Integrations used
Time saving
5 min
Action
Create
description
This automation will use Clearbit to find a contact's email address, first name and last name from an email and create a HubSpot contact with the information.
Workflow Template
Create a HubSpot contact from an email
This automation will use Clearbit to find a contact's email address, first name and last name from an email and create a HubSpot contact with the information.
Bardeen automates your repetitive tasks without code.
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Find emails
Action
Create HubSpot Contact
Action
Find social media links from email
Action
Split full name
Action
Create HubSpot Contact
Action
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How does this automation work?
Bardeen connects Google Mail, Clearbit, and HubSpot to automate your contact creation process. This workflow allows you to create a new contact in HubSpot using an email address. The automation fetches the email, first name, and last name of a contact using Clearbit, and then creates a new contact in HubSpot. This way, you can instantly add new contacts to your HubSpot database, allowing you to focus on nurturing relationships and closing deals.
Here is how this workflow works:
- Find Emails: Bardeen uses Google Mail to find a specific email. You will need to provide the exact email address for this step. Google Mail is a popular email service that keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
- Find Social Media Links from Email: Clearbit is then used to find social media links from the email obtained from Google Mail in the previous step. Clearbit is a data API that lets you enrich your person and company records with social, demographic, and firmographic data.
- Split String: This step splits the name of the contact obtained from Clearbit into first name and last name. This information will be used in the next step to create a new contact in HubSpot.
- Get First Name: This step extracts the first name from the split string obtained in the previous step.
- Get Last Name: This step extracts the last name from the split string obtained in step 3.
- Create HubSpot Contact: Finally, Bardeen creates a new contact in HubSpot using the first name, last name, and email obtained from the previous steps. HubSpot is a platform that helps you generate leads, close deals, and create remarkable customer experiences.
How to run the workflow
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!
Step 1: Pin the playbook and integrate HubSpot
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.
Step 2: Run the playbook
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.
Available actions & triggers
When HubSpot Company is created
Trigger
When HubSpot Contact is created
Trigger
Update email labels
Action
When email is starred
Trigger
Find social media links from email (as text)
Action
Create HubSpot Product
Action
Send email
Action
Archive email
Action
When HubSpot Product is created
Trigger
Create HubSpot Contact
Action
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.