HubSpot CRM, Gmail Integrations

Gmail
HubSpot CRM
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HubSpot CRM, Gmail integrations

Create HubSpot records and logs from received emails

Create HubSpot records and logs from received emails

Every time a new email is received with a specific label, Integromat will automatically look that email address up in HubSpot CRM. If that email exists it will create a log with that email. If the contact does not exist, it will create a new contact, a new deal, and a record of the email.


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Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

Creation of documentation (e.g. contract) for a new deal that meets a specified criteria on Hubspot CRM

Get a list of deals that meet a specific criteria, this example filters deals that are in the"Appointment Scheduled" stage. Multiple documentations are created from templates that already exist in Google Drive and they are modified based on the fields from records of the deal received. Those documents are converted to PDF and mailed by Gmail as attachments. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.


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Add email logs to HubSpot CRM from sent emails

Add email logs to HubSpot CRM from sent emails

Every time an email is sent, Integromat will automatically look that email address up in HubSpot CRM contacts. If the contact exists it will create a log with that email.


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Create deals in HubSpot CRM from newly labeled emails in Gmaill

Create deals in HubSpot CRM from newly labeled emails in Gmaill

This automation watches for emails that have been given a specific label and creates deals in HubSpot CRM.


6
Create a new Task in Hubspot for new received e-mail in Gmail

Create a new Task in Hubspot for new received e-mail in Gmail

When a new email in Gmail is received and the email address exists as a contact in HubSpot CRM, a task is created and associated with the contact in HubSpot CRM.


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HubSpot - Google Docs - Dropbox Contract Management

HubSpot - Google Docs - Dropbox Contract Management

Grab Contact information from HubSpot CRM, push it into a Google Doc Contract Template (we used this Google Doc in the scenario) upload the compiled Contract to a designated Dropbox folder and send it as an attachment via Gmail.


4
Send welcome emails using Placeholder images to HubSpot CRM contacts

Send welcome emails using Placeholder images to HubSpot CRM contacts

Every time a new HubSpot CRM contact is created, Integromat will automatically generate an image using Placeholder and send a welcome email to the contact using Gmail.


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Create HubSpot CRM contacts from emails matching a search criteria

Create HubSpot CRM contacts from emails matching a search criteria

When you receive new emails in a specified folder and they match certain search criteria, the senders are created or updated as contacts in HubSpot CRM.


2
Send an email via Gmail when you have new HubSpot CRM contacts

Send an email via Gmail when you have new HubSpot CRM contacts

When you add new contacts in HubSpot CRM, an email is sent through Gmail to the intended people like the contact, team members etc.


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Triggers

HubSpot CRM

Watch Broadcast Messages

Triggers when a message is posted from HubSpot to the specified social media channel.

HubSpot CRM

Watch Calendar Events

Trigger when there is a new event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch Contacts Added to a List

Triggers when a new contact is added to a list (only for users with the paid Marketing account).

HubSpot CRM

Watch CRM Objects

Triggers when a CRM object is created/updated. To watch products or line_items use a special connection with a required custom scope [e-commerce].

HubSpot CRM

Watch Engagements

Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

HubSpot CRM

Watch Files

Triggers when a new file is stored in file manager.

HubSpot CRM

Watch Notifications INSTANT

Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters. You can have only one webhook URL per 1 developer application. You can created more subscriptions for this one webhook.

HubSpot CRM

Watch Records

Triggers when a contact, a company, or a deal has been recently modified or created within last 30 days. The output is limited to 10K.

HubSpot CRM

Watch Submissions for a Form

Triggers when data is submitted form a given form.

HubSpot CRM

Watch Subscriptions Timeline for a Portal

Triggers when a new email timeline subscription added for the portal.

HubSpot CRM

Watch Task Events

Triggers when there is a new task event in the calendar (only for users with the paid Marketing account). It works up to 500 tasks in the interval between start date and the end date.

HubSpot CRM

Watch Tickets

Triggers when a new ticket is created.

Gmail

Watch emails

Triggers when a new email is received to be processed according to specified criteria.

Actions

HubSpot CRM

Add a Contact to a Workflow

Adds a contact to a specific workflow.

HubSpot CRM

Add Contacts to a List

Adds contact records that have already been created in the system to a contact list.

HubSpot CRM

Associate an Engagement with a CRM Object

Associates an engagement with a contact, company, or deal.

HubSpot CRM

Associate CRM Objects

Associates 2 CRM objects.

HubSpot CRM

Associate Multiple CRM Objects

Creates multiple associations between CRM objects.

HubSpot CRM

Cancel a Broadcast Message

Cancels a scheduled broadcast (e.g. tweet or facebook post).

HubSpot CRM

Create a Blog Post

Creates a new blog post.

HubSpot CRM

Create a Broadcast Message

Creates and immediately publishes a message on a specified social media channel..

HubSpot CRM

Create a Calendar Task

Creates a new task for Calendar (only for users with the paid Marketing account).

HubSpot CRM

Create a Folder

Creates a folder.

HubSpot CRM

Create an Engagement

Creates an engagement (a note, task, or activity) on an object in HubSpot. Engagements are any interaction with a contact that should be logged inside of the CRM.

