Keep important incoming emails visible in HubSpot
Give customer emails a place in your CRM record, with Notis capturing the conversations you ask it to track.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Important inbound messages can stay buried in an inbox, leaving the CRM without the context needed for the next conversation.
- Keep selected correspondence easier to find.
- Reduce manual CRM note taking.
- Carry conversation context into later customer work.
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.
- 3Tell Notis which incoming messages to record and what context to include in HubSpot.
- 4Pick the Outlook New Outlook Message trigger and choose where run reports should go.
- 5Test with one real message and review the HubSpot record.
Questions about this workflow
Will this send or forward the email?
No. The selected HubSpot action creates email objects for record-keeping and does not send emails.
Can I ask Notis to capture only customer messages?
Yes. Include your criteria in the instruction. Notis can use information returned with the message, but any missing criteria or customer list must be provided.
Can the email be associated with a HubSpot contact?
The action supports associations, but the related HubSpot record and association details must be available and valid for the create request.
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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