Complex workflows. Without complex coding.
Automate everyday and advanced HubSpot operations with ready-to-use actions. From merging duplicate records to managing associations and transforming data, Auperate gives you powerful workflow capabilities without custom scripts or expensive platform upgrades.
Auperate — Action Sets
Choose from prebuilt actions designed to solve common CRM and automation challenges. Configure the rules, add the action to your workflow, and let Auperate handle the execution.
One customer. One clean record.
Automatically detect and merge duplicate CRM records, even when contact details are stored differently. Define your own matching criteria and keep your HubSpot database accurate.
What you can automate
- Merge by phone number
- Merge by custom property
- Advanced multi-property matching
Workflow example
Let your workflows handle the dates.
Automatically format dates and calculate renewals, expirations, and follow-up deadlines using your existing HubSpot properties.
What you can automate
- Format dates and timestamps
- Add or subtract time from dates
Workflow example
Clean data at every step.
Turn inconsistent CRM values into reliable, standardized information. Combine, split, extract, and validate data automatically within HubSpot workflows.
What you can automate
- Combine and split property values
- Extract and transform data using regex
- Normalize website URLs and domains
- Normalize and validate phone numbers
Workflow example
Connect the right records. Automatically.
Create, update, and remove relationships between HubSpot records using configurable matching rules. Keep contacts, companies, and deals accurately connected.
What you can automate
- Associate records using matching properties
- Match contacts to companies by email domain
- Create or update association labels
- Remove outdated associations
Workflow example
Take the manual work out of deal line items.
Automatically create and update line items using deal properties and product selections. Keep quantities, pricing, and product information aligned with your deals.
What you can automate
- Create line items from deal properties
- Create multiple line items automatically
- Update quantities, prices, and discounts
Workflow example
Turn complex data into usable CRM information.
Clone records, translate property values, and extract information from structured data. Simplify complex data operations without writing custom scripts.
What you can automate
- Clone existing HubSpot records
- Translate and map property values
- Extract values from nested JSON responses
Workflow example
Powerful automation in three simple steps.
Step 1 — Choose Your Action
Select a prebuilt action that matches the task you want to automate.
Step 2 — Configure Your Rules
Choose the HubSpot properties, matching conditions, or transformation rules. No custom scripting required.
Step 3 — Add It to Your Workflow
Use the configured action in your HubSpot workflow and automate the process.
Your HubSpot workflows can do more. Without costing more.
Stop building custom scripts for routine CRM operations. Get ready-to-use workflow actions that help you automate complex tasks while reducing your dependency on expensive Data Hub upgrades.
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