Create a HubSpot contact from the currently opened email

Manually creating new contacts in HubSpot can be time-consuming and prone to errors. If you don't have a good system in place, you can easily waste a lot of time and productivity doing the same task over and over again.

This automation helps you quickly create a new contact from the currently opened email. It will use OpenAI to analyze the email for the contact’s information and populate the contact's name and email address using that data.

This automation is a lifesaver for sales and customer support teams who need to quickly add new leads or customers to their HubSpot account. Using this automation, a sales rep can get an email inquiry from a potential customer and add them to their CRM in a snap. Or a customer support agent can create a new contact in HubSpot to track their interactions with a new customer.

Let’s set it up!

Step 1: Pin the playbook and integrate 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 HubSpot so it can save the contact.

Click on the playbook card, and the setup flow will start. 

Step 2: Run the playbook

Press Option + B on your keyboard to launch Bardeen. Navigate to an email and click on the playbook card. Run the playbook when you want to create a contact from the email. 

It will analyze the email using OpenAI, find the relevant contact information and create a HubSpot contact.

Here are a few use-cases where this automation can be particularly beneficial:

This automation is fantastic if you are a sales representative who wants to quickly add new leads to your pipeline. By creating a new contact in HubSpot directly from an email, you can easily add new leads to your pipeline and ensure that you are tracking all customer interactions.

Businesses that receive a high volume of inquiries or support requests via email will also find this automation useful. By automating the process of creating new contacts in HubSpot from incoming emails, you can save time and ensure that all customer interactions are tracked in one place.

For teams who use HubSpot as their main CRM, this automation can be a game-changer. By creating a new contact directly from an email, you can easily manage your contact database and ensure that all customer interactions are recorded and tracked.

In addition, teams can use this automation to streamline their lead generation process. By automating the process of creating new contacts in HubSpot from incoming emails, you can quickly and easily capture new leads and add them to your sales funnel.

Find more OpenAI integrations, HubSpot integrations, automate your HubSpot and OpenAI workflow or edit the playbook to suit your own workflow.

You can also find more about how to automate the lead management process and automate your sales prospecting process.