Skip to main content

Hello All, 

I am new and these are my first Zaps, any help would be great. 

When a positive event happens in Instantly, I want to automatically update or create a Contact, Company, & Deal in HubSpot. I would also like to be able to create a task assigned to a sales rep with the previous associations. 

Additionally, I would like to do the same process with positive responses received in Gmail. I would like to be able to use the domain from the received email and pull all the associated info from Instantly and then create the HubSpot Contact, Company, and Deal.  Because the sending accounts in Instantly are the same as the Gmail accounts, I am running into issues of creating duplicates, the triggers not working at all, or the Gmail zap is also pulling in negative responses such as “Unsubscribe”. 

What is the best way to structure this Zap or Zaps? 

Hi @Jak_7 

Good question.

What is considered a positive event in Instantly?

 


Hi Troy

Instantlys ai automatically sorts replies into different categories - Out of Office, Unsub, Interested (Positive) etc.. 


@Jak_7

Ok, then you can add a Filter as Step 2 in your Zaps.

 

HubSpot Zap app available triggers/actions: https://zapier.com/apps/hubspot/integrations#triggers-and-actions

 

Gmail Zap app available triggers/actions: https://zapier.com/apps/gmail/integrations#triggers-and-actions