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Bardeen Enrichment
Google Mail
HubSpot
playbook Template

Qualify and create a HubSpot contact when email is received in Gmail

This automation will scan all incoming emails in Gmail and qualify leads based on your custom criteria. It will then save the qualified leads to HubSpot as new contacts

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.

How does this automation work?

When email received
Trigger
Get a person's data from email address
Action
Merge table columns
Action
Classify customized text
Action
Create HubSpot Contact
Action
Merge text
Action
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How to run the playbook

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Available actions & triggers

Apps:
Qualify and create a HubSpot contact when email is received in Gmail
Qualify and create a HubSpot contact when email is received in Gmail
Qualify and create a HubSpot contact when email is received in Gmail
Types:
Both
Actions
Triggers
Create HubSpot Contact
Create HubSpot Contact
Action
Delete HubSpot Company
Delete HubSpot Company
Action
Delete ticket record
Delete ticket record
Action
Enroll contact in HubSpot sequence
Enroll contact in HubSpot sequence
Action
Find profiles
Find profiles
Action
Update email labels
Update email labels
Action
Find email thread from current page
Find email thread from current page
Action
Delete email
Delete email
Action
When email is starred
When email is starred
Trigger
Update a note in HubSpot
Update a note in HubSpot
Action
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Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

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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.

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