- How to automatically create a new draft email in Outlook Mail every time a message is received in HubSpot
- 1. Set the HubSpot trigger as “Message received”
- 2. Add the “Create draft” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Outlook Mail
- Related blog posts
- More how-to guides featuring HubSpot and Outlook Mail
How to automatically create a new draft email in Outlook Mail every time a message is received in HubSpot
HubSpot > Outlook MailMessage received
Create draftSet the HubSpot trigger as “Message received”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the HubSpot trigger to initiate your playbook's actions every time a message is received. Click "Add trigger" in your playbook and choose "Message received" from the dropdown menu under HubSpot.
If you still need to connect your HubSpot account to Relay.app yet, a prompt will guide you through the process.
Add the “Create draft” step in Outlook
Integrate Outlook automation into your playbook to automatically create a new draft email in Outlook Mail every time a message is received in HubSpot.
Click the "Add step" button, locate the “Create draft” automation for Outlook, and input the mandatory and relevant details.
If your Outlook account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Outlook account.
Activate your playbook
Activating the playbook is the last step in the process. Once you turn it on, it will automatically create a new draft email in Outlook Mail every time a message is received in HubSpot without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
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