1.Detect new outreach event
Integrate Instantly and event routing tools to detect new outreach engagement events and route processing to the right path.
Record outreach engagement on contact records for visibility
Automatically monitor outreach engagement events across Zapier orchestration and HubSpot CRM. Create and update contact visibility when outreach records are sent, opened, or repliedβso you can surface recent activity, keep engagement dates current, and flag replies without manual logging.
How this automation records outreach engagement
When outreach engagement events arrive, delays can hide activity and slow follow-up. This automation routes event types, finds or creates contacts, and records or updates email engagementsβso your team can see outreach history instantly.
Instantlyor swap with your favorite app
2.Route by event type
Integrate Paths by Zapier and event routing tools to route sent, opened, and reply events to the correct HubSpot actions.
Paths by Zapieror swap with your favorite app
3.Find or create contact
Integrate HubSpot and contact enrichment tools to find contacts by email and create new contacts when no match exists.
HubSpotor swap with your favorite app
4.Create sent email engagement
Integrate HubSpot and CRM engagement logging tools to create sent email engagements and associate them with the contact.
5.Update open engagement fields
Integrate HubSpot and CRM fields to update last open dates and set an engagement flag on the contact record.
6.Update reply engagement fields
Integrate HubSpot and CRM fields to set replied flags, update last reply dates, and save reply campaign context.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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