Скачать или смотреть Creating Custom Actions in HubSpot Workflows | HubSpot Operations Hub Tutorial

In this video, we explore how to build and use custom-coded actions inside HubSpot’s Operations Hub workflows.

If you’ve ever wanted to automate more advanced processes, from API integrations to property formatting and data validation, this feature gives you total flexibility without relying on external middleware.

We’ll walk through real-world examples, like how to validate email addresses through third-party APIs such as Clearbit, perform calculations, and manage custom CRM properties directly inside HubSpot.

📘 What You’ll Learn

1. How custom-coded actions enhance HubSpot automation
2.
When to use coded actions vs standard workflow actions
3. How to connect external APIs (like Clearbit) for real-time data validation
4. How to manipulate CRM properties and calculations within workflows
5. Best practices for maintaining clean, efficient automation setups

⏱️ Timestamps

00:00 – Introduction
00:05 – What are custom coded actions in HubSpot
00:20 – Why businesses use them for advanced automation
00:32 – Working with CRM objects and property formatting
00:51 – Example: validating email addresses using Clearbit API
01:14 – Receiving feedback from third-party integrations
01:25 – Updating CRM properties automatically
01:32 – Using HubSpot for API integrations
01:50 – From external middleware to native integrations
02:06 – Combining coded actions with serverless functions and UI extensions
02:19 – Practical use cases and examples
02:29 – Final thoughts

💡 Why it matters:
Custom coded actions give you the control to build advanced logic right inside your workflows — helping your team automate smarter and move faster.

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