An automated workflow using integromat
Connects HubSpot + Gmail
Send an email via Gmail when you have new HubSpot CRM contacts
About this workflow template
This automation scenario allows you to connect HubSpot and Gmail
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
HubSpot and Gmail can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in HubSpot
Watch CRM Objects in HubSpot
Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].
Then this action happens in Gmail
Send an Email in Gmail
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send an email via Gmail when you have new HubSpot CRM contacts.
Part I
Configure Applications
First, we need to connect HubSpot and Gmail to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Connect Gmail to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for HubSpot
Choose the following trigger: Watch CRM Objects (Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].).
Then set up an Action for Gmail
Choose this action: Send an Email (Sends a new email.).
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 an email via Gmail when you have new HubSpot CRM contacts!
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.
