Ready-made Automations You Can Start From

Runs the approved bookings and revenue reports and extracts period totals, segment breakdowns, and variance to plan for the board reporting window.

Extracts contacts, deals, campaign history, event associations, notes, and activity timelines for opportunities inside a defined post-event window.

Searches the designated event channels and extracts rep notes, attendee mentions, company references, and timestamps into a structured review table.

Extracts recent InMail and message activity for selected contacts with sender, direction, timestamp, and available conversation context.

Matches approved external activities to HubSpot contacts and writes normalized timeline notes with source, sender, timestamp, and deduplication keys.

Updates matched contacts and deals with normalized event notes, attendance context, attribution classification, confidence, and an audit note.

Records a compensating assignment for a rep displaced by a corrected route, advances the recovery queue, and links the credit to the original reassignment.

Associates a company to the approved parent record, reassigns ownership under the hierarchy rule, and writes the routing rationale to the timeline.

Looks up an account and extracts parent company, subsidiaries, domains, headquarters, and confidence signals for routing review.

Writes approved firmographic and technographic fields to selected company records with source, confidence, and last-enriched metadata.