Create HubSpot records only when a rep moves a lead to Qualified

Instead of syncing on an AI label, sync on a human decision: when a rep moves a lead to the Qualified list, Master Inbox creates or updates the HubSpot contact, company and deal.

CRM sync

HubSpotRevOpsSales leaderRevenue plan

When

Moved to ListQualified

Then

Sync to HubSpotUpsert contact and company, create the deal and attach the thread

Why teams run it

Teams that want a human gate before anything touches the CRM keep HubSpot free of unqualified records.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Create HubSpot records only when a rep moves a lead to Qualified.
Set the trigger to Moved to List and choose Qualified.
Add the action Sync to HubSpot: Upsert contact and company, create the deal and attach the thread.
Save the workflow and switch it to Active.

Before you start, connect HubSpot under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Create HubSpot records only when a rep moves a lead to Qualified",
  "trigger_type": "moved_to_list",
  "trigger_config": {
    "inbox_type_ids": [
      52310
    ]
  },
  "action_configs": [
    {
      "action_type": "sync_to_hubspot"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Create HubSpot records only when a rep moves a lead to Qualified". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

Can AI labels still help?

Yes. Let AI label replies and have reps move the good ones to Qualified. Only that move syncs.

Can I also alert the AE?

Yes. Add a Notify in Slack action to the same workflow.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Revenue plan. Every plan has unlimited users and starts with a free 7-day POC.