Workflow Wizard
Unlimited possibilities within your HubSpot workflows
Byggd av - Leadsruptive
Installationer - 10+ installationer
Leading
Krav
HubSpot-plan Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
Åtkomsttyp Shared Workflow Wizard prenumeration - Free, Starter, eller Professional planer
Översikt
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)
Egenskaper
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
Delade data
Companies | ||
Contacts | ||
Deals |
Recensioner
Bli först med att ge ett kundomdöme
Prissättning
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
*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-08-11
Mer information
Byggd av - Leadsruptive
Installationer - 10+ installationer
Kategorier Språk som denna app finns på Engelska
Mest populär
