Sync Instantly interested leads to HubSpot and tell the AE in Slack

Why teams run it

The CRM record and the human heads-up happen together, so the AE never works a lead that is missing from HubSpot.

Set it up in Master Inbox

1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
2. Name it Sync Instantly interested leads to HubSpot and tell the AE in Slack.
3. Set the trigger to Add Label and choose Interested.
4. Add a condition: Source is Instantly.
5. Add the action Sync to HubSpot: Upsert the contact and company and attach the thread.
6. Add the action Notify in Slack: Post the reply, prospect and thread link to the AE channel.
7. Save the workflow and switch it to Active.

Before you start, connect HubSpot, Slack 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. This workflow also uses conditions: add them under trigger_config.conditions, as shown on the conditions page.

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": "Sync Instantly interested leads to HubSpot and tell the AE in Slack",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "sync_to_hubspot"
    },
    {
      "action_type": "slack_notify",
      "payload_variables": [
        "name",
        "company_name",
        "label_names",
        "text",
        "thread_url"
      ],
      "show_draft": true
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Learn more

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