0CodeTools: ToolBox for HubSpot

How to install

After connecting your portal, the new HubSpot Workflow actions appear in your HubSpot workflow editor — alongside the native steps:

Trigger enrollment for contacts

When this happens

Group 1

Form submission: Demo Request any number of times anytime

1. Create note

0CodeTools action — added by the app

2. Find and associate

0CodeTools action — added by the app

3. Send email

HubSpot built-in step

Create Note workflow action

This action creates a note and associates it with the record (object) enrolled in a workflow. So if you run a Contact-based workflow, the Note will be associated with the Contact and will appear on the Contact Timeline.

The Create Note workflow action supports default objects (contact, company, ticket, deal) and custom objects.

There are two fields in the action settings:

Note Body: enter your note text. You can also add object properties.
Optional Property or Action Output: choose a property or output of one of the previous actions. This field value is added to the end of the Note Body. Useful when you have a previous action output that you want to save as a Note.

Read the full guide: Create Note.

Copy Associations workflow action

This HubSpot workflow action copies record associations from one to another, making it easy to manage your records and streamline your workflows. It's particularly useful when you want to associate a Deal with a Contact's Company, or associate a Deal with all Contacts belonging to a Company. It also applies to custom objects, automatically creating associations with all records connected to a Contact.

Choose the object type you want to copy associations from and run the workflow. It will find an object of the selected type and copy all the associated objects to the enrolled object.

Trigger enrollment for deals

When this happens

Group 1

Deal is created any number of times anytime

1. Copy associations

Copy associations from associated Contact

Click to see configuration

Read the full guide: Copy associations.

Find and Associate workflow action

This action searches for the object specified by the Find Object Type field, with the property value specified in the Find Object Value field, in the Find Object Property property.

If the object is found, an association is created.

Optionally, you can add an Association label to the object by typing the label in the Association Label field. If the association label is found, it will label the association. If it is not found, it still creates the association with the default association type.

Read the full guide: Find and associate.