Add a HubSpot contact to a Salesloft cadence
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How does this automation work?
How to run the playbook
Juggling contacts between HubSpot and Salesloft can be time-consuming and prone to mistakes. This automation takes the hassle out of syncing by effortlessly transferring a HubSpot contact into Salesloft and placing them into the appropriate cadence with just a few clicks.
Eliminate the need for manual data entry and ensure that every lead is promptly and accurately set up in your sales system. For example, when a new contact is added to HubSpot, this automation ensures they're seamlessly integrated into Salesloft and automatically enrolled in a cadence tailored to their profile. Similarly, updates in HubSpot are swiftly mirrored in Salesloft, keeping your outreach efforts on point and timely.
By automating this process, you streamline your workflow and reduce errors, allowing you to focus on crafting effective sales strategies and building strong client relationships.
Let’s set it up!
Step 1: Pin the playbook and integrate HubSpot and Salesloft
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and Salesloft.
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start.
Click on “Save Input”. You can edit Inputs later by hovering over the playbook.
Step 2: Run the automation to add a HubSpot contact to a Salesloft cadence
Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and go to a HubSpot contact.
Running this playbook will quickly transfer a HubSpot contact to Salesloft and enroll them in a cadence with just a few clicks.
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