Manually transferring product data from HubSpot to Coda can be a time-consuming and tedious task, especially with a significant number of products. This is where this automation can be incredibly helpful.

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This automation will help you get all HubSpot product information into Coda for you to keep track of all the products.

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Automating the process of copying HubSpot products to Coda saves time, reduces errors, and ensures consistent data across platforms. This process is sure to benefit sales, marketing, and operations teams who can create centralised product lists, update information efficiently, and maintain data accuracy.

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Let’s set it up!

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Step 1: Create A Coda table

The first step is to create a Coda table with the product information you want to capture from HubSpot. 

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Bardeen will extract information like SKU, Name, Description, Price, Cost of Goods Sold, Recurring Billing Period, Link, Date Added and more. It will then update your Coda with this information, once your setup is complete.

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Step 2: Install the extension and integrate HubSpot and Coda

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.

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Click the “Pin it” button at the top of this page to get this automation saved to your Playbooks. If it’s your first time using Bardeen, you will be redirected to install the extension.

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Click on the playbook card, and the setup flow will start. 

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You will be asked to specify a Coda table. After you choose the database,  you will get a prompt to map the information to the fields in Coda.

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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!

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Click on “Save Input” and checkmark Coda. You can edit Inputs later by hovering over the playbook. 

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

To save all your products to Coda, simply activate Bardeen by hitting OPTION + B on a Mac or Alt + B on a Windows machine, and then run this playbook. This will gather all the necessary information for each of your products and automatically save them to your Coda, streamlining the process and saving you valuable time.

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By automating the process of copying HubSpot products to Coda can be useful in a variety of use-cases, including:

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• Sales teams can easily create product lists in Coda based on data from HubSpot, providing a centralized view of all products for the team to use when selling.

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• Marketing teams can quickly update product information in Coda based on changes made in HubSpot, ensuring that product data is always up to date.

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• Operations teams can use this automation to maintain consistency between HubSpot and Coda, ensuring that product data is accurate and consistent across all systems.

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Find more  HubSpot integrations, Coda integrations, automate your Coda and HubSpot workflow or edit the playbook to suit your own workflow.

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You can also find more about how to automate lead management process and automate your sales prospecting process.

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