Custom Automation Masterclass – Workshop 3: Creating a referral program

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

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