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Do you know that managing endless emails and CRM manually could be a big headache? You need the right integration approach and cutting-edge CRM integration services to automate tasks, save time, and ensure smooth communication between Gmail and HubSpot without writing a single line of code. The powerful combination of Gmail, HubSpot, and Zapier will help you automate your workflow, boost efficiency, and focus on high-value tasks that make sense for growing your business.
Hubspot and Gmail integration is an absolute game-changer, from automatically creating new contacts to syncing data between the two platforms and everything in between.
In this blog, we’ll explain how to integrate Gmail with HubSpot via Zapier and the amazing benefits it offers.
Table of Contents
- What is Gmail?
- Introduction to HubSpot
- Features of HubSpot
- How to Integrate Gmail with HubSpot via Zapier
- Benefits of Gmail-HubSpot Integration
What is Gmail?
Gmail is a free, web-based email service owned by Google. Its greatest selling point is massive storage and ease of use. With 1 billion active users, Gmail is the world’s most popular & globally used email GUI intended to organize their inboxes, sort emails by threads, and even automatically filter spam messages.
Core Features of Gmail:
- Minimalistic Interface: Easy to use and uncluttered.
- Real-time Communication: Enables chatting and video calls.
- Priority inbox: Indicates important emails and filters out those that are spam.
Introduction to HubSpot
HubSpot is the most popular cloud-based CRM platform to help businesses manage to attract visitors, close leads, and ultimately sell all in one place. It offers various tools that cater to your business’s needs without unnecessary complexity.
Why HubSpot?Start for free
- Comprehensive CRM: Everything conceivable in sales or customer service.
- Scalable Solutions: Grow your business without outgrowing your CRM.
- : HubSpot CRM is completely free and can be accessed by any type of business.
Features of HubSpot
- Retargeting Ads: Serve ads to users who visit but fail to complete shopping carts or sales funnels.
- List Segmentation: Create audience segments defined by demographics and interest groups.
- Conversational Bots: Leverage the power of online chat to engage customers, gather information, and schedule customer meetings.
- Contact Administration: Contact segmentation and organization for personalization in outreach.
- Automated Workflow: Automated follow-ups, deal tracking, etc., to perform tasks more efficiently and save time.
Why Integrate Gmail with HubSpot via Zapier?
When integrating Gmail with HubSpot, Zapier acts solely as a bridge between your apps and automates actions without requiring coding skills.
Here’s how Zapier helps:
- Creation of Contacts Automatically: Zapier can automatically create a new contact each time a new email is received via Gmail.
- Automatic Sending of Information: You can automatically transfer any needed information between HubSpot and Gmail, such as changing a contact’s email or logging raised issues from an email into HubSpot.
- Automation for Entire Process: Let Zapier handle everything from the first email to the follow-up and all their updates.
- Improved Productivity: Email tracking, contact management, and follow-ups are streamlined into one automated process, enabling more efficient work and faster deal closure.
- Streamline Communication: Connecting Gmail and HubSpot ensures that all communication is in sync. When a contact sends an email, HubSpot automatically updates their contact record.
Steps To Set Up Gmail-HubSpot Integration via Zapier
Step 1: Go to your Zapier account and click on Create Zap.
Step 2: To trigger, search for Gmail and click over it.
Step 3: For the app & event, search for New Email, and then click Continue.
Step 4: Now, to choose an account, click on Sign in.
Step 5: Choose your Gmail account and then click on Allow.
Step 6: After that, Click on Continue.
Step 7: To set up a trigger in Label/Mailbox, select the Inbox and click Continue.
Step 8: Next, for the Test trigger, click on the Test trigger.
Step 9: Click on Continue.
Step 10: Next, for action, search for HubSpot and click over it.
Step 11: For Event, select Create Contact and then click on Continue.
Step 12: Choose your HubSpot account and then click on Continue.
Step 13: Click on Continue.
Step 14: After that, click on Test action.
Step 15: Then click on Publish Zap.
Step 16: After that, click on Publish & Turn on.
After Integrating both, Go to your Gmail account and see the upcoming emails.
Afterward, go to your HubSpot account and see all upcoming mail in the Contact list.
Conclusion
Gmail integration with HubSpot is an innovative yet simple way of automating and streamlining your business processes. Your team would spend less time doing administrative tasks while focusing on what matters, such as closing more deals or enhancing client services.
Whether in sales, marketing, or customer service, using Zapier to integrate HubSpot and Gmail can significantly reduce the tedious, time-consuming tasks of managing contacts and forms and manually transferring information between these platforms.
The seamless integration ensures a new contact is automatically created in HubSpot whenever an email arrives. Additionally, field mapping enables you to effortlessly capture critical details like email addresses, further boosting your workflow.
Ready to turbocharge your business operations? Our expert HubSpot consulting services will handle all your integration needs and ensure easy, organized data management. Whether you’re looking to connect multiple platforms or automate workflows, we’ve got you covered. Hire the best, scalable, & secure CRM services from Cloud Analogy, a top-notch CRM consulting partner today!
Nitish Bhardwaj
Salesforce Principal Consultant | Chief Information Officer
An experienced Salesforce.com professional with 5+ years of experience in consulting on and delivering Salesforce projects for mid size, large and very large customers.Hire the best Salesforce Implementation Partner. Choose certified Salesforce Implementation Experts from Cloud Analogy now.