After a LOT of trial and error, over 2 days of building this workflow, I still haven’t reached this end result. Kindly, if you can let me know where I went wrong as at this point Gummie AI is not sufficient.
Hey @Tae! If you’re reporting an issue with a flow or an error in a run, please include the run link and make sure it’s shareable so we can take a look.
Find your run link on the history page. Format: https://www.gumloop.com/pipeline?run_id={your_run_id}&workbook_id={workbook_id}
Make it shareable by clicking “Share” → ‘Anyone with the link can view’ in the top-left corner of the flow screen.
Provide details about the issue—more context helps us troubleshoot faster.
Hey @Tae – Can you share the run link so I view the inputs/outputs plus the error please? You can find the run link on the https://www.gumloop.com/history page or through the Previous Runs tab on the canvas.
Please note that it is a little messy as I gave up trying to sync the workflow to hubspot to send an email to the recipient of the postcard and updating the notes of their hubspot profile.
If you can advise where I went wrong and let me know how I can finally complete this workflow that would be great!
Thank you so much for clarifying this! I appreciate that you took the time to assist. It makes sense but I realize that I should have been a little clearer with the end result of this workflow.
I tried to test the workflow by running it with a sample google drive folder that has a single postcard with my name and address on it to see if it works.
If you refer to the photos I attached below, there is a section in HubSpot where you can put in “Notes” on that recipients profile. There is also a section for “Emails”, where you can send a Templated Email.
The goal with using the Gumloop automation is so that by extracting the First and Last name + address from the postcard in the google drive, Gumloop will then check for accounts within HubSpot that have the same First and Last name + address of the postcard. Which it will, because we send out these postcards based off their HubSpot profile name and address.
So once Gumloop can sync the postcard to the recipient’s hubspot profile, which also contains their email address, Gumloop can then send out that templated email, and update the Notes so that way we can track it.
I was suspecting that the “HubSpot Email Sender” Node is what I would use but it seems like I have to manually input the contacts email address.
I hope this isn’t a difficult problem as it has been quite the headache for me!
Thanks for the clarification. Finding the contact on HubSpot is straightforward and covered in the Loom, so that part is all set.
For adding the email and note, if I understand correctly, this isn’t contact-level data and lives elsewhere, right? Have you tried using the HubSpot Contact Updater node like in the Loom setup?
The HubSpot email sender won’t work here since that’s a separate integration and uses the HubSpot single send.
If the Contact Updater node doesn’t do the job, you might need to create a custom node to update these properties. You can check out the documentation, this video tutorial, or the Custom Node Workshop for guidance.
I’ve been trying to connect the Marketing Single Send API feature from HubSpot which I believe enables Gumloop to access the HubSpot email sender.
(HubSpot Developer Documentation)
After a lot of trial and error I have given up on that method. Instead, I am figuring out how once the name and address from the postcard has been extracted and it has been matched to the Hubspot profile, to then extract this information into a CSV file or spreadsheet along with their emails.
That way I can bulk send the emails based off what emails the spreadsheet provides me. But when I run the workflow, it seems to upload every single hubspot profile in the CSV, rather than just the profiles that are from the google drive.
Do you know any way around this or point me toward the right direction?
Hey @Tae – Could you share the latest run link please so I can take a look? You can find the run link on the https://www.gumloop.com/history page or through the Previous Runs tab on the canvas.
This is the latest run link where I would terminate the run since it was taking ages and results in uploading every single contact profile from hubspot. So not sure how to filter it so that it is extracting the specific profile matching the postcard details.
Hey @Tae – In this workflow you need to route the writing to the sheet step only if a match is found. You can do this with the Extract Data and IF-ELSE node. In the setup below, I added the following prompt to Extract Data - Extract the matching record from the database. If not match is found, output "N/A"
And the IF-ELSE only writes to the sheet if there’s a match (ie. output is NOT “N/A”)
You can play around with the prompt and AI model for accuracy. Let me know if this makes sense and works for you
So theoretically, the gumloop workflow should match this and extract the info below and put it into the google spreadsheet:
A - the first and last name
B - the street address
C - their email address (so we can send them an email afterward)
Do you know what went wrong here? The workflow seems that there is no issues with it. Gummie AI said maybe there is too many contact properties within hubspot?
Also, based on the run, I think it might be easier to use a custom node that takes input data from HubSpot and the postcard, then uses Python to do the matching. That’ll likely be much faster than running it through AI right now. You might also run into context window issues with AI since your HubSpot has a ton of data.
