Create a new HubSpot deal using OpenAI when a label is added to an email

Steps:

In the fast-paced world of sales, response time can be the difference between closing a deal and losing it. Bardeen automates the process of deal creation in HubSpot, allowing for immediate action once an email is labeled, ensuring no opportunity slips through the cracks. This playbook specifically targets the seamless transition from email communication to deal management, leveraging OpenAI's capabilities to enhance the deal-creation process.

Here's how the automation creates new deals in HubSpot using OpenAI when a label is added to an email:

• Step 1: Email label trigger - The automation begins when a specific label is added to an email in Gmail, indicating a potential deal.
• Step 2: Merge email information - Bardeen merges the subject line and other relevant text from the email to prepare for deal creation.
• Step 3: Generate deal name with OpenAI - OpenAI is used to generate a name for the new deal, ensuring it's descriptive and relevant.
• Step 4: Create HubSpot deal - Using the information prepared, a new deal is created in HubSpot, a leading sales and CRM platform.

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.