Programmable Automation
Hubspot constantly publishes code recipes for useful programmable automation you can use and implement on your portal. If you don't have a technical resource to implement any of these recipes or would like to add to these recipes ….
Don't sweat it. We are here to help.
Deal Renewal Management
Remove the "– New Deal" Auto-text From Newly Created Deals
Translate Contact Properties with DeepL
Sync Contacts One-Way to Another HubSpot Portals
Enterprise Level Territory Management through HubDB
Trigger Web Push Notifications Using Firebase
Format International Phone Numbers
Archive or Delete Contacts
Create Deals Based on Contract Length
Associate a Contact's Deals to Their Company
Complete All Tasks of a Closed Deal
Associate a Contact to a Company
Turn a Full Name into a First and Last Name
Add a Date Suffix
Format U.S. Phone Numbers
Look Up Data in an External Database
Validate Email Address Through a Validation Service
Enrich your Company Data with a Business Intelligence Service
Enrolling a Custom Object’s Associations in Another Workflow
Weighted Lead Rotation
Dynamically Update a Salesforce Campaign
Count High-Value Line Items on a Deal
Deduplicate Contact
Deal Renewal Management
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Scale and streamline your customer renewal processes by having HubSpot CRM automatically create a renewal deal when a previous deal is closed.
Remove the "– New Deal" Auto-text From Newly Created Deals
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If you're creating a lot of new deal objects in HubSpot, you probably understand the pain of always having to manually remove the "– New Deal" from the title.
Implementation of HubSpot programable workflow action to automatically remove the "– New Deal" Auto-text From Newly Created Deals
Translate Contact Properties with Deep
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If you need to report and analyze data populated in different languages. Through this programmable workflow, you can leverage the translation service DeepL and automatically translates the contact properties of your choice. The result? A unified database for anyone.
Sync Contacts One-Way to Another HubSpot Portals
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A programmable workflow that syncs newly created contact from one HubSpot portal to another in one direction. That way your source of truth stays intact, while your team's data is always up to date.
Enterprise Level Territory Management
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If you're looking to optimize and automate the lead assignment for a sales team that covers many territories, then this automated workflow might help. We will build a HubDB table and use it to store your territory management logic (e.g. postal code X is covered by owner Y). Then create a custom code action and paste the code snippet. For any newly created lead, it will take the postal code as input, and reference the HubDB table to assign it with the right owner.
Trigger Web Push Notifications Using Firebase
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This programmable workflow can be used to trigger a web push notification for a specific contact on a web browser. It does so by leveraging Firebase Cloud Messaging, which is a service offered by Google to let you relay server messages to registered devices and web apps.
Format International Phone Numbers
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Often when you collect/store phone numbers in your database, you will find that they may be inconsistent and not formatted in the correct manner. This code snippet can be used to automatically format phone numbers into an international format that includes the international dial code prefix with your workflow. By David Gutla
Archive or Delete Contacts
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Ever wanted to automatically delete (or archive) some contact records? With this programmable workflow you can delete any record that is enrolled. Whether those are unwanted records that were created by an integration or spam contacts that have bounced.
Create Deals Based on Contract Length
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When a deal is closed and won that often isn't the end of the story. For reporting purposes, you may need to have additional deals in another pipeline based on the original deal's contract length. That's what this code snippet does: you specify the contract length, and a series of deals are created in an additional pipeline when the deal is closed-won. By Jack Coldrick
Associate a Contact's Deals to Their Company
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When you manually associating a contact to a company, their deals don't automatically go with them. With this programmable workflow, you can make sure that all of your contact's deals are automatically associated with their company too.
Note: this code action will only associate the first 500 deals because it doesn't paginate the API response of all known deals associated with the contact.
Complete All Tasks of a Closed Deal
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When a deal is marked closed-won or lost, there likely are still some unresolved tasks that need to be completed manually. With this programmable workflow, you can automatically complete all tasks when a deal is closed.
