Are you tired of manually copying your HubSpot deals to Coda every time you need to update your records? This process can be time-consuming, error-prone, and frustrating. With our automation, you can streamline this process and ensure that your data is always up-to-date.
Deals are the lifeblood of any sales organization. This automation will help you keep track of your deals by copying them from HubSpot into Coda with one click. You can use this automation to create a report of your deals or to keep track of your sales pipeline.
Let's set it up!
The first step is to create a Coda table with all the information you want to capture from HubSpot.
Bardeen will extract information from HubSpot like 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. You will be redirected to install the browser extension when you run it for the first time.
Bardeen will also prompt you to integrate HubSpot and Coda.
Click on the playbook card, and the setup flow will start.
You will be asked to specify the Coda table. After you choose the database, you will get a prompt to map the information to the fields in Coda.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda 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 Coda. You can edit Inputs later by hovering over the playbook.
To trigger the process of copying HubSpot deal to Coda, simply launch Bardeen and run the playbook.
To do this, press Option + B on a Mac or Alt + B on a Windows machine on your keyboard. This will automate the task and save you the hassle of manually adding the new row every time a deal is created.
This automation is fantastic if you are:
Find more Coda automations, HubSpot automations, and sales prospecting automations, or edit the playbook to suit your own workflow.
Explore more available integration alternatives for both Coda and HubSpot.