1.Watch email sent events
Integrate Instantly and email event trackers to capture email-sent signals like recipient email and campaign name for engagement logging.
Create CRM engagement for outbound emails to leads
Automatically monitor email sent events across Instantly and HubSpot. Create and update CRM engagement records when email sent, campaign dispatched, or messages deliveredβso you can log outreach activity, keep contact timelines current, and brief the team without manual logging.
How this automation creates CRM engagement records
When email sent events fire, manual outreach logging can fall behind and obscure recent activity. This automation monitors email send signals and creates contact-linked engagement records and campaign context in HubSpotβso your team can see outreach history instantly.
Instantlyor swap with your favorite app
2.Finds contact by email
Integrate HubSpot, contact lookup workflows, and CRM activity tools to map recipient email to a contact record for association.
HubSpotor swap with your favorite app
3.Creates CRM engagement
Integrate HubSpot and CRM engagement records to create an EMAIL engagement and attach it to the found contact.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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