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Say goodbye to the headache of manual data transfers and the frustration of inconsistent or outdated contact details.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!
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.
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.
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!