Integrations used
Time saving
3 min
Action
Save
description
This playbook will save a HubSpot company as a new Salesforce account.
Saves at least
3 min
Save
a HubSpot company as a new Salesforce account
playbook Template
Save a HubSpot company as a new Salesforce account
This playbook will save a HubSpot company as a new Salesforce account.
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 Company
Action
Create Salesforce account
Action
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.
How to run the playbook
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.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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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?
There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment
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.