Use case This workflow uses Gmail to send outreach emails to new Hubspot contacts that have yet to be contacted (usually unknown contacts), and records the outreach in Hubspot. Setup Setup HubSpot Oauth2 creds (Be careful with scopes. They have to be exact, not less or more. Yes, it's not simple, but it's well documented in the n8n docs. Be smarter than me, read the docs) Setup Gmail creds. Change the from email and from name in the Record outreach in HubSpot node How to adjust this template to your needs Change the email message in the Set keys node Think about your criteria to reach out to new contacts. Here we simply filter for only contacts with unknown dates.
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Gmail
HubSpotRelated workflows
See all Gmail→Capture leads in HubSpot from Typeform
This workflow is triggered when a typeform is submitted, then it saves the sender's information into HubSpot as a new contact. Typeform Trigger: triggers the workflow when a typeform is submitted. Set: sets the fields for the values from Typeform. HubSpot 1: creates a new contact with information from Typeform. IF: filters contacts who expressed their interest in business services. HubSpot 2: updates the contact's stage to opportunity. Gmail: sends an email to the opportunity contacts with informational material. NoOp: takes no action for contacts who are not interested.
Manage attendee registrations and send emails
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Process Shopify new orders with Zoho CRM and Harvest
This workflow is triggered when a new order is created in Shopify. Then: the order information is stored in Zoho CRM, an invoice is created in Harvest and stored in Trello, if the order value is above 50, an email with a discount coupon is sent to the customer and they are added to a MailChimp campaign for high-value customers; otherwise, only a "thank you" email is sent to the customer. Note that you need to replace the List ID in the Trello node with your own ID (see instructions in our docs). Same goes for the Account ID in the Harvest node (see instructions here).