HubSpot
Airtable
Workflow Template

Copy all HubSpot deals to Airtable

This playbook will copy all HubSpot deals into an Airtable database.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Get HubSpot Deal
Action
Add data to Airtable
Action

How does this automation work?

Bardeen's playbook "Copy all HubSpot deals to Airtable" automates transferring deal information from HubSpot to Airtable. For businesses seeking a more organized and efficient way to manage their sales pipeline, this integration is invaluable. It allows sales teams to keep track of deals in Airtable's flexible platform, which combines the simplicity of spreadsheets with database functionalities. The end result is a streamlined process where sales data is more accessible and manageable, leading to better tracking of progress and sales forecasting.

Here is how the workflow seamlessly transfers deal information from HubSpot to Airtable:

  • Step 1: Get HubSpot Deals - The workflow begins by fetching all the deal information from HubSpot, a leading CRM platform that helps businesses manage their sales pipelines efficiently.
  • Step 2: Copy to Airtable - The information obtained from HubSpot is then added to an Airtable base, as specified by the user. Airtable's robust interface allows for easy manipulation and visualization of sales data.
Run this Airtable automation with Bardeen in minutes.

How to run the workflow

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.

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all HubSpot deals to Airtable
Copy all HubSpot deals to Airtable
Copy all HubSpot deals to Airtable
Types:
Both
Actions
Triggers
Get values from Airtable table
Get values from Airtable table
Action
Update table records
Update table records
Action
When a new Deal is created
When a new Deal is created
Trigger
Get all Airtable bases
Get all Airtable bases
Action
Get Airtable table
Get Airtable table
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
Delete HubSpot Product
Delete HubSpot Product
Action
Delete ticket record
Delete ticket record
Action
Get Airtable tables from base
Get Airtable tables from base
Action
Add row to Airtable
Add row to Airtable
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

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.