Google MailOpenAIHubSpot
Workflow Template

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.
The #1 free AI Automation extension for Chrome
Find email thread from current page
Action
Find social media links from email
Action
Split string
Action
Get element from array
Action
Create HubSpot Contact
Action
Find email thread from current page
Action
Find social media links from email
Action
Split string
Action
Get element from array
Action
Create HubSpot Contact
Action

How does this automation work?

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 Clearbit'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 Clearbit - Using Clearbit, 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.
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How to run the workflow

Manually creating new contacts in HubSpot can be time-consuming and prone to errors. If you don't have a good system in place, you can easily waste a lot of time and productivity doing the same task over and over again.

This automation helps you quickly create a new contact from the currently opened email. It will use OpenAI to analyze the email for the contact’s information and populate the contact's name and email address using that data.

This automation is a lifesaver for sales and customer support teams who need to quickly add new leads or customers to their HubSpot account. Using this automation, a sales rep can get an email inquiry from a potential customer and add them to their CRM in a snap. Or a customer support agent can create a new contact in HubSpot to track their interactions with a new customer.

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 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 OpenAI, 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 fantastic if you are a sales representative who wants to quickly add new leads to your pipeline. By creating a new contact in HubSpot directly from an email, you can easily add new leads to your pipeline and ensure that you are tracking all customer interactions.

Businesses that receive a high volume of inquiries or support requests via email will also find this automation useful. By automating the process of creating new contacts in HubSpot from incoming emails, you can save time and ensure that all customer interactions are tracked in one place.

For teams who use HubSpot as their main CRM, this automation can be a game-changer. By creating a new contact directly from an email, you can easily manage your contact database and ensure that all customer interactions are recorded and tracked.

In addition, teams can use this automation to streamline their lead generation process. By automating the process of creating new contacts in HubSpot from incoming emails, you can quickly and easily capture new leads and add them to your sales funnel.

Find more OpenAI integrations, HubSpot integrations, automate your HubSpot and OpenAI 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.

Run this Google Mail automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a HubSpot contact from the currently opened email
Create a HubSpot contact from the currently opened email
Create a HubSpot contact from the currently opened email
Types:
Both
Actions
Triggers
Create explanation for a question by OpenAI
Create explanation for a question by OpenAI
Action
Get summary of a text by OpenAI
Get summary of a text by OpenAI
Action
When label is added to email
When label is added to email
Trigger
When HubSpot Product is created
When HubSpot Product is created
Trigger
Delete HubSpot Company
Delete HubSpot Company
Action
Find email thread from current page
Find email thread from current page
Action
Update email labels
Update email labels
Action
When a new Deal is created
When a new Deal is created
Trigger
When email is sent to my trigger address
When email is sent to my trigger address
Trigger
Create draft email
Create draft email
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?

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Google Sheets: What is the best way to export data to Google Sheets?

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Meetings: Is there a playbook to record and summarize meetings?

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Google Mail
Google Mail
OpenAI
OpenAI
HubSpot
HubSpot
This is some text inside of a div block.
Autobook Icon
Google Mail
Create a HubSpot contact from the currently opened email
OpenAI
Create a HubSpot contact from the currently opened email
HubSpot
Create a HubSpot contact from the currently opened email

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 automates your repetitive tasks without code.
Install the Chrome extension for free.

Manually creating new contacts in HubSpot can be time-consuming and prone to errors. If you don't have a good system in place, you can easily waste a lot of time and productivity doing the same task over and over again.

This automation helps you quickly create a new contact from the currently opened email. It will use OpenAI to analyze the email for the contact’s information and populate the contact's name and email address using that data.

This automation is a lifesaver for sales and customer support teams who need to quickly add new leads or customers to their HubSpot account. Using this automation, a sales rep can get an email inquiry from a potential customer and add them to their CRM in a snap. Or a customer support agent can create a new contact in HubSpot to track their interactions with a new customer.

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 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 OpenAI, 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 fantastic if you are a sales representative who wants to quickly add new leads to your pipeline. By creating a new contact in HubSpot directly from an email, you can easily add new leads to your pipeline and ensure that you are tracking all customer interactions.

Businesses that receive a high volume of inquiries or support requests via email will also find this automation useful. By automating the process of creating new contacts in HubSpot from incoming emails, you can save time and ensure that all customer interactions are tracked in one place.

For teams who use HubSpot as their main CRM, this automation can be a game-changer. By creating a new contact directly from an email, you can easily manage your contact database and ensure that all customer interactions are recorded and tracked.

In addition, teams can use this automation to streamline their lead generation process. By automating the process of creating new contacts in HubSpot from incoming emails, you can quickly and easily capture new leads and add them to your sales funnel.

Find more OpenAI integrations, HubSpot integrations, automate your HubSpot and OpenAI 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.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

You can also edit the playbook and add your next action to further customize the automation.

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Last update:
January 31, 2024
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