Workflow Wizard
Unlimited possibilities within your HubSpot workflows
Udviklet af - Leadsruptive
Installeringer - 20+ installationer
Krav
HubSpot-abonnement Fungerer med all HubSpot-planer Få mere at vide Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
Workflow Wizard abonnement - Free, Starter eller Professional planer
Oversigt
1/1 - Workflow Wizard comes with a set of actions
As Elite Solutions Partners we've been working for many years helping companies implement HubSpot and extending Workflow capabilities is recurring request
Workflow Wizard is a set of tools that we put together into a product after experiencing similar needs in multiple HubSpot implementations.
From associating objects to manipulating data and copying properties, this evergrowing toolbox was created to enhance the HubSpot workflow capabilities in order to take it to the next level.
Workflow Wizard currently includes the following no-code tools:
- Search & Replace (save replaced data into the same or a different property)
- Copy properties FROM associated objects (choose functions -sum/avg/min/max/first/last when multiple objects are associated)
- Format text properties (upper/lower case, crop, and others)
- Associate standard and custom objects using rules like full/partial text match, and numeric operators =. <=, >=
- Persist transitive associations between deals and companies (associate deal to company when a contact that belongs to that company is already associated)
Funktioner
Associate objects
Now you can associate objects based on a set condition
Copy properties from
Until today you can only copy properties to other associated objects. Thanks to Workflow Wizard you can now get properties from associated objects and save the in a property of the object currently enrolled in the workflow
Search & Replace
Clean/update data easily using our search & replace action
Appfunktionalitet
Delte data
Companies | ||
Contacts | ||
Deals |
Anmeldelser
Vær den første til at skrive en kundebedømmelse
Priser
Free
0 US$
Up to 100 monthly executions
Search & Replace
Associate objects
Copy properties
Free
0 US$
Up to 100 monthly executions
Search & Replace
Associate objects
Copy properties
* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 03.10.2023
Flere oplysninger
Udviklet af - Leadsruptive
Installeringer - 20+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
Nyheder
