HubSpot + Microsoft Outlook
Create draft emails in Microsoft Outlook when HubSpot deal stages are updated
Stay on top of your HubSpot deal stages and streamline communication with this efficient workflow. When a deal stage is updated in HubSpot, a draft email will be created in Microsoft Outlook, allowing you to promptly address the necessary changes or updates. By automating this process, you can ensure faster reaction times and a more organized management of your sales pipeline.
Stay on top of your HubSpot deal stages and streamline communication with this efficient workflow. When a deal stage is updated in HubSpot, a draft email will be created in Microsoft Outlook, allowing you to promptly address the necessary changes or updates. By automating this process, you can ensure faster reaction times and a more organized management of your sales pipeline.
- When this happens...
Updated Deal StageTriggers when a deal enters a specified stage.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
ActionWriteCreate a new record or update an existing record in your app.
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Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
All Day Event?
Description
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
About Microsoft Outlook
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- Create events in Microsoft Outlook for updated contact property changes in HubSpot
- Send emails in Microsoft Outlook for new social media messages in HubSpot
- Generate draft emails in Microsoft Outlook when HubSpot contact properties change
- Create new HubSpot contacts from new Microsoft Outlook messages in a folder
- Create new HubSpot deals from new messages in Microsoft Outlook folders
- Create or update HubSpot contacts whenever new Microsoft Outlook calendar events are added
- Create or update HubSpot contacts when new messages arrive in Microsoft Outlook folder
- Update events in Microsoft Outlook when new contact property changes occur in HubSpot
- Create or update outlook contacts for new or updated HubSpot companies
- "create new HubSpot engagements from new messages in Microsoft Outlook folders"
- Create new HubSpot contacts from new Microsoft Outlook calendar events
- Create new HubSpot contacts from new Microsoft Outlook emails matching search criteria
- Create new HubSpot engagements from Microsoft Outlook emails
- Create new HubSpot engagements from new flagged emails in Microsoft Outlook
- Create or update HubSpot contacts when new messages arrive in a Microsoft Outlook folder
- Create new HubSpot tickets from new messages in Microsoft Outlook folders
- Manage new email subscriptions in HubSpot and send emails in Microsoft Outlook
- Create new HubSpot engagements for each new email in Microsoft Outlook
- Create new HubSpot deals from matching Microsoft Outlook emails
- Create or update HubSpot contacts from new flagged emails in Microsoft Outlook
- Create new Microsoft Outlook contacts for every new contact in HubSpot list
- Add new Microsoft Outlook emails matching search to HubSpot contacts workflow
- Create new Microsoft Outlook events from new HubSpot engagements
- Create Microsoft Outlook events for newly changed HubSpot contact properties
- Create events in Microsoft Outlook whenever new deal properties change in HubSpot
- Create events in Microsoft Outlook from new form submissions in HubSpot
- Create new deals in HubSpot from new flagged emails in Microsoft Outlook
- Create events in Microsoft Outlook for new contacts in HubSpot lists
- Create HubSpot contacts when new customers are added in Sharpei
- Create new HubSpot contacts from matched Microsoft Outlook emails
- Create new HubSpot engagements when Microsoft Outlook calendar events are updated
- Create draft emails in Microsoft Outlook for new contacts in HubSpot
- Create outlook events for new HubSpot contacts
Related Zap Templates
- Create Microsoft Outlook contacts for new contacts in HubSpot
- Create HubSpot tickets from new Microsoft Outlook emails
- Send Microsoft Outlook emails with Corporate Merch gift links for newly updated deal stages in HubSpot
- Create HubSpot deals from new Microsoft Outlook calendar events
- Send new HubSpot email events as emails in Microsoft Outlook
- Create or update HubSpot contacts from new Microsoft Outlook calendar events
- Send emails in Microsoft Outlook for new contacts in HubSpot
- Send emails in Microsoft Outlook for newly created or updated contacts in HubSpot
- Create or update HubSpot contacts from new Microsoft Outlook contacts
- Send emails in Microsoft Outlook when new ticket property changes occur in HubSpot
- Generate draft emails in Microsoft Outlook when HubSpot contact properties change
- Create or update HubSpot contacts whenever new Microsoft Outlook calendar events are added
- Create or update outlook contacts for new or updated HubSpot companies
- Create new HubSpot contacts from new Microsoft Outlook emails matching search criteria
- Create or update HubSpot contacts when new messages arrive in a Microsoft Outlook folder
- Create new HubSpot engagements for each new email in Microsoft Outlook
- Create new Microsoft Outlook contacts for every new contact in HubSpot list
- Create Microsoft Outlook events for newly changed HubSpot contact properties
- Create new deals in HubSpot from new flagged emails in Microsoft Outlook
- Create new HubSpot contacts from matched Microsoft Outlook emails
- Create outlook events for new HubSpot contacts
- Create HubSpot contacts from new Microsoft Outlook emails
- Add new Microsoft Outlook contacts to HubSpot as contacts instantly
- Send Email Notifications with Microsoft Outlook for New HubSpot Form Submissions
- Send emails in Microsoft Outlook for new contacts in HubSpot list
- Send emails in Microsoft Outlook for new deals in HubSpot
- Add HubSpot contacts to list when new Microsoft Outlook calendar events start
- Create new HubSpot contacts from new Microsoft Outlook contacts
- Create events in Microsoft Outlook from new form submissions in HubSpot
- Send an email in Microsoft Outlook for new tickets in HubSpot
- Create events in Microsoft Outlook for updated contact property changes in HubSpot
- Create new HubSpot contacts from new Microsoft Outlook messages in a folder
- Create or update HubSpot contacts when new messages arrive in Microsoft Outlook folder
- "create new HubSpot engagements from new messages in Microsoft Outlook folders"
- Create new HubSpot engagements from Microsoft Outlook emails
- Create new HubSpot tickets from new messages in Microsoft Outlook folders
- Create new HubSpot deals from matching Microsoft Outlook emails
- Add new Microsoft Outlook emails matching search to HubSpot contacts workflow
- Create events in Microsoft Outlook whenever new deal properties change in HubSpot
- Create events in Microsoft Outlook for new contacts in HubSpot lists
- Create new HubSpot engagements when Microsoft Outlook calendar events are updated
- Parse resumes from new Outlook attachments using CandidateZip and create HubSpot contacts
- Create Microsoft Outlook events for updated HubSpot deal stages
- Add new HubSpot contacts to Microsoft Outlook events
- Remove HubSpot email subscriptions when new Microsoft Outlook emails arrive
- Update HubSpot contacts when new Microsoft Outlook emails arrive
- Send emails in Microsoft Outlook for new company property changes in HubSpot
- Send an email in Microsoft Outlook when new contact property changes in HubSpot
- Create draft emails in Microsoft Outlook for new email events in HubSpot
- Send emails through Microsoft Outlook when new deal property changes occur in HubSpot
- Send emails in Microsoft Outlook for new social media messages in HubSpot
- Create new HubSpot deals from new messages in Microsoft Outlook folders
- Update events in Microsoft Outlook when new contact property changes occur in HubSpot
- Create new HubSpot contacts from new Microsoft Outlook calendar events
- Create new HubSpot engagements from new flagged emails in Microsoft Outlook
- Manage new email subscriptions in HubSpot and send emails in Microsoft Outlook
- Create or update HubSpot contacts from new flagged emails in Microsoft Outlook
- Create new Microsoft Outlook events from new HubSpot engagements
- Create events in Microsoft Outlook from new form submissions in HubSpot
- Create HubSpot contacts when new customers are added in Sharpei
- Create draft emails in Microsoft Outlook for new contacts in HubSpot