Airtable
Airtable
HubSpot
HubSpot
Autobook Icon
Airtable
Copy all HubSpot deals to Airtable
HubSpot
Copy all HubSpot deals to Airtable
Copy all HubSpot deals to Airtable
Copy all HubSpot deals to Airtable

Copy all HubSpot deals to Airtable

This playbook will copy all HubSpot deals into an Airtable database.

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Manually transferring your HubSpot deals to Airtable can take a lot of time and make you prone to errors, potentially leading to a loss of productivity and wasted time.

This automation will help you avoid all of that. It will copy all of your HubSpot deals to Airtable with just one click.

By implementing this automation, you can say goodbye to the hassle of manual data entry and hello to a more streamlined workflow. This integration can help you track your deals more effectively, gain insight into your sales pipeline, and make better-informed decisions.

Let's set it up!

Step 1: Create an Airtable

First, you will need to create an Airtable with all the information you want to capture.

Create an Airtable

Bardeen will extract information from HubSpot, such as name, company, email address, phone number, website, and more.

Step 2: Install the extension and run the playbook

Click the "Pin it" button at the top of this page to save this automation to your Playbook. If you run it for the first time, you will be redirected to install the browser extension. Bardeen will also prompt you to integrate HubSpot and Airtable.

Click on the Playbook card, and the setup flow will start. 

You will be asked 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!

Click on “Save Input” and checkmark Airtable. You can edit inputs later by hovering over the Playbook. 

Step 3: Start saving!

Whenever you want to copy a list of all your HubSpot deals, activate Bardeen (or hit Option + B on a Mac or Alt + B on a Windows machine on your keyboard) and run this Playbook. It will capture all the deal information and save it to your Airtable.

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

Explore more available integration alternatives for integrate Airtable and HubSpot.

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

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

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

Read more about how to connect Airtable and .

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

Creator Avatar
Creator
Bardeen
Last update:
September 15, 2023

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