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Recently, we covered the basics of HubSpot custom-coded Workflow Actions, explaining how these powerful tools can enhance automation and integration within HubSpot.
In this follow-up, we’ll explore a real-world example, showcasing how we used custom-coded workflow actions to build a robust solution for one of our manufacturing clients.
Client Background
Our client, a leading manufacturer of spun metal and fabrication components, faced a significant challenge: ensuring timely parts production to meet demand.
Because the client relies on several external APIs and third-party systems, the standard, out-of-the-box solutions in HubSpot didn’t provide the level of customization they needed.
As such, they required a tailored approach to seamlessly integrate all of their platforms, providing real-time syncing of data points to ensure accuracy across the entire organization.
The Challenge
The primary issue was tracking the manufacturing process to guarantee that enough parts were produced on schedule.
The client needed a system that could offer precise, real-time updates and integrate smoothly with their existing workflows.
Our Solution
To address this, we leveraged HubSpot’s custom-coded workflow actions.
We created a custom object called “Work Orders” to track the entire manufacturing process. This object ensured that parts were made and available for purchase as needed.
Here’s how it works:
- Custom Object Integration: We built a custom object named “Parts” to represent the individual components being manufactured. The “Work Orders” object was designed to track these parts throughout the production cycle.
- Real-Time Updates: Our code regularly checks the “Parts Available” field on each Work Order. This field is updated multiple times a day to reflect the current number of parts ready for purchase.
- Automated Status Updates: When the “Parts Available” matches the “Number of Associated Parts” (another custom field), our code automatically updates the Work Order status to “Completed.” This instant notification ensures that the client knows when all parts are produced and ready for shipment.
Versatility of the Solution
The beauty of this custom-coded workflow action lies in its versatility. It can be adapted for various other scenarios, providing robust solutions for different industries and use cases. Whether it’s managing inventory, tracking production, or ensuring quality control, this approach can be tailored to meet diverse business needs.
By implementing this custom solution, we helped our client achieve greater efficiency, accuracy, and control over their manufacturing process, ultimately enhancing their ability to meet market demands and deliver high-quality products on time. As a result, they’re seeing fewer delays and errors, leading to happier customers and more repeat revenue!
Work With Hypha HubSpot Development on Your Next Implementation Project
In addition to building powerful custom-coded workflow actions, the talented team at Hypha HubSpot Development specializes in a wide range of implementations and integrations. Our certified developers are experts at customizing HubSpot to perfectly fit your unique business needs.
Whether it’s complex integrations, advanced automation, custom objects, migrations, or any other issue holding you back, our team has you covered.
Hypha streamlines your tech stack through seamless HubSpot implementations that unlock productivity and scale with your growth. As a HubSpot Diamond Partner, we deliver exceptional solutions leveraging the full HubSpot potential.
Reach out to us today to find a HubSpot integration solution that’s right for your company.
