SOCIAL MEDIA
Convert collab emails into HubSpot deals and book a discovery call
Watches a shared partnerships mailbox for inbound creator collab emails, creates a HubSpot deal.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in shared partnerships aliasGmail
- LogicFilter for genuine collab request
- ActionUpsert HubSpot contact and create dealHubSpot
- ActionFind open discovery slots in Google CalendarGoogle Calendar
- OutputReply with booking link and advance deal stageGmail
What it does
It monitors a shared partnerships inbox for emails that read as creator collaboration requests, creates a contact and deal in HubSpot, and replies to the creator with a Google Calendar booking link for a discovery call, advancing the deal stage once the message is sent.
When to use it
Use this when collab pitches arrive by email to a team alias and you want intake, CRM entry, and scheduling handled in one pass instead of a rep copy-pasting between Gmail, HubSpot, and a calendar.
How it works
- 1A new email lands in the watched Gmail partnerships alias and triggers the flow.
- 2A filter confirms the email is a collab request and not a vendor pitch or spam.
- 3It upserts the sender as a HubSpot contact and creates a deal at the "Discovery requested" stage.
- 4It checks the shared Google Calendar for open discovery slots and assembles a booking link.
- 5It replies to the creator from the alias with the booking link and a short next-steps note, then marks the deal as awaiting the call.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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