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Gmail HubSpot
Create a deal in HubSpot from the content of a prospective customer's inquiry email received in Gmail.
Try this template
Gmail HubSpot

Create a deal in HubSpot from the content of a prospective customer's inquiry email received in Gmail.

Launch this workflow to connect Gmail & HubSpot !
Try this template

■Overview

The flow "Create a deal in HubSpot from the content of prospect inquiry emails received in Gmail" is a business workflow that supports the efficiency of sales activities.
‍

■Recommended for

  • Sales representatives who receive many inquiry emails in Gmail and feel the burden of manually entering them into HubSpot
  • Team leaders or managers who want to streamline sales activities using HubSpot
  • Executives or business improvement personnel who want to speed up follow-ups through the automation of sales processes
  • IT personnel of companies who want to integrate and manage multiple SaaS applications

‍

■Benefits of using this template

Manually creating deals based on the content received in Gmail increases the risk of human error.
By utilizing this flow, the sales team can automatically analyze inquiry emails from prospects received in Gmail and create deals in HubSpot.
This reduces manual input work and enables rapid follow-ups.
Integrating multiple tools ensures smooth management of the entire sales process.

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About the Apps
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Gmail
Activate the flow bot at the end of each month to send an email in Gmail.
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Add Gmail inbox content to Notion
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This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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Learn more about Yoom
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
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HubSpot
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About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates
Activate the flow bot at the end of each month to send an email in Gmail.
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Add Gmail inbox content to Notion
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
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No-Code API Actions
Executable API actions
All
Gmail
HubSpot
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    [Deprecated] Create Contact
    [Deprecated] Retrieve Contact
    Get Latest Contact IDs
    [Deprecated] Update Contact
    [Deprecated] Search Contacts (Keyword Search)
    [Deprecated] Create Company
    [Deprecated] Retrieve Company Information
    Get Latest Company IDs
    [Deprecated] Update Company
    [Deprecated] Search Companies (Keyword Search)
    [Deprecated] Create Deal
    [Deprecated] Retrieve Deal Information
    Get Latest Deal IDs
    [Deprecated] Update Deal
    [Deprecated] Search Deals (Keyword Search)
    [Deprecated] Retrieve Contact Custom Properties
    [Deprecated] Get Company Custom Properties
    [Deprecated] Retrieve Deal Custom Properties
    [Deprecated] Get List of Contact IDs
    [Deprecated] Get List of Company IDs
    [Deprecated] Search Deals (Filtered Search)
    [Deprecated] Update Contact Custom Property
    [Deprecated] Update Company Custom Property
    【Deprecated】Update Deal Custom Property
    【Deprecated】Create Ticket
    Submit Data to Form
    【Deprecated】Update Ticket
    【Deprecated】Associate Records
    【Deprecated】Add Note to Contact
    [Deprecated] Get Public File URL
    [Deprecated] Retrieve a Custom Object Record
    [Deprecated] Create Custom Object Record
    [Deprecated] Update Custom Object Record
    [Deprecated] Search Custom Object Records (Keyword Search)
    [Deprecated] Retrieve a Product
    [Deprecated] Create Product
    [Deprecated] Update Product
    [Deprecated] Search Products (Keyword Search)
    [Deprecated] Update Ticket Custom Property
    [Deprecated] Add Note to Company
    [Deprecated] Add Note to Deal
    [Deprecated] Add Note to Ticket
    [Deprecated] Add Meeting to Company
    [Deprecated] Search Contacts (Filter Conditions)
    [Deprecated] Retrieve Ticket Details
    [Deprecated] Add Line Item to Deal
    [Deprecated] Search Products (Filter Search)
    [Deprecated] Get Owner (Assignee) Information
    [Deprecated] Get Owners (Assignees) List
    [Deprecated] Search Companies (Filter Conditions)
    [Deprecated] Add Note to Custom Object Record
