Generate Daily HubSpot Deal Summary via OpenAI & Gmail

How does this playbook work?

This workflow automates generating and sending a daily summary of the latest HubSpot deals via email, ensuring teams are always informed.

Inputs

Scheduled time (e.g., 9:00 AM)
HubSpot account access
OpenAI API key
Gmail account access

outputs

Draft email in Gmail with the deal summary

This workflow automatically generates a daily summary of the latest HubSpot deal using OpenAI and creates a draft email in Gmail with this summary. It's designed to streamline communication and ensure you're always updated with the latest deal progress.

Every day at the scheduled time (9:00 AM by default), the workflow triggers and performs the following steps:

Retrieves the latest HubSpot deal.
Uses OpenAI to create a succinct summary of the deal, including the deal name, stage, and value.
Generates a draft email in Gmail with the deal summary, ready for review and sending.

Note: This automation is highly customizable. You can adjust the time, refine the summary level, or even change the destination from Gmail to another email service or communication platform like Slack or Microsoft Outlook.

This is particularly useful for sales teams, managers, and stakeholders looking to keep a pulse on sales activities without diving into the CRM daily. Start automating your sales process with Bardeen.

Step 1: Install the Bardeen App

Begin by installing the Bardeen app on your device to set up the workflow.

Step 2: Navigate to the Magic Box

With Bardeen installed, open the Magic Box and input the following prompt:

Daily get HubSpot deal, create summary using OpenAI, create email in Gmail

Step 3: Integrate the Workflow Integrations

Next, set up integrations with HubSpot for deal information, OpenAI for summary creation, and Gmail for email drafting as required by the workflow.

Step 4: Run the Workflow

Finally, execute the workflow. It is programmed to:

Automatically trigger at 9:00 AM daily, fetching the latest deal from HubSpot.
Use OpenAI to create a summary of the deal’s key details like name, stage, and value.
Create a draft email in Gmail with the summarized deal information, ready for review and sending.

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How to Effortlessly Keep Track of HubSpot Deals Daily?

Effortlessly Export HubSpot Deals for Enhanced Data Management

Exporting deals from HubSpot is a straightforward process that allows users to manage data efficiently. To export deals, users can navigate to the CRM section of their HubSpot account, select 'Deals', and then choose the specific view they wish to export. The option to export is available in both list and board views, providing flexibility in how data is handled. Users can select the file format for the export and decide whether to include all properties or only those visible in the view. This functionality is essential for creating backups, analyzing deal data externally, or sharing information with team members not using HubSpot.

Automate the process of exporting HubSpot deals and summarizing the information daily using Bardeen. This not only saves time but also ensures that your data is consistently managed and shared with relevant stakeholders.

Seamlessly Connect HubSpot to Gmail for Efficient Communication

Connecting your personal or team email account from Gmail to HubSpot is a crucial step for leveraging the full potential of HubSpot's CRM capabilities. This connection enables users to send one-to-one emails directly from the CRM, log email replies, and utilize sequence emails. By connecting a Gmail account, users grant HubSpot permission to send emails on their behalf, ensuring a seamless integration between email communication and CRM activities. For team email addresses, this connection facilitates centralized management and replies to customer emails, enhancing team collaboration and customer service.

Integrating Gmail with HubSpot CRM for Streamlined Workflows

Integrating Gmail with HubSpot CRM streamlines workflows by allowing users to send emails, use sales tools within their email inbox, and manage team email accounts directly through HubSpot. This integration requires permission to connect the Gmail account with HubSpot, which can be done through the settings and integrations section. For Gmail users, installing the Chrome extension enhances the integration by enabling the use of sales tools directly within the Gmail client. This integration simplifies email management, ensures timely follow-ups, and centralizes communication channels for efficiency.

By leveraging Bardeen to automate daily summaries of HubSpot deals and sharing them via Gmail, businesses can enhance their productivity and ensure that all team members are aligned with the latest deal updates.

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