While sending webhooks is essential for external tool integration, HubSpot's workflows require an Operations Hub subscription to use this feature.
It's not possible to extract data from associated objects, like deals or contacts, based on detailed criteria.
HubSpot does not have a feature to provide recommendations for things like products, e-books, or blog posts.
"HubSpot's workflows are extremely useful and can dramatically improve business productivity.
However, as you become more proficient with them,
you may start to realize that there are actually many things they can't do.
A custom workflow app is an application designed to automate business processes. It improves operational efficiency by automatically executing tasks based on specific conditions or events.
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You can use webhooks without installing/implementing Operations Hub.
You can get values from associated deal records that meet specific criteria and copy them to objects like contacts.
This feature enables you to recommend items such as products, e-books, and seminars, with options to sort them by price, name, or in a random order.
You can extract and replace specific text, such as changing 'Ltd.' to 'Limited' or 'Inc.' to 'Incorporated' within a company name.
You can compare the string or numerical values of a specific property.
You can perform multiplication and division within the workflow.
You can add or subtract from a date in a property.
This counts the current number of marketing contacts within the workflow.
You can merge specific records within a workflow.
When running workflows in HubSpot, you might need to know, "Which marketing campaign did this contact just register for?" This allows you to follow up with the most relevant context. A 3rd-party custom workflow action makes it possible to dynamically search for a contact's most recent activity. This article covers the purpose, use cases, and setup steps for the "Recent Campaign Search Action."
more detailWhen managing HubSpot workflows, you might need to find a product's price or category from your Product Library based on a contact's form submission (like a product name or SKU). A 3rd-party custom workflow action makes this dynamic search possible. This article covers the purpose, common use cases, and setup steps for the "Product Search Action."
more detailWhen automating event marketing in HubSpot, you often face complex needs like, "I want to automatically invite this contact to a webinar that matches their interest in 'sweets' and is scheduled for next month or later." This is made possible by the 3rd-party "Marketing Event Recommend Action." This action dynamically searches and recommends the most suitable events from your HubSpot marketing events database, based on criteria you set for category and timing. This article explains the purpose, use cases, and setup steps for the "Event Recommend Action" shown in your video.
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Company Info
Name : SweetsVillage .Inc
CEO :
Tomoo Motoyama
Copyright ©SweetsVillage .Inc
