Integrations used
Time saving
2 min
Action
Create
description
This automation will create a Notion page whenever a new HubSpot deal is created.
Saves at least
2 min
Create
a Notion page, when HubSpot deal is created
playbook Template
Create a Notion page, when HubSpot deal is created
This automation will create a Notion page whenever a new HubSpot deal is created.
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 a new Deal is created
Trigger
Create Notion page
Action
Bardeen's automation seamlessly integrates HubSpot with Notion, creating a dynamic workspace where new deals automatically generate corresponding Notion pages. For sales teams looking to maintain a high level of organization and productivity, this workflow ensures that every new deal in HubSpot prompts the creation of a detailed page in Notion, where further collaboration and tracking can take place. This effectively bridges the gap between deal tracking and project management.
Here's how this workflow creates a Notion page when a HubSpot deal is created:
- Step 1: HubSpot Deal Trigger - Bardeen monitors HubSpot for the creation of new deals. Upon detecting a new deal, it initiates the workflow to carry the deal's details over to Notion.
- Step 2: Create Notion Page - With the information from the new HubSpot deal, Bardeen creates a corresponding page in Notion, setting the stage for detailed documentation and follow-up within your team’s collaborative workspace.
How to run the playbook
If you use HubSpot for sales and Notion for project management, this automation can save you time and increase productivity. By integrating these two tools, you can streamline your workflow and optimize your business processes.
You can automatically create a new row in your Notion database every time a new HubSpot deal is created with this playbook. This eliminates manual data entry and tedious copy-pasting, allowing you to focus on growing your business and achieving your goals.
Let’s set it up!
Step 1: Set up an Notion database
The first step is to set up a Notion page for all the fields you want to capture from a HubSpot deal.
Bardeen will get deal information like deal name, ID, deal link, deal amount, close date, deal stage and date created and add this information to your database for ever new deal, once your setup is complete.
Step 2: Set up the automation and integrate Notion and HubSpot
To save this Autobook, click the "Try it" button at the top of this page.
You will be redirected to install the extension, if you are using Bardeen for the first time,
If you haven't integrated HubSpot and Notion before, you will need to do so.
Bardeen will ask you to specify a Notion database. After you choose the database, you will get a prompt to map the information to the fields in Notion.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Notion 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!
Step 3: Turn on the automation to create a Notion page, when HubSpot deal is created
Make sure that automation is activated (toggled on).
Whenever a new deal is created in HubSpot, it will automatically be added to your Notion. This automation is especially useful if you want to keep HubSpot as your single source of truth, but also take advantage of Notion powerful features.
Find more Notion integrations, HubSpot integrations, sales prospecting automations.
Explore more available integration alternatives for integrate Notion and HubSpot.
You can also find more about how to automate the lead management process and automate your sales prospecting process.
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