- How to automatically create a draft email in Gmail every time a message is received in HubSpot
- 1. Set the HubSpot trigger as “Message received”
- 2. Add the “Create draft” step in Gmail
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Gmail
- Related blog posts
- More how-to guides featuring HubSpot and Gmail
How to automatically create a draft email in Gmail every time a message is received in HubSpot
HubSpot > GmailMessage received
Create draftSet the HubSpot trigger as “Message received”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the HubSpot trigger to initiate your playbook's actions every time a message is received. Click "Add trigger" in your playbook and choose "Message received" from the dropdown menu under HubSpot.
If you still need to connect your HubSpot account to Relay.app yet, a prompt will guide you through the process.
Add the “Create draft” step in Gmail
Integrate the Gmail automation into your playbook to ensure the prompt creation of a draft email in Gmail every time a message is received in HubSpot.
Click the "Add step" button, locate the “Create draft” automation for Gmail, and input the mandatory and relevant details.
If your Gmail account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft email in Gmail every time a message is received in HubSpot without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
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