An automated workflow using zapier
Connects HubSpot + Gmail
Send emails via Gmail for new HubSpot contacts
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 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 Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Contact in HubSpot
Triggers when new contact is available.
Then this action happens in 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 Send emails via Gmail for new HubSpot contacts.
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 Contact (Triggers when new contact is available.).
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
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 via Gmail for new HubSpot contacts!
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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.
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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
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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.
