Gmail and HubSpot automations

Ready-made scenarios where Gmail and HubSpot work for you: pick one — a copy appears in your account and runs on its own.

87 scenarios

Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Turn site visitors into leads with a personal email
Customer emails become support tickets with a spreadsheet log
Email checking in your CRM — a list of live contacts
Enriching leads with contacts — drop a sheet, get a filled CRM
Automatic follow-up emails to forgotten contacts
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
Route leads by budget and source — automatically
Auto-handle lead replies from email — CRM task and sales alert
One campaign across SMS, email and messenger, straight from your CRM
New-lead handling: CRM entry, team alert and reminder
Breaking down client calls and routing them to the right people
Support emails become tickets with a priority attached
Call summaries — sent to your team and CRM automatically
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Instant replies to strong leads from a form
Smart auto-replies to routine emails
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Store lead emails turned into CRM contacts and deals automatically
Stuck tickets, followed up automatically
Stalled deals bring themselves back to life
Properties with owner contacts — daily to your CRM and email
Personal client emails from their own history
Client onboarding from a single form: folder, contact, channel, tasks
Personal email drafts to clients — from your correspondence history
Requests routed to the right team — sorted automatically
Contract renewal reminders: an email to the client, a task for the rep
Smart lead routing to reps — instant, with no manual assignment
Email replies with the client's history in mind — with your approval
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Satisfaction surveys after tickets close — automatic
A brief on the person and their company before a call
Welcome new clients and assign managers — right after the deal closes
Deal close-date forecasting from your own history, auto-updated in the CRM
A competitor cheat sheet right in the HubSpot deal card
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Deal contacts — discovered and enriched automatically
Alerts for customers losing interest: to the rep, into a task, and by email
Customer feedback from every channel, turned into themes and tasks
A summary of support tickets — topics and customer mood
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Support ticket replies drawn from your own FAQ list
Support metrics from two systems — in one weekly report
Tell customers their bug is fixed — the moment the issue closes
Lead gathering and drafted emails for approval, sending the approved
Payment issue handling: a reply to the customer, an escalation to the team
Voice of the customer from every channel: collected, clustered, acted on
Customer churn prediction from deals and tickets
A satisfaction survey after every deal, with replies sorted
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Automatic lead enrichment and scoring — hot leads first
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Onboarding new clients: email, meeting and owner
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs
A personal assistant in your messenger: email, calendar, tasks, expenses