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HubSpot
Salesloft
playbook Template

Add a HubSpot contact to a Salesloft cadence

This Playbook will add a HubSpot contact to Salesloft and add the Salesloft person to a cadence with a few clicks.

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

How does this automation work?

Get HubSpot Contact
Action
Create or update a person in Salesloft
Action
Add a person to a cadence in Salesloft
Action
Run this HubSpot automation with Bardeen in minutes.

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.

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Add a HubSpot contact to a Salesloft cadence
Add a HubSpot contact to a Salesloft cadence
Add a HubSpot contact to a Salesloft cadence
Types:
Both
Actions
Triggers
Get HubSpot Ticket
Get HubSpot Ticket
Action
When a new Product is created
When a new Product is created
Trigger
Get HubSpot Contact
Get HubSpot Contact
Action
Create HubSpot Company
Create HubSpot Company
Action
Find tasks in HubSpot
Find tasks in HubSpot
Action
Delete note in HubSpot
Delete note in HubSpot
Action
When HubSpot Product is created
When HubSpot Product is created
Trigger
Find notes in HubSpot
Find notes in HubSpot
Action
When a new Contact is created
When a new Contact is created
Trigger
Update a note in HubSpot
Update a note in HubSpot
Action
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

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Google Sheets: What is the best way to export data to Google Sheets?

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Meetings: Is there a playbook to record and summarize meetings?

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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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