Learn how to integrate Automation with CRM, Gmail, and other applications for efficient contact management using HubSpot and Make. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation in HubSpot

Automation is key to streamlining your contact management process in HubSpot. To start, you will first need to create a workflow that integrates your email with HubSpot CRM. This integration allows you to automatically create contacts based on incoming emails. using Pabbly Connect

Begin by logging into your HubSpot account and navigating to the automation settings. From there, you can create a new workflow. Make sure to give your workflow a suitable name to easily identify it later. After naming your workflow, click on the ‘Create’ button to proceed.

2. Connecting Gmail to Your Automation Workflow

To connect your Gmail to the workflow, you will use the email parser feature of Pabbly Connect. This feature allows you to forward emails to a specific address that will parse the incoming data.

  • Open your Gmail inbox and go to settings.
  • Select ‘See all settings’ and navigate to the ‘Forwarding and POP/IMAP’ tab.
  • Add a forwarding address using the email parser address provided by Pabbly Connect.

Once you have added the forwarding address, Gmail will send a confirmation code to verify the connection. After verifying, ensure that you save the changes. This step is crucial for your automation to work effectively.

3. Fetching Data from Incoming Emails

Once your Gmail is connected, the next step involves fetching data from the emails you receive. Whenever you receive an email, it will be forwarded to the email parser, which will extract the necessary information.

To fetch data, you will need to configure a text formatter action in Pabbly Connect. This step will allow you to parse the email body and extract specific fields such as the name and email address of your leads.

  • Use the ‘Text Formatter’ feature in Pabbly Connect.
  • Map the body text of the email to extract the required fields.
  • Specify the text match before and after keywords to accurately extract data.

After setting this up, you can test the configuration to ensure that the correct data is being fetched from the emails.

4. Creating Contacts in HubSpot from Emails

With the data fetched from the emails, the next step is to create contacts in HubSpot. This is done by adding another action in your workflow to send the extracted data to HubSpot CRM. using Pabbly Connect

Select the HubSpot CRM application in Pabbly Connect and choose the action event as ‘Create a Contact.’ You will need to connect your HubSpot account by clicking on the connect button and logging in if necessary.

Once connected, you will be prompted to map the fields from the email data to the contact fields in HubSpot. This includes the lead’s name, email, and any other relevant information you want to capture. After mapping the fields, click on ‘Save and send test request’ to create a contact in HubSpot.

5. Conclusion

Integrating Automation with CRM, Gmail, and HubSpot can significantly enhance your contact management process. By following the steps outlined in this tutorial, you can set up a seamless workflow that automatically creates contacts from incoming emails.

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This integration not only saves time but also ensures that no lead information is missed. Start using Automation today to streamline your CRM processes and improve your efficiency!