1.Detect email sent event
Integrate Instantly and email event trackers to catch outbound send events and trigger contact matching instantly.
Log outbound sends to contact records for follow-up
Automatically monitor email sent events across Instantly and HubSpot. Create and update when email sent events, message ID arrives, or recipient email matchesβso you can link contacts, upsert records, and log email engagements without manual logging.
How this automation protects follow-up context
When an email send happens and goes unlogged, reps lose the context they need for fast follow-up and marketing ops lose reporting consistency. This automation monitors email sent events and finds or creates contacts and logs email engagementsβso your team can act with accurate activity context.
Instantlyor swap with your favorite app
2.Find contact by email
Integrate HubSpot and CRM search tools to look up contacts by recipient email and dedupe by message ID.
HubSpotor swap with your favorite app
3.Create or update contact
Integrate HubSpot and contact mapping to create or update records and set lead source campaign details.
4.Create email engagement
Integrate HubSpot and CRM engagement records to create an email engagement with subject, sender, and send timestamp.
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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