When it comes to enhancing productivity, HubSpot and Capterra stand out as powerful platforms in their respective domains. HubSpot, a comprehensive CRM platform, enables businesses to manage their sales, marketing, and customer service processes in one place effectively. It integrates with various tools, allowing you to automate tasks, track customer interactions, and generate insightful reports. On the other hand, Capterra is a leading online resource for business software buyers. It offers detailed reviews, comparisons, and research to help you choose the right software for your needs.

By combining these two platforms using Bardeen, you can streamline your workflow, consolidate your software search and CRM process, and ultimately reach your business goals faster. For example, you can use the Get a list of products from the currently opened Capterra product search page playbook to bring Capterra's software insights directly into your HubSpot CRM.

Try popular Capterra + HubSpot automations

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Get
social profiles and information of all participants of a meeting and save to HubSpot
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Sync
contact data in Google Sheets to HubSpot
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Enrich
contact information in a Google Sheet and create or update HubSpot contacts
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Update
a HubSpot contact's details, when a LinkedIn profiles's data changes
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Save
LinkedIn profile & company to HubSpot as a new contact
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Qualify
a LinkedIn company and Save to HubSpot
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Get
HubSpot company info from a list of email addresses in Google Sheets
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Save
a Salesforce contact as a new HubSpot contact
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Save
a Salesforce account to HubSpot as new company
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Send
an SMS message when a HubSpot deal is created
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Send
a WhatsApp message when a HubSpot deal is created
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Create
draft email for a HubSpot contact using OpenAI
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Get
social profiles of a HubSpot contact
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Save
LinkedIn profile to HubSpot as a new contact
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Save
a HubSpot company as a new Salesforce account
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Save
a HubSpot contact as a new Salesforce contact
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Copy
all HubSpot companies to Salesforce as new accounts
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Copy
all HubSpot contacts to Salesforce as new contacts
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Create
a HubSpot ticket, when an email is forwarded
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Save
Crunchbase company to HubSpot
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Summarize
and save new emails to HubSpot using OpenAI
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Copy
all HubSpot contacts to Google Sheets
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Create
HubSpot ticket
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Copy
all HubSpot contacts to Notion
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Copy
all HubSpot contacts to Airtable
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Copy
all HubSpot contacts to Coda
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Create
a HubSpot Ticket using OpenAI when a label is added to an email
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Create
a new HubSpot deal using OpenAI when a label is added to an email
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Create
a HubSpot ticket from a tweet and its thread using OpenAI
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Create
a new Jira issue from a HubSpot ticket
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Add
a new row to a Coda table, when a HubSpot product is created
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Add
a new row to Airtable, when a HubSpot product is created

How to integrate Capterra + HubSpot

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
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HubSpot
Capterra
HubSpot
Capterra

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Integration tips for Capterra + HubSpot

Loved by over 300k users

"Bardeen saves me so much time by allowing me to scrape data for my outbound prospecting, and to personalize all my emails at scale."
This playbook saves me at least 1-2 hours every day copy-pasting 20 new jobs daily. With Bardeen, this playbook does it in about 10 minutes!
"This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"

Available actions & triggers

When a new Product is created
Trigger
Delete ticket record
Action
Get HubSpot Deal
Action
When HubSpot Contact is created
Trigger
Delete HubSpot Company
Action
When a new Deal is created
Trigger
Create HubSpot Contact
Action
When a new Company is created
Trigger
Get HubSport Contact
Action
When HubSpot Deal is created
Trigger
When HubSpot Product is created
Trigger
Get HubSpot Ticket
Action
Get HubSpot Product
Action

Learn more about the apps

Integrate any app with Capterra + HubSpot

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends Indeed Instagram Jira Linkedin Meetup Microsoft Outlook Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK Salesforce SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

Are there any security concerns with using Bardeen for HubSpot and Capterra integration?
Is it possible to save data from Capterra to HubSpot?
What are the benefits of using HubSpot for my business?
Can I use Bardeen to automate tasks in HubSpot and Capterra?
How can the integration of HubSpot and Capterra enhance my business operations?
How to get started with Bardeen
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Do I need to create an account?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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