HubSpot integration with Microsoft Exchange
How to Create Microsoft Exchange contacts from new HubSpot CRM deals
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Microsoft Exchange contacts from new HubSpot CRM deals" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Microsoft Exchange integrations
Microsoft Exchange actions
Nekton can use any feature that is available in Microsoft Exchange API.
Using our advanced AI, you can easily create custom automations for Microsoft Exchange.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
Send Email
Send an email from your Exchange account.
Find a Contact
Search for a contact.
Create Event
Create an event in the calendar of your choice.
Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
Update Contact
Updates a contact.
About Microsoft Exchange
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.