Associate a Contact to a Company
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HubSpot CRM only automatically associates based on the domain. With this programmable workflow action, you can automatically have contacts associated with a company based on the company name property that is stored on their contact record. If no matching company object is found, the code will create a new company record using the name of the contact’s company.
Turn a Full Name into a First and Last Name
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If you’re asking for the full name in a single field on a form, or if you’ve imported contacts that only have a full name, you probably know the pain it can cause for your marketing team’s personalized email sends.
Instead of having to split these names manually, you can now use this programmable workflow to automatically populate HubSpot’s First Name and Last Name properties based on a record’s full name with great accuracy.
Add a Date Suffix
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This custom code action will increase the level of personalization in your automated emails. When you’re sending emails that include a date property so that “May 1” turns into “May 1st” and “November 5” becomes “November 5th”.
Format U.S. Phone Numbers
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Having standardized phone numbers in your CRM can be a real must for your customer-facing team members.
But not only will the increased readability improve the efficiency of your teams, but it’ll also improve the operations of your systems.
Data inconsistencies can create duplicates, break integrations or hamper reporting.
With this custom code action, you can make sure that any 10-digit U.S. phone number is properly formatted as (XXX) XXX-XXXX, making your phone number easily readable and dependable.
Look Up Data in an External Database
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This custom code action can be used to integrate your CRM with your database. Its code will check whether a HubSpot contact exists in that database. The outcome of the code action can then be used to run all kinds of automation.
For instance, when a contact converts on a form, you can have HubSpot check whether a contact uses your platform, and if they don’t, you can have it create a trial account for them.
If they do, you can have it sync back their user information straight to their HubSpot contact record.
Validate Email Address Through a Validation Service
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With this code action, you can automatically validate any email address in your CRM by running it through an email validation service such as Kickbox. Any email address deemed invalid can then be put into an exclusion list, which will help lower your bounce rates.
Enrich your Company Data with a Business Intelligence Service
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Ensuring that your company data is always up to date and trustworthy is now something you can do with ease through HubSpot workflows. With this custom-coded action, you can query the ClearBit Company API to pull in information relating to the companies enrolled in the workflow and use that information to update your HubSpot CRM Company properties.
Enrolling a Custom Object’s Associations in Another Workflow
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Whether it’s to store memberships, partners, contractors, or territories, HubSpot’s custom objects can be used in many ways.
Let’s say you use custom objects to store your company’s partners in your CRM, and those partners have many different contacts associated with them. With this custom code action, you can run a workflow on the associations of any custom object.
The code snippet will look at the custom object enrolled in the workflow, pull in any of its associations, and push those over to another workflow of yours.
For instance, a workflow for email marketing, or that will send out a notification to their owner, or that will update a property.
Weighted Lead Rotation
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As opposed to having an evenly distributed lead assignment among your sales team members, you can use this code action to assign your leads in a weighted fashion.
With this programmable workflow, you can decide what percentage of leads should go to each one of your sales reps, which is ideal when you have some high-performing reps to whom you want to assign more leads, or if you have new reps that are still ramping up.
Dynamically Update a Salesforce Campaign
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If your organization is using SFDC Campaigns to keep track of all contacts and leads that come in touch with all your different HubSpot marketing motions, then you probably know the pain of integrating multiple campaigns with HubSpot.
Instead of having to create a different workflow for every SFDC campaign, you can use this custom code action in a single workflow to dynamically update different Salesforce campaigns when leads and contacts visit your marketing offers.
Count High-Value Line Items on a Deal
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If you're working with deals that have many line items involved, it can be frustrating to not have a complete picture of the total value of those line items. Sure, you can create a custom report, but having a single deal property displaying the total sum of all high-value line items is a much easier solution. That's what this code action is able to do for you!
Deduplicate Contacts
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One common issue you'll find when trying to keep your data clean is multiple contact records that reference the same contact. Annoying, right?
With this programmable workflow, you can catch and merge duplicate contact records to create one singular record for every contact in your CRM.