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Gmail Google Calendar HubSpot
When a deal stage is updated to Closed Won in HubSpot, automate new customer onboarding by using an AI worker to send an email in Gmail and create an event in Google Calendar.
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Gmail Google Calendar HubSpot

When a deal stage is updated to Closed Won in HubSpot, automate new customer onboarding by using an AI worker to send an email in Gmail and create an event in Google Calendar.

Launch this workflow to connect Gmail & Google Calendar & HubSpot !
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■Overview
Winning a new customer is exciting, but are you feeling overwhelmed by the onboarding work that follows? Manually drafting welcome emails and scheduling kickoff meetings takes time and increases the risk of missed follow-ups. With this workflow, whenever a deal stage is updated to Closed Won in HubSpot, AI automatically sends an email via Gmail and creates an event in Google Calendar, streamlining the onboarding process for new customers.
■Who should use this template
  • Sales or customer success professionals who use HubSpot and currently onboard new customers manually
  • Those who want to automate post-sale follow-ups and respond to customers quickly and accurately
  • Team leaders who want to eliminate missed follow-ups and errors caused by manually writing emails and coordinating schedules
■Benefits of using this template
  • Automate onboarding communications for new customers based on HubSpot updates and reduce the time spent on manual work.
  • Let the system handle important, routine initial communications to help prevent missed follow-ups and errors in messaging.
■Flowbot workflow
  1. First, connect HubSpot, Gmail, and Google Calendar to Yoom.
  2. Next, select HubSpot as the trigger and set the action to “When a deal is updated to a specified stage.”
  3. Finally, configure an AI Worker as an operation and create a manual (instruction) that uses the information retrieved from HubSpot to send an onboarding email via Gmail and create a kickoff event in Google Calendar.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
  • In the HubSpot trigger settings, choose the pipeline and deal stage you want to use as the starting point for automation.
  • You can freely customize the instructions (prompt) for the AI Worker. Adjust the email content and tone, as well as the details of the event added to Google Calendar, to match your company’s processes.
■Notes
  • Connect HubSpot, Gmail, and Google Calendar to Yoom individually. You must also connect the tools (apps) used within the AI Worker under My Apps.
  • For basic AI Worker settings, see “[AI Worker] How to configure basic settings.”
  • The number of concurrent AI Worker runs, the number of AI Workers you can create, and the AI models available to you depend on your plan.
  • The apps and operations available within an AI Worker are subject to the same usage limits as Flowbots.
  • AI Workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How task executions are counted.”
  • AI Workers are more likely to perform the appropriate actions when their manuals are configured in detail. For details, see “[AI Worker] How to create a manual.”
  • You can choose 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
All
Gmail
Google Calendar
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 an Event Is Created
    When a Schedule Is Updated
    When a Schedule Is Deleted
    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
    Get Event Details
    Change Calendar Sharing Settings
    Add the Specified Calendar to the Calendar List
    Remove a Calendar from the Calendar List
    Delete Event
    Update Event
    List Events
    Create All-day Event
    Create Event Without Google Meet
    Create Event
    Create All-day Event Without Google Meet
    Search Events
    Create a Recurring Event
    Create a Recurring All-day Event
    Update All-day Event
    Change Event Organizer
    Get Event List (Regular Events Only)
    Update Event Without Google Meet
    Delete Calendar
    Update Calendar
    Get Calendar List
    Create Calendar
    Get Busy Time for the Specified Calendar
    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
    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 (and 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
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
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 an Event Is Created
    When a Schedule Is Updated
    When a Schedule Is Deleted
Flowbot operations
    Get Event Details
    Change Calendar Sharing Settings
    Add the Specified Calendar to the Calendar List
    Remove a Calendar from the Calendar List
    Delete Event
    Update Event
    List Events
    Create All-day Event
    Create Event Without Google Meet
    Create Event
    Create All-day Event Without Google Meet
    Search Events
    Create a Recurring Event
    Create a Recurring All-day Event
    Update All-day Event
    Change Event Organizer
    Get Event List (Regular Events Only)
    Update Event Without Google Meet
    Delete Calendar
    Update Calendar
    Get Calendar List
    Create Calendar
    Get Busy Time for the Specified Calendar
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
    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
    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 (and 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
    Create Order
    Retrieve Orders
    Update Order
    Retrieve Order
    Upload a File to a Specified Folder
    Search Multiple Contacts (or Criteria)
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