Let's be real, creating new contacts in HubSpot can be a major drag. It takes up a ton of time and can lead to some serious mistakes if you're not careful.
With this automation, you can create a new contact from an email in no time. It scan the email for the important deets and then fills in the contact's name and email address for you, it'll also use Clearbit to find additional information.
This playbook is a total game-changer for sales and customer support teams who need to add new leads or customers. Sales reps can get an email from a potential customer and add them to HubSpot without breaking a sweat. And customer support peeps can create a new contact in HubSpot to track their interactions with a new customer. So say goodbye to the headache of manual contact creation and hello to the sweet relief of automation!
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot so it can save the contact.
Click on the playbook card, and the setup flow will start.
Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen.
Navigate to an email and click on the playbook card. Run the playbook when you want to create a contact from the email.
It will analyze the email using Clearbit, find the relevant contact information and create a HubSpot contact.
Here are a few use-cases where this automation can be particularly beneficial:
This automation is seriously amazing for sales reps who want to quickly add new leads to their pipeline. With just a few clicks, you can create a new contact in HubSpot straight from an email. That way, you won't miss any customer interactions and can keep track of everything in one place.
If your biz gets a ton of inquiries or support requests through email, you're gonna love this automation. It'll save you tons of time by automatically creating new contacts in HubSpot when you get new emails. That way, you can stay organized and keep track of all your customer interactions.
For teams who use HubSpot as their main CRM, this automation is a total game-changer. You can easily create new contacts straight from your inbox and manage your contact database with ease. Plus, you'll never miss a beat when it comes to customer interactions.
What's more, teams can use this automation to streamline their lead generation process. By automatically creating new contacts in HubSpot from incoming emails, you can quickly capture new leads and add them to your sales funnel. It's seriously that easy!
Find more Clearbit integrations, HubSpot integrations, automate your HubSpot and Clearbit workflow or edit the playbook to suit your own workflow.
You can also find more about how to automate the lead management process and automate your sales prospecting process.