Integrations used
Time saving
10 min
Action
Get
description
This playbook will find social media links of a HubSpot contact using Clearbit.
Saves at least
10 min
Get
social profiles of a HubSpot contact
playbook Template
Get social profiles of a HubSpot contact
This playbook will find social media links of a HubSpot contact using Clearbit.
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 HubSpot Contact
Action
Convert to text
Action
Convert Text to email addresses
Action
Find social media links from email
Action
Understanding your contacts' social presence can enhance your sales prospecting efforts by providing insights into their interests and behaviors. This Bardeen playbook utilizes Clearbit's enrichment capabilities to seamlessly integrate with HubSpot and retrieve social media profiles associated with a contact. It's designed for sales professionals looking to enrich contact data within their CRM for better engagement and personalization in their outreach efforts.
Here's how this workflow retrieves social profiles from a HubSpot contact:
- Step 1: Retrieve HubSpot Contact - Bardeen fetches contact details from HubSpot, an all-in-one CRM platform, using the contact's name or email as input.
- Step 2: Convert Contact Details to Text - The contact's information is then processed to extract the email address in a text format.
- Step 3: Extract Email Address - Bardeen converts the text to an actual email address, preparing it for the next step of enrichment.
- Step 4: Enrich with Social Media Links - Finally, Clearbit is used to enrich the email address obtained from HubSpot, finding associated social media accounts for the contact.
How to run the playbook
Ever wished you could easily discover social media links for your HubSpot contacts? We've got the solution for you! This automation leverages the power of Clearbit to effortlessly find social media profiles associated with your HubSpot contacts.
No more endless searching or manual guesswork. With this automation, you can quickly access valuable social media links with just a few clicks. Whether you're a marketer personalizing your campaigns, a salesperson looking to connect on a deeper level, or a recruiter seeking to gather comprehensive information, this playbook simplifies your workflow and saves you time.
Take advantage of this seamless automation and make your HubSpot contact management a breeze.
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.
Step 2: Run the playbook
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 a HubSpot contact to get additional information using Clearbit.
Bardeen will also give you additional Social Profile information of the company the person is a part of. It will display the results on the screen.
You can also edit the playbook and add your next action to further customize the automation.
Find more HubSpot integrations, Clearbit integrations and HubSpot and Clearbit integrations
You can also find more about how to improve your personal productivity and automate your sales and prospecting workflow.
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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.
Youtube: Can I download a Youtube video to my computer using Bardeen?
Unfortunately, Bardeen is not able to download videos to your computer.
Google Sheets: What is the best way to export data to Google Sheets?
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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Playbooks/Autobooks: How do I edit an action in a Playbook or Autobook?
Please follow the following steps to edit an action in a Playbook or Autobook.
Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?
Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.