HubSpot Workflow Action Templates
Production-grade custom code recipes for revenue operations, data normalization, and CRM enrichment. Run instantly in TypeScript or Python without HubSpot Data Hub limits.
Associate Company to Marketing Event on Attendance
When a contact attends a marketing event (webinar, conference), look up their associated company and link the company to the marketing event for account-level event reporting.
Associate Deals to Marketing Event on Post-Attendance Creation
Automatically link deals created within 3 months of contact marketing event attendance to the attended event for multi-touch revenue attribution.
Lead Routing
Route incoming leads to the right HubSpot owner based on territory or round-robin.
Contact Deduplication
Find and merge duplicate contacts by email address.
Deal Health Score Calculator
Calculate health scores (0-100) for open deals based on close date recency, stage velocity, and owner assignment, then sync back to HubSpot.
Sync Lifecycle Stage to Customer on Deal Won
When a deal is marked Closed Won, automatically update all associated contacts and the primary company to Customer lifecycle stage.
Commission Calculation
Calculate deal commissions based on custom properties and write back to HubSpot.
Renewal Reminder
Send renewal reminder emails 30 days before deal close date.
External Data Sync
Pull data from an external API and upsert into HubSpot custom properties.
Webhook Relay
Receive a webhook, transform the payload, and forward to another URL.
Scheduled HubSpot Workflow Trigger
Run on a schedule (calendar or recurring, skipping business days / holidays) and update a HubSpot property to trigger a portal-side workflow.
Format Phone Numbers to E.164
Clean and standardize phone and mobilephone numbers on HubSpot contacts into international E.164 format (+1XXXXXXXXXX).
Tiered Commission & Quota Split Calculator
Calculate multi-tier commission rates (e.g. 8% base up to $50k, 12% accelerator above $50k) when a deal is closed won, and save the payout to HubSpot.
Auto-Create & Associate Company from Contact Domain
Extract corporate domain from newly created contacts (excluding freemail), look up or create the matching Company in HubSpot, and link them.
Stale Lead SLA Monitor & Unassigned Alerting
Identify uncontacted leads older than SLA thresholds (e.g. 5 days in NEW/OPEN status), flag SLA breach on the contact, and alert managers.
Multi-Currency Deal FX Exchange Rate Converter
Convert foreign currency deal values (EUR, GBP, CAD, AUD, JPY) to base corporate currency (USD) and populate amount_in_home_currency.
Associate Company to Marketing Event (Python)
Associate an attendee contact's company to a marketing event for account-level event reporting in Python.
Associate Deals to Marketing Event (Python)
Automatically link deals created within 3 months of contact marketing event attendance to the attended event using Python.
Lead Routing (Python)
Route incoming leads to the right HubSpot owner based on territory or round-robin using Python.
Webhook Relay (Python)
Receive a webhook, transform the payload, and forward to another URL using Python.
Format Phone Numbers to E.164 (Python)
Clean and standardize phone and mobilephone numbers on HubSpot contacts into international E.164 format (+1XXXXXXXXXX) using Python.
Tiered Commission & Quota Split Calculator (Python)
Calculate multi-tier commission rates (e.g. 8% base, 12% accelerator) when a deal is won using Python.
Auto-Create & Associate Company from Domain (Python)
Extract corporate domain from newly created contacts, look up or create matching Company, and link them using Python.
Stale Lead SLA Monitor & Unassigned Alerting (Python)
Identify uncontacted leads older than SLA thresholds, flag SLA breach, and alert managers in Python.
Multi-Currency Deal FX Exchange Rate Converter (Python)
Convert foreign currency deal values to base currency (USD) and populate amount_in_home_currency in Python.