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!
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.
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.
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:
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.