Copy owner details to record property

Copy HubSpot user details from record owners so you can use this information in documents, exports, emails, etc Select users based on owner properties Copy user email, First name, Last Name, First & last name, Unique ID, User ID, Created at, Last updated at, Is archived and Name of all user teams that the owner is in Copy user

Copy recent meeting details to record property

Extracts specific meeting data to use for automation, segmentation, reporting, and creating new records. Select which meetings to use and set the properties to add meeting data to. Copy Meeting dates & times, owners, teams, body preview, type, source data, external URL, guest emails, location, outcomes and more

Create a note from properties

Generate a Note based on record properties. Select the note metadata source properties, and craft a message with data tokens to populate the note body. Automate CRM-driven activities, reducing manual logging of activities for end users.

Copy to down to HubDB

(coming soon) Copys data to a HubDB table

Create attachment from file property

Turn files stored in HubSpot properties into actual attachments on a record's timeline. Select a source File Property and specify a Property to save the number of attachments created to track the total count. This ensures documents are pinned directly to the record for easy visibility and access.

Copy Recent Activity Details

Copy the most recent activity data, like emails, calls, or meetings, into a specific record property. This action automatically identifies the latest interaction and saves key details such as the activity type or date. It ensures your records stay updated with the newest engagement info for easy tracking and reporting.

Get data from HubDB Table

HubDB tables often hold information that isn't stored on your CRM records, like price lists, office locations, or product details. This feature lets your workflows find that specific data and move it onto your contacts, companies, or deals automatically.

Summarize recent activity details

This feature takes the highlights from your most recent activities, like calls, emails, or meetings, and puts them into a single text box on your HubSpot record. It solves the problem of having to scroll through a messy timeline to find out what happened recently.