Custom Automation Masterclass – Workshop 3: Creating a referral program

Thursday, February 17, 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 3: Creating a referral program

In this third masterclass workshop, we’ll be using a combination of HubSpot Marketing and Operations Hub to set up our very own fully functioning referral program. We’ll focus on setting up a landing page for users to sign up to join, then we'll build a custom-coded workflow action to generate a referral code they can share. We’ll then set up a workflow to attribute any referrals that come through using that code.

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

  • Set up a HubSpot developer portal
  • Set up a HubSpot test account
  • Create a Referral Sign Up Page
  • Create a Referral Email
  • Create two custom coded workflow actions

Sign up for the last masterclass workshop:

Rewatch our previous workshops:

  • February 3: Workshop 1: Data Enrichment using Clearbit
  • February 10: Workshop 2: Email Validation using Kickbox


  • Jack Coldrick


    Principal Solutions Engineer