Add new row to Airtable, when HubSpot deal is created

If you are using HubSpot for your sales pipeline and Airtable for your project management, this automation will save you a lot of time by automatically creating a new row in your Airtable database when a HubSpot deal is created. 

Let’s set it up!

Step 1: Set up an Airtable

The first step is to set up an Airtable for all the fields you want to capture from a HubSpot deal.

Bardeen will get deal information like deal name, ID, deal link, deal amount, close date, deal stage, and date created, and add this information to your database for every new deal once your setup is complete.

Step 2: Set up the automation

To save this Autobook, click the "Try it" button at the top of this page.

You will be redirected to install the extension, if you are using Bardeen for the first time.

If you haven't integrated HubSpot and Notion before, you will need to do so.

Bardeen will ask you to specify an 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 that automation is activated (toggled on).

Whenever a new deal is created in HubSpot, it will automatically be added to your Airtable. This automation is especially useful if you want to keep HubSpot as your single source of truth, but also take advantage of Airtable’s powerful features.

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To trigger the process of adding a new row to Airtable when a HubSpot deal is created, simply launch Bardeen and run the playbook. 
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To do this, press Option + B on a Mac or Alt + B on a Windows machine on your keyboard. This will automate the task and save you the hassle of manually adding the new row every time a deal is created.

Find more Airtable integrations, HubSpot integrations, and sales prospecting automations, or edit the playbook to suit your own workflow. 

Explore more ready for use integration alternatives for both Airtable and HubSpot.

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