Integrations used
Time saving
2 min
Action
Add
description
This automation will add a new row to a Coda table when a HubSpot deal is created.
Saves at least
2 min
Add
new row to Coda, when HubSpot deal is created
playbook Template
Add new row to Coda, when HubSpot deal is created
This automation will add a new row to a Coda table when a HubSpot deal 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 Deal is created
Trigger
Add data to Coda table
Action
Bardeen's automation seamlessly integrates HubSpot deals with Coda tables, ensuring that sales teams have instant access to deal information in their collaborative workspace. When a deal is created in HubSpot, Bardeen automatically adds this information to a Coda table, optimizing sales tracking and management. This workflow is designed for business professionals focused on sales prospecting and personal productivity, enabling more efficient deal flow management.
Here is how this workflow adds a new row to your Coda table when a HubSpot deal is created:
- Step 1: Trigger on HubSpot deal creation - As soon as a deal is created in HubSpot, Bardeen captures this event. HubSpot is a CRM platform that helps with lead generation and deal closing.
- Step 2: Add to Coda table - The details of the newly created deal are then added to your specified Coda document and table. Coda combines documents and spreadsheets into a versatile canvas, perfect for managing projects and tasks.
How to run the playbook
If you use HubSpot for sales and Coda for project management, this automation can save you time and increase productivity. By integrating these two tools, you can streamline your workflow and optimize your business processes.
You can automatically create a new row in your Coda database every time a new HubSpot deal is created with this playbook. This eliminates manual data entry and tedious copy-pasting, allowing you to focus on growing your business and achieving your goals.
Let’s set it up!
Step 1: Set up an Coda
The first step is to set up an Coda for all the fields you want to capture from a HubSpot deal.
Bardeen will get deal information like deal name, ID, deal link, deal amount, close date, deal stage, and date created, and add this information to your database for every new deal, once your setup is complete.
Step 2: Set up the automation
To save this Autobook, click the "Try it" button at the top of this page.
You will be redirected to install the extension, if you are using Bardeen for the first time.
If you haven't integrated HubSpot and Notion before, you will need to do so.
Bardeen will ask you to specify an Coda. 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 that automation is activated (toggled on).
Whenever a new deal is created in HubSpot, it will automatically be added to your Coda. This automation is especially useful if you want to keep HubSpot as your single source of truth, but also take advantage of Coda's powerful features.
Find more Coda integrations, HubSpot integrations, and sales prospecting automations, or edit the playbook to suit your own workflow.
Explore more available integration alternatives for both Coda and HubSpot.
You can also find more about how to automate the lead management process and automate your sales prospecting 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.
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Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.
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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.