Data preparation and quality
Normalize person names
Normalize first and last names with spacing, capitalization, preservation, and compound-name review.
Ready to customize
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Explore 60 ways to put custom code to work in HubSpot, from cleaning contact data to routing leads and synchronizing your ERP.
Each recipe explains the problem, the data it needs and the rules you can customize. 60 recipes are available to use.
Find your starting pointRoute by a territory table
Route records by configured country and segment territory rules while preserving existing owners.
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60 recipes
Data preparation and quality
Normalize company names
Normalize company display names while retaining legal source text.
Ready to customize
Data preparation and quality
Normalize phone numbers
Validate phone strings against international numbering-plan metadata, normalize to E.164 and return extensions separately.
Ready to customize
Data preparation and quality
Standardize country values
Map country aliases to configured ISO-like CRM values.
Ready to customize
Data preparation and quality
Clean generated record names
Remove configured anchored boilerplate from generated names idempotently.
Ready to customize
Data preparation and quality
Normalize date fields
Parse configured date text or timestamps into a UTC CRM date.
Ready to customize
Data preparation and quality
Normalize campaign attribution
Extract prioritized UTM or campaign parameters and map aliases.
Ready to customize
Data preparation and quality
Reconcile contact preferences
Reconcile explicit preference additions and removals with remove-wins conflicts.
Ready to customize
Data preparation and quality
Backfill missing qualification fields
Backfill configured qualification fields while preserving existing values and rejecting invalid industries.
Ready to customize
Assignment and routing
Route by a territory table
Route records by configured country and segment territory rules while preserving existing owners.
Ready to customize
Assignment and routing
Distribute work by owner weights
Stable weighted owner distribution with exclusions and duplicate protection.
Ready to customize
Assignment and routing
Assign using available capacity
Selects an available representative below capacity with deterministic tie breaking.
Ready to customize
Dates and timing
Apply working-day rules
Adds working days while honoring weekdays and holidays.
Ready to customize
Dates and timing
Measure response and elapsed time
Measures elapsed or weekday business time and evaluates an SLA.
Ready to customize
Dates and timing
Calculate contract and expiry dates
Adds a day or month contract period with month-end and business-day policies.
Ready to customize
Dates and timing
Derive dates around an event
Derives named dates from an event anchor and offsets.
Ready to customize
Dates and timing
Check attribution lookback windows
Checks touch-to-conversion elapsed time against an inclusive lookback window.
Ready to customize
Dates and timing
Evaluate renewal and payment timing
Classifies a renewal or payment due date against now and a reminder window.
Ready to customize
Commercial operations and calculations
Validate an installment plan
Reconciles installment amounts against a total and prior payments at configured precision.
Ready to customize
Commercial operations and calculations
Apply scheduled price changes
Apply the price effective at an explicit evaluation time to a HubSpot line item, while exposing the next scheduled change and notice window.
Ready to customize
Commercial operations and calculations
Process a scheduled payment
Collects a scheduled payment with Stripe PaymentIntents.
Ready to customize
Commercial operations and calculations
Calculate line-item margins
Calculates revenue, cost, margin and margin percentage per line item.
Ready to customize
Commercial operations and calculations
Calculate revenue in a target currency
Converts recurring item amounts into configured target currency.
Ready to customize
Commercial operations and calculations
Roll up signed quote amounts
Sums non-superseded signed quotes in one currency.
Ready to customize
Commercial operations and calculations
Count line items above a threshold
Counts eligible products meeting a numeric threshold.
Ready to customize
Commercial operations and calculations
Roll contact scores up to a company
Computes a weighted mean score from eligible contacts.
Ready to customize
Commercial operations and calculations
Maintain subscription totals
Recalculates subscription quantity from eligible deals.
Ready to customize
Commercial operations and calculations
Generate future deals from a contract
Creates future renewal deals from a bounded contract schedule using a CRM-enforced unique schedule key.
Ready to customize
Commercial operations and calculations
Carry forward previous product pricing
Selects the latest prior price for a product and currency.
Ready to customize
CRM records and relationships
Find or create a contact company
Matches a contact to a company by domain, optionally creates it, then associates it.
Ready to customize
CRM records and relationships
Copy or replace related records
Copies or replaces associations from a source record to a target.
