How to automatically send a draft in Outlook Mail every time a message is received in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Outlook Mail, and many other apps. In this guide, we'll show you how to automatically run the “send draft” action in Outlook Mail for each message received in HubSpot using Relay.app.
HubSpot logoHubSpot > Outlook Mail
Trigger
Last triggered
HubSpot logoMessage received
Outlook Mail logoSend draft
1

Set 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.

2

Add the “Send draft” step in Outlook

Integrate Outlook automation into your playbook to automatically send a draft in Outlook Mail every time a message is received in HubSpot.

Click the "Add step" button, locate the “Send 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.

3

Activate your playbook

Activating the playbook is the last step in the process. Once you turn it on, it will automatically send a draft 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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