CompanyHub
Gmail
zapier

An automated workflow using zapier

Connects CompanyHub + Gmail

Get Gmail alerts about new CompanyHub leads

About this workflow template

This automation scenario allows you to connect CompanyHub and Gmail

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

CompanyHub and Gmail can also be integrated using automation tools other than zapier:

Diagram

Get Gmail alerts about new CompanyHub leads
Workflow diagram: CompanyHub + Gmail integration

How it works?

When this trigger fires in CompanyHub

CompanyHub

New Contact in CompanyHub

Triggers when a contact is created.

Then this action happens in Gmail

Gmail

Send Email in Gmail

Create and send a new email message.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Get Gmail alerts about new CompanyHub leads.

Part I

Configure Applications

First, we need to connect CompanyHub and Gmail to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect CompanyHub to Zapier.

    Connect CompanyHub to Zapier.

    Give Zapier access to your CompanyHub account, using CompanyHub credentials.

  • Connect Gmail to Zapier.

    Connect Gmail to Zapier.

    Give Zapier access to your Gmail account, using Gmail credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for CompanyHub

    Set up a Trigger action for CompanyHub

    Choose the following trigger: New Contact (Triggers when a contact is created.).

  • Then set up an Action for Gmail

    Then set up an Action for Gmail

    Choose this action: Send Email (Create and send a new email message.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between CompanyHub and Gmail.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Get Gmail alerts about new CompanyHub leads!

Supported triggers and actions

  • Gmail

    New email

    Triggers when a new e-mail appears in the specified mailbox.

    zapierautomateio
    triggerbyzapierautomateio
  • Gmail

    New email matching search

    Triggers when you receive a new email that matches a search string you provide.

    zapier
    triggerbyzapier
  • Gmail

    New labeled email

    Triggers when you label an email.

    zapier
    triggerbyzapier
  • Gmail

    New attachment

    Triggers when you receive a new attachment (triggers once per attachment).

    zapier
    triggerbyzapier
  • Gmail

    Watch emails

    Triggers when a new email is received to be processed according to specified criteria.

    integromat
    triggerbyintegromat
  • Gmail

    New starred email

    Triggers when you receive a new email and star it within two days.

    zapierautomateio
    triggerbyzapierautomateio
  • CompanyHub

    Create contact

    Creates a new contact.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • CompanyHub

    Update record

    Updates a record in specified table.

    zapierintegrately
    actionbyzapierintegrately
  • CompanyHub

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • CompanyHub

    Create company

    Creates a new company.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • CompanyHub

    Find record

    Finds an existing record in specified table that matches your search query.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • CompanyHub

    Create note

    Creates a note for a record of specified table.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Zapier

Zapier

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