Node reference - Default

Use this reference to choose the next node in a workflow. Each row explains what the node does and when it is a good fit. Follow the link for its fields, setup, and examples.

Select Add Node in the workflow builder to see the nodes available to your workspace. A node that needs an integration appears only when that integration is connected. Loop and Deep Research also need their workspace features enabled.

Actions

Node	How it works	Use it when
Send to Webhook	Sends an HTTP request to a public endpoint and makes the response available to later nodes.	You need to send data to a system that has no native Default integration.
Redirect	Sends a visitor’s browser to a URL, with optional URL parameters.	A form-driven workflow must send the visitor to a thank-you page or another destination.
Date Transformer	Moves a date forward or backward and saves the result.	A later node needs a date such as one day before a meeting.
Create Variable	Saves fixed values or data from earlier nodes under names you choose.	Several later nodes must reuse the same value.

CRM and Default records

The shared CRM nodes support Salesforce and HubSpot. Their fields and behavior can differ by provider. The CRM node guide shows each provider version separately.

Node	Provider	How it works	Use it when
Create Record	Salesforce and HubSpot	Creates a CRM record from mapped workflow data. Salesforce can update a matching record instead.	The workflow must add a new lead, contact, account, company, deal, or another supported object.
Match Record	Salesforce and HubSpot	Finds one record, then follows Match or No Match. HubSpot can also match through an association.	You must find an existing record before you decide whether to update or create it.
Update Record	Salesforce and HubSpot	Changes mapped fields on a record selected from an earlier node.	The workflow already has the record ID and must change its fields or owner.
Convert Lead	Salesforce	Converts a lead into an account and contact, with an optional new opportunity.	A qualified Salesforce lead must enter your account and opportunity process.
Create Activity / Create Engagement	Salesforce and HubSpot	Creates a Salesforce activity or HubSpot engagement and can connect it to a record.	The CRM must record a call, email, meeting, note, task, or other activity.
Match Activity / Match Engagement	Salesforce and HubSpot	Finds one activity or engagement, then follows Match or No Match.	You must prevent duplicates or find an item before you update it.
Update Activity / Update Engagement	Salesforce and HubSpot	Changes fields on an activity or engagement selected from an earlier node.	The workflow must change the status, owner, date, or another field on an existing item.
Create Association	HubSpot	Links two HubSpot records with a default or labeled relationship.	You must connect records such as a contact and company.
Match Default Record	Default	Finds a Default record and follows Match or No Match.	You must find a queue before another routing node uses it.

Sequencing

Node	How it works	Use it when
Add to Apollo Sequence	Finds or creates an Apollo contact, then adds it to a sequence from a selected mailbox.	Apollo should start outreach for the lead.
Add to Outreach Sequence	Finds or creates an Outreach prospect, then adds it to a sequence from a selected mailbox.	Outreach should start outreach for the lead.
Add to Salesloft Cadence	Finds or creates a Salesloft person, then adds them to a cadence.	Salesloft should start a cadence, with an optional sending user and start step.
Add to Amplemarket Sequence	Identifies a lead by email or LinkedIn URL and adds them to a sequence.	Amplemarket should start outreach for the lead.
Add to Smartlead Campaign	Adds an email address to a Smartlead campaign. The campaign chooses the sender.	Smartlead should start outreach and manage sender rotation.
Enroll in HubSpot Sequence	Enrolls a HubSpot contact under a selected HubSpot user.	A mapped HubSpot user should send a shared HubSpot sequence.
Add to Gong Engage Flow	Adds a Salesforce or HubSpot record to a Gong Engage flow under a selected user.	Gong Engage should start outreach for a CRM record.

Notifications and Slack

Node	How it works	Use it when
Send Slack Message	Posts to Slack channels, sends direct messages, or does both.	A team or assigned person needs a real-time alert.
Send Internal Email	Emails Default workspace members. It does not email external leads.	An internal user needs an email notification or action link.
Create Slack Channel	Creates a public or private Slack channel and can post its first message.	A new account, deal, or project needs its own channel.
Add Member to Slack Channel	Adds internal users, Slack apps, or external guests to a channel.	A workflow created or selected a channel and must add the right participants.

Enrichment and AI

Node	How it works	Use it when
Enrich Data	Uses one provider or a waterfall to add person, company, or validation data.	Routing, CRM updates, or messages need data that the trigger did not provide.
AI Prompt	Sends workflow data and instructions to a language model, then returns text.	You need to summarize, classify, or transform data already in the workflow.
Deep Research	Searches the live web through Parallel and returns the output fields you define.	You need current research that enrichment providers or existing workflow data cannot answer.

Routing and scheduling

Node	How it works	Use it when
Round-Robin	Uses a queue and its policy to select an assigned user.	A lead must go to an available sales or success team member.
Display Scheduler	Shows a booking page, waits for the visitor, then follows Booked or Not booked.	A qualified visitor should book time during the workflow.

Logic and timing

Node	How it works	Use it when
Multi-Branch	Checks branches in order and follows the first matching branch. Else catches everything else.	Different records need different actions based on their data.
Run Experiment	Assigns runs across weighted branches and can keep the same lead in the same branch.	You need an A/B test, a sample, or a gradual rollout.
Loop	Repeats the nodes inside it until an exit condition, pass limit, or time limit stops it.	The same group of nodes must run more than once with a clear stop rule.
Time Delay	Pauses the workflow for a duration, then continues.	A later action must wait, such as a follow-up one day after a meeting.

Legacy nodes

These nodes stay registered so old workflows can load. You cannot add them to a new workflow.

Node	Current behavior	What to use now
Add Tag	The node is hidden and performs no action. Remove it from old workflows.	Use Create Variable for reusable workflow data. Use Update Record to write a value to your CRM.
Abstract Geolocation	Existing workflows still look up a visitor’s location from the trigger’s IP address.	Use Enrich Data with a provider or waterfall that returns location data.

​Actions

​CRM and Default records

​Sequencing

​Notifications and Slack

​Enrichment and AI

​Routing and scheduling

​Logic and timing

​Legacy nodes

Actions

CRM and Default records

Sequencing

Notifications and Slack

Enrichment and AI

Routing and scheduling

Logic and timing

Legacy nodes