Write 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 dial from the CRM.

CRM syncHubSpotSDR managerRevOpsRevenue plan
When
Found Phone NumberFrom a signature, Sales Intelligence or enrichment
Then
Sync to HubSpotUpsert the contact with the phone number

Why teams run it

Numbers from signatures are free and current, and they are useless if they never reach the CRM.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Write phone numbers found in email signatures back to HubSpot.
  3. Set the trigger to Found Phone Number and choose From a signature, Sales Intelligence or enrichment.
  4. Add the action Sync to HubSpot: Upsert the contact with the phone number.
  5. 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": "Write phone numbers found in email signatures back to HubSpot",
  "trigger_type": "found_phone_number",
  "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: "Write phone numbers found in email signatures back to HubSpot". 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

Can I limit this to positive leads?

The phone trigger takes no conditions. To limit it, label positive leads first and run the HubSpot sync from that label instead.

Will it overwrite a number already in HubSpot?

Field behavior follows the two-way field mapping you set in the HubSpot integration.

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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