Are you tired of manually transferring company data from HubSpot to Salesforce? Say goodbye to the hassle and welcome a time-saving solution! This automation effortlessly copies all your HubSpot companies as new accounts in Salesforce with just one click.
Gone are the days of tedious data entry and the risk of human error. This automation streamlines your workflow, allowing you to focus on more important tasks. No more wasting precious hours on repetitive data migration!
It will help you seamlessly synchronise your customer information across platforms, ensuring accuracy and consistency. Whether you're a sales professional aiming to enhance lead management or a marketer seeking improved customer segmentation, this automation is your go-to tool.
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Salesforce and HubSpot. This will allow you to copy all your HubSpot companies to Salesforce.
Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to copy all your HubSpot companies to Salesforce as new accounts.
It will get information from your HubSpot companies like name, annual revenue, website, phone number, and number of employees. The playbook will then create new Salesforce accounts with the information.
You can also edit the playbook and add your next action to further customize the automation.
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!