Integrations used
Time saving
5 min
Action
Create
description
This Playbook will create a new deal in HubSpot when a specific label is added to an email.
playbook Template
Create a new HubSpot deal using OpenAI when a label is added to an email
This Playbook will create a new deal in HubSpot when a specific label is added to an email.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
When label is added to email
Trigger
Generate text from model
Action
Create HubSpot Deal
Action
In the fast-paced world of sales, response time can be the difference between closing a deal and losing it. Bardeen automates the process of deal creation in HubSpot, allowing for immediate action once an email is labeled, ensuring no opportunity slips through the cracks. This playbook specifically targets the seamless transition from email communication to deal management, leveraging OpenAI's capabilities to enhance the deal-creation process.
Here's how the automation creates new deals in HubSpot using OpenAI when a label is added to an email:
- Step 1: Email label trigger - The automation begins when a specific label is added to an email in Gmail, indicating a potential deal.
- Step 2: Merge email information - Bardeen merges the subject line and other relevant text from the email to prepare for deal creation.
- Step 3: Generate deal name with OpenAI - OpenAI is used to generate a name for the new deal, ensuring it's descriptive and relevant.
- Step 4: Create HubSpot deal - Using the information prepared, a new deal is created in HubSpot, a leading sales and CRM platform.
How to run the playbook
Are you tired of manually creating deals in HubSpot every time you receive an email? Well, worry no more because we've got you covered! This automation can create a new deal in HubSpot for you, automatically, when a specific label is added to an email.
This automation can reduce the need for manual data entry and human error, increase efficiency and save time and ensure that deals are created consistently and accurately.
Some use-cases for this automation include creating deals for new leads generated from email campaigns, creating deals for potential clients who express interest via email and creating deals for existing clients who inquire about additional services.
Overall, this automation can simplify your workflow, improve accuracy, and help you stay organized. So, why not give it a try and see how it can benefit your business?
Let’s set it up!
Step 1: Set up the automation
Click the “Try it” button at the top of this page to get this automation saved. If it’s your first time using Bardeen, you will be redirected to install the extension.
Bardeen will also prompt you to integrate HubSpot and Gmail.
Bardeen will then prompt you to specify a HubSpot deal pipeline, deal stage and a label that will trigger the automation.
Step 2: Try it!
Make sure the automation is activated (toggled on).
Whenever you receive an email that you want to quickly convert to a deal in HubSpot, add the label that you specified.
Bardeen will use OpenAI to generate a suitable headline, summarize the information in the email and create a HubSpot deal with all the information, saving you time and energy.
💪 Pro Tip: Pair this automation with our other playbooks like Create a HubSpot Ticket from the currently opened email or Generate a list of tasks from a HubSpot ticket using OpenAI to reach lightning speed!
Find more OpenAI integrations, HubSpot integrations, and HubSpot and OpenAI integrations, or edit the playbook to suit your own workflow.
You can also find more about how to increase your personal productivity and automate your product development process.
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FAQs
Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?
You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
Meetings: Is there a playbook to record and summarize meetings?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.