Apollo.io
HubSpot
playbook Template

Create a new Company in HubSpot from a company’s website

This Playbook 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.

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?

Get current page URL
Action
Find values using regular expression
Action
Get organization info
Action
Create HubSpot Company
Action
Run this Apollo.io automation with Bardeen in minutes.

How to run the playbook

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.

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.

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.

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.

Let’s set it up!

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.

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. 

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

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.

Run this Apollo.io automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a new Company in HubSpot from a company’s website
Create a new Company in HubSpot from a company’s website
Create a new Company in HubSpot from a company’s website
Types:
Both
Actions
Triggers
Enroll contact in HubSpot sequence
Enroll contact in HubSpot sequence
Action
When HubSpot Deal is updated
When HubSpot Deal is updated
Trigger
Update contact from enrichment
Update contact from enrichment
Action
Get contact info
Get contact info
Action
When HubSpot Contact is created
When HubSpot Contact is created
Trigger
Find sequences in HubSpot
Find sequences in HubSpot
Action
Get HubSpot Contact
Get HubSpot Contact
Action
Delete ticket record
Delete ticket record
Action
When a new Company is created
When a new Company is created
Trigger
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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Meetings: Is there a playbook to record and summarize meetings?

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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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