Google Mail
playbook Template

Update HubSpot lead status when new email received in Gmail

This workflow automatically updates HubSpot contacts when a new email is received, keeping your CRM data current without manual input.
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When email received
When email received
Find emails
Find emails
Create HubSpot Contact
Create HubSpot Contact

How does this playbook work?

This workflow automatically updates HubSpot contacts when a new email is received, keeping your CRM data current without manual input.
  • Email received trigger
  • Details from the received email (email address, first name, last name)
  • Updated HubSpot contact

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:

  • Automatically updating contact information based on email correspondence
  • Ensuring that your HubSpot contacts always have the most current information
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.

Step 1: Install the Bardeen App

To start, ensure you have the Bardeen app installed on your device.

Step 2: Navigate to the Magic Box

Open the Bardeen app and go to the Magic Box. Enter the following prompt:

When a new Email, Update HubSpot contact

Step 3: Integrate the Workflow Integrations

Before running, set up the necessary integrations with your workflow. This includes Google Mail for the email source and HubSpot for the destination.

Step 4: Run the Workflow

Now, execute the workflow. This process automates the following actions:

  • Trigger upon receiving a new email, capturing the sender's details.
  • Search for emails from the same address to find any associated contacts.
  • Finally, update the contact in HubSpot with the email sender's information, such as their first and last name.
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How to Ensure Your HubSpot Contacts are Always Updated?

Connecting Email to HubSpot: A Comprehensive Guide

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.

Utilizing HubSpot's Update Contact API for Seamless CRM Updates

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.

HubSpot Email Sync: Keeping Your Contacts Up-to-Date

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.
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Google Mail
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