Programmable Automation Use Cases
The definitive library for programmable automation use cases in HubSpot's Operations Hub
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Deduplicate Contact
Format International Phone Numbers
Archive or Delete Contacts
Create Deals Based on Contract Length
Associate a Contact's Deals to Their Company
Complete All Tasks of a Closed Deal
Associate a Contact to a Company
Turn a Full Name into a First and Last Name
Add a Date Suffix
Format U.S. Phone Numbers
Look Up Data in an External Database
Validate Email Address Through a Validation Service
Enrich your Company Data with a Business Intelligence Service
Enrolling a Custom Object’s Associations in Another Workflow
Weighted Lead Rotation
Dynamically Update a Salesforce Campaign
Count High-Value Line Items on a Deal
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Look Up Data in an External Database
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Storing all of the user interactions on your platform in an external database? This custom code action can be used to integrate your CRM with your database. Its code will check whether a HubSpot contact exists in that database. The outcome of the code action can then be used to run all kinds of automations. For instance, when a contact converts on a form, you can have HubSpot check whether a contact uses your platform, and if they don’t, you can have it create a trial account for them. If they do, you can have it sync back their user information straight to their HubSpot contact record. Created by: Jack Coldrick, HubSpot
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