Mastering Hubspot Crm - Automation Custom Code, Apps & More!

Learn HubSpot CRM operations Hub, custom coding in marketing automations, build API-integrated public apps and more!

What you'll learn

Understand HubSpot marketing automation fundamentals and learn to enhance your CRM with custom apps and data-driven workflows.

Work with HubSpot’s API – Understand how to effectively leverage HubSpot’s powerful API.

Master advanced custom-coded workflows within HubSpot’s Operation Hub to automate and streamline complex business processes.

Remove dependency from paid third party automations tools like ZAPIER.

Gain hands-on experience with HubSpot CRM by building private and public apps, integrating with HubSpot’s API, and publishing them on the HubSpot Marketplace.

Develop Custom Workflow Actions that align with your business needs using HubSpot’s powerful API system.

Requirements

Basic JavaScript programming knowledge

Basic HubSpot Knowledge

Description

Unlock the full potential of HubSpot CRM with this in-depth course on HubSpot’s Operations Hub! Whether you're just starting to learn HubSpot CRM from scratch or aiming to advance your skills in custom coding, app development, and HubSpot workflows, this course delivers comprehensive, hands-on training to make you a HubSpot expert.Throughout this course, you’ll master the ability to build and customize workflows, leverage HubSpot API integrations, and automate essential CRM tasks. We’ll dive into creating both public and private apps, enabling you to develop custom solutions tailored to any business’s needs—all while minimizing dependency on third-party tools like Zapier. This approach reduces the need for an additional subscription, allowing you to create powerful, cost-effective integrations within HubSpot itself.Packed with practical insights, this course guides you through essential projects, such as setting up API calls, building custom-coded actions in HubSpot workflows, and configuring apps for the HubSpot Marketplace. You’ll gain a deep understanding of HubSpot marketing automation and data management, empowering you to confidently streamline CRM processes and improve customer experiences.Perfect for developers, CRM specialists, and HubSpot enthusiasts, this course is tailored to anyone looking to master HubSpot marketing automation and CRM customization. By the end, you’ll be able to create advanced custom workflows, utilize API integrations, and build solutions that elevate your HubSpot CRM skills to the next level.Join us to master HubSpot and develop valuable skills that will boost your career and enhance business automation!

Overview

Section 1: Introduction

Lecture 1 Course content and learning outcome

Section 2: Familiarize With HubSpot Development Environment

Lecture 2 HubSpot Workflow Actions Overview

Lecture 3 Workflow Custom code overview

Lecture 4 Create a HubSpot Test account

Lecture 5 Private app overview and Creation

Section 3: Workflow Custom Code Project

Lecture 6 Custom Code Project Case Study

Lecture 7 HubSpot API Developer Documentation – Your Key to Custom Coding

Lecture 8 Associate Deals with Company Part 1 - Finding Deal associated Contacts

Lecture 9 Associate Deals with Company: Part 2 - Finding Contact’s associated company

Lecture 10 Associate Deals with Company Part 3 - Associating Company with Deal

Lecture 11 Associate Deals with Company Part 4 - Complete Testing in a Workflow

Section 4: Setting Up Our HubSpot App Enviroment

Lecture 12 HubSpot Marketplace App Overview

Lecture 13 Note app Overview And HubSpot Public App creation

Lecture 14 Resources and Guides

Lecture 15 Configuring our App for installation

Lecture 16 Installing Our App in Any HubSpot Account

Lecture 17 The o-Auth Authentication flow in an HubSpot App

Section 5: Creatiing the Workflow Actions

Lecture 18 Setting Up Postman for API Call

Lecture 19 Creating the Workflow Custom Action through Postman

Lecture 20 Anatomy of the POST EXECUTION Function

Lecture 21 Arranging The Essential Routes

Section 6: Data persistence and Hosting Our App

Lecture 22 Getting Started with MongoDB Database

Lecture 23 Setting Up the Database Connection

Lecture 24 Inserting Data to database

Lecture 25 Hosting our HubSpot App FREE

Lecture 26 Configuring environment variables on Hosting Platform

Lecture 27 Final Code Repositories

Section 7: Finishing Up App with HubSpot NOTE API

Lecture 28 Updating the ACTION URL

Lecture 29 Setting up the Note creation route

Lecture 30 Invoking the postNote function from route

Lecture 31 Create Note with HubSpot API

Lecture 32 Evaluating the Note Workflow App from Localhost

Lecture 33 Complete Testing Our Note Action in a workflow

Lecture 34 Thnak You!

This course is for HubSpot specialists, and CRM enthusiast's eager to automate workflows, and enhance HubSpot CRM for advanced business solutions.