Logo - Full (Color)

Byg

Workflow Wizard

Workflow Wizard-icon
App

Workflow Wizard

Unlimited possibilities within your HubSpot workflows

Udviklet af
Leadsruptive
Installeringer
20+ installationer
Log på for at installereKræver Workflow Wizard-abonnement

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

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
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Companies

Virksomheder

Virksomheder

Contacts

Kontakter

Kontakter

Deals

Handler

Handler

Flere oplysninger om delte data

We format /associate data in the HubSpot account, no data is exported, imported, or stored externally in our servers.

Anmeldelser

Vær den første til at skrive en kundebedømmelse

(0 anmeldelser)

Priser

Denne app kræver en af følgende Workflow Wizard-abonnementer.

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

HubSpot solutions partner illustration
Brug for mere hjælp?

Lav en brugerdefineret løsning med hjælp fra en HubSpot-solutions partner.

Kontakt HubSpot-solutions partners med ethvert forretningsbehov. Se personlige anbefalinger, ansæt det bedste match, og sæt dit projekt i søen.