Email to HubSpot
Forward an email, get a HubSpot contact.
When an introduction or a promising reply lands in your inbox, forward it to in@emails.useshmor.com. Shmor reads the sender, the signature and any attachments, and creates the HubSpot contact and company, with a note and a follow-up task.
Start free trial14 days free, 25 captures, no card.
Where it helps
For the people who reach you by email.
Introductions
A “you two should meet” email. Forward it with a line on who made the intro, and Met at records it.Replies with signatures
Someone you met replies with their full signature: title, phone, company. Forward it and the contact is complete.Business cards from a colleague
A colleague emails you a photo of a card. Forward it; Shmor reads the photo in the attachment.From your laptop
No phone needed. Forward from your desk and check the record in HubSpot in the next tab.
In HubSpot
What lands in your portal.
- Company
- Found by domain, then by exact name, before anything is created.
- Contact
- Found by email, then LinkedIn URL, then name and company, and associated with the company. Only the first email address is written; HubSpot’s API does not let apps add the others.
- Shmor properties
- Met via, Met at and Needs info, in a contact property group called Shmor. Met via and Met at are only set when empty, so the first meeting is kept.
- Note and task
- The context as a note on the contact, and a to-do task due on the date you gave or your default.
- Deal
- On Pro, reply “create a deal” to the card to add one to your pipeline.
FAQ
Questions
Does Shmor log my whole inbox to HubSpot?
No. Shmor does something narrower: it turns one forwarded email into a contact, company, note and follow-up task, and asks about anything missing, without connecting your mailbox. Emails you do not forward never reach Shmor.
Which address do I forward from?
Your Shmor sign-in email, or another address you have confirmed on the Channels page. Mail from any other address is ignored.
How do I connect HubSpot?
With a service key or a private app token pasted into Integrations in your Shmor account. The step-by-step guide lists the scopes to give it.
Related
- EmailThe email channel: forwarding to in@emails.useshmor.com from a confirmed address, what Shmor reads (signatures, up to 5 attachments) and the reply.
- HubSpotThe HubSpot integration: connecting with a service key or private app token (or OAuth), contacts and companies, the Shmor property group, notes, tasks and deals.
- Telegram to HubSpotUsing a Telegram bot to add contacts, companies, notes and tasks to HubSpot.
- Email to AttioTurning a forwarded email or signature into an Attio person, company, note and task.
- How it worksSetup (ShmorCRM or Attio or HubSpot; Telegram or email), what Shmor reads from each kind of message, what it writes to the CRM, follow-up questions and duplicates.
- For consultantsHow consultants use Shmor to log leads, referrals and deals between meetings.
Forward the next intro to HubSpot.
14 days and 25 captures free, no card. Start in ShmorCRM or connect your CRM, link Telegram or forward an email, and send your first contact.