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HubSpot
Coda
playbook Template

Add a new row to a Coda table, when a HubSpot company is created

This automation will add a new row to a Coda table with HubSpot company information, when a new HubSpot company is created.

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.

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How does this automation work?

When a new Company is created
Trigger
Add data to Coda table
Action

Bardeen offers a seamless integration between HubSpot and Coda, designed to automatically transfer new company data from HubSpot into a Coda table. As soon as a company is added to HubSpot, this playbook springs into action, ensuring your Coda table is always up-to-date with the latest information. This automation is ideal for sales teams aiming to enhance efficiency and maintain organized records in real-time, thereby accelerating their sales prospecting efforts.

Here's how this workflow automates data entry from HubSpot to Coda:

  • Step 1: Detect new HubSpot company - Bardeen monitors HubSpot for the creation of new companies and captures their details. The captured data will be ready to be entered into your Coda table, aligning with your sales prospecting and personal productivity goals.
  • Step 2: Add to Coda table - The playbook then takes the HubSpot company information and adds a new row to your specified Coda table. This step ensures that your Coda documents reflect the most current data without manual entry.
Run this Coda automation with Bardeen in minutes.

How to run the playbook

Managing data across different platforms can be a challenging and time-consuming task. If you use both HubSpot and Coda, you know how difficult it can be to keep track of new companies and contacts. Manually entering data into your Coda database is repetative and 

prone to errors, especially if you have to copy and paste information from multiple sources.

Fortunately, with this automation, you can streamline your workflow and eliminate the need for manual data entry. This automation will automatically create a new row in your Coda table whenever a new company is added to HubSpot, saving you time and effort.

With more accurate and up-to-date data in your Coda database, you can make better decisions and improve productivity while saving time. 

Let’s set it up!

Step 1: Set up a Coda table

The first step is to set up a Coda table with the HubSpot contact information you want to capture.

Bardeen will capture information like Name, Company, Email Address, Phone number, Website, and more. It will then add all the information to the correct fields in your Coda table, once the setup is complete.

Step 2: Set up the automation

Click the “Try it” button at the top of this page to get this automation saved. If it’s your first time using Bardeen, you will be redirected to install the extension.

When you run it for the first time, you will be redirected to download the browser extension. If you haven't previously integrated Coda and HubSpot, you will need to do so.

Bardeen will ask you to specify a Coda table.. After you choose the database, you will get a prompt to map the information to the fields in Coda.

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!

Step 3: Try it!

Make sure the automation is activated (toggled on).

💪 Pro Tip: Pair this automation with our other playbooks like Copy all HubSpot products to Coda or Copy all HubSpot deals to Coda to get the most out of your time!

Find more  HubSpot integrations, Coda integrations, automate your Coda and HubSpot workflow or edit the playbook to suit your own workflow.

You can also find more about how to automate lead management process and automate your sales prospecting process.

Run this Coda automation with Bardeen in minutes.

Available actions & triggers

Apps:
Add a new row to a Coda table, when a HubSpot company is created
Add a new row to a Coda table, when a HubSpot company is created
Add a new row to a Coda table, when a HubSpot company is created
Types:
Both
Actions
Triggers
Create task in HubSpot
Create task in HubSpot
Action
Create HubSpot Ticket
Create HubSpot Ticket
Action
Create HubSpot Company
Create HubSpot Company
Action
Find sequences in HubSpot
Find sequences in HubSpot
Action
Create HubSpot Contact
Create HubSpot Contact
Action
When HubSpot Contact is created
When HubSpot Contact is created
Trigger
Create note in HubSpot
Create note in HubSpot
Action
Create HubSpot Deal
Create HubSpot Deal
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
Update a note in HubSpot
Update a note in HubSpot
Action
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FAQs

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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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Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

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