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Manually creating HubSpot companies for websites can be a cumbersome process. This Playbook is here to streamline the task effortlessly. It generates a new HubSpot Company for the currently opened website, sourcing company information from the domain using Apollo.io and enriching the record in HubSpot.

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Imagine you're browsing the web, stumbling upon potential business partners or clients. Instead of spending precious time manually inputting company details, this automation does the heavy lifting for you. With just a click, company information is seamlessly integrated into HubSpot, ready for further action.

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Manual data entry is prone to errors, potentially compromising the accuracy of your CRM, and creating company records can be time-consuming, diverting your focus from more strategic tasks.

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Whether you're prospecting for new clients, conducting market research, or tracking industry trends, this Playbook empowers you to efficiently manage your HubSpot CRM and drive business growth.

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Let’s set it up!

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Step 1: Pin the playbook and integrate HubSpot

First, click the “Pin it” button at the top of this page to save this automation. 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.

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Activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard) and click on the playbook card. The setup flow will start. 

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

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Step 2: Run the automation to create a new Company in HubSpot from a company’s website

Go to a company’s website and activate Bardeen (or hit Option + B on Mac or ALT + B on a Windows machine on your keyboard).

When you run the playbook, it will create a new HubSpot Company for the currently opened website. It will get the company information from the domain using Apollo.io and enrich the record in HubSpot.

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