As businesses grow, manual data management and repetitive tasks can slow down efficiency and increase the risk of errors. HubSpot Custom Coded Actions, available in the Operations Hub, provide a seamless way to automate complex processes, optimize workflows, and reduce dependency on third-party automation tools like Zapier.
By leveraging custom-coded workflow actions, you can perform advanced operations directly within HubSpot, enhancing its functionality to fit your unique business needs.
What Can Custom Coded Actions Do?
1. Data Manipulation & Transformation
Ensure your HubSpot records remain accurate and structured without manual intervention. For example, automatically split full names into separate first and last name fields within contact records, making data cleaner and more actionable.
2. Real-Time Currency Exchange Updates
If your business operates across multiple currencies, keeping exchange rates updated is critical. Custom Coded Actions can pull real-time exchange rates and apply them to closed-won deals, ensuring accurate financial reporting without manual adjustments.
3. VAT Number Validation for Compliance
Maintaining tax compliance can be tedious, but with a custom workflow, you can automatically validate VAT numbers via third-party APIs. This ensures that customer invoices reflect correct tax applications, reducing the risk of errors and compliance issues.
4. Dynamic Product Pricing Updates
For businesses selling in multiple currencies, Custom Coded Actions can automatically update product prices in the HubSpot product library based on current exchange rates. Since HubSpot doesn’t offer native product-based workflows, this automation eliminates the need for time-consuming manual updates.
5. API Integrations & External Data Sync
Enhance your HubSpot environment by pulling in valuable data from external sources. Whether it’s syncing customer data, retrieving industry benchmarks, or integrating third-party tools, custom actions allow for seamless real-time data synchronisation.
Why Choose Custom Coded Actions?
- Reduce manual work and streamline operations
- Enhance accuracy in CRM data, pricing, and reporting
- Automate complex processes that HubSpot doesn’t natively support
- Lower costs by reducing reliance on third-party automation tools
- Increase efficiency and free up time for higher-value tasks
By integrating HubSpot Custom Coded Actions, your business can unlock new levels of efficiency, automation, and control - without the need for additional software.
For even greater customisation, consider HubSpot UI Extensions. While Custom Coded Actions automate backend processes, UI Extensions enhance the user experience by allowing you to create custom interface elements directly within HubSpot. Explore how HubDo using UI Extensions can transform your HubSpot portal.
Ready to Supercharge Your HubSpot Automation?
Let HubDo help you implement custom-coded solutions tailored to your business needs. Get in touch today!
