Hubspot Automation
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HubSpot Automation Actions
Explore HubSpot actions to automate contact management, emails, tasks, and workflow triggers.
Hubspot Add Note
Add a note to a HubSpot object.
Hubspot contact created trigger
Triggers when contact created in Hubspot.
Hubspot contact created trigger
Triggers when contact created in Hubspot.
HubSpot Create Task
Create a new task in HubSpot and associate it with a contact or deal.
HubSpot Get Contact
Retrieve a contact's details from HubSpot.
HubSpot Get Contact List
Fetch a list of contacts from HubSpot with filters.
HubSpot Get Engagements
Fetch engagements for a specific contact from HubSpot.
Hubspot list updated trigger
Triggers when list updated in Hubspot.
Hubspot Send Email
Send an email using HubSpot.
HubSpot Update Contact
Update a contact in HubSpot using ID or email.
Can’t Find the Action You Need?
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HubSpot's Top 6 Automations
Discover How To Supercharge Your Sales Routine With Powerful HubSpot Automation.
Automated Lead Capture
Instantly add new contacts and trigger follow-up using HubSpot automation.
Centralized Contact Updates
Keep contact records up to date across platforms with seamless HubSpot workflow integration.
Smart Lead Assignment
Auto-assign leads to reps, ensuring fast, consistent follow-up and sales automation.
AI-Powered Lead Nurturing
Send personalized emails and tasks with HubSpot AI automation for better engagement.
Dynamic Task Creation
Automatically create tasks for sales teams to streamline outreach and lead generation.
Unified Engagement Tracking
Track all client interactions in one place to improve marketing automation and reporting.
HubSpot Automation Benefits
Other Tools
F.A.Q.
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Tool is like a plugin or feature you can use inside your AI agent. It could be an integration with an app you already use (like HubSpot, LinkedIn, Google Sheets, etc.) or something built into Omnimind (like Web Search). Think of tools as the building blocks your AI agents use to get stuff done.
Good question! When you use tools inside Omnimind, its not just about automating one task—it’s about combining multiple tools into one smart workflow, handled by your AI agent. Instead of jumping between apps, logging into each one, and doing things manually, your agent connects the dots for you.
Even better? Not all tools in Omnimind require you to have an account with the original service. So you save time and money, all while letting your agent do the heavy lifting behind the scenes.
Almost anything, really. Every tool inside Omnimind helps you handle specific tasks—whether it’s finding and verifying emails for outreach, enriching your database with LinkedIn data, tech stack info, and more, writing personalized content, or automatically updating your CRM. Each tool comes with a set of “actions”—these are the actual steps your AI agent can take to get things done for you. From research to content creation to data syncing, it’s like giving your workflows a serious productivity upgrade—minus the manual work.
Tools are the “apps”—actions are the “moves” they can make. So if the tool is LinkedIn, the action might be “find leads based on filters” or “send a connection request.” Simple as that.
Absolutely. That’s what agents are for. You can build an agent that uses several tools in a row—like fetching leads from LinkedIn, enriching them with data from Clearbit, then updating your CRM and sending a follow-up email. One prompt, zero manual work.
Nope. Omnimind is 100% no-code. You just choose the tools you need and describe what you want the agent to do in plain English (we call this a workflow prompt)—and the platform figures out the rest. Magic? Kinda. But mostly just really smart automation.
An AI agent in Omnimind isn’t just a simple bot—it’s a smart assistant that can handle complex, multi-step tasks by using different tools in sequence. You tell it what to do (in plain English), and it gets to work.
There are three main types of agents you can build:
- ⚙️ Workflow Agents – These run quietly in the background. They’re trigger-based, meaning they get activated when something happens (like a new lead in your CRM) and automatically follow a set of instructions. Ideal for “if this, then do that” scenarios.
- 📊 Omnitable Agents – These are made for working with large datasets—like enriching, qualifying, or doing outreach to 1,000+ contacts at once. But here’s the cool part: even though they’re built for bulk tasks, you can totally use them for regular automations too. It’s all about what feels easier for you to manage.
- 💬 AI Chat Agents – These are the interactive ones. You can embed them on your website, use them in support or sales, or share them as a link. They’re great for talking directly to leads or customers. And unlike traditional chatbots, these chats are trained specifically on your company’s data, so they actually know what they’re talking about.
Whether you need silent background automation, bulk processing, or direct client interaction—there’s an agent for that.
No stress—there’s no need to start from scratch. We’ve got ready-made templates for popular use cases you can try right away. Whether you’re building a full-blown workflow agent or just experimenting with a single tool in Omnitable, there are pre-written prompt templates to guide you. You can easily tweak them to fit your needs—and they’re perfect for beating the blank page syndrome.
Book a free demo with our team—we’ll walk you through everything and help set up agents tailored to your business needs. Book a demo
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