Programmable Automation

When you have a CRM filled with fake or wrongly inputted email addresses, it can harm your email marketing efforts and affect your email-sending score. With a custom code action, you can automatically validate any email address in your CRM by running it through an email validation service such as ZeroBounce. Any email address deemed invalid can then be added to an exclusion list, which will help lower your bounce rates.

Create a custom code action to integrate your CRM with your database to check whether a HubSpot contact exists in that database. The outcome of the code action can then be used to run various automations. For example, when a contact converts on a form, you can have HubSpot check whether the contact uses your platform, and if they don’t, create a trial account for them. If they do, sync their user information directly to their HubSpot contact record.

Having rich and accurate data can make the difference between a closed-won or closed-lost deal. Ensuring that your data is always fresh and accurate is now easier through HubSpot workflows. With a custom code action, you can query an enrichment tool like ClearBit using the Company API to pull in information related to the companies enrolled in the workflow and use that information to update your HubSpot CRM Company properties.

Having standardised phone numbers in your CRM is crucial for your customer-facing team members. Increased readability improves team efficiency and system operations. Data inconsistencies can create duplicates, break integrations, or hamper reporting. For example, with a custom code action, you can ensure that any 10-digit U.S. phone number is properly formatted as (XXX) XXX-XXXX, making phone numbers easily readable and dependable.

Programmable Automation and AI, specifically GPT, to address the common challenge of varied job titles with different meanings across companies. By using AI and industry-specific context, you can infer and classify job titles accurately based on your industry persona. This involves injecting contextual information from properties in HubSpot directly into the model. The model will infer, classify and provide a reason for the categorisation.

Automate SMS notifications to enhance customer engagement. For instance, set up a workflow to send SMS reminders via Twilio when a reservation check-in is about to start. Use custom code actions to trigger the SMS based on reservation data in HubSpot. Additionally, leverage HubSpot's data quality tools to format the SMS content dynamically, ensuring personalized and timely notifications with details like the customer's name and reservation time.

Automatically associate contacts with companies in HubSpot CRM, even when contacts use personal email addresses. With a custom code action, you can match contacts to companies based on the company name property in their contact record. If no matching company is found, the code creates a new company record using the contact’s company name. This automation reduces manual effort and improves data accuracy, ensuring all contacts are correctly associated with their companies.

Easily integrate HubSpot with your on-premise server using Operations Hub programmable automation. With a custom code action, you can communicate with your on-premise server for tasks like syncing data or triggering actions. The code snippet sends a request to your server's API endpoint, securely exchanging data. This setup allows seamless integration between HubSpot and your local systems, automating processes and ensuring data consistency across platforms.

Implement custom lead scoring logic that considers various properties and interactions. Use custom code to calculate a lead score based on specific criteria and update the contact's lead score property. Define the scoring logic in a Python or JavaScript function, then use HubSpot's API to update the lead score. This approach ensures your lead scoring is tailored to your business needs, providing more accurate and actionable insights for your sales and marketing teams.