CRM sync workflows
Keep HubSpot, Salesforce, Pipedrive, Attio, Close and GoHighLevel current without copy and paste. Native integrations first; webhooks only for tools without one. 19 recipes, each with the steps in the app and the API request to create it.
Create a HubSpot deal when a cold email reply is marked Interested
When AI labels a reply Interested, Master Inbox creates or updates the HubSpot contact and company, opens a deal and attaches the conversation. Only...
CRM syncSync Smartlead replies to HubSpot without Zapier
When a Smartlead reply is categorized Interested or Meeting request, Master Inbox upserts the HubSpot contact and company and logs the thread. No...
CRM syncSync Instantly interested leads to HubSpot and tell the AE in Slack
When an Instantly lead is labeled Interested, Master Inbox creates or updates the HubSpot record and posts a Slack card to the AE with the reply and...
CRM syncUpdate the HubSpot lifecycle stage and lead status from reply labels
When a mapped label is added, Master Inbox syncs the contact to HubSpot and sets the Lead Status and Lifecycle Stage you mapped to that label, so...
CRM syncMove the HubSpot deal stage to Meeting held when a meeting is completed
When a Cal.com or Calendly meeting is completed, Master Inbox labels the lead Meeting held and syncs it to HubSpot, where that label maps to your...
CRM syncWrite phone numbers found in email signatures back to HubSpot
When Sales Intelligence or enrichment finds a phone number on a lead, Master Inbox syncs the contact to HubSpot so the number is ready for the AE to...
CRM syncLog call requests to HubSpot and remind the rep
When a reply is labeled Call/Reply, the workflow syncs the contact, the thread and a note to HubSpot and sets a reminder for the owner, so the...
CRM syncReply to cold email leads from the HubSpot contact record
When a lead turns Interested, Master Inbox syncs the contact to HubSpot. Reps then read the whole email or LinkedIn thread and reply from the Master...
CRM syncCreate 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...
CRM syncPush interested replies to Salesforce automatically
When a reply is labeled Interested or Meeting Request, the native Salesforce integration pushes the lead with your field mapping, sets the lead...
CRM syncLog the cold email thread to Salesforce when a meeting is booked
When a meeting is booked, the native Salesforce integration moves the lead to your meeting status, creates the opportunity and keeps every message...
CRM syncMark a Salesforce account as do not contact when a prospect opts out
When a prospect asks to be removed, the native Salesforce integration blocks the lead in Salesforce by label, so no other team or sequence emails...
CRM syncSync interested replies to Pipedrive automatically
The native Pipedrive integration syncs the lead and the whole conversation to Pipedrive when a reply is labeled Interested, so the deal owner sees...
CRM syncSend interested replies to Attio with custom field mapping
The native Attio integration syncs interested replies to Attio and maps Master Inbox fields, including sequencer custom fields, to your Attio...
CRM syncSync interested replies to Zoho CRM with Zapier or n8n
When a reply is labeled Interested, a webhook sends the lead, company and thread link to Zapier or n8n, which creates the Zoho CRM lead with the...
CRM syncCreate a GoHighLevel contact and add a tag when a reply is positive
When a reply is labeled Interested, Master Inbox creates or updates the GoHighLevel contact and adds a cold-email-positive tag, so your GoHighLevel...
CRM syncRemove the GoHighLevel opportunity and tag when a lead says not interested
When a reply is labeled Not interested, Master Inbox removes the lead's GoHighLevel opportunity and the positive tag, so the pipeline only shows...
CRM syncPush newly enriched phone numbers into GoHighLevel contacts
When an enrichment run finishes, Master Inbox creates or updates the GoHighLevel contact with the new phone and email, so setters can call from...
CRM syncAdd a GoHighLevel contact and Meeting booked tag when a prospect books
When a prospect books through Cal.com or Calendly, Master Inbox creates or updates the GoHighLevel contact and adds a Meeting booked tag that can...