How Programmable Automation in HubSpot Can Help Your Business

Programmable Automation is available in your HubSpot Workflows. It is one of the newest features in HubSpot Operations Hub. The core feature involves inserting code directly into the HubSpot workflows.

Before the Programmable Automation era, HubSpot users had pre-loaded workflow actions. Those were effective, but users couldn’t change those since they were static and not dynamic. So, the companies wanted a more advanced workflow in their business execution but couldn’t make the workflow actions work according to their requirements.

With programmable Automation, workflow actions are more dynamic and flexible. Three primary automated actions in HubSpot include:

• Custom Code
• Create a Webhook
• Custom-coded bot actions

When you are on the Workflow Creation Page and have the standard blank workflow, in the list of actions on the right side of the page, you see the option of Custom Code, Click on it, and you will see the following screen.

You see the field to insert and save your custom code in the workflow.

The first field you see is Secrets; that’s where you will manage your API Keys and allow you to make API calls anywhere. API keys ensure that your data sharing is encrypted and safely stored by HubSpot.

The second you see is the actual custom code area. It has some pre-built custom code that you can tweak.

The third section is the Output. You can define different outputs such as data type, strings, numbers, Boolean, enumeration, and phone number, among others. The output fields you set in the custom code area will be similar to those in the output field.

So, even your most advanced workflows can now have automated actions that were previously missing.

Here are Some Examples of Programmable Automation Workflows

Incorporating data from other sources into HubSpot records

When a lead fills out a form, query another database (such as Zillow or Clearbit) and add the data to the HubSpot record. If the data requires a follow-up, create a task.

Managing your deal renewals automatically

Automatically create a new deal in the future and deduct a discount from the price whenever a deal closes in the future.

Lead rotations using logic and external apps

Use a third-party database to look up lead zip codes, map those zip codes to regions, and assign leads to reps in those regions based on availability.

This opens opportunities for your workflows that you previously didn’t even imagine. AvantaHub can guide you well in knowing how to use Programmable Automation best in your workflows.