CRM
Outlook Reply Intent Classifier to HubSpot Stage Router
Classifies the intent of inbound Outlook replies on open deals and automatically advances or regresses the HubSpot deal stage and writes the next step.
How it runs
The automated pipeline, trigger to output.
- TriggerNew inbound reply in Outlook mailboxOutlook
- ActionMatch deal in HubSpot by sender emailHubSpot
- ActionClassify reply intent and draft next stepOpenAI
- LogicMap intent label to target deal stage
- OutputUpdate HubSpot stage, next step, and noteHubSpot
What it does
When a prospect replies to a sales thread in Outlook, this workflow reads the reply, classifies the buyer's intent (interested, needs pricing, objection, not now, unsubscribe, etc.), and updates the matching HubSpot deal — moving the stage forward or back and setting a concrete next step on the deal record.
When to use it
Use it when reps forget to update the CRM after a reply, deals go stale in the wrong stage, and you want pipeline hygiene to happen automatically the moment a buyer responds.
How it works
- 1A new inbound message lands in the rep's Outlook mailbox and fires the trigger.
- 2The deal is matched in HubSpot by the sender's email address.
- 3OpenAI classifies the reply into one intent label plus a one-line suggested next step.
- 4A logic branch maps each intent to a target stage (e.g. objection -> Negotiation, not now -> Nurture).
- 5The HubSpot deal stage and next-step field are updated, and an internal note is logged.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.