HubSpot CRM

Create a Record

Creates a contact, a company, or a deal.

HubSpot CRM

Create a Ticket

Creates a ticket.

HubSpot CRM

Create/Update a Contact

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create/Update a Contact (Legacy)

Creates a contact if it doesn't exist in a portal already, or updates it with the latest property values if it does.

HubSpot CRM

Create/Update a Group of Contacts

Creates a group of contacts or update them if they already exist. Performance is best when batch size is limited to 100 contacts or fewer. Changes made through this endpoint are processed asynchronously, so can take several minutes for changes to be applied to contact records.

HubSpot CRM

Create/Update a Timeline Event

Creates or updates a timeline event. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

Delete a Blog Post

Deletes a blog post.

HubSpot CRM

Delete a Calendar Task

Deletes a task from the system (only for users with the paid Marketing account).

HubSpot CRM

Delete a File

Permanently deletes a file and all related data and thumbnails from file manager.

HubSpot CRM

Delete a Folder

Marks a folder as deleted.

HubSpot CRM

Delete an Association

Deletes an association between 2 CRM objects.

HubSpot CRM

Delete an Engagement

Deletes an engagement (a task or activity) on an object in HubSpot.

HubSpot CRM

Delete a Record

Deletes a contact, a company, or a deal.

HubSpot CRM

Delete a Ticket

Deletes an existing ticket.

HubSpot CRM

Delete Multiple Associations between CRM Objects

Deletes multiple associations between CRM objects.

HubSpot CRM

Get a Deal's CRM Pipeline

Returns a CRM pipeline for a given deal.

HubSpot CRM

Get a File Uploaded via Form

For a given file id, returns the file associated with that ID.

HubSpot CRM

Get an Owner

Returns details for an owner.

HubSpot CRM

Get a Record

Gets a contact, a company, or a deal.

HubSpot CRM

Get a Record Property

Gets metadata for a specific record property by its (internal) name.

HubSpot CRM

Get a Ticket

Gets a specific ticket by its ID.

HubSpot CRM

Make an API Call

Performs an arbitrary authorized API call to manage data in Hubspot CRM.

HubSpot CRM

Merge Contacts

Merges contacts

HubSpot CRM

Move a File

Moves a file to a different folder.

HubSpot CRM

Remove a Contact from a List

Removes a contact from a contact list.

HubSpot CRM

Submit Data to a Form

Sends form submission data to HubSpot.

HubSpot CRM

Update a Record

Updates a contact, a company, or a deal.

HubSpot CRM

Update a Ticket

Updates an existing ticket by its ID.

HubSpot CRM

Update Email Subscription

Updates email subscription.

HubSpot CRM

Upload a File

Uploads a new file to the file manager.

Gmail

Copy an email

Copies an email or a draft into a selected folder.

Gmail

Create a draft

Creates a new draft and adds it to a selected folder.

Gmail

Delete an email

Removes an email or a draft from a selected folder.

Gmail

Mark an email as read

Marks an email or a draft in a selected directory as read by setting the "Read" flag.

Gmail

Mark an email as unread

Marks an email or draft in a selected directory as unread by setting the "Unread" flag.

Gmail

Modify email labels

Modifies labels on the specified email message.

Gmail

Move an email

Moves a chosen email or a draft to a selected folder.

Gmail

Send an email

Sends a new email.

Iterators

Gmail

Iterate attachments

Iterates through received attachments.

Searches

HubSpot CRM

List Associations for a CRM Object

Returns the IDs of CRM objects associated with a given object, based on the specified association type.

HubSpot CRM

List Blog Posts

Retrieves a list of blog posts.

HubSpot CRM

List Contacts of a Company

Retrieves a list of contacts in the company. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

List Deal/Ticket Pipelines

Returns all deal/ticket pipelines for a given portal.

HubSpot CRM

List Files

Retrieves a list of files stored in file manager.

HubSpot CRM

List Forms

Retrieves a list of forms for a given portal.

HubSpot CRM

List Owners

Returns all of the owners that exist inside of HubSpot.

HubSpot CRM

List Records

Retrieves a list of contacts, companies, or deals. The output is limited to 5000 contacts, or 12500 companies, or 12500 deals.

HubSpot CRM

List Tickets

Retrieves a list of tickets.

HubSpot CRM

List Timeline Event Types

Retrieves a list of all timeline event types for a specific application. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID and Client Secret are filled in advanced parameters.

HubSpot CRM

New Events

Returns all contacts that have been created in the portal. The output is limited to 5000 contacts. To list previous/next contacts, you can use the advanced parameter to reset an offset ID for listing contacts after this ID.

HubSpot CRM

Search for Companies by Domain

Retrieves a list of companies based on an exact match to the domain property.

HubSpot CRM

Search for Contacts

Retrieves a list of contacts using the search query.

HubSpot CRM

Search for CRM Objects

Searches for CRM objects (contacts, companies, deals, products, tickets, line_items) by custom properties or by query. To search for products or line_items use a special connection with a required custom scope [e-commerce].

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