CRM
Integrated Tool Actions in Workflows

Automate across your stack—without switching tabs.

Automate across your stack—without switching tabs.

Use workflow actions to create tickets, send messages, post events, and update systems in the apps your teams rely on.

A dashboard showing various app integrations (Slack, Jira, Salesforce) with automated actions (messages, tickets) flowing between them seamlessly.
CRM
Integrated Tool Actions in Workflows

Automate across your stack—without switching tabs.

Automate across your stack—without switching tabs.

Use workflow actions to create tickets, send messages, post events, and update systems in the apps your teams rely on.

CRM
Integrated Tool Actions in Workflows

Automate across your stack—without switching tabs.

Automate across your stack—without switching tabs.

Use workflow actions to create tickets, send messages, post events, and update systems in the apps your teams rely on.
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Turn integrations into action.

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Installed integrations expose actions directly inside the visual builder so admins orchestrate cross-tool processes in one place.

Out-of-the-box actions

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  • Send messages, create tasks, or post events in connected apps.
  • Add or remove audiences for ads and messaging.
  • Update records in external systems securely.
A workflow pipeline with connected apps (e.g., Slack, Jira) showing automated actions without switching tabs.

Reliable handoffs

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Error handling

Retries and alerts keep workflows moving.

Payload mapping

Pass the right fields to the right endpoints.

Audit trails

See when and where actions executed.

A dashboard showing successful data transfers, error logs, and an audit trail of actions, confirming reliable handoffs.

Admin controls

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Limit who can add external actions, review scopes, and test in sandbox before production.

A dashboard showing admin controls for limiting actions, reviewing scopes, and testing in a sandbox environment.

Architecture for workflows

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Swap apps without rebuilding logic by keeping payload mappings and branches in Hoop.

A workflow builder with branching logic and app connectors, showing data mapping between different steps.

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Frequently asked questions

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