Are you sick of copying your HubSpot deals to Notion manually every time you need to update your records? It can be a total pain, full of mistakes, and just plain annoying. But with our automation, you can kick back and relax while we take care of the boring stuff. Your data will always be up-to-date, and hassle-free.
Deals are the lifeblood of any sales organization. This automation will help you keep track of your deals by copying them from HubSpot into Notion 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 Notion 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 Notion.
Click on the playbook card, and the setup flow will start.
You will be asked to specify the Notion table. After you choose the database, you will get a prompt to map the information to the fields in Notion.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion 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 Notion. You can edit Inputs later by hovering over the playbook.
To trigger the process of copying HubSpot deal to Notion, 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 helpful for:
Find more Notion automations, HubSpot automations, and sales prospecting automations, or edit the playbook to suit your own workflow.
Explore more available integration alternatives for both Notion and HubSpot.
You can also find more about how to automate the lead management process and automate your sales prospecting process.