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HubSpot CRM Developer: Advanced Techniques Unveiled
Rating: 4.1 out of 5(10 ratings)
69 students

HubSpot CRM Developer: Advanced Techniques Unveiled

CRM Cards, Workflow Actions, Webhook Subscriptions, App Installations
Created byFreeflow Code
Last updated 5/2024
English

What you'll learn

  • CRM Card Creation: Design and implement custom CRM cards.
  • API Testing with Postman: Utilize Postman for seamless API integration with HubSpot CRM.
  • Custom Workflow Action/Workflow Extension: Configure workflow actions for task automation.
  • Webhook Subscription
  • Customization and Extension: Customize and extend HubSpot CRM functionalities.
  • Automated Public App Installation
  • HubSpot App Settings

Course content

1 section • 9 lectures • 57m total length

  • Introduction8:01
  • HubSpot Oauth 2.03:32
  • Create Custom Card Using Postman4:27
  • Configure Custom CRM Card without Postman14:09
  • Public App Installation process3:32

    Note: In the video, I made a small error in explaining the HubSpot OAuth process. When you receive the authorization code from HubSpot, it initiates the OAuth2 handshake. This process involves exchanging the authorization code for an access token, allowing you to securely access HubSpot's resources.

  • Setup Webhook Subscription3:27
  • Create Custom Workflow Action/Workflow Extension8:21
  • Validating requests from HubSpot ( X-HubSpot-Signature)5:29

    HubSpot Request Validation doc: https://developers.hubspot.com/docs/api/webhooks/validating-requests

  • HubSpot App Settings6:22

Requirements

  • Basic understanding of CRM concepts and principles.
  • Access to a HubSpot CRM account (free)

Description

Unlock the power of HubSpot CRM development with our comprehensive course. Explore essential topics including customization, integration, automation, and API utilization.

Course Content:

  1. Custom Cards using Postman

  2. Custom Cards without Postman/Oauth

  3. Install your Public App on other Accounts

  4. Webhook Subscription

  5. Create a Custom Workflow Action/Workflow Extension


    Throughout the course, you'll gain hands-on experience and practical insights into key areas of CRM development, empowering you to harness the full potential of HubSpot's powerful platform. Here's what you can expect to learn:

  1. Customization Mastery: Explore the intricacies of customizing HubSpot CRM to align with your organization's unique requirements. From designing custom objects and fields to configuring advanced workflows and automation, you'll learn how to tailor HubSpot CRM to suit your specific business needs.

  2. Integration Techniques: Unlock the power of seamless integration by connecting HubSpot CRM with third-party applications and systems. Through step-by-step tutorials and real-world examples, you'll discover how to leverage APIs, webhooks, and integrations to streamline data flow and enhance productivity.

  3. Automation Strategies: Master the art of automation and optimize your CRM processes for maximum efficiency. Learn how to create sophisticated automation workflows, set up triggers and actions, and leverage HubSpot's automation tools to streamline repetitive tasks and drive business growth.

Who this course is for:

  • CRM Developers: Individuals interested in expanding their skills in developing and customizing CRM systems
  • HubSpot CRM Developers
  • HubSpot CRM Admin/Users
  • Sales and Marketing Professionals
  • IT Professionals: Those responsible for integrating and maintaining CRM systems within their organization
  • Entrepreneurs and Small Business Owners
  • Business Analysts: Professionals seeking to streamline workflows and automate tasks within their organization's CRM processes.

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