Say goodbye to unnecessary apps! 🛑 In this tutorial, I’ll show you how to create bulk properties in HubSpot using Workflow Custom Code Actions—no external tools required! 🛠️
Learn how to: ✅ Run serverless functions directly in HubSpot. ✅ Automate batch property creation with ease. ✅ Use standalone workflows for seamless execution. Perfect for streamlining your CRM processes! 💻✨
⏰ Timestamps: 00:00 – Intro & Use Case: Creating Batch Properties 00:12 – Step 1: Create a Custom Object (run_serverless) 00:57 – Step 2: Build a Workflow Based on the Custom Object 02:04 – Step 3: Add Script to Create Batch Properties 04:04 – Step 4: Define Parameters (e.g., Student Age, Passport Number) 09:52 – Step 5: Set Up API Endpoint & Object Type (Contact) 12:37 – Step 6: Test the Workflow & Validate Results 16:19 –
Step 7: Check Created Properties in CRM 🔑 Key Steps: 1️⃣ Create a Custom Object: Name it run_serverless and add a single property.
2️⃣ Build a Workflow: Base it on the run_serverless object and add a custom code action.
3️⃣ Write the Script: Use the provided template to create batch properties (e.g., Student Age, Passport Number).
4️⃣ Test & Validate: Run the workflow and check the CRM to ensure properties are created successfully.
💡 Pro Tips: Use the API key with the correct scope (e.g., Contact object). Keep your script clean and reusable for future workflows. Test thoroughly to avoid errors in property creation. 📂 Resources: https://developers.hubspot.com/docs/r… 👍 Like, Share, and Subscribe! If you found this tutorial helpful, don’t forget to: ✅ Like the video ✅ Subscribe for more AppSource hacks and tutorials ✅ Share with your team or friends Let’s make serverless functions work for you! 🚀 Happy coding! 💻✨
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