Have you ever found yourself spending way too much time manually transferring contact information between HubSpot and Coda? It can be a real pain, especially when you have a lot of contacts to manage. But fear not, this automation has got you covered.
With just one click, it will automatically copy all your HubSpot contacts to Coda. No more manual data entry or copy-pasting required! This tool can save you hours of tedious work, leaving you more time to focus on what really matters.
This automation can help solve a variety of problems, such as spending too much time on data entry, the risk of errors and inconsistencies due to manual transfer, or the need to keep multiple databases up-to-date.
It can also help you with managing customer and prospect data, tracking sales leads, or keeping contact information organized for marketing purposes.
So why not give it a try and see how much time and hassle it can save you? With this automation, you can easily keep all your contacts up-to-date in both HubSpot and Airtable, without any of the headache.
Let’s set it up!
The first step is to create a Coda table with all the information you want to save.
Bardeen will extract information from HubSpot like ID, first name, last name, company, e-mail address, phone number, website and HubSpot link. It will then save all this information to Coda, once your setup is complete.
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Coda and HubSpot.
Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks.
Click on the playbook card, and the setup flow will start.
You will be asked to specify a Coda table. Enter the database you created in Step #1. After you choose the database, you will get a prompt to map the information to the fields in Coda.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda 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!
Click on “Save Input” and checkmark Coda. You can edit Inputs later by hovering over the playbook.
Whenever you want to have a copy of all your HubSpot contacts in Coda, activate Bardeen (or hit OPTION + B) and run this playbook. It will extract all your contacts and save them to your database.
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!