Integrations used
Time saving
10 min
Action
Export
description
This Playbook will get contact information associated with an email address when a label is added to an email in Gmail.It will then export the data HubSpot as a new contact
Workflow Template
Export a contact to HubSpot when a label is added in Gmail
This Playbook will get contact information associated with an email address when a label is added to an email in Gmail.It will then export the data HubSpot as a new contact
Bardeen automates your repetitive tasks without code.
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When label is added to email
Trigger
Find social media links from email
Action
Create HubSpot Contact
Action
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How does this automation work?
How to run the workflow
Tired of manually inputting contact details into your CRM every time you receive an email? This Autobook takes the hassle out of data entry by automatically extracting contact information whenever a specific label is applied in Gmail. No more wasting time copying and pasting—this automation does the heavy lifting for you.
Imagine you're managing a growing business with a constant influx of emails. Instead of drowning in administrative tasks, this Playbook streamlines your workflow by instantly capturing contact details and seamlessly integrating them into your HubSpot CRM. Whether you're nurturing leads or maintaining client relationships, having accurate and up-to-date contact information is crucial for success.
Now, picture those extracted contacts effortlessly syncing with HubSpot, creating new entries with every labeled email. By eliminating manual data entry, this automation not only saves you time but also ensures the integrity of your CRM data, allowing you to focus on what truly matters—building meaningful connections and driving business growth.
Let’s set it up!
Step 1: Pin the playbook and integrate Gmail and 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 Gmail and HubSpot.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify the label for the emails.
Click on “Save & Activate Autobook”. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to get export a contact to HubSpot when a label is added in Gmail
Make sure the automation is activated (toggled on).
This Playbook will get contact information associated with an email address when a label is added to an email in Gmail. It will then export the data to HubSpot as a new contact.
Available actions & triggers
Delete HubSpot Company
Action
When email received
Trigger
Get HubSpot Deal
Action
When email is starred
Trigger
When label is added to email
Trigger
Get HubSpot Company
Action
Delete HubSpot Deal
Action
Find emails
Action
Forward email
Action
Archive email
Action
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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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.