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Copy
all HubSpot deals to Notion
playbook Template
Copy all HubSpot deals to Notion
This playbook will copy all HubSpot deals to a Notion database.
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Get HubSpot Deal
Action
Create Notion page
Action
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 playbook
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.
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Perform tasks & actions
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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
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.