Crunchbase
HubSpot
playbook Template

Save Crunchbase company to HubSpot

This Playbook will save the currently opened Crunchbase company to 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.

Scrape data on active tab
Action
Create HubSpot Company
Action

How does this automation work?

Bardeen's automation effortlessly bridges Crunchbase's rich company data with your HubSpot CRM. In today's data-driven business environment, having timely access to up-to-date company information is crucial for sales prospecting and business development efforts. This particular playbook enables you to capture a company's profile from Crunchbase and directly create a new record in HubSpot, thus saving time and ensuring your sales pipeline has the latest information at your fingertips.

Here's how this workflow saves Crunchbase company data to HubSpot:

  • Step 1: Scrape Crunchbase Data - Using Bardeen's Scraper, data is extracted from the currently opened Crunchbase company profile tab. This step harnesses a custom scraper template designed specifically for Crunchbase organization profiles.
  • Step 2: Create HubSpot Company - The data scraped from Crunchbase is then used to create a new company entry in HubSpot, populating fields such as the company name and domain automatically.
Run this Crunchbase automation with Bardeen in minutes.

How to run the workflow

Are you tired of manually saving Crunchbase company details to your HubSpot CRM? Say goodbye to the fatigue and welcome this automation. This powerful tool will improve your workflow by seamlessly capturing the currently opened Crunchbase company and saving it directly to HubSpot.

No more wasting valuable time on tedious data entry or struggling with disjointed systems. This automation takes away the pain points of manual transfers, ensuring that your CRM is always up to date with accurate and relevant information.

Imagine the convenience of having all your leads and contacts seamlessly integrated in one place. With this automation, you can focus on building relationships, nurturing leads, and maximizing your sales potential.

Whether you're a sales professional, marketer, or entrepreneur, this automation will supercharge your productivity and give you a competitive edge. Don't let manual tasks slow you down. Embrace the efficiency of automation and unlock new levels of success with ease.

Let’s set it up!

Step 1: Pin the playbook and integrate HubSpot

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.

Step 2: Run the playbook

Navigate to the Crunchbase company profile you would like to save.

Press Option + B on Mac or Alt + B on a Window machine on your keyboard to launch Bardeen. Click on the playbook card to run the automation. It will save the company information to your HubSpot account with one click.

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

Find more Crunchbase integrations, and HubSpot integrations.

You can also find more about automating your sales and prospecting process.

Run this Crunchbase automation with Bardeen in minutes.

Available actions & triggers

Apps:
Save Crunchbase company to HubSpot
Save Crunchbase company to HubSpot
Save Crunchbase company to HubSpot
Types:
Both
Actions
Triggers
When HubSpot Contact is created
When HubSpot Contact is created
Trigger
Update task in HubSpot
Update task in HubSpot
Action
Create HubSpot Deal
Create HubSpot Deal
Action
When HubSpot Product is created
When HubSpot Product is created
Trigger
Delete note in HubSpot
Delete note in HubSpot
Action
Create task in HubSpot
Create task in HubSpot
Action
Create HubSpot Contact
Create HubSpot Contact
Action
When a new Contact is created
When a new Contact is created
Trigger
Create note in HubSpot
Create note in HubSpot
Action
Get HubSpot Contact
Get HubSpot Contact
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?

Unfortunately, Bardeen is not able to download videos to your computer.

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?

There isn't a specific AI use case available for automatically recording and summarizing meetings at the moment

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.

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