Custom Automation Masterclass – Workshop 1: Data Enrichment using Clearbit

Thursday, February 3, 2022, 3:00 – 4:00 PM UTC

Learn from longtime HubSpotter and Automation expert Jack Coldrick how to leverage HubSpot's custom coded workflow actions to solve the various needs of your business

Operations Hub

About this event

With HubSpot's Operations Hub Professional you can create your own custom-coded workflow actions to solve the various needs of your business. Whether that's managing data within the CRM using HubSpot APIs, querying third-party APIs, or a combination of both, the sky is the limit (so long an API exists!).

In this four-part masterclass, you'll learn the ins and outs of HubSpot's custom code actions in workflows through four interactive workshops. Each workshop is dedicated to a particular use case. You'll learn how to build a working example of each use case step-by-step.

Our aim is that by the end of this masterclass you'll not only be proficient at writing custom code actions yourselves, but you'll walk away with four ready-to-use examples.

This masterclass is taught by Jack Coldrick, Principal Solutions Engineer at HubSpot and esteemed member of the HubSpot RevOps & Operations community. If you want to browse through some of Jack's many pre-built custom code actions, you can find them listed in the Programmable Automation Use Case Library.

Important note: we recommend a basic proficiency in programming languages like Javascript or Python, and APIs to anyone attending this masterclass.

Workshop 1: Data Enrichment using Clearbit

In this first masterclass workshop, you'll learn how to write a custom-coded workflow action aimed at enriching your HubSpot CRM data with company information sourced from Clearbit. This is ideal for sales teams who want to adopt an account-based selling approach or for marketing teams interested in account-based marketing.

At the end of this workshop you will know how to:

  • Set up a HubSpot developer portal
  • Set up a HubSpot test account
  • Set up a Clearbit account
  • Create your own custom code action that fetches company information from the Clearbit API and enriches your HubSpot data

Sign up for the next masterclass workshops:

Additional Resources


  • Jack Coldrick


    Principal Solutions Engineer