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Follow up new HubSpot contacts with a work email

Creates a call task for the next working day and tells Slack when a contact with a work email is added.

On new contact in HubSpot2 apps3 steps

Apps it connects

Authenticate each one once and the workflow is ready to run.

What it does

Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.

  1. 1HubSpotNew contact triggerStarts when a contact is created.
  2. If a condition is met

    1. 2HubSpotCreate taskCreates the call task, due the next working day.
    2. 3SlackSend messageTells the team who the new contact is.

How it works

What happens on each run, in plain English.

Not every new contact is worth a call. When a contact is added to HubSpot with a work email address, this creates a call task on them due the next working day and posts their name, job title and company in Slack.

Contacts using Gmail, Yahoo, Outlook, Hotmail, iCloud or AOL are ignored. The task is not assigned to anyone in particular.

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