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Frequently Asked Questions about Gmail + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gmail and HubSpot
How do I connect my Gmail account to HubSpot?
To connect your Gmail account to HubSpot, first, you need to navigate to your HubSpot account's settings. From there, select 'Integrations' and then 'Email Integrations.' Click on 'Connect personal email,' and choose Gmail from the options. Follow the prompts to sign in using your Google credentials, then authorize HubSpot to access your Gmail.
What triggers can I set up when connecting Gmail with HubSpot?
When integrating Gmail with HubSpot, you can create triggers based on various email activities such as receiving a new email matching specific criteria or sending out emails. These triggers can be used to automatically create tasks in HubSpot or log emails for tracking purposes.
Can I track email opens and clicks through this integration?
Yes, by integrating Gmail with HubSpot, you can track when recipients open your emails or click on links within them. This is done through the use of tracking pixels included in emails sent from your connected Gmail account.
Is it possible to sync my contact lists between Gmail and HubSpot?
You can sync contacts between Gmail and HubSpot by exporting contacts from Gmail as a CSV file and then importing them into HubSpot. Alternatively, if set up properly, contact synchronization can happen automatically within the integration settings.
How does email logging work with this integration?
With our integration between Gmail and HubSpot, email logging allows you to automatically capture every interaction over email with a specific contact directly in their contact record on HubSpot. This process ensures all communication is tracked without manual intervention.
Are there any limitations when using the filter function for incoming emails?
When using filters for incoming emails through our integration, while most filtering rules are supported, some complex filters might not behave as expected due to limitations in how data is processed between services. It's important to test filters thoroughly after setting them up.
Can I automate follow-up tasks based on specific emails received or sent via this integration?
Absolutely! Our integration allows you to automate follow-up tasks based on certain conditions met by received or sent emails. For example, if an important client sends an email requesting information, an automatic task creation feature can remind you or a team member about the necessary follow-up action.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.