Save a Salesforce contact as a new HubSpot contact

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.

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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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It will copy the HubSpot contact information and save it to Salesforce as a new contact. 

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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 Salesforce integrations and HubSpot integrations.

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

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