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Magic Workflows

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App

Magic Workflows

Simplify your operations, eliminate manual workarounds, and supercharge your HubSpot portals—no coding or extra installs required.
Installs
30+ installs
Rating

5

(1)

Sign in to installRequires Magic Workflows subscription
Leading

Leading

Leading partners have a demonstrated record of delivering customer value in close partnership with HubSpot.Learn more

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Magic Workflows Subscription
Starter, PRO, or Enterprise plans

Overview

As a HubSpot Administrator, you know the frustration of building a critical automation only to hit a platform roadblock. Suddenly, you need to write complex custom code, build external integrations, or install five different single-feature apps just to manage HubDB, clean up your storage, or properly link records.


Magic Workflows unlocks the full potential of HubSpot automation with a single, powerful install. Stop wasting hours building workarounds or relying on developers. Our comprehensive suite of workflow actions seamlessly bridges the gaps in HubSpot’s native automation, giving you enterprise-grade capabilities right inside your workflow builder.


With Magic Workflows, you can solve your biggest daily CRM headaches in just a few clicks:

  • HubDB Management: Fetch, write, and update data dynamically without custom code.

  • Smart Archiving: Automatically clear out stale records and emails to safely stay under your HubSpot storage limits and cut unnecessary costs.

  • Advanced Note Control: Dynamically create, search, and update CRM notes to keep your team's knowledge fully automated.

  • Fair Lead Routing: Distribute leads, tasks, and ownership evenly with a true, automated round-robin style cycler.

  • Perfect Data Relationships: Automatically associate disconnected objects based on your custom rules to fix your reporting.

Real-World Impact: Tracking the Untrackable

See how a nationwide training operations team eliminated messy spreadsheet chaos and massive if/then workflow branches. By pairing HubSpot Custom Objects with HubDB and our Magic Workflows 'Fetch' action, they automated state-specific compliance rules across thousands of records—boosting their compliance rate by 23%.


📖 Read the full success story here.

Features

HubDB Updates

Stop Coding for HubDB Updates

Spending too much time writing custom code just to manage your HubDB? Easily fetch, write, and update data in HubDB tables directly within your workflows—100% code-free.

Archiver

Hit Your Storage Limits?

Don't let cluttered contacts, old deals, and endless email history bloat your CRM costs. Automatically archive stale HubSpot records based on your rules to keep your data lean and stay safely under storage limits.

Notes

Automate & Search CRM Notes

Tired of missing critical context because workflows can't touch CRM notes? Dynamically create, update, and search notes straight from your workflow builder to streamline team knowledge and tracking automatically.

Cycler

Unfair Lead Distribution?

Manually assigning tasks or dealing with uneven lead routing causes friction and delays. Distribute leads, tasks, or records evenly across your team with a true round-robin style cycler, ensuring balanced workloads automatically.

Associate HubSpot Objects

Fix Disconnected CRM Records

Broken data relationships ruining your reporting? Stop manually linking records. Automatically associate HubSpot objects based on custom criteria and smart rules to keep your CRM perfectly connected and organized.

App Functionality

Data Source
Sync Direction
In HubSpot
In HubSpot

Contact

CMS HubDB

CMS HubDB

Deal

Deals

Deals

Note

Notes

Notes

Deal Owner

Users

Users

Company

Companies

Companies

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5/5
    Dec 16, 2025

Excellent tool with useful workflow actions and outstanding support team

Magic Workflows provides for some very useful workflow actions. It's easy to use and the support from their team is great.

What do you like?

New workflow actions that allow you to utilize your HubDB data within workflows

What do you dislike?

None

  • Pierson, A.


This app requires one of the following Magic Workflows subscription plans.

Starter

7 day free trial

$24.17

/month
  • Access to all the Magic Workflows tools.

1000 Credits

Starter

7 day free trial

$24.17

/month
  • Access to all the Magic Workflows tools.

1000 Credits

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 07/27/2026

More info

Built by
Instrumental Apps
Installs
30+ installs
Categories
Languages this app is available in
English

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