HubSpot Microsoft Outlook
Send a scheduling email in Outlook based on form information from Hubspot.
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HubSpot Microsoft Outlook

Send a scheduling email in Outlook based on form information from Hubspot.

Launch this workflow to connect HubSpot & Microsoft Outlook !
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■Overview

In this flow, it is possible to send scheduling emails via Outlook based on form information from Hubspot. This automation reduces the manual effort of scheduling meetings and supports efficient sales activities.
With Yoom, you can easily connect apps without the need for programming.

‍‍

■Recommended for

  • Those who regularly use Outlook and Hubspot for work
  • Sales representatives managing leads using Hubspot
  • Those who use Outlook for scheduling meetings with clients
  • Marketing professionals who want to automate follow-ups after form submissions
  • Small business owners looking to streamline their sales processes

‍

■Benefits of using this template

  • Time-saving in scheduling meetings
    ・Automatically sends emails based on Hubspot form information, eliminating the need for manual meeting scheduling communication.
  • Improved accuracy in meeting scheduling
    ・Automated email sending prevents human errors, enabling accurate and comprehensive scheduling.
  • Increased efficiency in sales activities
    ・By automating the follow-up process for sales meetings, the sales team can focus on more leads.
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About the Apps
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
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HubSpot
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×
Microsoft Outlook
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– See what else you can do.
About the apps you use
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
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HubSpot
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No-Code API Actions
Executable API actions
All
HubSpot
Microsoft Outlook
Flowbot triggers
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    Form Submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Get company information
    Retrieve Latest Company ID
    Update company
    Search Company (Keyword Search)
    Create deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Get company custom properties
    Get deal custom properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Property
    Update Deal Custom Properties
    Create ticket
    Submit data to form
    Update ticket
    Associate Records
    Add Note to Contact
    Get public file URL
    Get Custom Object Records
    Create Custom Object Record
    Update custom object record
    Search custom object records (keyword search)
    Get product
    Create Product
    Update product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add note to ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Line Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Get service custom properties
    Create Meeting Log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create call log
    Get tax rates list
    Search items (filter search)
    Search fees (filter search)
    Search discounts (filter search)
    Search quote templates (filter search)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
    Search multiple tickets (filter criteria)
    Get pipeline stages
    Get a pipeline stage
    Get notes associated with a contact
    Search custom object records (filter search)
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete an event from a specified user's calendar
    Update an event in a specified user's calendar
    Delete an event from your calendar
    Update an event in your calendar
    タスクを作成する（リマインド設定対応）
    タスクを作成する（リマインド設定非対応）
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
    Get email messages
    Move message
    Get a specific message
Flowbot triggers
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    Form Submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Get company information
    Retrieve Latest Company ID
    Update company
    Search Company (Keyword Search)
    Create deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Get company custom properties
    Get deal custom properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Property
    Update Deal Custom Properties
    Create ticket
    Submit data to form
    Update ticket
    Associate Records
    Add Note to Contact
    Get public file URL
    Get Custom Object Records
    Create Custom Object Record
    Update custom object record
    Search custom object records (keyword search)
    Get product
    Create Product
    Update product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add note to ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Line Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Get service custom properties
    Create Meeting Log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create call log
    Get tax rates list
    Search items (filter search)
    Search fees (filter search)
    Search discounts (filter search)
    Search quote templates (filter search)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
    Search multiple tickets (filter criteria)
    Get pipeline stages
    Get a pipeline stage
    Get notes associated with a contact
    Search custom object records (filter search)
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete an event from a specified user's calendar
    Update an event in a specified user's calendar
    Delete an event from your calendar
    Update an event in your calendar
    タスクを作成する（リマインド設定対応）
    タスクを作成する（リマインド設定非対応）
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
    Get email messages
    Move message
    Get a specific message
Tab 1
Tab 2
Tab 3
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© Yoom Inc.