This automation updates a HubSpot contact with new details whenever an email is received. It is particularly useful for keeping your contact details up-to-date automatically.
The workflow is triggered when a new email is received. It then finds emails from the received email address and updates the corresponding HubSpot contact with the email address, first name, and last name from the received email. This can be useful for:
Note: This workflow can be adapted to other CRM platforms supported by Bardeen, like Salesforce or Pipedrive, according to your business needs.
Streamline your CRM updates with this efficient workflow. Try Bardeen today and automate your contact management process.
To start, ensure you have the Bardeen app installed on your device.
Open the Bardeen app and go to the Magic Box. Enter the following prompt:
When a new Email, Update HubSpot contact
Before running, set up the necessary integrations with your workflow. This includes Google Mail for the email source and HubSpot for the destination.
Now, execute the workflow. This process automates the following actions:
Integrating your email with HubSpot is a pivotal step in streamlining your communication and ensuring that all interactions with your contacts are logged and easily accessible within your CRM system. Whether you're using Gmail, Outlook, or another email service, HubSpot offers a seamless connection process that allows you to send one-to-one emails, log email replies, and even automate sequences right from the CRM. Bardeen can further enhance this integration by automating the update of HubSpot contacts when new emails are received, ensuring your contact details are always up to date.
Automate your workflow with Bardeen: When a new email is received, automatically update the corresponding HubSpot contact to keep your CRM data current. Try it now.
For Gmail users, connecting your inbox to HubSpot not only syncs your emails but also provides the option to track and log them directly within the CRM. This ensures that all communications are captured, providing a full view of your interactions with each contact. Microsoft Outlook and Exchange users can also connect their inboxes to HubSpot, benefiting from similar tracking and logging capabilities. Additionally, for those using other email providers, IMAP connections are supported, allowing for a broad range of email services to be integrated with HubSpot.
For more advanced customization and automation, HubSpot's API allows for the updating of contact information programmatically. This is particularly useful for businesses with specific needs that go beyond the standard email syncing capabilities. By leveraging the API, you can ensure that any changes in your contacts' information, whether it's a new email address, a change in company affiliation, or an update in lifecycle stage, are automatically reflected in your HubSpot CRM.
Email synchronization is a core component of maintaining an effective CRM system. By ensuring that your email communications are automatically logged in HubSpot, you eliminate the need for manual data entry and reduce the risk of missing important interactions. This not only saves time but also provides your team with comprehensive insights into each contact's history, preferences, and needs.
Whether you're responding to an email directly from HubSpot or using your preferred email client, synchronization ensures that all interactions are captured. This is invaluable for sales and support teams who rely on up-to-date information to provide personalized and timely responses.
With Bardeen, you can automate the process of updating HubSpot contacts based on email interactions, further enhancing your CRM's accuracy and effectiveness. Discover how.
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.