Ready to customize
CRM records and relationships
Link records using business rules
Links records when a configured business key has exactly one match.
Ready to customize
CRM records and relationships
Read or copy related-record context
Selects an associated record and copies a chosen property.
Ready to customize
CRM records and relationships
Roll contact campaigns up to a company
Unions campaign memberships from associated contacts onto a company.
Ready to customize
CRM records and relationships
Propagate a parent field to children
Propagates a parent property to associated children with override protection.
Ready to customize
CRM records and relationships
Copy contacts between CRM portals
Maps a source contact into an authorized destination HubSpot contact model.
Ready to customize
CRM records and relationships
Materialize custom line-item records
Reconciles deal line items into custom operational records.
Ready to customize
CRM records and relationships
Allocate a business identifier
Allocates a formatted business identifier using a portal sequence.
Ready to customize
CRM records and relationships
Create a lead from another object
Creates a lead from one eligible source record and its single associated contact.
Ready to customize
CRM records and relationships
Enroll related contacts into a workflow
Requests enrollment of eligible associated contacts in a workflow.
Ready to customize
History and lifecycle management
Record and explain field changes
Record tracked field transitions with deduplication and optional HubSpot note.
Ready to customize
History and lifecycle management
Merge duplicate contacts
Search contacts by a trusted key and merge only confident unprotected duplicates.
Ready to customize
History and lifecycle management
Merge duplicate companies
Normalize company domains and merge confident duplicate companies.
Ready to customize
History and lifecycle management
Prevent repeated submission processing
Track submission state so retries do not create duplicate CRM records.
Ready to customize
History and lifecycle management
Archive a record with scoped dependents
Plan and archive a record plus explicitly included dependents with protection checks.
Ready to customize
History and lifecycle management
Complete associated tasks
Complete open tasks associated with a selected CRM record.
Ready to customize
Messaging, documents, and calendar work
Send and track an SMS
Send one idempotent Twilio SMS and return provider acceptance status.
Ready to customize
Messaging, documents, and calendar work
Create staff follow-up tasks
Create one owner-specific follow-up task associated to a source record.
Ready to customize
Messaging, documents, and calendar work
Generate contextual notes and summaries
Generate a labeled operational summary and optionally create a CRM note.
Ready to customize
Messaging, documents, and calendar work
Manage event calendar bookings
Reconcile one Google Calendar booking by stable booking ID, including cancellation.
Ready to customize
Messaging, documents, and calendar work
Archive a signed quote document
Archive a signed quote document in HubSpot Files and associate it with a deal.
Ready to customize
Messaging, documents, and calendar work
Translate customer feedback
Translate customer feedback with DeepL and preserve source text.
Ready to customize
Integrations and data imports
Import campaign performance metrics
Import HubSpot campaign performance into a pre-created custom object keyed by reporting period.
Ready to customize
Integrations and data imports
Synchronize ERP customers
Synchronizes one ERPNext Customer into a HubSpot company.
Ready to customize
Integrations and data imports
Synchronize a product catalog
Synchronize a bounded catalog REST page into HubSpot products by SKU.
Ready to customize
Integrations and data imports
Synchronize orders and quotes
Projects one ERPNext Sales Order and its line-item snapshot into a HubSpot order.
Ready to customize
Integrations and data imports
Import invoices into CRM
Imports Stripe invoice totals, status, currency and line snapshots into a configured HubSpot custom object.
Ready to customize
Integrations and data imports
Enrich company business information
Enriches a specified HubSpot company from an OpenCorporates company-number lookup.
Ready to customize
Integrations and data imports
Verify email deliverability
Verify email deliverability with ZeroBounce and write the signal to a HubSpot contact.
Ready to customize
Integrations and data imports
Match a contact against a customer database
Finds one customer row by primary key through Supabase PostgREST.
Ready to customize
How available recipes become your actions.
You don’t need to provision a server or wire up a separate API. Focus on the part that is specific to your workflow.
1. Choose and customize
Pick a pattern, inspect the logic and replace the sample rules with yours.
2. Connect and test
Map your data, add the credentials you need and inspect a sample result.
3. Use it in HubSpot
Publish the action, add it to your workflow and use the outputs in the next step.