Bring sent Outlook follow-ups into HubSpot
When you send a customer update from Outlook, Notis can create a HubSpot email record so the conversation is easier to pick up later.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Create email
Creates a new email engagement record in hubspot, requiring portal-specific `properties` (e.g., `hs timestamp` as a utc millisecond timestamp), and that association `to id`s and `associationtypeid`s are valid and existing.
Why this helps
After sending a thoughtful follow-up, manually logging it in HubSpot is easy to postpone until the context is gone.
- Keep outreach history in the CRM.
- Reduce after-send admin.
- Make future handoffs and follow-ups clearer.
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.
- 3In one instruction, explain which sent messages to record and how to find the related HubSpot record.
- 4Pick the Outlook New Sent Message trigger and choose where run reports should go.
- 5Test with one real sent message and check the resulting HubSpot engagement.
Questions about this workflow
Does the action send the email again?
No. It creates a HubSpot email engagement record; it does not send or resend the message.
Can I exclude personal or internal messages?
Describe the messages to include or exclude in the instruction. Notis can only apply criteria supported by the event data or details you provide.
What if a matching HubSpot record is not found?
Tell Notis how to handle that case in the instruction. Creating a related contact would require a separate action and a suitable workflow.
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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