Description:

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 middle-ware.

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.