Create a HubSpot task when a lead asks for a call

When a reply is labeled Call request, Master Inbox syncs the contact to HubSpot and a webhook to Zapier or n8n creates a call task for the contact owner, due today, with the thread link.

CRM syncHubSpotZapiern8nSDR managerRevOpsRevenue plan
When
Add LabelCall request
Then
Sync to HubSpotUpsert the contact so the task has a record to attach to
And
Send a webhookSend the email, owner and thread URL to Zapier or n8n, which creates a HubSpot task due today

Why teams run it

Call requests buried in email turn into tasks in the queue reps already work from.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Create a HubSpot task when a lead asks for a call.
  3. Set the trigger to Add Label and choose Call request.
  4. Add the action Sync to HubSpot: Upsert the contact so the task has a record to attach to.
  5. Add the action Send a webhook: Send the email, owner and thread URL to Zapier or n8n, which creates a HubSpot task due today.
  6. 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 a HubSpot task when a lead asks for a call",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "sync_to_hubspot"
    },
    {
      "action_type": "webhook",
      "webhook_url": "https://hooks.example.com/master-inbox",
      "webhook_payload_variables": [
        "name",
        "email",
        "company_name",
        "label_names",
        "thread_url",
        "text"
      ]
    }
  ]
}'

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 a HubSpot task when a lead asks for a call". 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

Why use a webhook for the task?

The native HubSpot action syncs the contact, company and deal. A webhook lets you set any task fields you want, such as type, queue and due time.

Can the task go to the rep who handled the reply?

Yes. Send the owner field in the payload and map it to the HubSpot task owner in Zapier or n8n.

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.

Learn more

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