Send an email via Gmail when you have new HubSpot CRM contacts
Apps used in template
About
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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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox is added to the email. More information here.
Every time a new row is added to your Google Sheets spreadsheet, Make will automatically create a new opportunity in Capsule CRM. The template uses this example spreadsheet.
This template periodically checks for new rows in a Google Sheets spreadsheet and uses the retrieved information to create new persons in Nutshell.
The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds contact records that have already been created in the system to a contact list.
Adds a contact to a specific workflow.
Copies an email or a draft into a selected folder.
Creates a company with the given properties and returns a copy of the object, including the ID.
Creates a contact with the given properties and returns a copy of the object, including the ID.
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Creates a deal with the given properties and returns a copy of the object, including the ID.
Creates a new draft and adds it to a selected folder.
Creates a folder.
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