Update HubSpot after enrichment finds a phone or email

When an enrichment run finishes and found a phone, Master Inbox syncs the contact to HubSpot, so new numbers and emails land in the CRM without an export.

EnrichmentHubSpotProspeoBetterContactRevOpsRevenue plan
When
Enrichment CompletedAny enrichment run
Only if
Phone number is not empty
Then
Sync to HubSpotUpsert the contact with the enriched fields

Why teams run it

AEs dial from HubSpot, so the number has to be there.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Update HubSpot after enrichment finds a phone or email.
  3. Set the trigger to Enrichment Completed and choose Any enrichment run.
  4. Add a condition: Phone number is not empty.
  5. Add the action Sync to HubSpot: Upsert the contact with the enriched fields.
  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. 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": "Update HubSpot after enrichment finds a phone or email",
  "trigger_type": "enrichment_completed",
  "trigger_config": {},
  "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: "Update HubSpot after enrichment finds a phone or email". 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

Which fields are updated?

The fields you map in the HubSpot integration's two-way field mapping.

Can I sync leads with no phone?

Drop the phone condition to sync after every run.

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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