Use Cases
- Automatically log email engagements in HubSpot from incoming emails
- Extract contact information from emails for CRM updates
- Create new contacts in HubSpot when they are not found
- Enhance customer relationship management with automated workflows
How It Works
Trigger the workflow when an email is received Parse the email content to extract relevant information using AI Search for the contact in HubSpot using the extracted email Check if the contact exists and create or update engagement accordingly Log the engagement in HubSpot for future reference
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the email account settings for email reception
- 3Set up HubSpot credentials for engagement and contact management
- 4Customize the AI parsing prompt if necessary
- 5Test the workflow with sample emails to ensure proper functionality
Apps Used
HubSpot
OpenAI
Email Client
Categories
Target Roles
Industries
Tags
#email automation
#ai content generation
#workflow management