Integrations used
Time saving
2 min
Action
Add
description
This automation will add a new row to Airtable with HubSpot company information, when a new HubSpot company is created.
Saves at least
2 min
Add
a new row to Airtable, when a HubSpot company is created
playbook Template
Add a new row to Airtable, when a HubSpot company is created
This automation will add a new row to Airtable 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 Airtable
Action
Bardeen streamlines the process of capturing and organizing company data within your Airtable bases whenever a new company is created in HubSpot. This automation is particularly beneficial for sales and marketing teams seeking to maintain up-to-date records and ensure seamless cross-platform data flow, thus enhancing their prospecting and productivity efforts.
Here's how this workflow integrates HubSpot with Airtable:
- Step 1: New company trigger in HubSpot - As soon as a new company is created in HubSpot, Bardeen prepares to capture its information. HubSpot is a comprehensive CRM that helps you manage your customer relationships and streamline your sales funnels.
- Step 2: Add company data to Airtable - Bardeen then creates a new row in the specified Airtable base with the data from the newly created company in HubSpot. Airtable is a flexible platform that combines the simplicity of a spreadsheet with the complexity of a database, perfect for organizing your sales data.
How to run the playbook
Managing customer data can be a hassle, especially when using multiple tools. That's where automation comes in. If you use HubSpot for sales and marketing and Airtable for your database, this automation is for you.
It automatically adds a new row to Airtable when a new company is created in HubSpot, saving you time and eliminating errors. It's perfect for sales pipeline management, lead tracking, and customer relationship management.
Eliminate the frustration of manual data entry and effortlessly manage your data with this automation.
Let’s set it up!
Step 1: Set up an Airtable
The first step is to set up an Airtable with all the HubSpot company information you want to capture.
Bardeen will capture information like Company Name, Domain, Phone Number, Link and HubSpot ID. It will then add all the information to your Airtable, once your 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.
If you haven't previously integrated Airtable and HubSpot, you will need to do so.
Bardeen will ask for your Airtable. After you choose the database, you will get a prompt to map the information to the fields in Airtable.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable 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 Airtable or Copy all HubSpot tickets to Airtable to get the most out of your time!
Find more Airtable integrations, HubSpot integrations, and HubSpot and Airtable integrations, 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.
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FAQs
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.