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CRM & Contacts

When a new G2 Crowd lead arrives, create a HubSpot CRM contact and email them via Gmail

When a new G2 Crowd lead arrives, FlowMattic creates a HubSpot CRM contact and sends a personal Gmail intro so hot prospects are captured and engaged within moments.

G2 CrowdG2 Crowd HubSpot CRMHubSpot CRM GmailGmail
~5 min setup used by 1.6k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

G2 Crowd → HubSpot CRM → Gmail
3 steps
G2 Crowd
TRIGGER
G2 Crowd · New Lead
The workflow starts automatically when a new lead is captured in the G2 crowd platform in G2 Crowd. FlowMattic captures that data for the steps below.
HubSpot CRM
ACTION
HubSpot CRM · Create Contact
HubSpot CRM — creates a Contact in HubSpot. Data is mapped from earlier steps; connect your HubSpot CRM account on import.
Gmail
ACTION
Gmail · Send Email
Gmail — send an email to the recipient. Data is mapped from earlier steps; connect your Gmail account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.