No items found.
HubSpot
Airtable
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.

Explore other automations
This playbook has been deprecated.
Explore Bardeen's playbook catalog for other automations or build your own.

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.
Run this Airtable automation with Bardeen in minutes.

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.

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Add a new row to Airtable, when a HubSpot company is created
Add a new row to Airtable, when a HubSpot company is created
Add a new row to Airtable, when a HubSpot company is created
Types:
Both
Actions
Triggers
Get values from Airtable view
Get values from Airtable view
Action
Add row to Airtable
Add row to Airtable
Action
When Table changes
When Table changes
Trigger
When HubSpot Deal is updated
When HubSpot Deal is updated
Trigger
Get HubSpot Ticket
Get HubSpot Ticket
Action
Delete note in HubSpot
Delete note in HubSpot
Action
Enroll contact in HubSpot sequence
Enroll contact in HubSpot sequence
Action
Create HubSpot Company
Create HubSpot Company
Action
Get Airtable table
Get Airtable table
Action
Get HubSpot Product
Get HubSpot Product
Action
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
The #1 AI Automation Extension for Chrome

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.

By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.