HubSpot Microsoft Outlook
Add a note to HubSpot based on the content of an Outlook email
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HubSpot Microsoft Outlook

Add a note to HubSpot based on the content of an Outlook email

Yoom's HubSpot ＆  Microsoft Outlook  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

The "Add Notes to HubSpot Based on Outlook Email Content" workflow is a business workflow that automatically reflects email information received in Outlook into HubSpot.

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■Recommended for

  • Sales representatives who manually add emails received in Outlook to HubSpot
  • Marketing or customer support personnel who want to efficiently manage communication with customers
  • IT personnel who want to strengthen the integration between Outlook and HubSpot and automate tasks
  • Those who aim to reduce errors from manual input and achieve accurate data management

‍

■Benefits of using this template

  • Saves work time by automatically reflecting email information.
  • Prevents human errors from manual input.
  • Improves operational efficiency through centralized management of customer data.
  • Facilitates smooth information sharing within the team, enhancing overall team productivity.
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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
HubSpot
×
Microsoft Outlook
Microsoft Outlook
– 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.
see details
Templates
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
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The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
View details Try it
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
Create a GitHub Issue when a HubSpot form is submitted.
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When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
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HubSpot
HubSpot
×
+
+
+ + Microsoft Outlook + +
+
Microsoft Outlook
+
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
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
    Retrieve 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
    Retrieve 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 Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve 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 Product 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
    Retrieve 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
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    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)
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My 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
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
    Retrieve 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
    Retrieve 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 Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve 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 Product 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
    Retrieve 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
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    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)
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 Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My 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
Tab 1
Tab 2
Tab 3
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