRevOpsOperations Hub

October 26, 2026

Data Quality Read Public API: Deduplicate HubSpot at Scale

Data Quality Read Public API: Deduplicate HubSpot at Scale

HubSpot's Data Quality Read Public API lets developers query duplicate records programmatically. Here's what shipped, how it works, and who needs it most.

HubSpot CRMOperations HubData & Reporting

October 26, 2026

Developer Secrets API: Let Agents Manage App Credentials in HubSpot

Developer Secrets API: Let Agents Manage App Credentials in HubSpot

HubSpot's Developer Secrets API (beta) lets agents create, rotate, and delete app credentials automatically. Here's what shipped, how it works, and who needs it

AI & TechnologyAutomation & WorkflowsOperations Hub

October 26, 2026

Microsoft Teams Across HubSpot Portals in Different Data Centers

Microsoft Teams Across HubSpot Portals in Different Data Centers

HubSpot now lets you connect one Microsoft Teams account to multiple portals across NA1, NA2, and EU1. Learn what shipped, how to set it up, and who needs it mo

HubSpot CRMAutomation & WorkflowsRevOps

October 21, 2026

Granular OAuth Scopes and Self-Service Migration Tool

Granular OAuth Scopes and Self-Service Migration Tool

HubSpot's granular OAuth scopes replace broad permissions for files, timeline, tickets, and HubDB. Here's what changed, the migration deadline, and exactly how

HubSpot CRMOperations HubRevOps

October 15, 2026

Breeze Connectors: Fathom, Slack, Canva, Gong, Xero, and Box

Breeze Connectors: Fathom, Slack, Canva, Gong, Xero, and Box

HubSpot Breeze Connectors let you prompt Slack, Gong, Fathom, Canva, Xero, and Box from inside HubSpot using plain language. Here's what shipped and how to use

AI & TechnologyAutomation & WorkflowsHubSpot CRM

October 14, 2026

Granular Tool Permissions for Breeze Agents and Connectors

Granular Tool Permissions for Breeze Agents and Connectors

HubSpot now lets you set tool-by-tool permissions for Breeze Assistant and Agent Connectors. Learn what shipped, how to configure it, and who needs it most.

AI & TechnologyAutomation & WorkflowsHubSpot CRM

October 9, 2026

Build and Manage HubSpot Connectors from the Developer Platform

Build and Manage HubSpot Connectors from the Developer Platform

HubSpot's new self-service connector UI lets developers build, configure, and manage connectors with OAuth 2.1 on their own timeline. Here's what shipped and wh

HubSpot CRMRevOpsAutomation & Workflows

October 9, 2026

Objectless Custom Events: Trigger HubSpot Automation From Anywhere

Objectless Custom Events: Trigger HubSpot Automation From Anywhere

HubSpot now lets you create custom events without linking to a CRM object. Learn what shipped, why it matters for automation, and how to set it up today.

Automation & WorkflowsRevOpsHubSpot CRM

October 9, 2026

Google Workspace Now Connects to Breeze Assistant

Google Workspace Now Connects to Breeze Assistant

HubSpot now connects Google Drive, Calendar, Chat, and Gmail to Breeze Assistant. Learn what shipped, how to set it up, and who benefits most.

AI & TechnologyAutomation & WorkflowsHubSpot CRM

October 9, 2026

Undo and Redo Enrichment Data Changes in HubSpot

Undo and Redo Enrichment Data Changes in HubSpot

HubSpot now lets you undo enrichment data changes from the activity log. Reverse bad enrichment runs across thousands of records in minutes, not hours.

HubSpot CRMRevOpsData & Reporting

October 8, 2026

HubSpot Payments Checkout Settings API: Configure Programmatically

HubSpot Payments Checkout Settings API: Configure Programmatically

HubSpot's new Payments Checkout Settings API lets you configure checkout, payment methods, fees, and billing addresses programmatically. Here's what shipped and

RevOpsAutomation & WorkflowsOperations Hub

October 7, 2026