Notion
HubSpot
Workflow Template

Transfer HubSpot Contacts to Notion Database

This workflow automates the transfer of contacts from HubSpot to a Notion database, streamlining CRM data management.
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Get HubSpot Contact
Action
Get HubSpot Contact
Create Notion page
Action
Create Notion page

Workflow Overview

This workflow automates the transfer of contacts from HubSpot to a Notion database, streamlining CRM data management.
Inputs
  • HubSpot account
  • Notion database
outputs
  • Notion database pages for each contact

This automation seamlessly transfers all contacts from HubSpot into a Notion database, creating a new page for each contact.

Initially, it retrieves all contacts from the HubSpot account. Following that, for each contact retrieved, it creates a new page in a specified Notion database. This automation is particularly useful for:

  • CRM data backup and archiving
  • Creating a shareable contact directory within Notion
Note: This workflow is highly customizable and can be adjusted to filter specific contacts or to include additional information from HubSpot into Notion.

Utilizing this workflow can significantly enhance team collaboration by making contact information easily accessible and editable within Notion.

Step 1: Install the Bardeen App

To start, ensure you install the Bardeen app on your device.

Step 2: Navigate to the Magic Box

After installation, go to the Magic Box and input the command:

Copy all HubSpot contacts to Notion

Step 3: Integrate the Workflow Integrations

Make sure to configure the integrations required for the workflow. This includes HubSpot for retrieving contacts and Notion for the destination database.

Step 4: Run the Workflow

Finally, execute the workflow. This workflow is set up to:

  • Retrieve all contacts from HubSpot, ensuring every contact is captured.
  • For each contact, create a new page in Notion, effectively copying your HubSpot contacts into a Notion database.
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How to Easily Transfer Contacts from HubSpot to Notion?

Integrating HubSpot with Notion is a powerful way to streamline your contact management and CRM processes. Whether you're looking to backup your HubSpot contacts, create a shareable directory in Notion, or simply want to have your contacts accessible in both platforms, the process involves a few steps. This guide will walk you through exporting contacts from HubSpot and then importing them into Notion, as well as how Bardeen can automate this process for you.

Looking to streamline your workflow? Automate the process of transferring HubSpot contacts to Notion with Bardeen. Try it now.

Export Contacts from HubSpot

Before you can import your contacts into Notion, you first need to export them from HubSpot. HubSpot allows users to export contact data, including current and historical property values, and information about their associations and activities. Here's how to manually export your contacts:

  1. In your HubSpot account, navigate to Contacts > Contacts.
  2. Click on the name of the contact you wish to export data for, or select multiple contacts for bulk export.
  3. In the top left, click the Actions dropdown menu, then select Export contact data.
  4. By default, all current and historical property data will be exported. You can also select to export Contact activities and Associations if needed.
  5. Click Export. You'll receive an email with a link to download the export file.

For exporting multiple records or filtering which properties are exported, HubSpot also provides options to customize your export according to your needs.

Import Contacts into Notion

Once you have your HubSpot contacts exported, the next step is to import them into Notion. Notion does not natively support direct import of contact files. However, you can manually create a CRM or database in Notion and then input your contact data:

  1. Log into your Notion account and create a new database by selecting + New Page and then choosing Database -> Table.
  2. Title your database appropriately, for example, "HubSpot Contacts".
  3. Manually input your contacts into the database. You can customize the database properties to match the information exported from HubSpot, such as Name, Email, Phone Number, etc.
  4. For bulk import, consider using CSV files. You can convert your exported HubSpot data into a CSV format and use Notion's Merge with CSV feature to import contacts.

This manual process can be time-consuming, especially for large datasets. It involves data preparation and possibly multiple steps to ensure the data format matches between HubSpot and Notion.

Automate your HubSpot to Notion data transfer with Bardeen. Save time and ensure your contacts are always up to date. Get started now.

Bardeen can automate the process of exporting contacts from HubSpot and importing them into Notion, making it seamless and efficient. This automation creates a new page for each contact in a specified Notion database, ensuring your CRM data is always synchronized and accessible.

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Notion
Notion
HubSpot
HubSpot
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