HubSpot
Airtable
Workflow Template

Copy all HubSpot tickets to Airtable

This automation will copy all HubSpot tickets to Airtable.
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Get HubSpot Ticket
Action
Add data to Airtable
Action

How does this automation work?

Automating the transfer of HubSpot tickets to Airtable enhances data organization and accessibility for businesses. HubSpot's powerful ticketing system is essential for managing customer interactions and support requests efficiently. When combined with Airtable's flexible database capabilities, your team gains an integrated overview of customer issues, leading to improved response times and customer satisfaction. This workflow simplifies the task of keeping your support tickets organized and easily accessible, providing a foundation for better customer service and team coordination.

Here's how this workflow copies HubSpot tickets into Airtable:

  • Step 1: Retrieve HubSpot Tickets - The workflow begins by accessing HubSpot to retrieve all the tickets. HubSpot is a CRM platform that excels in customer relationship management.
  • Step 2: Copy to Airtable - Next, the retrieved HubSpot tickets are copied to an Airtable table. Airtable, known for combining the simplicity of spreadsheets with the power of a database, is used to organize and manage data effectively.
Run this Airtable automation with Bardeen in minutes.

How to run the workflow

Do you find manually copying all your HubSpot tickets to Airtable time-consuming and tedious? This repetitive task can lead to errors and omissions, and take up valuable time that could be better spent on other important tasks. Our automation can streamline this process and ensure that your data is always up-to-date.

Our automation can copy all of your HubSpot tickets to Airtable. This simple yet effective workflow can save you time and effort, while also improving the accuracy and completeness of your data.

Let’s set it up!

Step 1: Create an Airtable

The first step is to create an Airtable with all the ticket information you want to capture from HubSpot.

Bardeen will extract information from HubSpot like subject, ticket content, pipeline, priority, stage and date created. It will then save all this information to the Airtable you created after your setup is complete.

Step 2: Install the extension and run the playbook

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.

Bardeen will also prompt you to integrate Airtable and HubSpot

Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click to run the playbook to get the setup flow started.

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

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable 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 Airtable. You can edit Inputs later by hovering over the playbook. 

Step 3: Start saving!

To automate the process of copying all your HubSpot tickets to Airtable, simply run the playbook in Bardeen. You can launch Bardeen by pressing Option + B on a Mac or Alt + B on a Windows machine on your keyboard. This will save you the hassle of manually copying the tickets every time, allowing you to focus on more important tasks.

This automation is fantastic if you want to use HubSpot as your single source of truth, but would like to have a copy of your HubSpot tickets in Airtable as well.

Some use-cases for this automation include:

  1. Customer support teams can use this automation to keep track of all their customer tickets in both HubSpot and Airtable, ensuring that their data is always synchronized and up-to-date.
  2. Marketing teams can use this automation to analyze customer feedback and trends by tracking the tickets created in HubSpot and copying them to Airtable for further analysis.
  3. Operations teams can use this automation to keep track of all customer issues and requests, ensuring that all details are accurately recorded in both HubSpot and Airtable.

Overall, this automation can help businesses of all sizes and industries streamline their workflow, save time and resources, and improve the accuracy and completeness of their data. With this automation, you can focus on providing excellent customer service, while leaving the tedious data entry to the machines.

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

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

Run this Airtable automation with Bardeen in minutes.

Available actions & triggers

Apps:
Copy all HubSpot tickets to Airtable
Copy all HubSpot tickets to Airtable
Copy all HubSpot tickets to Airtable
Types:
Both
Actions
Triggers
Create HubSpot Deal
Create HubSpot Deal
Action
Get Airtable table
Get Airtable table
Action
Get HubSpot Contact
Get HubSpot Contact
Action
Delete row from Airtable
Delete row from Airtable
Action
Get values from Airtable view
Get values from Airtable view
Action
Get all Airtable bases
Get all Airtable bases
Action
Add row to Airtable
Add row to Airtable
Action
Get Airtable tables
Get Airtable tables
Action
When Table changes
When Table changes
Trigger
Delete ticket record
Delete ticket record
Action
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