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

How does this automation work?

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 workflow

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
Find tasks in HubSpot
Find tasks in HubSpot
Action
Delete ticket record
Delete ticket record
Action
Create Salesforce opportunity
Create Salesforce opportunity
Action
Get Salesforce account
Get Salesforce account
Action
Get Salesforce contact
Get Salesforce contact
Action
Create HubSpot Contact
Create HubSpot Contact
Action
Create Salesforce contact
Create Salesforce contact
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
Create HubSpot Product
Create HubSpot Product
Action
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FAQs

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