Automate the work that slows your team down
Build workflows that react to what's happening across Hubdash, from new leads and pipeline changes to form submissions, replies, and scheduled events. Cut the manual admin, keep records up to date on their own, and let your team focus on the work that needs them.
Workflow triggers
Start an automation when a contact is created, a form is submitted, a deal moves stage, a date is reached, a message is received, or a field is updated. Combine triggers with filters and conditions so workflows only run when the right criteria are met, giving you precise control over what kicks off and when.
Workflow actions
Update records, create tasks, assign owners, move deals between stages, send emails, SMS, and WhatsApp messages, post internal notifications, and call external systems through webhooks or custom HTTP requests. One workflow can string together everything that needs to happen, so a single trigger drives a complete chain of work.
Visual workflows
Build automations on a clear visual canvas, with triggers, actions, and conditions you can drag into place and edit in plain language. No code, no scripting, no developer required. Anyone on your team can map out a process, test it, and put it live, with the confidence that comes from seeing exactly how each step connects.
See Hubdash in action
Book a demo and we'll walk you through how Hubdash fits around your business, your data, and the way your team actually works.
Discover other platform features
CRM
Manage contacts, organisations, and records in one place, with the flexibility to shape the data around how your business actually works.
Pipelines
Track every opportunity through clear, customisable stages so nothing stalls and nothing slips.
Forms
Capture leads straight from your website with full attribution, so you always know where your best enquiries are coming from.
Conversations
Bring email and messaging into Hubdash so every interaction sits alongside the contact, deal, or project it relates to.
Automation
Remove repetitive admin with workflows that handle follow-ups, internal actions, and routine tasks in the background.
Reports
Build dashboards and reports that turn day-to-day activity into the numbers you need to make confident decisions.
