1.Receives new email sent events
Integrate Instantly and event streaming tools to extract send metadata to log email send signals
Log campaign sends to contact CRM engagement records
Automatically monitor email sent events across Instantly and HubSpot. Create and update contact engagement records when outbound campaign emails sendβso you can log activity instantly, improve context, and protect follow-up without manual reporting.
How this automation logs campaign activity in CRM records
When email sends happen, missing context can slow follow-up and leave reps working blind. This automation receives send events, finds contacts, and creates engagements and updates timestampsβso your team can keep CRM activity accurate.
Instantlyor swap with your favorite app
2.Finds contacts by recipient email
Integrate HubSpot and contact lookup tools to search contacts by recipient address to find the right contact
HubSpotor swap with your favorite app
3.Creates engagement on the contact
Integrate HubSpot and engagement tracking tools to create an email engagement to record campaign context
4.Updates contact last-contact timestamp
Integrate HubSpot and CRM data tools to update last-contact timestamp to refresh contact engagement history
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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