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Workflow Enrichment Actions

Overview

With the Associations Manager from Integration Glue, you can automate the creation and deletion of record associations and labels between records in HubSpot from a Workflow.

Match based on a unique ID or matching filters.

Includes:

  • Any Object (Contacts, Companies, Deals, Tickets, Custom Objects) to any Object Associations

  • Same Object Record Associations

  • Parent-Child Associations

  • Associate based on a specific ID

  • Associate based on an exact, partial or does not contain a match

  • Any errors or issues are logged against HubSpot Workflow

Fully managed within HubSpot Workflows - once installed you do not need to login to any other system to manage your association actions.

When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.

Integration Glue pricing is based on utilisation, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.0

Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.

Features

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

 

How to Use

  1. Sign up for an Integration Glue Account.
  2. Install the Workflow Enrichment Actions Micro App from the HubSpot Marketplace.
  3. Create a new Workflow or edit an existing Workflow.
  4. Add one of the Workflow Enrichment Actions.
  5. Configure the Action.
  6. Run the Workflow to see your updated data.

Pricing

Free 


Includes 100 credits; Actions use 1 - 3 credits each time they run = 33 - 100 runs of Custom Actions per month (dependent on the actions used) 
 

Starter 


Includes 10,000 credits; Actions use 1 - 3 credits each time they run = 3,333 - 10,000 runs of Custom Actions per month (dependent on the actions used) 
 


Professional 


Includes 100,000 credits; Actions use 1 - 3 credits each time they run = 33,333 - 100,000 runs of Custom Actions per month (dependent on the actions used) 
 


Enterprise


Includes 1,000,000 credits; Actions use 1 - 3 credits each time they run = 333,333 - 1,000,000 runs of Custom Actions per month (dependent on the actions used) 

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