Copy all HubSpot products to Airtable
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How does this automation work?
Integrating your HubSpot products into Airtable is a seamless process with Bardeen. This automation is designed for sales and marketing teams looking to improve their personal productivity and sales prospecting by having a synchronized view of their products across different platforms. By automating the transfer of product data from HubSpot to Airtable, you can ensure that your sales team has up-to-date information readily available for analysis, reporting, and campaign management.
Here is how this workflow copies all HubSpot products to Airtable:
- Step 1: Retrieve HubSpot Products - Bardeen fetches the list of products from HubSpot, a platform known for its robust CRM capabilities.
- Step 2: Add Products to Airtable - The products retrieved from HubSpot are then added to an Airtable base, which acts as a flexible spreadsheet-database hybrid to organize product data.
How to run the playbook
Hey, have you ever dealt with the annoying task of having to manually transfer all your product information from one platform to another? It can be such a pain and a waste of time and resources.
But don't worry, with this automation, you can say goodbye to that headache. Now, you can easily transfer all your product info from HubSpot to Airtable in just a few clicks.
Let’s set it up!
Step 1: Create An Airtable
The first step is to create an Airtable with the product information you want to capture from HubSpot.
Bardeen will extract information like SKU, name, description, price, cost of goods sold, recurring billing period, link, date added, and more. It will then update your Airtable with this information, once your setup is complete.
Step 2: Install the extension and run the playbook
Click the “Pin it” button at the top of this page to save this automation to your Playbooks.
You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate HubSpot and Airtable.
Click on the playbook card, and the setup flow will start.
You will be asked to specify and Airtable. After you choose the database, you will get a prompt to map the information to the fields in Airtable.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Airtable 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!
Click on “Save Input” and checkmark Airtable. You can edit Inputs later by hovering over the playbook.
Step 3: Start saving!
To initiate the process of copying all your HubSpot products to Airtable, simply launch Bardeen by pressing Option + B on a Mac or Alt + B on a Windows machine, and run the playbook. This will automate the task and save you time and effort.
This automation is fantastic if you are a small business owner or marketer who wants to keep track of your products in one central location. It can also be a great tool for sales teams who need to access product information quickly and easily.
Additionally, this automation can help you stay organized and save time by eliminating the need to manually copy and paste product information between platforms. By automating this process, you can focus on more important tasks that will help grow your business.
Find more Airtable integrations, HubSpot integrations, and HubSpot and Airtable integrations, 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.
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