    [Deprecated] Get Company IDs Associated with a Specific Contact
    [Deprecated] Get Custom Object Record IDs Associated with a Specific Deal
    [Deprecated] Create User
    [Deprecated] Retrieve Custom Properties for Services
    [Deprecated] Create Meeting Log
    [Deprecated] Retrieve Custom Properties for Tickets
    [Deprecated] Get Quote
    [Deprecated] Update Quote
    [Deprecated] Create Task
    [Deprecated] Delete Quote
    [Deprecated] Search Quotes
    Create Form
    [Deprecated] Create Call Log
    Get Tax Rate List
    [Deprecated] Search Items (Filter Search)
    [Deprecated] Search Fees (Filter Search)
    [Deprecated] Search Discounts (Filter Search)
    [Deprecated] Search Quote Templates (Filter Search)
    [Deprecated] Add Signers to Quote
    [Deprecated] Create Quote
    [Deprecated] Get Deal Line Items
    [Deprecated] Get Line Item Details
    [Deprecated] Get Tasks List
    [Deprecated] Get Task
    Get Object Associations
    [Deprecated] Get User Information
    [Deprecated] Search Users (Keyword Search)
    [Deprecated] Search Users (Filter Search)
    [Deprecated] Get Subscription Definitions List
    [Deprecated] Search Multiple Tickets (Filter Criteria)
    [Deprecated] Get Pipeline Stages List
    [Deprecated] Get Pipeline Stage
    [Deprecated] Get a List of Notes Associated with a Contact
    [Deprecated] Search Custom Object Records (Filtered Search)
    [Deprecated] Get Product Item Custom Properties
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    [Deprecated] Run CRM Data Export Task
    [Deprecated] Get Export Task Status and File URL
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (Filter Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
Flowbot triggers
    When an Email Matching Specific Keywords Is Received
    When an Email with a Specific Label Is Received
    When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
    Search Emails
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a New Contact Is Created
    When a New Company Is Created
    When a New Deal Is Created
    When a Contact Is Created or Updated
    When a Company Is Created or Updated
    When a Deal Is Created or Updated
    When a Form Is Submitted
    When a Product Is Created
    When a Product Is Created or Updated
    When a Deal Is Updated to the Specified Stage
    When a Record Is Created in a Custom Object
    When a Record in a Custom Object Is Created or Updated
    When an Order Is Created or Updated
    When an Order Is Created
    When a Ticket Is Created
    When a Ticket Is Created or Updated
    When a Service Record Is Created
    When a Service Record Is Created or Updated
    When a Task Is Created
    When a Note Is Added to a Deal
    When a Message in the Specified Thread Receives a Reply
Flowbot operations
    [Deprecated] Create Contact
    [Deprecated] Retrieve Contact
    Get Latest Contact IDs
    [Deprecated] Update Contact
    [Deprecated] Search Contacts (Keyword Search)
    [Deprecated] Create Company
    [Deprecated] Retrieve Company Information
    Get Latest Company IDs
    [Deprecated] Update Company
    [Deprecated] Search Companies (Keyword Search)
    [Deprecated] Create Deal
    [Deprecated] Retrieve Deal Information
    Get Latest Deal IDs
    [Deprecated] Update Deal
    [Deprecated] Search Deals (Keyword Search)
    [Deprecated] Retrieve Contact Custom Properties
    [Deprecated] Get Company Custom Properties
    [Deprecated] Retrieve Deal Custom Properties
    [Deprecated] Get List of Contact IDs
    [Deprecated] Get List of Company IDs
    [Deprecated] Search Deals (Filtered Search)
    [Deprecated] Update Contact Custom Property
    [Deprecated] Update Company Custom Property
    【Deprecated】Update Deal Custom Property
    【Deprecated】Create Ticket
    Submit Data to Form
    【Deprecated】Update Ticket
    【Deprecated】Associate Records
    【Deprecated】Add Note to Contact
    [Deprecated] Get Public File URL
    [Deprecated] Retrieve a Custom Object Record
    [Deprecated] Create Custom Object Record
    [Deprecated] Update Custom Object Record
    [Deprecated] Search Custom Object Records (Keyword Search)
    [Deprecated] Retrieve a Product
    [Deprecated] Create Product
    [Deprecated] Update Product
    [Deprecated] Search Products (Keyword Search)
    [Deprecated] Update Ticket Custom Property
    [Deprecated] Add Note to Company
    [Deprecated] Add Note to Deal
    [Deprecated] Add Note to Ticket
    [Deprecated] Add Meeting to Company
    [Deprecated] Search Contacts (Filter Conditions)
