Salesloft
HubSpot
playbook Template

Create new person in Salesloft and add to cadence when new contact is created in HubSpot

This automation adds a new person to a Salesloft cadence when a new contact is created in HubSpot

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How does this automation work?

When a new Contact is created
Trigger
Create or update a person in Salesloft
Action
Add a person to a cadence in Salesloft
Action
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How to run the playbook

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Available actions & triggers

Apps:
Create new person in Salesloft and add to cadence when new contact is created in HubSpot
Create new person in Salesloft and add to cadence when new contact is created in HubSpot
Create new person in Salesloft and add to cadence when new contact is created in HubSpot
Types:
Both
Actions
Triggers
Create task in HubSpot
Create task in HubSpot
Action
Delete HubSpot Deal
Delete HubSpot Deal
Action
When HubSpot Company is created
When HubSpot Company is created
Trigger
Delete HubSpot Product
Delete HubSpot Product
Action
Create or update a person in Salesloft
Create or update a person in Salesloft
Action
Find tasks in HubSpot
Find tasks in HubSpot
Action
Get HubSpot Deal
Get HubSpot Deal
Action
Get HubSpot Ticket
Get HubSpot Ticket
Action
Enroll contact in HubSpot sequence
Enroll contact in HubSpot sequence
Action
Delete ticket record
Delete ticket record
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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Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

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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