HubSpot
Coda
Workflow Template

Copy all HubSpot deals to Coda

This playbook will copy all HubSpot deals to Coda.
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Get HubSpot Deal
Action
Add data to Coda table
Action

How does this automation work?

Bardeen offers a powerful workflow that seamlessly copies all of your deals from HubSpot into Coda, enabling better data management and analysis. This integration is key for sales teams looking to enhance their productivity and maintain a synchronized database across their sales tools. With HubSpot's comprehensive CRM capabilities, you can track your deals efficiently, while Coda's unique document interface allows you to organize and visualize this data in a way that is most actionable for your team.

Here's how this workflow transfers your HubSpot deals into Coda:

  • Step 1: Retrieve HubSpot Deals - Bardeen pulls your deal information from HubSpot, capturing all the essential details needed for your records.
  • Step 2: Copy to Coda - The information from HubSpot deals is then added to your specified Coda document and table, ensuring that your databases in both HubSpot and Coda are aligned.
Run this Coda automation with Bardeen in minutes.

How to run the workflow

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!

Step 1: Create a Coda table

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.

Step 2: Install the extension and integrate HubSpot and Coda

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. 

Step 3: Run the playbook to copy all HubSpot deals to Coda

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:

  • On a sales team that uses this automation to keep track of deals in both HubSpot and Coda, ensuring that their data is always synchronized and up-to-date.

  • In a marketing team analyzing their sales funnel and monitoring the performance of their campaigns by tracking the deals created in HubSpot and copying them to Coda for further analysis.

  • Belong to operations teams using this automation to keep track of customer orders, ensuring that all details are accurately recorded in both HubSpot and Coda.

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 integrate Coda and HubSpot.

Run this Coda automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all HubSpot deals to Coda
Copy all HubSpot deals to Coda
Copy all HubSpot deals to Coda
Types:
Both
Actions
Triggers
Create HubSpot Company
Create HubSpot Company
Action
Get HubSpot Product
Get HubSpot Product
Action
Create HubSpot Product
Create HubSpot Product
Action
Get HubSpot Deal
Get HubSpot Deal
Action
Create Coda doc
Create Coda doc
Action
When HubSpot Contact is created
When HubSpot Contact is created
Trigger
Get HubSpot Contact
Get HubSpot Contact
Action
Delete ticket record
Delete ticket record
Action
Create HubSpot Deal
Create HubSpot Deal
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
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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?

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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.

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