BetaChoose your workflow actions in Agent Hub

When setting up workflows in Agent Hub, you can choose actions from the following categories:

• HubSpot: take actions within HubSpot. For example, you can create a note or a new CRM record. The workflow actions available depend on your account's subscriptions. 
• AI: execute AI actions and agents. When triggering an agent, you do not need a record to trigger the action.
• Apps: take action in third party applications such as Google Sheets, Airtable, and more. For example, when a record is updated in HubSpot, create a new row in Google Sheets. The actions available depend on the applications connected to your HubSpot account. 

You can also use custom code actions in the modern workflow builder, and use Breeze Assistant to automatically generate the corresponding code. Learn more about building workflows using Breeze Assistant.

HubSpot 

Use the following action types to automate processes in HubSpot. 

Flow control

• Branch: direct enrolled records down a certain path based on filter criteria. You can use AND and OR criteria when setting up this type of branch.
• Delay: delay enrolled records for a set amount of time, until a specific ay of the week, or a specific time of the day. Learn more about using delays in workflows. 

Communication

• Enroll in a sequence (Sales Hub and Service Hub Enterprise only): automatically enroll contacts in a sequence. Learn more about automating sequence enrollment using workflows.
• Unenroll from sequence (Sales Hub and Service Hub Enterprise only): Automatically unenroll contacts from the sequence they're currently enrolled in.  
  Learn more about automating sequence enrollment using workflows.
• Send email: send marketing emails that have been saved for automation to contacts associated with the enrolled record. 
  • When using this action in the Agent Hub workflow builder, you can use tokens from other associated records using the Find one record or Find one associated record action. For example, use data from deal or ticket records in your automated email.
  • If the enrolled record is a contact record, only the enrolled record's property values will be used for tokens, even if the email is sent to other associated contact records. 
• In-app notification: send an in-app notification to specified teams or users. The notification will appear in both the HubSpot notification center and in the HubSpot app as a notification.
  • Only primary members of teams will receive notifications. Extra team members will not receive any team notifications. 
• Send internal email notification: send an internal email to specific users, teams, or owners. 
  • You cannot select from existing automated emails. The internal email notification must be created from within the editor.
  • Only primary members of teams will receive notifications. Extra team members will not receive any team notifications.

• Send survey: if you’ve created a custom survey with the delivery method Workflow, you can automatically send the survey to enrolled contacts. Learn how to create a workflow survey.
• Send WhatsApp message: send WhatsApp messages to a contact's Whatsapp phone number. Contacts must have a valid number in the default property and be opted in to receive WhatsApp messages. Learn more about connecting a WhatsApp channel to the conversations inbox.
  
  

CRM

• Add line item to deal: associate line items with deals in deal-based workflows. Learn more about adding line items to deals using workflows.
• Assign conversation owner: automatically change the inbox and ownership assignment for a conversation. Learn more about automatically assigning a conversation owner in a workflow.
• Convert to invoice: create a one-time draft invoice from a deal or quote. Learn how to create a draft invoice from a deal or quote using workflows.
• Copy ticket: copy details of an existing ticket record to a new ticket. 
• Create associations: create new associations within CRM records. For example, you can create associations between contacts and companies when they have matching Company name property values. Learn more about managing CRM record associations with workflows.
• Create note: create notes for a CRM record. These notes will be automatically associated with the enrolled record.
• Create quote: create a new quote based on an existing deal. 
• Create renewal quote from contract (Revenue Hub only): create a renewal quote based on an existing contract. Learn more about creating a renewal quote on a contract.
  
