Jun 3, 2021 11:11 AM - edited Jun 3, 2021 11:12 AM
Do you have the internal capacity to use programmable automation in your workflows?
If you find you're wanting to use Custom Code Actions to replace entire software programs that you once needed to make this type of customized workflow possible, what tools will you need to replace?
Will it take a long time to switch over to programmable automation through HubSpot? To share a few examples, this could be because:
If you’ve already started making the switch, what efficiency recommendations do you have for others as they work through this process?
Jun 4, 2021 11:52 AM
Thank you for starting this conversation @mbarba! I'd be curious for your recommendations for teams looking to implement programmable automation. Where should they start?! What are a few tips to help them get set up for success from day 1?!
Jun 4, 2021 4:50 PM - edited Jun 4, 2021 4:50 PM
To get started with programmable automation, I recommend looking into the following resources:
Workflows Deep Dive (HubSpot Academy Lesson): Our very own @KyleJepson created this beautiful, 45-minute deep dive into the nitty-gritty details of creating a workflow. It demonstrates every aspect of the workflows tool, from defining granular enrollment triggers to coding your own custom actions. Watch the full lesson to see the process of creating a workflow from beginning to end, or watch specific videos to see how individual parts of the tool works.
I hope this gets you started in using programmable automation! For any questions you have about any of these resources, let me know, and I'll be happy to go deeper for you!