Get social profiles and information of all participants of a meeting and save to HubSpot

Managing contact information for event participants can be a daunting task, with the need to gather social media links and company details. This playbook is your ultimate ally in simplifying this process. By swiftly extracting social media links and company information, it seamlessly creates HubSpot contacts, sparing you the hassle of manual data entry.

Imagine the time saved by automating this tedious task, freeing you to focus on delivering an exceptional event experience. Bid farewell to the pain points of hunting down scattered information and struggling to keep contact databases updated.

Now, let's explore some real-world applications. Whether you're an event organizer striving to streamline attendee management or a sales professional seeking to personalize outreach, this playbook has you covered. Enhance engagement and deepen connections effortlessly with enriched contact profiles.

With this automation in your toolkit, you can breeze through contact management and devote more energy to fostering meaningful relationships and driving success.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot and Google Calendar

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 and Google Calendar.

Step 2: Run the playbook to get social profiles and information of all participants of a meeting and save to HubSpot

Hit Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and choose an event with participants whose information you want to save to HubSpot.

After you choose the event, click on “Save Input” and checkmark Google Calendar. This will save you time from setup in the future.  You can edit Inputs later by hovering over the playbook. 

Bardeen will find social media links and company information of the event participants and create HubSpot contacts with the data.

You can also edit the playbook and add your next action to further customize the automation.

You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.