HubSpot
Salesforce
Workflow Template

Save a HubSpot company as a new Salesforce account

This playbook will save a HubSpot company as a new Salesforce account.
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Get HubSpot Company
Action
Create Salesforce account
Action

How does this automation work?

Bardeen offers a playbook to seamlessly transfer company data from HubSpot to Salesforce, ensuring your sales team has access to the latest account information. This automated workflow makes it possible to sync your CRM platforms, reducing manual data entry and potential errors. With HubSpot's efficient lead generation and Salesforce's robust account management, your sales process becomes more integrated and efficient.

Here's how this workflow saves a HubSpot company as a new Salesforce account:

  • Step 1: Retrieve HubSpot Company - Bardeen pulls detailed information about a specific company from HubSpot by matching the company name or domain you provide.
  • Step 2: Create Salesforce Account - With the information retrieved from HubSpot, Bardeen creates a new account in Salesforce, populating the account name and website details accordingly.
Run this HubSpot automation with Bardeen in minutes.

How to run the workflow

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!

Step 1: Pin the playbook and integrate HubSpot and Salesforce

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. 

Step 2: Run 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.

Find more HubSpot integrations, Salesforce integrations.

You can also find more about how to increase your personal productivity and streamline your sales and prospecting process.

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Save a HubSpot company as a new Salesforce account
Save a HubSpot company as a new Salesforce account
Save a HubSpot company as a new Salesforce account
Types:
Both
Actions
Triggers
Get Salesforce contact
Get Salesforce contact
Action
Create HubSpot Ticket
Create HubSpot Ticket
Action
Delete ticket record
Delete ticket record
Action
Update task in HubSpot
Update task in HubSpot
Action
Create Salesforce account
Create Salesforce account
Action
Create HubSpot Product
Create HubSpot Product
Action
Get HubSpot Product
Get HubSpot Product
Action
Find tasks in HubSpot
Find tasks in HubSpot
Action
When a new Deal is created
When a new Deal is created
Trigger
Update a note in HubSpot
Update a note in HubSpot
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”.

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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.

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