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!
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.
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!
Make sure the automation is activated (toggled on).
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!