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.

Seamlessly Sync HubSpot with Salesforce

Seamlessly sync HubSpot and Salesforce to ensure your contacts, deals, and accounts are always aligned. With Bardeen, effortlessly update and integrate crucial data across both platforms, enhancing lead management and sales efficiency.

Why automate HubSpot and Salesforce workflows?

how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

Available actions & triggers

App Name Icon
App Name Icon
Create HubSpot Ticket
When HubSpot Product is created
Create Salesforce opportunity
Create HubSpot Company
Delete HubSpot Product
When HubSpot Contact is created
Create HubSpot Product
Delete HubSpot Deal
Delete HubSpot Contact
When a new Company is created
Get HubSpot Product
Update Salesforce contact
Delete HubSpot Company
When a new Contact is created
Create HubSpot Deal
Delete ticket record
Get Salesforce contact
Get HubSpot Contact
Get HubSpot Ticket
When HubSpot Deal is created
Create HubSpot Contact
Get HubSpot Company


How does Bardeen integrate HubSpot with Salesforce?

Bardeen integrates HubSpot and Salesforce through their APIs, creating a smooth data flow between the two. It automates actions in Salesforce based on triggers from HubSpot and vice versa, enhancing lead management and customer experiences.

What can Bardeen’s automations do with HubSpot and Salesforce?

With Bardeen, sales teams can seamlessly sync their HubSpot and Salesforce data. For instance, they can copy all HubSpot companies to Salesforce as new accounts, ensuring that their customer databases are always up-to-date and aligned across platforms.

Why should I automate my tasks in HubSpot?

Automating tasks in HubSpot can be a game-changer in optimizing your time and elevating your impact, especially if you're in Sales or Marketing. By automating repetitive tasks such as email follow-ups, scheduling appointments, or updating contact information, sales teams can focus more on building relationships and closing deals. For marketers, automating social media posts, blog publishing, and campaign tracking frees up time for crafting more effective strategies. The automation capabilities of HubSpot can significantly boost efficiency and productivity, allowing you to focus on the core aspects of your business that truly drive growth.

Why should I automate my tasks in Salesforce?

Automating tasks in Salesforce can be a game-changer for boosting productivity and amplifying your impact, particularly for sales and recruiting professionals. For the sales teams, it means automatic updates of lead statuses, instant report generation, and seamless follow-up scheduling, which saves significant time and reduces potential for human error. For recruiters, it allows for efficient candidate tracking and automated communication, thereby accelerating the hiring process. Implementing automation in Salesforce frees up more time for critical tasks, such as strategic planning or building relationships with potential leads or candidates, ultimately driving your success to new heights.

What is the role of HubSpot in Salesforce integration?

HubSpot acts as a central hub for managing customer data, which can be seamlessly integrated with Salesforce via Bardeen, streamlining marketing and sales processes.

What is the primary difference between Salesforce and HubSpot?

Salesforce is largely a customer relationship management (CRM) tool, while HubSpot is an all-in-one marketing, sales, and service platform with a built-in CRM.

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