Integration
Automate with Microsoft Outlook
Microsoft Outlook is the communication backbone of enterprise organizations. NVS connects it to your CRM, project tools, and team channels — automating lead capture, task creation, and event follow-ups.
Use Cases
When an email arrives in a monitored Outlook inbox from an external domain, a HubSpot contact is created or updated automatically, and the rep is notified in Teams.
Trigger
New Email
microsoft-outlook.trigger
Fires when a new email arrives in the monitored Outlook inbox.
Check Contact Exists
hubspot.contact
HubSpot queried for matching email address.
IF
New Contact?
nvs.condition
Creates a new contact only for previously unknown senders.
NO
Output
Update Existing Contact
hubspot.update
Contact last contact date updated. No duplicate created.
YES
Create HubSpot Contact
hubspot.contact
New contact created with sender name, company domain, and email.
Output
Notify Rep in Teams
teams.message
Teams alert: new inbound contact created with HubSpot link.
When a client meeting in Outlook Calendar ends, the rep receives a Slack prompt to add notes, and a follow-up task is created in Asana automatically.
Trigger
Calendar Event Ended
microsoft-outlook.trigger
Fires when an Outlook Calendar event's end time passes.
Check for External Attendees
nvs.set
Attendee list scanned for external (non-company) email domains.
IF
External Meeting?
nvs.condition
Only meetings with external attendees trigger follow-up workflows.
NO
Output
Skip
nvs.end
Internal meeting. No follow-up workflow triggered.
YES
Create Asana Follow-up Task
asana.task
Task created: send meeting notes within 24 hours.
Output
Prompt Rep in Teams
teams.message
Teams message: meeting ended — log your notes and next steps in HubSpot.
When an inbound email receives an automatic out-of-office reply, the original sender is detected and their pending CRM tasks are reassigned to the backup contact automatically.
Trigger
Out-of-Office Reply
microsoft-outlook.trigger
Fires when an auto-reply with OOO keywords is received.
Identify OOO Owner
nvs.set
Original recipient email extracted from the OOO reply headers.
Find Backup Contact
hubspot.contact
Backup contact identified from HubSpot team assignment.
Output
Reassign Open Tasks
hubspot.update
Open tasks and deals reassigned to backup. Sender notified with backup contact info.
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