Solving HubSpot automation problems
Practical guides to the things HubSpot workflows cannot do on their own, written around automations teams actually ship.
How to deduplicate HubSpot records without Data Hub
HubSpot merges duplicates by email and little else. Here is how to match on phone numbers, domains and multi-property rules, and preview every merge before it happens.
Connecting HubSpot to any API from inside a workflow
Most integrations fail for mundane reasons: broken JSON, missing authentication, or a response nobody captured. Here is how to call an external system from a workflow and bring the answer back.
Clean CRM data at the point of entry, not in a spreadsheet
Exports and reimports are a treatment, not a cure. Normalizing values as records are created keeps the problem from coming back next quarter.
Automating renewals: cloning deals, shifting dates, updating line items
Renewal admin is repetitive and easy to forget. Three actions turn a closed deal into next year pipeline without anyone opening a record.
Associating HubSpot records automatically, including custom objects
Records sit unconnected because the only thing linking them is a value in a property. Matching on that value turns it into a real association.
When a HubSpot workflow needs real code, and when it does not
Most automation problems are configuration problems. A few genuinely need logic. Knowing which is which saves a lot of unnecessary JavaScript.
Try any of these in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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