HubSpot Operations Hub (based on technology from the former PieSync that was acquired by HubSpot November 2019) is a two-way contacts integration platform. The vendor emphasizes quick and easy setup automated customer and client data matching and updating between apps.
$15
per month per seat
LeanData
Score 10.0 out of 10
N/A
LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
N/A
Pricing
HubSpot Data Hub
LeanData
Editions & Modules
Starter
$15
per month per seat
Professional
$800
per month Includes 1 Core Seat (Additional Core Seats start at $50 /mo)
Enterprise
$2000
per month Includes 1 Core Seat (Additional Core Seats start at $75 /mo)
Great to use if you have a few marketing systems that need to "talk" to each other and keep each other updated. Perfect for small agencies, companies, or freelancers. I wouldn't recommend using PieSync if you have MANY marketing systems that need to be synched. You'd be better off simplifying the resources you use, then putting PieSync in place
LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.
PieSync runs continually so there is little to no disruption and people always have access to the latest contact information for our clients and prospects.
PieSync runs efficiently in the background so there is little maintenance or attention that it needs, which is great.
PieSync does a great job of letting you decide how you want items to sync across platforms so you can customize to how your organization uses a particular software.
Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.
I think implementing data tables is by far a superior way to achieve complex routing scenarios, but the feature could be more at the forefront (I was previously building very complex webs to achieve similar results before I was aware of how to use them)
I wish there were a way to have multiple entry nodes of the same type (ie New/Updated Campaign Member) with different filters for better router organization. I realize this could be implemented by adding additional filters to the existing node, but for viewing cleanliness as opposed to functionality itself, I wish this could change.
The interface is very simple and straightforward. No need to further understand. Everything works out of the box. Once set up and everything works. My setup took 5 minutes.
Every time that I've had a question, PieSync has been very responsive. It is a reliable company with a great team that is devoted to helping their customers. I've been their customer for 2 years and I've never looked back. Support is an important reason why PieSync is my go-to app for this job.
There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.
Improved analytics, well easier to read and show to team members, and using it to keep track of sales and the status of those sales. The simple grid tracks were easy to use and see where each client was in the sale pipeline.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
PieSync has saved me a lot of time. It is straightforward to learn and use and therefore the initial set up time is not great, but once set up you can more or less forget that it is there working away in the background.
My business is small and was already pretty streamlined with a CRM system etc. PieSync is likely to have a much greater ROI for a business that is less streamlined or is more complex to start with.
Using the Outreach integration in LeanData that allows us to auto-sequence an inbound prospect that hasn't booked a meeting has brought our average time to touch from 10+ days to >1 day.
I can't speak to specific numbers, but using LeanData to route our different onboarding related objects has significantly reduced our onboarding time for new customers.
Adding LeanData Bookit has also reduced our spend by consolidating tools. When we acquired a company last year, we were able to use LeanData on their website and get rid of their routing/meeting tools without having to pay for another instance.
