Save a Salesforce account to HubSpot as new company

Ready to effortlessly transfer your Salesforce account information to HubSpot? Look no further! This automation seamlessly copies a Salesforce account and creates a new company record in HubSpot.

Say goodbye to the frustration of manual data duplication and the risk of errors. This automation simplifies your workflow, ensuring that your account information stays up-to-date and synchronized across platforms. Whether you're a sales professional or a marketer, this automation eliminates the pain points of data transfer and streamlines your processes.

You can save time and improve your efficiency by having your Salesforce accounts seamlessly integrated into HubSpot. With this automation, you can focus on nurturing client relationships, delivering personalized experiences, and driving business growth.

Don't let data transfer challenges hinder your progress. ‍

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Let’s set it up!

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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.

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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 Salesforce account.‍

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Step 2: Run the playbook

Whenever you want to copy and save a Salesforce account in HubSpot as a new company, 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. 

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It will get the Salesforce account information like name and website,and create a new HubSpot company record with the information.

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

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Find more HubSpot integrations, Salesforce integrations.

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

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