Keep new Outlook contacts ready for HubSpot follow-up
A contact added in Outlook can become a HubSpot record automatically, so you can keep your relationship work moving without switching apps.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
Copying contact details between Outlook and HubSpot takes time and makes it easy to forget someone who should receive a follow-up.
- Spend less time re-entering contact details.
- Keep new relationships visible in the CRM.
- Make follow-up easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Outlook and HubSpot once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create it.
- 3Describe that each new Outlook contact should become a HubSpot contact, including any rules for avoiding duplicates.
- 4Pick the Outlook New Contact Added trigger and choose where run reports should go.
- 5Test with one real contact and confirm the result in HubSpot.
Questions about this workflow
Does this update an existing HubSpot contact?
The instruction can ask Notis to check for an existing contact before creating one. Specify which identifying details to use, such as email address.
Can I choose which contact details to include?
Yes. Describe the details you want Notis to include in your instruction. If the Outlook event does not provide a detail, Notis cannot use it unless you supply it.
Will this send an email to the new contact?
No. The selected action creates HubSpot contact records; it does not send an email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Hubspot. A trigger fires from one place; an action lands in another.
Outlook triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Outlook and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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