    [Deprecated] Retrieve Ticket Details
    [Deprecated] Add Line Item to Deal
    [Deprecated] Search Products (Filter Search)
    [Deprecated] Get Owner (Assignee) Information
    [Deprecated] Get Owners (Assignees) List
    [Deprecated] Search Companies (Filter Conditions)
    [Deprecated] Add Note to Custom Object Record
    [Deprecated] Get Company IDs Associated with a Specific Contact
    [Deprecated] Get Custom Object Record IDs Associated with a Specific Deal
    [Deprecated] Create User
    [Deprecated] Retrieve Custom Properties for Services
    [Deprecated] Create Meeting Log
    [Deprecated] Retrieve Custom Properties for Tickets
    [Deprecated] Get Quote
    [Deprecated] Update Quote
    [Deprecated] Create Task
    [Deprecated] Delete Quote
    [Deprecated] Search Quotes
    Create Form
    [Deprecated] Create Call Log
    Get Tax Rate List
    [Deprecated] Search Items (Filter Search)
    [Deprecated] Search Fees (Filter Search)
    [Deprecated] Search Discounts (Filter Search)
    [Deprecated] Search Quote Templates (Filter Search)
    [Deprecated] Add Signers to Quote
    [Deprecated] Create Quote
    [Deprecated] Get Deal Line Items
    [Deprecated] Get Line Item Details
    [Deprecated] Get Tasks List
    [Deprecated] Get Task
    Get Object Associations
    [Deprecated] Get User Information
    [Deprecated] Search Users (Keyword Search)
    [Deprecated] Search Users (Filter Search)
    [Deprecated] Get Subscription Definitions List
    [Deprecated] Search Multiple Tickets (Filter Criteria)
    [Deprecated] Get Pipeline Stages List
    [Deprecated] Get Pipeline Stage
    [Deprecated] Get a List of Notes Associated with a Contact
    [Deprecated] Search Custom Object Records (Filtered Search)
    [Deprecated] Get Product Item Custom Properties
    Create Association Between Custom Objects
    Create Record Association Between Ticket and Custom Object
    Get List of Inbox Threads
    [Deprecated] Run CRM Data Export Task
    [Deprecated] Get Export Task Status and File URL
    Download Export File
    Create Custom Object Record (Associate with Deal Record)
    Create Contact
    Get Contact
    Update Contact
    Search Contacts (Keyword Search)
    Get Contact Custom Properties
    Get a List of Contact IDs
    Update a Contact Custom Property
    Add a Note to a Contact
    Search Multiple Contacts (Filter Criteria)
    Get Company IDs Associated with a Specific Contact
    Retrieve a List of Notes Associated with a Contact
    Create Task
    Retrieve a List of Tasks
    Retrieve a Task
    Create Company
    Get Company Information
    Update Company
    Search Companies (Keyword Search)
    Get Company Custom Properties
    Get a List of Company IDs
    Update Company Custom Property
    Add Note to Company
    Add Meeting to Company
    Search Multiple Companies (Filter Criteria)
    Create Deal
    Retrieve Deal Information
    Update Deal
    Search Deals (Keyword Search)
    Retrieve Deal Custom Properties
    Search Deals (Filter Search)
    Update Deal Custom Property
    Add Note to Deal
    Add Line Item to Deal
    Retrieve Deal Line Items
    Retrieve Custom Object Record
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records (Keyword Search)
    Add Note to Custom Object Record
    Retrieve Custom Object Record IDs Associated with Specific Deal
    Search Custom Object Records (Filter Search)
    Create Ticket
    Update Ticket
    Update Ticket Custom Property
    Add Note to Ticket
    Retrieve Ticket Details
    Retrieve Ticket Custom Properties
    Search Multiple Tickets (Filter Criteria)
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Search Products (Filter Search)
    Get Quote
    Update Quote
    Delete Quote
    Search Quotes
    Search Quote Templates (Filter Search)
    Add Signer to Quote
    Create Quote
    Get User Information
    Search Users (Keyword Search)
    Search Users (Filter Search)
    Create User
    Get Pipeline Stages
    Get Pipeline Stage
    Get List of Owners
    Get Owner Information
    Get Export Task Status and File URL
    Run CRM Data Export Task
    Get Line Item Details
    Get Line Item Custom Properties
    Associate Records
    Get Public URL for File
    Get Subscription Definitions
    Create Call Log
    Search Line Items (Filter Search)
    Search Fees (Filter Search)
    Search Discounts (Filter Search)
    Create Meeting Log
    Retrieve Service Custom Properties
    Associate a Custom Object Record with a Contact
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