Create a company in HubSpot based on specific conditions in incoming Gmail messages
Create a company in HubSpot based on specific conditions in incoming Gmail messages
Launch this workflow to connect
Gmail &
HubSpot
!
■Overview
Manually registering inquiries and messages from business partners received in Gmail to HubSpot each time can be a time-consuming task. This manual data entry process can also lead to human error. With this workflow, you can connect Gmail and HubSpot to automatically create company records in HubSpot when specific emails are received. This reduces the burden of data entry and lets you focus on more important tasks.
■Who is this template for?
- Anyone who manually enters customer information received in Gmail into HubSpot and wants to streamline the process
- Anyone who wants to prevent missed HubSpot registrations and input errors while improving customer data accuracy
- Teams that want to automate the integration between Gmail and HubSpot and respond more quickly after acquiring leads
■Benefits of using this template
- Company information is automatically created in HubSpot after a specific email is received in Gmail, reducing the time spent on manual data entry.
- Because the system handles the process automatically, it helps prevent human errors such as transcription mistakes and missed registrations, improving data accuracy.
■How the flow works
- First, connect Gmail and HubSpot to Yoom.
- Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
- Then, set up branching in the operation so that processing can be split based on the content of the received email.
- Next, set up the text extraction feature in the operation to extract the necessary information, such as the company name, from the email body and subject line.
- Finally, set up HubSpot’s “Create a company” action in the operation to create a new company record based on the extracted information.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- For the branching conditions, configure criteria that match your workflow, such as specific words or phrases included in the email subject or body.
- When creating a company in HubSpot, you can choose which HubSpot fields to populate with the information extracted by Yoom. Custom fields you create yourself are supported in addition to standard fields.
■Notes
- Connect both Gmail and HubSpot to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. Please note that the shortest available interval varies by plan.
- Branching is an operation available on the Personal plan and above. On the Free plan, operations configured for branching flows will result in an error.
- Paid plans, including the Personal plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted. For details, see the pricing plans page.
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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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