HubSpot
Salesforce
playbook Template

Copy all HubSpot contacts to Salesforce as new contacts

This playbook will copy all HubSpot contacts to Salesforce as new contacts with one click. If a contact already exists in Salesforce, Bardeen will try to update the contact with new information from HubSpot.

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?

Get HubSpot Contact
Action
Convert to text
Action
Update Salesforce contact
Action

Integrating HubSpot with Salesforce streamlines your contact management by synchronizing contact data across both platforms. Bardeen's playbook facilitates this by copying all contacts from HubSpot to Salesforce, ensuring your sales team has access to the most up-to-date information. This automation not only saves time but also ensures data consistency and integrity, which is crucial for personalized customer interactions and efficient sales processes.

Here is how this workflow transfers your HubSpot contacts to Salesforce:

  • Step 1: Retrieve HubSpot contacts - Bardeen fetches all contact details from HubSpot, which is known for its robust inbound marketing and sales platform.
  • Step 2: Prepare contact data - The retrieved contact data is then converted into a text format to ensure compatibility with Salesforce fields.
  • Step 3: Copy or Update Salesforce contacts - Bardeen checks if a contact already exists in Salesforce. If it does, the contact is updated with the new information from HubSpot; if not, a new contact is created.
Run this HubSpot automation with Bardeen in minutes.

How to run the playbook

Are you tired of manually transferring contacts between HubSpot and Salesforce? Say goodbye to time-consuming data entry! This automation effortlessly copies all your HubSpot contacts as new contacts in Salesforce with just one click.

No more struggling with duplicate entries or missing information. This automation simplifies your workflow, allowing you to focus on building relationships and closing deals. Streamline your contact management process and boost your productivity!

Whether you're a sales representative aiming to enhance lead nurturing or a customer support agent looking for a unified view of your customers, this playbook is your reliable companion.

Eliminate the pain of manual data transfer, reduce the risk of errors, and ensure data consistency across platforms. 

Let’s set it up!

Step 1: Pin the playbook and integrate Salesforce and HubSpot

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 transfer all your HubSpot contacts to Salesforce.

Click on the playbook card, and the setup flow will start. Bardeen will prompt you to enter an optional Lead Source. 

Click on “Save Input” and checkmark your Lead Source. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook. 

Step 2: Run the playbook

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 contacts to Salesforce as new contacts. 

It will get all your HubSpot contacts’ information and create new Salesforce contacts in Salesforce with the information. If a contact already exists, it will update the contacts record if new information is available from HubSpot.

You can also edit the playbook and add your next action to further customize the automation.

Find more HubSpot integrations, Salesforce integrations or explore HubSpot and Salesforce integrations.

You can also find more about  how to increase your personal productivity and streamline your sales and prospecting process.

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all HubSpot contacts to Salesforce as new contacts
Copy all HubSpot contacts to Salesforce as new contacts
Copy all HubSpot contacts to Salesforce as new contacts
Types:
Both
Actions
Triggers
Get HubSpot Deal
Get HubSpot Deal
Action
Delete note in HubSpot
Delete note in HubSpot
Action
When a new Deal is created
When a new Deal is created
Trigger
Create a record in Salesforce
Create a record in Salesforce
Action
Find tasks in HubSpot
Find tasks in HubSpot
Action
Find records in Salesforce
Find records in Salesforce
Action
Create Salesforce contact
Create Salesforce contact
Action
Get Salesforce contact
Get Salesforce contact
Action
When HubSpot Company is created
When HubSpot Company is created
Trigger
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

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?

Please follow the following steps to edit an action in a Playbook or Autobook.

Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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