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.
Categories
HubSpot and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Deal Deprecated in HubSpot
Triggers when a new deal is added.
Then these actions happen in HubSpot and HubSpot
Send Email in Gmail
Create and send a new email message.
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 if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
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
Choose the following trigger: New Deal Deprecated (Triggers when a new deal is added.).
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
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
Configure the data that is exchanged between HubSpot and Gmail.
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!
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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.
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Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.
