Generate a HubSpot task from Gmail thread

Struggling to keep track of action items buried in email threads? This automation can help! It scans your Gmail threads, extracts key action items, and creates a Task in HubSpot with the generated text.

Manually sifting through emails to identify and record tasks is time-consuming and often leads to missed details. Keeping your task management system updated can be a hassle, especially when dealing with numerous emails.

For example, during project updates or client communications, important tasks can easily get lost in the inbox clutter. This automation ensures that crucial action items are promptly captured and added to HubSpot.

Whether you're managing projects, coordinating with clients, or simply staying on top of your to-do list, this tool helps you stay organized and efficient by seamlessly integrating your email tasks into HubSpot.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot and Gmail

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 and Gmail.

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.

Click on “Save Input” and checkmark Gmail. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the automation to generate a HubSpot task from Gmail thread

Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard). Run the playbook from a Gmail thread. 

When you run the playbook, it will generate action items from the Gmail thread and create a task in HubSpot with the generated text.