This automation scenario allows you to connect HubSpot and Email
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
HubSpot and Email can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when a form is submitted.
Then these actions happen in HubSpot and HubSpot
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.
Triggers when a form is submitted.
This guide contains information on how to set up an automatic workflow that allows to Send emails for new HubSpot form submissions.
Part I
First, we need to connect HubSpot and Email 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 Email to Zapier.
Give Zapier access to your Email account, using Email credentials.
Part II
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 Form Submission (Triggers when a form is submitted.).
Then set up an Action for Email
Choose this action: Send Outbound Email (Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.).
Then set up another Action for HubSpot
Choose this action: New Form Submission (Triggers when a form is submitted.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Email.
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 for new HubSpot form submissions!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
This Action will send you an HTML based email. Images and links are supported.
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom address.
Sends a new email.
Send yourself an email
Creates and adds a new draft to a selected folder.
Copies an email or a draft into a selected folder.
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.