1ClickTools: ToolBox for HubSpot

Extend your HubSpot with set of Workflow Actions: Add Note, Extract Data from URL, Send email with SendGrid, Find and Associate, Add Tax to Quotes, Copy Associations and Generate Random Number/Split Tests in Workflows in one package

More Workflow actions coming soon

Add Notes to Timeline via Workflows

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

add note workflow action

 

Create Note Workflow Action 2

Extract content from URL

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. 

Extract webdata-2

 

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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. 

find and associate screen

 

Associate Workflow Action

Update Association Labels

Workflow action that updates association labels. Supports custom objects.  

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Association Labels

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

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.

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Send Email with SendGrid

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.

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AB Tests in HubSpot Workflows

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. 

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find and update

Commerce Automation

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. 

oneclick-add-tax

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. 

telegram-notif

CRM Card: Links

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

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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

 

save note workflow action 2

 

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 1ClickTools enhance HubSpot Association Labels management?

1ClickTools 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 1ClickTools features be used with custom objects?

Yes, 1ClickTools 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 500 actions/per month

19$/month

500 actions per month

500 links (Links CRM Card)

Pro

up to 10 000 actions/per month

49$/month

10 000 actions per month

unlimited links (Links CRM Card)

Pro Plus

up to 50K actions/month

99$/month

50 000 actions per month

unlimited links (Links CRM Card)