Connect Tallyfy and HubSpot CRM and Gmail integrations

Connect Tallyfy and HubSpot CRM and Gmail with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Tallyfy and HubSpot CRM and Gmail to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Popular Tallyfy and HubSpot CRM and Gmail workflows.

Looking to get more out of Tallyfy and HubSpot CRM and Gmail? With Make you can visually integrate Tallyfy and HubSpot CRM and Gmail into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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.

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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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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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Add email logs to HubSpot CRM from sent emails

Every time an email is sent, Make 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

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

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Send emails via Gmail when you receive new form submissions in HubSpot CRM

Use this automation to watch for new form submissions in HubSpot CRM and send an email to the person who that submitted it or to whoever you want.

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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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Create a new Task in Google Tasks for new received e-mail in HubSpot (Gmail)

When a new e-mail is received in Gmail the e-mail address exists as a contact in HubSpot CRM, a new Google task is created.

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Get random GIF using GIPHY and send them by email when HubSpot CRM deals are created

Every time a new HubSpot CRM deal is created, Make will automatically get a random GIF image using GIPHY and send it in an email.

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Build your Tallyfy and HubSpot CRM and Gmail integrations.

Create custom Tallyfy and HubSpot CRM and Gmail workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add Contacts to a List

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

Action

Add a Comment

Adds a comment, issue or resolves issue.

Action

Add a Contact to a Workflow

Adds a contact to a specific workflow.

Action

Archive a Process

Archives a process.

Action

Change a Task's Assignees

Changes a task's assignees.

Action

Change a Task's Deadline

Changes a task's deadline.

Action

Complete a Task in a Process

Completes a task in a process.

Action

Copy an Email

Copies an email or a draft into a selected folder.

Action

Create a Company

Creates a company with the given properties and returns a copy of the object, including the ID.

Action

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