Automate HubSpot Contact and Engagement Updates from New Emails using AI
This workflow is triggered when a new email is received in Gmail. It uses AI to parse the email content and extract relevant data. It then checks HubSpot for an existing contact with the sender's email address. If the contact exists, the email is logged as an engagement; otherwise, a new contact is created, and then the email is logged as an engagement, automating CRM updates.
Apps Used:
Gmail
OpenAI
HubSpotCategories:
How It Works
- 1When a new email arrives in my Gmail inbox.
- 2Use AI to parse the email content and extract key information like sender, subject, and body.
- 3Check if the sender's email address exists as a contact in HubSpot.
- 4If the contact exists, create an engagement in HubSpot linked to that contact, logging the email.
- 5If the contact does not exist, create a new contact in HubSpot with the sender's details, then create an engagement logging the email.
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