AI-native automation
Automate work across
HubSpot and 
Microsoft Outlookwith Caddi AI Agents.
Automate anything you do across HubSpot, Microsoft Outlook, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.
How to connect HubSpot and Microsoft Outlook
Connect HubSpot to Caddi
Allow1Sign in to HubSpot
One click with your own HubSpot login. No API keys.
Connect Microsoft Outlook to Caddi
Allow2Sign in to Microsoft Outlook
The same click again. Both tools are connected.
Send email in Microsoft Outlook when new contact in HubSpot.
ScreenshareType it3Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
4Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use HubSpot and Microsoft Outlook together
- 01
Send email in Microsoft Outlook when new contact in HubSpot.
Caddi watches HubSpot for new contact and send email in Microsoft Outlook. No copy-paste, no missed records.
- 02
Create contact in HubSpot when new email in Microsoft Outlook.
Caddi watches Microsoft Outlook for new email and create contact in HubSpot so the two systems stay in lockstep.
- 03
Reply to email in Microsoft Outlook from HubSpot events.
When new deal happens in HubSpot, Caddi reply to email in Microsoft Outlook with the right context attached.
Actions Caddi can take across HubSpot and Microsoft Outlook
- HubSpot
New contact
Triggers when a new contact is added to HubSpot.
- HubSpot
New deal
Triggers when a new deal is created.
- HubSpot
Deal stage changed
Triggers when a deal advances to a new stage.
- HubSpot
New form submission
Triggers when a HubSpot form is submitted.
- HubSpot
Create contact
Add a new HubSpot contact with custom properties.
- HubSpot
Update contact
Modify an existing contact's properties.
- HubSpot
Create deal
Open a new deal with pipeline, amount, and associations.
- HubSpot
Update deal
Modify a deal's stage, amount, or close date.
- HubSpot
Create task
Schedule a follow-up task against a contact or deal.
- Microsoft Outlook
New email
Triggers when a new email arrives in your inbox.
- Microsoft Outlook
New event
Triggers when a new event is added to your calendar.
- Microsoft Outlook
Flag set on email
Triggers when you flag a message for follow-up.
- Microsoft Outlook
Send email
Send a new email from your Outlook account.
- Microsoft Outlook
Reply to email
Reply to an existing email thread.
- Microsoft Outlook
Forward email
Forward an existing email to one or more recipients.
- Microsoft Outlook
Create event
Add a new calendar event with attendees and reminders.
- Microsoft Outlook
Move message
Move an email between folders.
Common questions
How does Caddi connect HubSpot and Microsoft Outlook?
HubSpot and Microsoft Outlook just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against HubSpot and Microsoft Outlook end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect HubSpot and Microsoft Outlook to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first HubSpot + Microsoft Outlook loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate HubSpot and Microsoft Outlook?
Drop your work email and we'll show you Caddi running end-to-end against HubSpot, Microsoft Outlook, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.