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Email by Zapier + HubSpot + Crossbeam

Find Crossbeam overlaps and send emails for new companies in HubSpot

Need to keep your stakeholders attuned to overlap details? Set up this integration and save time doing it. When a company is created or updated in HubSpot, this Zap will automatically retrieve any Crossbeam overlaps and email the owner of the record this information.

Need to keep your stakeholders attuned to overlap details? Set up this integration and save time doing it. When a company is created or updated in HubSpot, this Zap will automatically retrieve any Crossbeam overlaps and email the owner of the record this information.

  1. long arrow
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    When this happens...
    HubSpotHubSpot
    Company Recently Created or Updated

    Triggers when a company recently created or updated.

    TriggerScheduled
  2. long arrow
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    automatically do this...
    CrossbeamCrossbeam
    Record Search by ID

    Search your Crossbeam records for a specific Record ID

    ActionSearch
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    then do this...
    CrossbeamCrossbeam
    Partner Records Search by Record Type and ID

    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.

    ActionSearch
  4. then do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite

Supported triggers and actions

What does this mean?
email logo
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories

  • Email
  • Zapier
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hubspot logo
hubspot logo

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About Crossbeam

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

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