HubSpot
Salesforce
playbook Template

Save a HubSpot contact as a new Salesforce contact

This Playbook will copy and save a HubSpot contact as a new contact in Salesforce. If a contact already exists, Bardeen will update the existing Salesforce contact with new information from HubSpot.

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
Update Salesforce contact
Action

Bardeen's workflow facilitates seamless integration between HubSpot and Salesforce, ensuring your contact records are synchronized across both platforms. This automation not only helps in transferring new HubSpot contacts into Salesforce but also updates existing contacts with the latest information. It's a powerful tool for sales teams to maintain up-to-date customer data, allowing for more personalized outreach and efficient sales processes.

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

  • Step 1: Retrieve HubSpot Contact - Bardeen fetches the contact details from HubSpot based on the name or email you provide. HubSpot excels in lead generation and marketing automation.
  • Step 2: Prepare Contact Data - The contact information obtained from HubSpot is converted to a text format, ready to be used in the next steps.
  • Step 3: Update or Create Salesforce Contact - Bardeen either updates an existing Salesforce contact with the new information or creates a new contact if the record doesn't already exist. Salesforce is known for its comprehensive CRM capabilities.
Run this HubSpot automation with Bardeen in minutes.

How to run the playbook

Get ready to effortlessly synchronize your HubSpot and Salesforce contacts with this automation. With just a click, this efficient automation copies and saves HubSpot contacts as new entries in Salesforce. And that's not all – if a contact already exists, Bardeen takes care of updating the existing Salesforce record with the latest information from HubSpot.

Say goodbye to the headache of manual data transfers and the frustration of inconsistent or outdated contact details. This automation eliminates the pain points associated with duplicate contacts and ensures that your Salesforce database stays up-to-date. Sales teams can now focus on nurturing leads and closing deals, armed with accurate and synchronized customer information.

Whether you're a sales professional, marketer, or small business owner, this automation simplifies your contact management process. Stay organized, save time, and improve collaboration across teams effortlessly. 

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 transfer information between the apps.

Activate Bardeen (or hit 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 ask you to specify a HubSpot contact. You can also optionally enter a Salesforce account, a title for your contact, lead source, Salesforce level and a report.

Click on “Save Input” and checkmark 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

Press Option + B on Mac or ALT + B on a Windows machine on your keyboard to launch Bardeen. Click on the playbook card and run the playbook to transfer a HubSpot contact’s information to Salesforce.

It will copy the HubSpot contact information and save it to Salesforce as a new contact. If the contact already exists in Salesforce, Bardeen will copy any missing information and update the contact in Salesforce. 

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

Find more Salesforce integrations and HubSpot integrations.

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

Run this HubSpot automation with Bardeen in minutes.

Available actions & triggers

Apps:
Save a HubSpot contact as a new Salesforce contact
Save a HubSpot contact as a new Salesforce contact
Save a HubSpot contact as a new Salesforce contact
Types:
Both
Actions
Triggers
Delete a task in HubSpot
Delete a task in HubSpot
Action
Create HubSpot Product
Create HubSpot Product
Action
Delete note in HubSpot
Delete note in HubSpot
Action
Enroll contact in HubSpot sequence
Enroll contact in HubSpot sequence
Action
When a new Contact is created
When a new Contact is created
Trigger
Create HubSpot Contact
Create HubSpot Contact
Action
Create HubSpot Ticket
Create HubSpot Ticket
Action
Create HubSpot Company
Create HubSpot Company
Action
Get HubSpot Product
Get HubSpot Product
Action
Get Salesforce contact
Get Salesforce contact
Action
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FAQs

What if I don’t use a CRM for the technical handoff?

You can still run the playbook using email, task, and communication tools.

Can I customize the technical handoff report format?

Yes, you can choose where the report is saved or sent.

Is this lead management playbook useful for RevOps teams?

Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.

Can I use this lead management playbook with LinkedIn Sales Navigator?

Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.

How does this price monitoring playbook help with lead qualification?

Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.

Does this daily/weekly report with lead qualification?

Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.

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