Email to HubSpot Engagement
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Automatically parses incoming emails and creates or updates HubSpot contacts, then logs an engagement.
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About This Workflow
Overview
This workflow automates the process of handling incoming emails. It parses the email content using AI to extract contact information, checks if the contact exists in HubSpot, creates a new contact if not found, and then logs an engagement with the contact in HubSpot. This is useful for lead generation and customer relationship management.
Key Features
- Parses email content to extract contact details (name, email, company, phone, address).
- Integrates with HubSpot to search for existing contacts.
- Creates new contacts in HubSpot if they don't exist.
- Logs email content as an engagement on the corresponding HubSpot contact.
- Leverages AI for intelligent email parsing.
How To Use
- Configure Email Trigger: Set up the 'When an email is received' node with your IMAP or Gmail account credentials.
- Configure AI Model: Ensure the 'OpenAI Chat Model' node is connected to your OpenAI API key.
- Configure HubSpot Credentials: Authorize the workflow with your HubSpot API key.
- Customize AI Prompt: Adjust the prompt in the 'Parse the mail with AI' node to refine the contact information extraction.
- Review HubSpot Settings: Verify the 'Creates contact' and 'Creates an email engagement' nodes are correctly configured with the parsed data and desired HubSpot settings.
- Test Workflow: Send a test email to the configured account and observe the workflow execution.
Apps Used
Workflow JSON
{
"id": "81033170-4e26-4a2a-85bd-bb23024527cb",
"name": "Email to HubSpot Engagement",
"nodes": 0,
"category": "CRM",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 81033170-4e26...
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