Integrations used
Time saving
2 min
Action
Save
description
This Playbook will copy and save a Salesforce contact as a new contact in HubSpot.
Saves at least
2 min
Save
a Salesforce contact as a new HubSpot contact
playbook Template
Save a Salesforce contact as a new HubSpot contact
This Playbook will copy and save a Salesforce contact as a new contact in 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 Salesforce contact
Action
Split full name
Action
Create HubSpot Contact
Action
Bardeen's playbook seamlessly transfers valuable contacts from Salesforce to HubSpot, facilitating better sales prospecting and customer relationship management. Salesforce's robust CRM features combined with HubSpot's inbound marketing and sales platform offers a dual advantage for businesses looking to maximize their CRM and lead management efforts. This playbook is particularly beneficial for sales teams that are looking to leverage Salesforce data within HubSpot's ecosystem to enhance lead nurturing and engagement strategies.
Here's how this workflow saves a Salesforce contact as a new HubSpot contact:
- Step 1: Retrieve Salesforce Contact - Obtain the contact details from Salesforce using the contact name provided. Salesforce serves as a comprehensive CRM tool for maintaining customer relationships.
- Step 2: Split Contact Name - The contact's full name is split into first and last names to align with HubSpot’s contact structure.
- Step 3: Extract First Name - The first name is isolated from the split string for a personalized touch in the HubSpot contact record.
- Step 4: Extract Last Name - Similarly, the last name is extracted to complete the personal information required by HubSpot.
- Step 5: Format Email Address - The contact's email address is prepared for transfer, ensuring that communication channels are kept open in HubSpot.
- Step 6: Create HubSpot Contact - With all the necessary information in place, a new contact is created in HubSpot, enabling your team to begin or continue nurturing leads within HubSpot’s platform.
How to run the playbook
Looking to effortlessly sync your Salesforce contacts with HubSpot? Look no further! This automation simplifies the process by seamlessly copying and saving a Salesforce contact as a new contact in HubSpot.
Say goodbye to the headaches of manually transferring contact information and the risk of errors. It streamlines your workflow, ensuring your contacts are up-to-date and easily accessible on both platforms. Whether you're a sales professional or a marketer, this automation eliminates the pain points of data duplication and keeps your contact databases in sync.
You can save time and improve efficiency by having your Salesforce contacts seamlessly integrated into HubSpot. With this automation, you’ll be able to focus more on nurturing relationships, delivering personalized experiences, and driving business growth.
Don't let data transfer challenges hold you back. Embrace The Playbook and effortlessly synchronize your Salesforce and HubSpot contacts, empowering you to excel in both platforms with ease.
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 Salesforce contact. You can also optionally enter a HubSpot company for the new contact.
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 Salesforce contact’s information to HubSpot.
It will copy the HubSpot contact information and save it to Salesforce as a new contact.
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.
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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.