This automation seamlessly integrates Airtable with HubSpot, creating a new company in HubSpot each time a new row is added to an Airtable table. Ideal for sales and marketing teams looking to automate their CRM updates.
The process begins by monitoring an Airtable table for new rows. When a new row containing a company's name and domain is added, this automation triggers the creation of a new company within HubSpot using these details. This removes the need for manual data entry, ensuring your CRM is always up-to-date with the latest prospects or partners.
Note: This workflow can be adapted to work with other CRMs such as Salesforce or Pipedrive, and different data sources like Google Sheets, Notion, or Coda.
By automating repetitive tasks, teams can focus more on strategy and engagement rather than data management. This workflow is a must-have for efficient CRM management.
To begin, ensure the Bardeen app is installed on your device.
With Bardeen installed, proceed to the Magic Box and input the command:
when new row in airtable, create HubSpot company
Integrate the necessary integrations for the workflow. This includes Airtable for monitoring new rows and HubSpot for creating new companies.
Lastly, run the workflow. This workflow is configured to:
Integrating Airtable with HubSpot is a powerful way to streamline your workflow, especially when it comes to managing your CRM data. Whether you're looking to sync deals, contacts, or company information, understanding how to effectively bridge these two platforms can save you a significant amount of time and effort. Let's dive into how you can manually set up this integration and explore the benefits of automating the process with Bardeen.
Looking to automate your workflow? Try this powerful integration by using Bardeen to sync your Airtable data with HubSpot seamlessly.
According to Airtable Support, HubSpot offers tools like Workflows and Data Sync that connect with Airtable via API. Workflows automate processes based on conditions you set, while Data Sync allows for a two-way synchronization between the platforms. However, to integrate Airtable and HubSpot, you'll need an API key, which is noted to be deprecated soon with no current alternative for authentication via PATs.
For those looking to manually create companies in HubSpot, navigate to Contacts > Companies in your HubSpot account and click on Create company. You'll need to fill in the company's details, including name and domain, and associate it with relevant records. This manual process can be time-consuming, especially if you're dealing with a large volume of data.
HubSpot can automatically associate contacts with companies based on the domain in a contact's email address. This feature, when enabled, allows HubSpot to create a new company record and populate it with information from its database for each unique domain. This automatic association can significantly reduce manual data entry but comes with limitations. For instance, it won't override existing associations and doesn't work if multiple companies share the same domain.
To enable this, go to your HubSpot settings, navigate to Objects > Companies, and select the Create and associate companies with contacts checkbox. You can also exclude specific domains from automatic association to prevent unwanted company creations.
Maximize efficiency by automating your Airtable and HubSpot integration with Bardeen. Say goodbye to manual data entry and keep your CRM updated effortlessly.
While these manual methods provide a foundation for integrating Airtable and HubSpot, they can be labor-intensive and prone to human error. Automating these processes with Bardeen not only saves time but also ensures that your data is consistently synchronized between the two platforms, allowing you to focus on more strategic tasks.
With our new Bardeen version, you can easily extract data from any website and discover new leads across the web. After extracting data from a website, use Bardeen’s powerful automation tools to validate and enrich your data, run additional scrapers on linked pages, or leverage AI to qualify leads and generate content automatically. Once your data is ready, you can easily export it to CSV, Google Sheets, Airtable, or Notion for further analysis and reporting.
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