Turn Gmail sales inquiries into HubSpot contacts with Slack alerts

By General Input

When a sales inquiry hits your Gmail, Geni creates the HubSpot contact, files a note with the email, and pings the sales team in Slack.

Integrations

  • Gmail
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Operations

Build me an agent workflow that turns inbound sales inquiries in my Gmail into HubSpot contacts and Slack alerts so nothing slips through.

Trigger: poll Gmail for new emails (gmail / new_email) on the connected mailbox. Skip any message that already has the Inbound Lead label so reruns do not double-process.

For each new message, call Gmail Get a Message to read the full body and headers. Then classify the email. It counts as an inbound sales inquiry if the sender is asking about pricing, requesting a demo, asking how the product works, or proposing a partnership. Internal threads, replies in existing conversations I started, automated notifications, newsletters, and cold outbound pitches sent to me do not count. If the email is not an inquiry, stop and do nothing.

If it is an inquiry, extract the sender's full name (split into first and last), email address, company name (use the email domain if no company is stated), and a one-sentence summary of what they want.

Then call HubSpot Create Contact with email, firstname, lastname, company, and lifecyclestage set to lead. Capture the new contact id from the response.

Next, call HubSpot Create Note associated with that contact id. The note body should contain: the one-sentence summary, the original email subject, and the first 500 characters of the email body as a snippet.

Then call Slack Send a Message to the #inbound-leads channel. The message should include the contact's name, company, the one-line summary, a link to the Gmail thread, and a link to the new HubSpot contact record. Format it as a clean card so the sales team can grab it on the go.

Finally, call Gmail Modify Message Labels to add the Inbound Lead label to the original message so it does not get processed again and the inbox stays tidy.

If any step fails (HubSpot rejects the contact, Slack post fails, etc.), log a clear error and do not apply the Inbound Lead label, so the message will be retried on the next run.

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