An automated workflow using integromat
Connects Gmail + HubSpot
Create HubSpot CRM contacts from emails matching a search criteria
About this workflow template
This automation scenario allows you to connect Gmail and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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
Gmail and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Gmail
Watch Emails in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then this action happens in HubSpot
Create/Update a Contact in HubSpot
Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create HubSpot CRM contacts from emails matching a search criteria.
Part I
Configure Applications
First, we need to connect Gmail and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an Action for HubSpot
Choose this action: Create/Update a Contact (Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and HubSpot.
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 Create HubSpot CRM contacts from emails matching a search criteria!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapierNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Create or update contact
Creates a new contact or updates an existing contact based on email address.
actionbyzapierpipedreamCreate contact
Creates a Contact in HubSpot.
actionbyzapierintegratelypipedreamCreate deal
Creates a Deal in HubSpot.
actionbyzapierintegratelypipedreamAdd contact to list
Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_
actionbyzapierpipedreamUpdate contact
Update a Contact in HubSpot.
actionbyzapierintegratelypipedreamalbatoCreate form submission
Creates a new submission for a selected form.
actionbyzapierintegrately
Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
