1.Detects new email
Integrate Microsoft Outlook and email filtering tools to capture incoming messages to log email as engagement.
Add incoming client emails to CRM contact records
Automatically capture new email messages across Microsoft Outlook and HubSpot. Create and update when new email arrives, sender email changes, or external threads appearβso you can find and update contacts, create new contacts, and log email engagement without manual data entry.
How this automation updates case-ready contact context
When new email arrives, delays can leave contact records incomplete and slow case setup. This automation monitors incoming messages and upserts contacts and logs email engagement and threadsβso your team can act with current context.
Microsoft Outlookor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM search tools to match sender email and find the right record to reduce duplicate contacts.
HubSpotor swap with your favorite app
3.Creates or updates contact
Integrate HubSpot and CRM record management to map sender details and upsert the contact to keep profiles current.
4.Creates email engagement
Integrate HubSpot and activity tracking tools to create an Email engagement and attach the thread to preserve audit context.
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Explore all contact management automations
Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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