How to automatically add a label to Gmail emails every time a note is created in HubSpot

Relay.app is an automation tool that lets you automate actions across HubSpot, Gmail, and many other apps.
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1

Set the HubSpot trigger as “Note created”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the HubSpot trigger to initiate your playbook's actions every time a note is created. Click "Add trigger" in your playbook and choose "Note created" from the dropdown menu under HubSpot.

If you still need to connect your HubSpot account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Add label to email” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt addition of labels to Gmail emails every time a note is created in HubSpot

Click the "Add step" button, locate the “Add label to email” automation for Gmail, and input the mandatory and relevant details.

If your Gmail account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically add a label to Gmail emails whenever a note is created in HubSpot without manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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