Finserv Email Journeys to Cross-Sell Commercial Lending Products
Fully native to HubSpot — no code, no external platforms, just actions that appear right in your workflow builder.
Automate the manual stuff — archive records, distribute leads fairly, manage HubDB, or log notes — all without lifting a finger.
Built to scale — whether you’re a startup or enterprise, the credit system adapts to your team’s needs.
All the actions you need, unlocked in one install.
Forget multiple installs — just add Magic Workflows once and start using any action instantly.
Get 300 free credits to start your trial
Complete the free trial form to get your credits and start testing the magic of our tools
Purchase a plan that fits your workflow needs
Credits are only deducted when an action is successfully executed
HubDB actions
Fetch, write, and update data in HubDB tables directly within your workflows—no coding required.
Object Archiver
Automatically archive HubSpot records (like contacts or deals) and their associated emails to stay under HubSpot’s storage limits.
Cycler
Distribute leads, tasks, or records evenly across your team members—ensuring fair assignment and balanced workloads.
Notes+ 2.0
Create, update, and search CRM notes directly in workflows to streamline knowledge management and tracking.
Object Associator
Automatically associate HubSpot records based on rules and criteria, keeping your CRM connected and organized.
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