Integrations used
Time saving
2 min
Action
Add
description
This automation will add a new row to Google Sheets with HubSpot company information, when a new HubSpot company is created.
playbook Template
Add a new row to Google Sheets, when a HubSpot company is created
This automation will add a new row to Google Sheets with HubSpot company information, when a new HubSpot company is created.
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.
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How does this automation work?
When a new Company is created
Trigger
Add data to sheet tab
Action
Automating the addition of new company data to Google Sheets from HubSpot can significantly improve efficiency and organization for sales and marketing teams. The moment a new company is created in HubSpot, Bardeen seamlessly captures this event and updates your Google Sheets. This ensures that your team has instant access to the latest data, enabling better tracking and coordination of sales prospecting activities and personal productivity.
Here's how this workflow integrates HubSpot with Google Sheets:
- Step 1: HubSpot Company Creation Trigger - As soon as a new company is created in HubSpot, Bardeen detects this and prepares to send the data to Google Sheets. This is part of keeping your records updated in real-time.
- Step 2: Update Google Sheets - The relevant details about the newly created company in HubSpot are added as a new row in a specified Google Sheets spreadsheet. This saves time and reduces the risk of human error in data entry.
How to run the playbook
Managing customer data can be a daunting task, especially when using multiple tools. But with this automation, you can effortlessly manage your data.
If you use HubSpot for sales and marketing and Google Sheets for your database, this automation is for you. It automatically adds a new row to Google Sheets every time a new company is created in HubSpot, ensuring that all relevant data is accurately and seamlessly integrated.
Whether you're managing sales pipelines, tracking leads, or maintaining customer relationships, this automation streamlines your workflow and provides you with accurate, real-time data.
Let’s set it up!
Step 1: Set up the automation and integrate Google Sheets and HubSpot
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.
You will be redirected to download the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and Google Sheets.
Bardeen will then prompt you to specify a Google Sheets spreadsheet for the company information. You can choose an existing sheet or create one from scratch.
Step 2: Turn on the automation to add a new row to Google Sheets, when a HubSpot company is created
Make sure the automation is activated (toggled on).
The automation will add a new row to Google Sheets with HubSpot company information, when a new HubSpot company is created.
💪 Pro Tip: Pair this automation with our other playbooks like Copy all HubSpot products to Airtable or Copy all HubSpot tickets to Airtable to reach lightning speed!
You can also edit the playbook and add your next action to further customize the automation.
Find more HubSpot integrations, Google Sheets integrations or explore HubSpot and Google Sheets integrations.
You can also find more about how to increase your personal productivity and automate your sales process.
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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?
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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.