HubSpot + Microsoft Outlook

Create new HubSpot engagements from matching Microsoft Outlook emails

Stay on top of your client interactions with this workflow. Whenever a new email arrives in your Microsoft Outlook that matches your search criteria, an engagement is created in HubSpot instantly. This efficient system allows you to capture all relevant communication and enhance your client relationships, making sure no valuable interaction slips through the cracks.

Stay on top of your client interactions with this workflow. Whenever a new email arrives in your Microsoft Outlook that matches your search criteria, an engagement is created in HubSpot instantly. This efficient system allows you to capture all relevant communication and enhance your client relationships, making sure no valuable interaction slips through the cracks.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email Matching Search

    Triggers when a new e-mail is received in your inbox that matches a search.

    TriggerPolling
  2. automatically do this!
    HubSpotHubSpot
    Create Engagement

    Creates a new Engagement for a contact, in HubSpot.

    ActionWrite
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Supported triggers and actions

  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It
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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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