Streamline your sales team data management with this playbook! Designed to simplify your workflow, this automation effortlessly saves a HubSpot company as a new Salesforce account.
Whether you're a sales operation professional aiming to centralize your account management or a business owner seeking a seamless integration between platforms, this playbook is tailored to address your pain points.
Eliminate the challenges of data entry errors, time-consuming processes, and the need for duplicate data handling. Take control of your company records and experience the efficiency of automated account creation.
Let’s set it up!
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 Salesforce. This will allow you to save a HubSpot company as a new Salesfoce account.
Activate Bardeen (or press 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. Bardeen will prompt you to specify a HubSpot company and an optional Industry.
Click on “Save Input” and checkmark HubSpot and Salesforce. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Whenever you want to copy and save a HubSpot company as a new Salesforce account, press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and specify the HubSpot company you want to save.
It will get HubSpot company information like name, industry, annual revenue, website, phone and number of employees, and create a new Salesforce account with that information.
You can also edit the playbook and add your next action to further customize the automation.
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!