Workflow action that creates a Note in a record (contact, company, deal, ticket or custom object) timeline.
Scrap any webpage content, enrich your data with fresh details. Why would you need this in Workflows? As an example you can capture fresh content from your customer's website and save its content as a note. Or summarize it with AI Assistant workflows.
Workflow action that searches for a record (contact, company, deal, ticket or custom object) and creates an association. Supports custom objects and association labels.
Workflow action that updates association labels. Supports custom objects.
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.
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.
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.
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.
Empower your HubSpot CRM with Quote and Invoice Automation Tools.
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.
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.
Link and open Google Docs/Sheets, ClickUp Projects/Tasks/Docs, Miro boards, Figma project and other docs and links right without leaving HubSpot.
