Log 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 callback is on the record and on the rep's list. No Zapier or n8n.

CRM syncHubSpotSDR managerRevOpsRevenue plan
When
Add LabelCall request
Then
Sync to HubSpotcontact, the email chain and a note that the prospect asked for a call
And
Set a reminderin 1 hour for the owner

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 Log call requests to HubSpot and remind the rep.
  3. Set the trigger to Add Label and choose Call request.
  4. Add the action Sync to HubSpot: contact, the email chain and a note that the prospect asked for a call.
  5. Add the action Set a reminder: in 1 hour for the owner.
  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": "Log call requests to HubSpot and remind the rep",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "sync_to_hubspot"
    },
    {
      "action_type": "set_reminder",
      "reminder_minutes": 60
    }
  ]
}'

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: "Log call requests to HubSpot and remind the rep". 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

Do I need Zapier or n8n for HubSpot?

No. HubSpot is a native integration, and Sync to HubSpot is a workflow action.

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 pricing is shared on a short call.

Learn more

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