How to integrate HubSpot with Gmail to automatically send templated emails via Gmail to leads registered in HubSpot.

Would you like to automate the sending of template emails to improve work efficiency?
By integrating HubSpot with Gmail, you can automatically send template emails via Gmail to leads registered in HubSpot.
This automation can speed up initial contact and reduce human errors, aiming for improved work efficiency.
Moreover, this app integration can be easily implemented without the need for programming, so please give it a try.

Recommended for

・Marketing professionals who manage leads using HubSpot and want to streamline the sending of template emails
・Sales teams that use Gmail and want to send event invitations to a large number of leads at once
・Sales departments that regularly use HubSpot but face challenges with human errors

Benefits and Examples of HubSpot and Gmail Integration

Benefit 1: Speeding Up Initial Contact

When a new lead is registered in HubSpot, you can achieve speedy initial contact by automatically sending "event invitations" or "welcome emails."
For example, immediately after a prospect submits a request for information form, an email containing the latest event information or links to useful content from your company can be sent, building trust by showing "quick and convenient response."
This speedy response prevents delays caused by manual handling and contributes to improved engagement at the initial stage.

Benefit 2: Reducing Human Errors

By integrating HubSpot with Gmail, you can reduce human errors that often occur during manual sending.
For instance, when sending emails to new leads, there might be cases of sending incorrect content or missing leads and forgetting to send emails.
However, by integrating HubSpot with Gmail, lead information is automatically synchronized, and the email recipients and content are auto-filled, allowing you to send emails with accurate content based on information.
This is expected to reduce sending errors and manual verification tasks, saving time for marketing and sales teams.
Especially during initial contact with a large number of leads, the reduced likelihood of errors is a significant advantage.

Benefit 3: Reducing Time Costs

Integrating HubSpot with Gmail significantly reduces the manual work of sending emails, cutting down on time costs.
For example, to send individual emails to leads registered in HubSpot's database, you would need to manually create emails, verify recipients and content, and then send them.
However, by automating this process, the manual tasks that previously took time are completed automatically, supporting an environment where staff can focus on other tasks.
Especially when sending template emails such as event invitations or content introductions, the integration of Gmail and HubSpot eliminates the need for manual sending of each email, greatly improving efficiency.
As a result, you can reduce administrative work time and optimally utilize time resources.

Now, let's explain how to use a service called Yoom to "automatically send template emails via Gmail to leads registered in HubSpot."

[What is Yoom]

How to Automate by Integrating HubSpot and Gmail

Here, we will explain the steps for app integration. The general flow is as follows:
・Integrate HubSpot and Gmail with My Apps
・Copy the template
・Set a trigger in HubSpot and an action in Gmail
・Set the trigger to ON and prepare for flow operation
If you are registered with Yoom, please log in. If not, please register for free and proceed with the setup.

Step 1: Integrate HubSpot and Gmail with My Apps

First, integrate HubSpot and Gmail with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".

Next, search for HubSpot and click on it.

If a verification code is sent, please check the inbox of your registered email.

Finally, select the account to connect with Yoom, and the integration of HubSpot with My Apps is complete.

Next, search for Gmail and click on it.

Click "Sign in with Google".

Select the account to use or sign in from "Use another account".

When "Login to Yoom" is displayed, click "Next".

Grant access on the next page.
Click the checkbox under "Select the information Yoom can access" and click "Continue" at the bottom right of the screen.
This completes the integration of Gmail with My Apps.

Next, proceed with the setup using the Flowbot template. Log in to Yoom and click "Try it" on the banner below.

When "Template copied!" is displayed, click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger in HubSpot. Click "Launch from Contact Details Page."

Since we will set the trigger using a Chrome extension, please add the Yoom Chrome extension from here in advance.
For detailed instructions on setting triggers using the Chrome extension, please refer to here.

After installing the Chrome extension, scroll through the page to edit the title and verify account information.
Do not change the "Action when launching from extension" and click "Next."

On the next page, configure the HubSpot information retrieval settings.
Enter a test contact page in the "Launch Page URL Sample."

For this example, a test contact page like the one in the image was entered in the "Launch Page URL Sample."
After entering, click "Test" to verify if the information from the contact page you just entered can be retrieved.

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If the information is displayed in the output, the test is successful.
Click "Save" to proceed to the next step.

Step 3: Set the Action

Next, set the action for Gmail. Click "Send Email."

As before, edit the title as desired and verify account information, then scroll down the page.

Set the email content.
Click the "To" field and select "Email Address" from the displayed output data.
Similarly, click the "Body" field and select any items you wish to add to the template email from the displayed output data.
Change the "Subject" as desired to match the email content.
You can also click "+ Add Attachment" to set files you wish to attach to the template email.
Once all fields are set, click "Next" and perform a test email send on the next page.
If the email send is confirmed, click "Save."

Click "Turn Trigger ON" to complete the flow activation setup.
Now, when a new lead is registered in HubSpot, a template email will be automatically sent via Gmail.

Other Automation Examples Using HubSpot

1. Add to Microsoft Excel When a Contact is Created in HubSpot

When a contact is created in HubSpot, the information is automatically added to Microsoft Excel.
This integration eliminates manual data entry, enabling accurate and efficient data management.

2. Notify Google Chat When a Lead is Registered in HubSpot Contacts

When a lead is registered in HubSpot contacts, a notification is automatically sent to Google Chat.
This mechanism allows for quick sharing of lead information with the entire team, supporting the transition to the next action.

3. Send a contract with freee Sign and update the deal information when a new deal is created in HubSpot

When a new deal is created in HubSpot, a contract is automatically sent via freee Sign, and the deal information is updated.
This integration enables the streamlining of contract-related tasks and centralized management of information.

Summary

With this app integration, we have established an environment where template emails can be automatically sent via Gmail to leads registered in HubSpot.
The integration of HubSpot and Gmail enables quick responses to leads, reduces human errors, and cuts down on time costs.
This supports the efficiency of marketing and sales activities and facilitates strategic business progress.

Yoom's app integration can be easily implemented without the need for programming. Take this opportunity to experience the efficiency improvements brought by app integration.