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Workflow Toolbox

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App

Workflow Toolbox

Enhance deal based workflows with new custom actions

Built by
Exelab
Installs
100+ installs
Sign in to installRequires Workflow Toolbox subscription

Requirements

HubSpot Plan
    Works with all HubSpot plans
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HubSpot Account permissions
View the required account permissions
Workflow Toolbox Subscription
Free plan

Overview

Exelab Workflow Toolbox app extends features of deal-based workflows in HubSpot by introducing new custom workflow actions designed to address common issues related to interactions with associated objects.


This app allows you to create interactions between associated objects, establishing a connection between properties dedicated to counting values.


These features are intended to automate the functions of summing, increasing and decreasing the property values present in the associated objects.


Exelab Workflow Toolbox adds to your HubSpot account three new custom workflow actions:


  • Increase the counter of associated objects

  • Decrease the counter of associated objects

  • Add amount to objects

The best part? Exelab Workflow Toolbox is entirely free to use. Install it now!

Features

Increase and Decrease counters of associated objects

This versatile workflow action allows users to define a property on a specific object to store the count of objects within a particular association. Starting from a deal-based workflow, it enables users to increase or decrease the counter of an associated object.

Add amount to objects

This workflow action enables users to define a property on a specific object, that will be updated with the sum of the “amount” property value of the associated deals.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Workflow action

Contact Properties

Deal Properties

Contacts

Deals

Company Properties

Companies

Contact Properties

Deal Properties

Contacts

Deals

Company Properties

Companies

Workflow action

Owners

Owners

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Pricing

Free

$0

Create new integrations from your custom objects

  • Increase and decrease counter of associated objects

  • Add amount to objects

  • Associate value properties with associated object

  • Custom object integrations

Free

$0

Create new integrations from your custom objects

  • Increase and decrease counter of associated objects

  • Add amount to objects

  • Associate value properties with associated object

  • Custom object integrations

* 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: 04/16/2024

More info

Built by
Exelab
Installs
100+ installs
Categories
Languages this app is available in
English

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