HubSpot integration with Sortd for Gmail
How to Create tasks on a Gmail Sortd board from new Hubspot form submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create tasks on a Gmail Sortd board from new Hubspot form submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Sortd for Gmail integrations
Sortd for Gmail actions
Nekton can use any feature that is available in Sortd for Gmail API.
Using our advanced AI, you can easily create custom automations for Sortd for Gmail.
Here are some typical actions you can do in your automated workflows.
Complete Task
Completes a Task in Sortd
Create Task From Gmail Thread
Create a Task in Sortd from a new thread in Gmail
Move a Task to a New List
Move a Task to a New List (either the current Board or a different Board that the user has access to)
Assign a Task
Assign a Task to a member of the Sortd Board on which the Task exists
Create Task
Create a new Task in Sortd
Mark Task as Incomplete
Changes a previously completed Task in Sortd to show is Incomplete
About Sortd for Gmail
Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows