HubSpot Tips: Solving "Why Can't I Do This?" with a Custom Workflow to Automatically Recommend Seminars and Webinars
HubSpot is an incredibly powerful platform, unifying CRM, marketing, sales, customer service, CMS, and operations all in one place. Many companies have adopted HubSpot and are reaping the benefits across every aspect of their business, from lead generation to customer engagement and LTV improvement. However, the more deeply marketers use HubSpot, the more they encounter a specific frustration: "If only I could just do this one more thing..." This often happens with automation that involves company-specific business logic or complex data integrations, revealing a gap that standard features can't quite reach. A classic example of this is the desire to "automatically select and recommend the optimal in-house product seminar or webinar based on a contact's attributes and past behavior." The video in this post demonstrates a solution that turns this "can't" into "can" using a third-party custom workflow action. In this article, we'll first explore why this "automatic recommendation" is difficult with standard HubSpot features, why marketers need this capability, and finally, discuss the solution shown in the video and its potential.