Integrations used
Workflow Template
Copy all HubSpot deals to Notion
This playbook will copy all HubSpot deals to a Notion database.
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Get HubSpot Deal
Action
Create Notion page
Action
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How does this automation work?
Maintaining an organized database of deals is crucial for any sales team. Bardeen's workflow automation brings together HubSpot's powerful deal-tracking capabilities with the versatility of Notion's databases. By copying all HubSpot deals into a Notion database, businesses can enhance their project management, collaborate more efficiently, and create a centralized repository for their sales data.
Here is how this workflow simplifies moving your HubSpot deals to Notion:
- Step 1: Retrieve HubSpot deals - Bardeen fetches all the deal details from HubSpot. HubSpot is a CRM system used for managing relationships with customers and tracking sales pipeline activities.
- Step 2: Create Notion pages - For each deal retrieved from HubSpot, Bardeen creates a corresponding page in the specified Notion database. Notion is an all-in-one workspace where you can write, plan, and get organized.
How to run the workflow
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!
Step 1: Create a Notion table
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.
Step 2: Install the extension and integrate HubSpot and Notion
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.
Step 3: Run the playbook to copy all HubSpot deals to Notion
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:
- Sales teams: They can track deals in both HubSpot and Notion, keeping their data current.
- Marketing teams: They can monitor campaign performance by analyzing their sales funnel and tracking deals in HubSpot, then copying the information to Notion for further analysis.
- Operations teams: They can ensure accurate customer order tracking by using this automation to record all details in both HubSpot and Notion.
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 integrate Notion and HubSpot.
You can also find more about how to automate the lead management process and automate your sales prospecting process.
Available actions & triggers
When a new Deal is created
Trigger
Create HubSpot Deal
Action
Add database to page
Action
When a new Company is created
Trigger
Navigates to database in browser
Action
Update Notion page
Action
When HubSpot Company is created
Trigger
Get access to Notion database
Action
When Notion page is created or updated
Trigger
Get Notion page title
Action
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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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.
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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.
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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?
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.