hubspot
Get Contact
Retrieve the new contact's details including name, email, and company.
When new leads are created in HubSpot, sales teams often delay follow-up because scheduling a first meeting requires back-and-forth email. This workflow detects new HubSpot contacts, creates a personalized Calendly scheduling link, and sends a follow-up email through Gmail so prospects can book immediately.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Fetch the new HubSpot contact's name, email address, and company to personalize the outreach message.
List available Calendly event types and select the most appropriate one for an initial discovery or onboarding call.
Create a single-use Calendly scheduling link for the selected event type to track this specific contact's booking.
Compose and send a personalized email to the new contact via Gmail with the Calendly link and a brief introduction.
Update the HubSpot contact record to note that the initial outreach was sent, including the date and link used.
hubspot
Retrieve the new contact's details including name, email, and company.
calendly
Retrieve available Calendly event types to select the appropriate meeting template.
calendly
Generate a single-use Calendly scheduling link personalized for the new contact.
google-gmail
Send a personalized welcome email to the new contact with the Calendly scheduling link embedded.
hubspot
Update the HubSpot contact record to log that the outreach email was sent and the scheduling link was shared.
Integration
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Integration
List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.
Integration
Send, read, and search email messages with support for recipients, attachments, and HTML content. Create, update, and send drafts. Manage conversation threads and organize messages with labels. Search mailboxes using Gmail query syntax (from, to, subject, date, attachment filters). Configure mail settings including forwarding rules, filters, vacation responders, signatures, aliases, and delegates. Import and insert messages for migration. Sync mailbox changes incrementally via history API. Subscribe to mailbox change notifications via push notifications.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like onboard new hubspot contacts with a calendly scheduling link into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.