Turn inbound emails into clean CRM records. Sales teams get contacts created and each message logged as an engagement in the CRM, without typing. Great for handling contact requests and demo emails.
An email inbox watched by IMAP receives a new message. An AI model reads the email and pulls key details like name, email, phone, company, and location into a structured JSON. The flow checks HubSpot for a matching contact by email. If found, it maps the HubSpot contact id and records the email as an engagement. If not found, it creates the contact first, then adds the engagement with the original subject and body. The setup uses an OpenAI chat model with a defined output schema to keep fields consistent.
You will need access to an IMAP email inbox, a HubSpot account with OAuth, and an OpenAI API key. Expect faster lead intake, fewer typos, and complete timelines in HubSpot. Good fits include inbound sales requests, replies to outreach, and leads sent by third party forms that forward email. After connecting credentials, test by sending a sample email and check that the contact and engagement appear in HubSpot.