Create a HubSpot contact from the currently opened email

This automation will find a contact's first name and last name from the currently opened email using OpenAI and create a HubSpot contact with the information.
Bardeen no longer supports Autobooks & Playbooks. Learn more about the new Bardeen.
Find email thread from current page
Action
Get a person's data from email address
Action
Create HubSpot Contact
Action
Steps:

Bardeen's playbook for creating a HubSpot contact from an open email enhances your productivity by automating the process of capturing contact information directly from your Gmail account. Sales professionals often find valuable prospects through email interactions, and being able to quickly add these individuals to your CRM is essential for nurturing leads and personalizing follow-up communications. This workflow simplifies the process, leveraging the power of Bardeen's enrichment to provide additional contact context.

Here's how this workflow creates a HubSpot contact from an email:

  • Step 1: Find Email Thread - Bardeen begins by identifying the email thread currently open in Gmail, ensuring the contact's details are ready to be extracted.
  • Step 2: Enrich with Bardeen - Using Bardeen, the workflow finds social media links and other relevant information from the email address, enriching the contact data.
  • Step 3: Split Contact Name - The contact's full name is split into first and last names to fit HubSpot's contact fields.
  • Step 4: Get First Name - The workflow extracts the first name from the split string for the HubSpot contact record.
  • Step 5: Get Last Name and Create Contact - Similarly, it extracts the last name and then creates a new contact in HubSpot with the obtained first and last names.

The new Bardeen – Find leads no one else does:

With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.

How Bardeen integrates with your existing system:
With Bardeen, you can easily import and export data to spreadsheets or CSV files, then push it to your favorite CRM or outreach tool — like Salesforce, HubSpot, Pipedrive, Apollo.io, or any platform that supports CSV. Most tools offer built-in import options or third-party solutions, making integration seamless and keeping your workflow uninterrupted.
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