HubSpotSalesforce
Workflow 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.
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Get HubSport Contact
Action
Convert to text
Action
Update Salesforce contact
Action
Get HubSport Contact
Action
Convert to text
Action
Update Salesforce contact
Action

How does this automation work?

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 workflow

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Say goodbye to the headache of manual data transfers and the frustration of inconsistent or outdated contact details.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 HubSpot Deal
Delete HubSpot Deal
Action
When HubSpot Deal is created
When HubSpot Deal is created
Trigger
Create HubSpot Deal
Create HubSpot Deal
Action
Get HubSpot Deal
Get HubSpot Deal
Action
Get Salesforce opportunity
Get Salesforce opportunity
Action
When HubSpot Product is created
When HubSpot Product is created
Trigger
When a new Product is created
When a new Product is created
Trigger
Get Salesforce contact
Get Salesforce contact
Action
When HubSpot Company is created
When HubSpot Company is created
Trigger
Create HubSpot Ticket
Create HubSpot Ticket
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.

Youtube: Can I download a Youtube video to my computer using Bardeen?

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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.

HubSpot
HubSpot
Salesforce
Salesforce
This is some text inside of a div block.
Autobook Icon
HubSpot
Save a HubSpot contact as a new Salesforce contact
Salesforce
Save a HubSpot contact as a new Salesforce contact
Save a HubSpot contact as a new Salesforce contact
This is some text inside of a div block.
Save a HubSpot contact as a new Salesforce contact

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.

Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.

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.

Action Flow

Input

When running a Play- or Autobook you'll be asked for following information:

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

Read more about how to connect HubSpot and .

Discover more website data scraping possibilities with ready to use instant data scrapers, or learn how to scrape website data.

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Last update:
January 31, 2024
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