HubSpot App

Extend HubSpot workflows with 20+ actions

Name: 0CodeTools for HubSpot
Author: Resonate

20+ workflow actions, AI agent actions, and free admin tools. Connect APIs, manage associations, automate commerce - no code required.

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Every use case

There's an action for that.

Association Automation

Find and associate records, copy associations between objects, remove associations, and manage labels.

API Webhook Connector

Connect to any external service via REST API. Customize payloads and map responses back to CRM properties.

Commerce Automation

Create payment records, generate quotes, add taxes and line items, and activate payment options like Stripe automatically.

Essential Utilities

Add notes to timelines, generate random numbers for A/B testing, random delays, and manage dropdown options.

Essential Integrations

Send emails via SendGrid, Telegram notifications, and create Notion pages or database items.

Data Enrichment

Extract data from any URL to enrich your CRM records with external web content.

API integration

Call any API from a workflow

Connect to any external service via REST API. Customize payloads and map responses back to CRM properties. Full audit of calls and responses.

Use it with your internal services, Zapier and n8n catch hooks, Clay enrichment, Zendesk tickets, or HubSpot's own APIs. Score a new lead, route a high-value deal, enrich a contact, or open a support ticket - anything reachable over HTTP.

Lead routing and scoring
Push new contacts through your scoring API and branch the workflow on the result.
Zapier, Make, and n8n
Sub-second push to a catch hook beats polling triggers, with full payload control.
Clay enrichment
Send leads to Clay the moment they enter the workflow. Enriched data flows back as property updates.
Zendesk tickets
Open tickets directly via Zendesk's Tickets API. No Zapier or Make middleware required.
HubSpot to HubSpot
Call HubSpot's APIs to update related records, line items, and form submissions the workflow editor can't reach.

Explore API Webhook Connector

Example: Verify lead against internal API

Trigger enrollment for contacts

When this happens

Group 1

Form submission: Demo Request any number of times anytime

1. API Webhook Connector

POST to /leads/verify and save lead_score and account_id

Click to see configuration

End

Click the action to see the full configuration.

Example: New deal from marketplace partner

Trigger enrollment for deals

When this happens

Group 1

Deal pipeline is Partner Deals any number of times anytime

1. Find and associate

Find Company by domain and associate as Partner

Click to see configuration

2. Copy associations

Copy Contacts and Deals from associated Company

Click to see configuration

End

Click each action to see its configuration.

Association automation

Keep records linked, automatically

Four actions for managing relationships across your CRM: Copy Associations (unique to 0CodeTools), Find and Associate, Remove Associations, and Change Association Label.

Works for every object type - standard (contacts, companies, deals, tickets, projects), commerce (payments, quotes, invoices), custom objects, and activities (tasks, calls, meetings, emails).

Copy associations
Mirror relationships between objects (e.g., Deal to Ticket).
Find and associate
Look up a record by any property and link it in one step.
Remove associations
Clean up stale or incorrect links in bulk.
Change association label
Promote or demote a relationship (e.g., primary contact).

Read: associate orders with companies

Duplicate management

Merge duplicate records in real time

HubSpot's native dedupe tool runs manually from the CRM UI. The Find and Merge workflow action runs inside any automation, so duplicates collapse the moment a record enters the system - not days later during a cleanup pass.

Search by up to five properties in priority order to tighten match precision, and pick whether the enrolled record or the matched record survives as primary. Merges are permanent and cannot be undone, so chain properties carefully before flipping the workflow on.

Find and merge
Match duplicates by phone, email, name, or any custom property, then merge automatically.
Chain up to five properties
Require multiple property matches before a merge fires to avoid false positives.
Choose the primary record
Keep either the enrolled record or the found match as the surviving record.
Runs on any object
Works for contacts, companies, deals, tickets, and custom objects.

Example: Auto-merge duplicate contacts on create

Trigger enrollment for contacts

When this happens

Group 1

Phone number is known any number of times anytime

1. Find and merge

Match on Phone, First name, and Last name, then merge duplicates

Click to see configuration

End

Click the action to see its configuration.

Commerce automation

Close the loop on payments, quotes, and line items

Create Commerce records HubSpot's native workflow actions can't touch: Payments, Line Items from Products, Quotes, and taxes on Deals. Perfect for auto-generated invoices, post-close reconciliation, or building a light-weight order flow inside HubSpot.

Need deeper Stripe or PayPal automation? See our dedicated Commerce Hub app.

Create Payment
Log a payment with amount, currency, status, and method.
Create Line Item from Product
Add line items to deals or quotes by SKU or product property.
Add Tax
Attach taxes to a quote or deal at any rate.
Create Quote
Generate a quote from any template with a set expiration.

Explore Commerce Hub Read: how to create payment records

Example: Deal closed won - auto-invoice

Trigger enrollment for deals

When this happens

Group 1

Deal stage is Closed Won any number of times anytime

1. Create Payment

Log a Succeeded payment of Amount (Enrolled deal) USD

Click to see configuration

2. Create Line Item from Product

Add 1x line item for SKU PROD-ENT-ANNUAL

Click to see configuration

End

Click each action to see its configuration.

Example: Classify a new company from its website

Trigger enrollment for companies

When this happens

Group 1

Company created with domain any number of times anytime

1. Extract web data

Scrape Domain (Enrolled company)

Click to see configuration

2. Generate with ChatGPT

Classify using GPT-4o and save to Industry vertical

Click to see configuration

End

Click each action to see its configuration.

AI and enrichment

Classify, enrich, and extract without writing code

Great for building your own data classification and enrichment pipelines directly in HubSpot workflows. Extract content from any public URL, pipe it through ChatGPT with your own prompt, and save the result back to a CRM property.

For more advanced AI actions - custom agents, multi-step reasoning, RAG over your CRM - see our dedicated AI Studio for HubSpot app.

Extract web data
Scrape any public URL - company sites, LinkedIn pages, docs, product pages.
Generate with ChatGPT
Run prompts via GPT-4o or GPT-4o Mini with a creativity control.
Save to property or note
One click to persist the output into a CRM record.

Visit AI Studio

Everyday utilities

The small actions you keep wishing HubSpot had

A grab-bag of helpers that quietly save hours. Randomize delays to avoid rate limits or spread send times, format text the way HubSpot doesn't (capitalize, JSON-encode, strip HTML, convert to number), and write to dropdown properties even if the option doesn't exist yet.

Transform Text
Capitalize, text-to-number, JSON-encode, strip HTML.
Random Delay
Delay between N and M minutes to avoid rate limits.
Set Dropdown Property Value
Set a value and auto-create the option if missing.
Add new option to Dropdown List
Grow a dropdown straight from workflow data.

Read: humanize bulk workflows with random delays

Example: Normalize inbound form data

Trigger enrollment for contacts

When this happens

Group 1

Form submission any number of times anytime

1. Transform Text

Capitalize the First name property

Click to see configuration

2. Set Dropdown Property Value

Set Lead source to Inbound - Form (create option if missing)

Click to see configuration

End

Click each action to see its configuration.

Still growing

20+ more workflow actions, and counting

Some of these are also available as AI agent actions, so your HubSpot Breeze agents can use them too. We ship new actions every quarter - if there's something HubSpot doesn't do and you wish it did, tell us.

Request an action See all actions

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