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HubSpot
Smartlead
playbook Template

Create a HubSpot note when an event happens in Smartlead

This automation will create a note in HubSpot with the event details, when a specified event happens in Smartlead

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?

When an event happens with an email in Smartlead
Trigger
Convert to text
Action
Get HubSpot Contact
Action
Create note in HubSpot
Action
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How to run the playbook

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Available actions & triggers

Apps:
Create a HubSpot note when an event happens in Smartlead
Create a HubSpot note when an event happens in Smartlead
Create a HubSpot note when an event happens in Smartlead
Types:
Both
Actions
Triggers
Delete HubSpot Contact
Delete HubSpot Contact
Action
Find notes in HubSpot
Find notes in HubSpot
Action
Enroll contact in HubSpot sequence
Enroll contact in HubSpot sequence
Action
Find leads by campaign in Smartlead
Find leads by campaign in Smartlead
Action
Create HubSpot Deal
Create HubSpot Deal
Action
When an event happens with an email in Smartlead
When an event happens with an email in Smartlead
Trigger
Delete HubSpot Product
Delete HubSpot Product
Action
Delete HubSpot Company
Delete HubSpot Company
Action
Delete note in HubSpot
Delete note in HubSpot
Action
Get HubSpot Product
Get HubSpot Product
Action
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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.

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For your shared playbook to be updated, you need to unshare your playbook and share it again. This will generate a new link. ‍To do this: ‍1) Edit the playbook. 2) Unshare it (click on share, then the “unshare” button) 3) Share it again

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

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Tables: Is it possible to save data from a Table to a CSV file?

This is possible! Edit your automation and add the "Convert table to CSV" action on the end.‍‍ You should get the CSV once you run the playbook.

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.

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