We have massively extended the capabilities of the Beenia integration with HubSpot workflows. It now enables not only to automatically create activities but also goals, meetings, team spaces, member invites and more.
Calculate goals from any numeric property in HubSpot
The goal tracking using HubSpot data is now much more flexible. You can use any numeric property in HubSpot to calculate your goals. To do that just add the ID of that property into the Property ID field.
Set frequency to automatically update your goals from external data sources. That eliminates the need to manually update your goals and keeps your progress statistics accurate. In detail view of your goal click on "Get data", activate automatic updates and choose the frequency.
This is huge. Automatically match activities with goals using rules. So far you had to manually add activities to goals. Now you can set flexible rules which will do the matching for you. Navigate to detail of your goal and in the actions menu click on "Set rules".
