HubSpot
Gmail
zapier

An automated workflow using zapier

Connects HubSpot + Gmail

Send emails from Gmail for new HubSpot deals

About this workflow template

This automation scenario allows you to connect HubSpot and Gmail

It can be build using Zapier, a no-code workflow automation tool. Zapier 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.

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

Diagram

Send emails from Gmail for new HubSpot deals
Workflow diagram: HubSpot + Gmail integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Deal Deprecated in HubSpot

Triggers when a new deal is added.

Then these actions happen in HubSpot and HubSpot

Gmail

Send Email in Gmail

Create and send a new email message.

HubSpot

New Deal in HubSpot

Triggers when new deal is available.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send emails from Gmail for new HubSpot deals.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot 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 HubSpot

    Set up a Trigger action for HubSpot

    Choose the following trigger: New Deal Deprecated (Triggers when a new deal is added.).

  • 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.).

  • Then set up another Action for HubSpot

    Then set up another Action for HubSpot

    Choose this action: New Deal (Triggers when new deal is available.).

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 HubSpot 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 Send emails from Gmail for new HubSpot deals!

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
  • HubSpot

    Create or update contact

    Creates a new contact or updates an existing contact based on email address.

    zapierpipedream
    actionbyzapierpipedream
  • HubSpot

    Create contact

    Creates a Contact in HubSpot.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • HubSpot

    Create deal

    Creates a Deal in HubSpot.

    zapierintegratelypipedream
    actionbyzapierintegratelypipedream
  • HubSpot

    Add contact to list

    Adds a contact to a specific static list. _(Marketing Hub Starter plans and above)_

    zapierpipedream
    actionbyzapierpipedream
  • HubSpot

    Update contact

    Update a Contact in HubSpot.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • HubSpot

    Create form submission

    Creates a new submission for a selected form.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.