Create a company in HubSpot based on the content of a received Gmail message
Create a company in HubSpot based on the content of a received Gmail message
Launch this workflow to connect
Gmail &
HubSpot
!
■Overview
Do you manually register information about new customers and inquiries received in Gmail in HubSpot each time? This repetitive task is not only time-consuming but can also lead to human errors such as data entry mistakes and missed follow-ups. With this workflow, receiving a specific email in Gmail automatically creates a company record in HubSpot, helping you seamlessly streamline data sharing between Gmail and HubSpot.
■Recommended for
- Anyone who manually enters information received in Gmail into HubSpot
- Teams looking to automate the integration between Gmail and HubSpot and streamline their daily data entry tasks
- Managers who want to prevent missing or incomplete data entries and improve the accuracy of customer information management
■Benefits of this template
- Company information is automatically created in HubSpot when an email is received in Gmail, reducing the time previously spent on manual data entry.
- By eliminating manual data transfers, you can reduce the risk of human errors such as incorrect company names and missing information.
■Workflow
- First, connect HubSpot and Gmail to Yoom.
- Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
- Then, select the text extraction feature as an operation and configure it to extract the information you want to register in HubSpot, such as the company name, from the email body.
- Finally, select HubSpot’s “Create a company” action as an operation and configure it to create a new company based on the extracted information.
※“Trigger”: An action that initiates a workflow. “Operation”: An action that processes data within the workflow after the trigger is activated.
■Customizing this workflow
- In the Gmail trigger settings, set the keywords you want to use to detect emails and start the workflow based on their subject lines or body content.
- When configuring the action to create a company in HubSpot, you can register values not only for the company name but also for custom fields configured by your organization, such as industry and number of employees.
■Notes
- Connect both Gmail and HubSpot to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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No-Code API Actions
Executable API actions
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
Flowbot operations
Search Emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Get Latest Contact IDs
Get Latest Company IDs
Get Latest Deal IDs
Submit Data to Form
Create Form
Get Tax Rate List
Get Object Associations
Create Association Between Custom Objects
Create Record Association Between Ticket and Custom Object
Get List of Inbox Threads
Download Export File
Create Custom Object Record (Associate with Deal Record)
Create Contact
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a New Contact Is CreatedWhen a New Company Is CreatedWhen a New Deal Is CreatedWhen a Contact Is Created or UpdatedWhen a Company Is Created or UpdatedWhen a Deal Is Created or UpdatedWhen a Form Is SubmittedWhen a Product Is CreatedWhen a Product Is Created or UpdatedWhen a Deal Is Updated to the Specified StageWhen a Record Is Created in a Custom ObjectWhen a Record in a Custom Object Is Created or UpdatedWhen an Order Is Created or UpdatedWhen an Order Is CreatedWhen a Ticket Is CreatedWhen a Ticket Is Created or UpdatedWhen a Service Record Is CreatedWhen a Service Record Is Created or UpdatedWhen a Task Is CreatedWhen a Note Is Added to a DealWhen a Message in the Specified Thread Receives a Reply
Flowbot operations
Get Latest Contact IDsGet Latest Company IDsGet Latest Deal IDsSubmit Data to FormCreate FormGet Tax Rate ListGet Object AssociationsCreate Association Between Custom ObjectsCreate Record Association Between Ticket and Custom ObjectGet List of Inbox ThreadsDownload Export FileCreate Custom Object Record (Associate with Deal Record)Create ContactGet ContactUpdate ContactSearch Contacts (Keyword Search)Get Contact Custom PropertiesGet a List of Contact IDsUpdate a Contact Custom PropertyAdd a Note to a ContactSearch Multiple Contacts (and Criteria)Get Company IDs Associated with a Specific ContactRetrieve a List of Notes Associated with a ContactCreate TaskRetrieve a List of TasksRetrieve a TaskCreate CompanyGet Company InformationUpdate CompanySearch Companies (Keyword Search)Get Company Custom PropertiesGet a List of Company IDsUpdate Company Custom PropertyAdd Note to CompanyAdd Meeting to CompanySearch Multiple Companies (Filter Criteria)Create DealRetrieve Deal InformationUpdate DealSearch Deals (Keyword Search)Retrieve Deal Custom PropertiesSearch Deals (Filter Search)Update Deal Custom PropertyAdd Note to DealAdd Line Item to DealRetrieve Deal Line ItemsRetrieve Custom Object RecordCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object Records (Keyword Search)Add Note to Custom Object RecordRetrieve Custom Object Record IDs Associated with Specific DealSearch Custom Object Records (Filter Search)Create TicketUpdate TicketUpdate Ticket Custom PropertyAdd Note to TicketRetrieve Ticket DetailsRetrieve Ticket Custom PropertiesSearch Multiple Tickets (Filter Criteria)Retrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Search Products (Filter Search)Get QuoteUpdate QuoteDelete QuoteSearch QuotesSearch Quote Templates (Filter Search)Add Signer to QuoteCreate QuoteGet User InformationSearch Users (Keyword Search)Search Users (Filter Search)Create UserGet Pipeline StagesGet Pipeline StageGet List of OwnersGet Owner InformationGet Export Task Status and File URLRun CRM Data Export TaskGet Line Item DetailsGet Line Item Custom PropertiesAssociate RecordsGet Public URL for FileGet Subscription DefinitionsCreate Call LogSearch Line Items (Filter Search)Search Fees (Filter Search)Search Discounts (Filter Search)Create Meeting LogRetrieve Service Custom PropertiesAssociate a Custom Object Record with a ContactCreate OrderRetrieve OrdersUpdate OrderRetrieve OrderUpload a File to a Specified FolderSearch Multiple Contacts (or Criteria)More inspiration for you
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