This automation streamlines the process of sending personalized emails to your HubSpot contacts via Gmail, making it easier to maintain customer relationships or promote special offers.
The workflow begins by retrieving a specific contact from HubSpot using the contact ID. An email is then generated using OpenAI, personalized with details such as the contact's name, company, and the context of a special offer. Finally, the email is sent to the contact's email address using Gmail. Some use cases for this workflow include:
Note: This workflow can be customized to target different segments of your HubSpot contacts or to promote various offers based on specific criteria.
Utilizing this workflow enhances your email marketing efforts, providing a highly personalized touch that can improve engagement and customer satisfaction.
To start, ensure the Bardeen app is installed on your device.
Open the Magic Box in the Bardeen app and input the following:
Get HubSpot Contact, generate personalised Email using OpenAI, Send email using Gmail
Make sure to configure the integrations required for the workflow. This includes HubSpot for retrieving contact information, OpenAI for generating personalized emails, and Gmail for sending the emails.
After setting up, execute the workflow. It is designed to:
Personalizing emails can significantly enhance your marketing efforts, making each recipient feel valued and understood. With the power of HubSpot's CRM and OpenAI's generative capabilities, creating personalized emails has never been easier. This powerful combination allows you to leverage detailed contact information from HubSpot and generate customized content through OpenAI, ensuring your messages resonate with each individual. Discover how Bardeen automates this process, making it more efficient and effective.
Note: This workflow can be customized to target different segments of your HubSpot contacts or to promote various offers based on specific criteria. Learn more about automating your email personalization with Bardeen.
Once your personalized email content is ready, the next step is sending these emails directly from your preferred email service, such as Gmail. Integrating Gmail with HubSpot simplifies this process, allowing for seamless email sending without leaving the HubSpot platform. This integration not only streamlines workflow but also tracks email interactions within HubSpot, providing valuable insights into your email marketing performance.
To personalize emails effectively, you first need to retrieve the relevant contact information. HubSpot's API facilitates this by allowing you to get contact details by email. This step is crucial for tailoring your message to match the recipient's preferences, history, and relationship with your brand, ensuring a higher engagement rate.
Automating the creation of contacts in HubSpot from email interactions further enhances your marketing automation capabilities. This feature ensures that every new interaction or lead captured through email is automatically added to your HubSpot CRM. This automation saves time and ensures your contact list is always up-to-date, allowing for more targeted and personalized marketing efforts.
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.
SOC 2 Type II, GDPR and CASA Tier 2 and 3 certified — so you can automate with confidence at any scale.
