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