HubSpot Data Hub Workflows and Custom Code Actions
Repetitive portal tasks run on their own, and every workflow has a name, a purpose and an owner.
- phaseImplementation
- engagementProject
- productData Hub
The problem this solves
People assign records, fix fields and change statuses by hand, even though the steps are the same every time. The workflow list has grown into dozens of versions labeled “copy” that overlap, so fixing one breaks two others.
How I work
The first step is a review of your existing workflows: which ones work, which duplicate each other and which haven’t done anything in a long time. I clean up and merge first and add new ones after, because automation added to a mess only makes it bigger.
Anything HubSpot handles out of the box gets a standard workflow. I write custom code actions in JavaScript or Python where standard actions fall short, for example to calculate across associated records or to pull data from another system mid-workflow. Every workflow gets a name that follows one convention, a place in its process folder and a description of its purpose. Code actions have error handling and send a notification when something fails.
What you get
- A workflow review listing duplicates, conflicts and dead automations
- Cleaned-up and merged workflows
- Custom code actions for logic standard actions can’t handle
- A notification when a code action fails
- A naming convention and folders by process
- A workflow list with each one’s purpose and owner
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Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.