Add a new row to a Coda table, when a HubSpot company is created

Managing data across different platforms can be a challenging and time-consuming task. If you use both HubSpot and Coda, you know how difficult it can be to keep track of new companies and contacts. Manually entering data into your Coda database is repetative and 

prone to errors, especially if you have to copy and paste information from multiple sources.

Fortunately, with this automation, you can streamline your workflow and eliminate the need for manual data entry. This automation will automatically create a new row in your Coda table whenever a new company is added to HubSpot, saving you time and effort.

With more accurate and up-to-date data in your Coda database, you can make better decisions and improve productivity while saving time. 

Let’s set it up!

Step 1: Set up a Coda table

The first step is to set up a Coda table with the HubSpot contact information you want to capture.

Bardeen will capture information like Name, Company, Email Address, Phone number, Website, and more. It will then add all the information to the correct fields in your Coda table, once the setup is complete.

Step 2: Set up the automation

Click the “Try it” button at the top of this page to get this automation saved. If it’s your first time using Bardeen, you will be redirected to install the extension.

When you run it for the first time, you will be redirected to download the browser extension. If you haven't previously integrated Coda and HubSpot, you will need to do so.

Bardeen will ask you to specify a Coda table.. After you choose the database, you will get a prompt to map the information to the fields in Coda.

The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!

Step 3: Try it!

Make sure the automation is activated (toggled on).

💪 Pro Tip: Pair this automation with our other playbooks like Copy all HubSpot products to Coda or Copy all HubSpot deals to Coda to get the most out of your time!

Find more  HubSpot integrations, Coda integrations, automate your Coda and HubSpot workflow or edit the playbook to suit your own workflow.

You can also find more about how to automate lead management process and automate your sales prospecting process.