Connect Gmail to HubSpot
Ideas
What you can do with Gmail and HubSpot
Add form leads to HubSpot and email the good ones
Every form lead lands in HubSpot, the promising ones get a personal email from your Gmail within minutes, and you hear about it.
See how it worksWelcome new customers when a HubSpot deal is won
As soon as a deal closes, the customer gets a personal welcome email from your Gmail and an account manager is assigned in HubSpot.
See how it worksDraft personal outreach emails for a HubSpot list
Each contact in your HubSpot outreach list gets a tailored email waiting in your Gmail drafts, ready for you to check and send.
See how it worksEmail new HubSpot contacts nobody has contacted yet
New contacts who haven't heard from you get an introduction email from your Gmail each day, and HubSpot records that they've been contacted.
See how it worksFollow up with HubSpot contacts who haven't replied
Contacts who didn't answer your first email get a polite follow-up from Gmail a few days later, and HubSpot shows it was sent.
See how it worksDraft email replies using the customer's HubSpot record
When a customer emails you, a reply draft that knows their account is waiting in Gmail and you get a Slack message to review it.
See how it worksGet a weekly revenue forecast from HubSpot by email
Every Monday you get an email with your weighted pipeline forecast and the deals most at risk.
See how it worksTurn lead notification emails into HubSpot contacts and deals
Lead emails from your shop, property portal or directory listing become HubSpot contacts with a deal attached, without any copying and pasting.
See how it worksClose cold HubSpot deals and ask for feedback
Deals with no activity for three weeks are marked Closed Lost, the contact gets a short feedback email from Gmail, and the team sees a summary in Slack.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Gmail and HubSpot, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Gmail and HubSpot automation you can describe
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
For example, ask your assistant
For HubSpot deals in Proposal sent with no activity for 10 days, draft a short Gmail follow-up to the contact and leave it in Drafts for me to review.
When an email arrives from a contact whose HubSpot lifecycle stage is Customer, use AI to judge if it signals churn risk, and if so create a HubSpot task for the owner.
Use cases
Why people connect Gmail and HubSpot
How the two apps work together
- ClickRuntime checks Gmail every few minutes for emails matching a label or sender and creates or updates HubSpot contacts, deals or notes.
- HubSpot is checked on a schedule for deals or contacts meeting your rules, and Gmail drafts or emails are created for them.
- Contacts are matched by email address, so existing records are updated.
Log inbound leads from email
Founders and sales reps get leads by plain email. Each one can become a HubSpot contact with company, source and the email logged.
Follow up on stalled deals
Sales managers want reps to chase deals with no activity. A Gmail draft follow-up for each stalled deal saves time and keeps tone consistent.
Support emails visible in the CRM
Account managers need to see customer issues before calls. Emails from customer domains are logged on the HubSpot company record.
Meeting recap emails
After calls logged in HubSpot, reps send a recap. AI drafts a Gmail recap from the call notes for the rep to check and send.
More apps
Gmail, HubSpot and other apps in one automation
New email leads in HubSpot with Slack alert
When an email with the label Lead arrives, create the HubSpot contact and post the name, company and summary in #sales on Slack.
Pre-meeting briefs by email
An hour before each Google Calendar meeting with an external guest, email me their HubSpot contact details, open deals and last emails.
Weekly email-to-deal report
Every Friday, write to a Google Sheet how many HubSpot contacts were created from Gmail this week and how many became deals.
Setup
Connect Gmail and HubSpot once
Gmail
- At console.cloud.google.com, create a project and enable the Gmail API under APIs & Services → Library.
- Set up the OAuth consent screen. On Google Workspace choose Internal. On a personal Gmail account choose External, then under Audience click Publish app so it is In production, not Testing.
- Under Data Access, add the scopes you need, such as
https://www.googleapis.com/auth/gmail.modify, orgmail.sendif you only want to send. - Under Clients, create an OAuth client of type Web application with the redirect URI
https://clickruntime.com/oauth/callback. - In the ClickRuntime dashboard, open Connections, choose Gmail and enter the client ID and secret. On a personal account Google shows an unverified-app screen: click Advanced, then go to your app.
HubSpot
CRM / Marketing
- In HubSpot, go to Development, then Keys, then Service keys, and create a service key. Or go to Development, then Legacy apps, and create a private legacy app.
- Add the scopes your automations need, such as
crm.objects.contacts.read,crm.objects.contacts.writeandcrm.objects.deals.read. - Copy the key, or for a private app open the Auth tab, choose Show token and copy it.
- In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for HubSpot. It is sent as a Bearer token.
FAQ
Questions about connecting Gmail and HubSpot
Do emails go out from my own address?
Will it create duplicate contacts in HubSpot?
Can I review emails before they are sent?
Does it work with any HubSpot plan?
Are Gmail's sending limits respected?
Can it log emails to the right deal?
Which HubSpot access does it need?
Does it read my whole inbox?
Related pages
Keep exploring
Tell your assistant what Gmail and HubSpot should do together
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