Sync Gmail Labels to Create HubSpot Deals Automatically

How does this playbook work?

This workflow automatically creates a new deal in HubSpot when a Gmail email is labeled, streamlining sales processes.

Inputs

Gmail label name
HubSpot deal details (stage, amount, close date)

outputs

New deal created in HubSpot

This automation creates a new deal in HubSpot whenever an email in Gmail is labeled with a specific tag. Perfect for sales teams looking to streamline their workflow!

The process begins by monitoring your Gmail for any emails labeled with a specific tag. Once an email is labeled, it triggers the automation to create a new deal in HubSpot using the email's subject as the deal name and the email snippet as the deal description, along with predefined details such as the deal stage, amount, and close date.

Pro Tip: This automation can be customized to include more specific triggers based on email content, sender, or other labels. Additionally, it can be extended to update existing deals or create tasks associated with the new deal in HubSpot.

This workflow is invaluable for sales teams looking to reduce manual data entry and ensure timely follow-up on leads directly from their inbox.

Step 1: Install the Bardeen App

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

Step 2: Navigate to the Magic Box

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

Automatically create HubSpot deal when Gmail email labeled

Step 3: Integrate the Workflow Integrations

Make sure to set up integrations with Gmail for the email source and HubSpot for the destination to create deals.

Step 4: Run the Workflow

With everything set up, run the workflow. This workflow is configured to:

Wait for an email to be labeled in Gmail, acting as the trigger for the automation.
Upon triggering, it creates a new deal in HubSpot using details extracted from the labeled email, such as the subject for the deal name and the email snippet for the deal description.

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How Can You Automate Creating HubSpot Deals from Gmail Emails?

Automatically Create HubSpot Deal When Gmail Email Labeled

Managing emails and deals across Gmail and HubSpot can be a daunting task. Automating this process not only saves time but also ensures that no potential lead slips through the cracks. Let's dive into how you can automatically create a HubSpot deal when an email in Gmail is labeled.

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Connecting HubSpot to Gmail

First, establish a connection between HubSpot and Gmail. This integration enables you to track emails, log them into HubSpot, and use various HubSpot tools directly from your Gmail account.

To connect, download the HubSpot Sales extension for Google Chrome. After installation, log into your HubSpot account and authorize the connection with Gmail. This process adds HubSpot features like email logging and tracking, templates, and meeting schedules directly in your Gmail interface.

Email Automation in Gmail

Second, leverage Gmail's built-in capabilities to manage email automation. Gmail allows you to automatically label incoming emails based on specific criteria, such as sender, subject, or keywords.

To automate labeling, go to Gmail Settings > See all settings > Filters and Blocked Addresses > Create a new filter. Specify your criteria and choose "Apply the label" as the action. This step is crucial for triggering the automation in HubSpot.

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Creating Deals in HubSpot through Workflows

Finally, set up a workflow in HubSpot to create a deal automatically when an email with a specific label is received in Gmail. For this, you'll need HubSpot Professional or Enterprise subscription.

In HubSpot, navigate to Automation > Workflows. Select "Create workflow" and choose "Start from scratch." Use the trigger "Contact property" and select "Email" with the specific label from Gmail. Then, add an action to "Create a deal." Customize the deal properties such as deal name, amount, and stage based on your requirements.

By following these steps, you can streamline the process of capturing leads from Gmail and ensuring they are immediately added to your HubSpot deals pipeline, allowing for timely follow-up and increased sales opportunities.

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