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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!
First, you will need to create an Airtable with all the information you want to capture.
Bardeen will extract information from HubSpot, such as name, company, email address, phone number, website, and more.
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.
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.
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