How can I filter for only certain types of client emails?

DryMerge allows you to filter emails by keywords or specific senders. Just specify your criteria, and DryMerge will handle the rest.

Can I use this with Zoho CRM instead of HubSpot?

Yes, you can use this with Zoho CRM instead of HubSpot. Describe the necessary changes, and DryMerge will configure the automation to fit Zoho CRM.

Who uses this automation, and what do they use it for?

This automation is utilized by customer relationship managers to ensure all client interactions, such as meeting summaries, are accurately logged in their CRM systems.

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Gmail + HubSpot

Update HubSpot Records with Gmail Meeting Summaries

Keep your HubSpot CRM up-to-date by automatically updating contact records with meeting summaries received via Gmail. This automation helps improve client relationship management by ensuring all client interactions are logged accurately and efficiently.

New Meeting Summary Email

Triggers when an email contains a client meeting summary.

Update HubSpot Contact

Updates the corresponding HubSpot contact with the meeting summary.

See more Gmail to HubSpot integrations or use AI to customize your automation.

or pick a common variation below

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Update HubSpot records with Gmail meeting summaries

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update HubSpot records with Gmail meeting summaries"

Sure! Connecting

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Send Email

Sends a gmail

Archive Email

Archives a Gmail email

Reply to Email

Replies to a Gmail email

Read Email

Reads the contents of a Gmail email

Forward Email

Forwards a Gmail email

Add Label to Email

Adds a label to a Gmail email