HubSpot Workflow and CRM Extension

0CodeTools for HubSpot

A set of 18 tools that will extend, optimize and automate your work environment even further

 

HubSpot Workflow Extension

Extend your HubSpot with 18 essential Workflow Actions: API WebHook Connector, Add Note, Extract Data from URL, Send email with SendGrid, Find and Associate, Change Association Labels, Add Tax and Products to Quotes, Copy Associations in Workflows in one package.

We keep adding new most requested Workflow Actions. Recent additions: January 2024: Random Delay workflow action, February 2024: API Webhook Connector 2.0, March 2024: Remove Associations

Association Automation 1

Association Automation

Workflow actions:

  • Find and Associate
  • Copy Associations
  • NEW: Remove Associations
  • Change Association Labels
API Webhook Connector 1

API Webhook Connector

Seamlessly integrate with any external service using RESTful APIs. Gain full command over the JSON payload dispatched to the service, and deftly extract up to three key data points from the response for subsequent processing or enrichment of your CRM records.

Essential Utilities 1

Essential Utilities

Workflow actions to expand HubSpot Workflow capabilities:

  • Add Notes to Timeline. HubSpot Workflow Action to Add Notes
  • Random Delay. Add Random Delay to your HubSpot Workflows
  • Random Number. Generate Random Number for AB testing of Workflow branches and or complex distribution of leads
Quotes, Taxes and Commerce Automation 1

Quotes, Taxes and Commerce Automation

HubSpot Workflow Actions to automatically:

  • Generate Quotes
  • Add taxes to quotes and invoices
  • Add line items from product library
  • Activate Payment Options (Stripe, HubSpot Payments) for Quotes
Essential Integrations 1

Essential Integrations

HubSpot Workflow Actions:

  • Send Email with SendGrid
  • Send Telegram Notification
  • Create Notion Page
  • Create Notion Database Item
Data Enrichment 1

Data Enrichment

HubSpot Workflow Actions:

  • Extract WebData: parses content of any webpage by provided URL

0CodeTools Workflow Actions

Add Notes to Timeline via Workflows

Workflow action that creates a Note in a record (contact, company, deal, ticket or custom object) timeline.

Create Note Workflow Action 2
Extract content from URL

Workflow action that creates a Note in a record (contact, company, deal, ticket or custom object) timeline.

Extract Web Data
Find and Associate Record

Workflow action that searches for a record (contact, company, deal, ticket or custom object) and creates an association. Supports custom objects and association labels.

Associate Workflow Action
Update Association Labels

Workflow action that updates association labels. Supports custom objects.

Copy Associations from Another Record

This HubSpot Workflow Action copies associations from one record and applies them to another record. This feature is useful when you want to associate a Deal with the Company of the Contact or when a Deal is associated with a Company and you want to associate it with all the Contacts that belong to that Company. Additionally, this feature is applicable for Custom objects. When a Custom object is associated with a Contact, you can automatically create associations with all the records connected to the Contact. With this feature, you can easily manage and organize your records and streamline your workflows.

copy associations 2
Remove Associations

Streamline your HubSpot data with the "Remove Associations" action, the perfect solution for keeping your CRM neat and up to date. This action gives you the power to quickly disconnect records, offering a simple way to handle changes such as contact reassignments, company updates, or deal modifications. It's also fully compatible with Custom objects.

remove associations workflow action
Send email with SendGrid

This HubSpot Workflow Action allows you to send text emails via SendGrid. By linking your SendGrid API, you can send emails to any email address from any domain associated with your SendGrid account. Additionally, this action can be used with custom objects, enabling you to select any property to serve as the sender's email.

API Webhook Connector

The API Webhook Connector in HubSpot now supports enhanced data interactions with third-party services. Set up the webhook URL, choose the HTTP method, and if needed, add authorization details. You can construct a JSON payload with dynamic data from HubSpot records—Contacts, Companies, Deals, and Custom Objects. The tool also allows for parsing and storing up to three values from the response back into your CRM. Additionally, it provides the HTTP status code for each request to inform you of the success or failure of the data exchange.

Generate Random Number

This tool is both simple and powerful, allowing you to generate a random number between the minimum and maximum values set in the action settings. Its functionality is ideal for running split tests in HubSpot workflows or for other logic that requires random numbers. To run a simple split test, just set the minimum value to 0 and the maximum value to 1, and create a Value Equal Branch Action.

Clipboard Mar 10, 2023 at 10.33 PM-2
Find and update associated object

Workflow action that finds associated object by a property value and updates property.

Use case: in a contact or a company based workflow find associated deal and move it through the pipeline or change other properties.

Works with custom objects. When it is required to change multiple properties, you can chain multiple actions in a single workflow.

To update a record that is not associated with workflow object, first use find and associate workflow action.

find and update
Commerce Automation

Empower your HubSpot CRM with Quote and Invoice Automation Tools.

Workflow Actions included:

  • Generate Quote
  • Add tax
  • Add line item from Product library
  • Activate Payment method (for Quotes)

Get automated functionalities like generating quotes, auto-adding line items from the product library to deals, and associating quotes with respective contacts and companies.

Furthermore, simplifiy tax additions to quotes and invoices, activate payment options like Stripe or HubSpot Payments automatically, and link invoices to deals, contacts, and companies without a hitch.

Learn more
Telegram Notifications for HubSpot Activities

HubSpot users can now receive instant notifications on Telegram about new leads, submission forms, deals, and other essential activities.

This feature ensures that you are immediately aware of crucial changes, enabling you to respond faster and stay ahead in the business game.

Integrate HubSpot with Telegram
Notion Integration with HubSpot

Create Notion pages and Notion Database Items right from HubSpot Workflows.

Integrate HubSpot with Notion
CRM card: links

CLink and open Google Docs/Sheets, ClickUp Projects/Tasks/Docs, Miro boards, Figma project and other docs and links right without leaving HubSpot.

CRM Card Links-1

Take your HubSpot productivity to the next level

Start in 3 easy steps (start free, no credit card required): register, connect your HubSpot portal and start setting up workflows with your new actions

FAQ

How are Association Labels used in HubSpot Workflow Actions?

In HubSpot Workflow Actions, Association Labels can be used to trigger specific actions based on the relationship between two objects. For example, if a Deal is associated with a Contact, a specific workflow can be initiated when the deal moves to a certain stage.

How does 0CodeTools enhance HubSpot Association Labels management?

0CodeTools offers advanced functionality for managing association labels in HubSpot. It enables users to search for a record (contact, company, deal, ticket) and create an association, and even copy associations from one record to another. This streamlines your workflow and ensures accurate record keeping.

Can 0CodeTools features be used with custom objects?

Yes, 0CodeTools is designed to work with custom objects in HubSpot. This extends the flexibility and capabilities of your HubSpot workflows, allowing for more personalized and complex automation scenarios.

Pricing

BASIC

Up to 3000 actions/per month

49$/month

3000 workflow actions or links (Links CRM Card)

SendGrid, Notion, Telegram Integration

Add note, Find and Associate

Popular

PRO

Up to 10 000 actions/per month

99$/month

Everything in Basic + Copy Associations, Change Association Labels

Unlimited links (Links CRM Card)

Commerce automation (quotes, taxes, products)

API Webhook Connector

PRO PLUS

Up to 70 000 actions/per month

249$/month

Everything in PRO + Copy Associations, Change Association Labels