• Delete record: delete a CRM record. 
• Edit record: set, edit, copy, and clear property values. This can be a property in the enrolled record, or a property in an associated record. Learn more about editing records with workflows.
• Enrich record: enrich enrolled contacts or companies. Learn more about automatically enriching contact or company records. 
• Find one associated record: locate and use other associated records. You can use this action to find associated records with either the enrolled record or other records located from the Find one record action.
• Find one record: identify and use a different record type with your action, add the Find one record action before your selected action.
• Manage communication subscriptions: set the subscription status of the enrolled contact. Learn more about setting subscription types with workflows.
• Remove association labels: clear your existing association labels. Learn more about managing CRM record associations with workflows.
• Rotate record by skills: rotate tickets to users based on their skills. Learn more about rotating ticket owners by skill with workflows.
  
• Stop tracking intent signals: deactivate tracking and continuous enrichment of intent signals. Learn more about intent signals.
• Update association labels: replace your existing association label or append a new association label to associated records. Learn more about managing CRM record associations with workflows.
• Validate and format phone number: format your phone numbers for calling. Then, use the Edit record action to update your phone number properties with the formatted number. Learn more about formatting phone numbers using workflows.

Marketing

• Add participant to marketing event: add contacts to and update the participant state of these contacts in manually created marketing event. Learn more about managing marketing event participants using workflows.
• Add to ads campaign: add records to an ads campaign. 
• Add to campaign: add contacts, tickets, or deals to marketing campaigns. Learn more about associating records with campaigns.
• Add to static segment (list): add enrolled contacts, companies, or deals to a static list.
• Remove from ads audience: remove contact from an ads audience. (You can only choose from audiences that were created in the workflows tool)
• Remove from campaign (Marketing Hub only): remove a record from a HubSpot campaign. Learn more about associating contacts with campaigns.
• Remove from static segment (list): remove enrolled contacts, companies, or deals to a static list.
• Set marketing contact status: set the marketing contact status of the enrolled contact. Contacts can be set as marketing at any time, but will only update to non-marketing on your account’s update date.

Utilities

• Custom code: write and execute JavaScript in your workflow. You can extend workflow functionality within and outside of HubSpot with custom code actions.
  • You can use Breeze Assistant to automatically generate the corresponding code based on text prompts. 
  • Learn more about using custom code actions, and view examples of custom code actions in HubSpot's Programmable Automation Use Case catalog.
• Format data: format and maintain your CRM data. Uing this action on its own will not update a property for the enrolled record. You'll need to use this action in combination with the Edit record action to update the properties of enrolled records. Learn more about formatting data with workflows.

AI 

Agents

• Run custom agent: run a custom agent installed in your account. Learn more about custom agents. 
• Add agentic step: enter a custom prompt to determine what the agentic step does. You can also enter inputs for the agentic step. 

AI

• Generate Prospect Profile: use AI to generate a profile summary for a given prospect. 
• Infer company value proposition and ICP: generate selling profiles for prospecting agent, including target personas, value propositions, and more. Learn how to use Breeze to infer company value proposition and ICP in workflows.
• Research company news: generate and extract data to research your records using properties or call transcripts associated with the enrolled record. Learn more about using Breeze to manage data in workflows.
• Summarize record: summarize data from enrolled records or any associated records. Then, use outputs from the action with other workflow actions.
• Use a custom LLM: connect your workflows with Large Language Models providers (LLMs) and start using AI-powered workflow actions. Learn more about using LLMs in workflows.

HubSpot agents

• Data Agent: 
  • Data agent: Custom prompt: use custom prompts to analyze, summarize, and categorize data from enrolled records. Learn more about using Breeze to manage data in workflows.
  • Data Agent: Fill Smart Property: run existing smart properties for companies or contacts. Learn more about using Breeze to manage data in workflows. Learn more about creating and using smart properties.
  • Data Agent: Research: generate and extract data to research your records using properties or call transcripts associated with the enrolled record. Learn more about using Breeze to manage data in workflows.
• Prospecting Agent: 
  • Enroll in prospecting agent: automatically enroll contacts in the prospecting agent. Learn more about how to use the prospecting agent.

• Customer Agent: 
  • Assign to customer agent: assign a conversation or ticket to the customer agent. Learn more about using the customer agent.

Apps

The app actions available depend on the apps installed in your account.