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HubSpot
Smartlead
playbook Template

Create a HubSpot note when an event happens in Smartlead

This automation will create a note in HubSpot with the event details, when a specified event happens in Smartlead

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 an event happens with an email in Smartlead
Trigger
Convert to text
Action
Get HubSpot Contact
Action
Create note in HubSpot
Action
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How to run the playbook

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Available actions & triggers

Apps:
Create a HubSpot note when an event happens in Smartlead
Create a HubSpot note when an event happens in Smartlead
Create a HubSpot note when an event happens in Smartlead
Types:
Both
Actions
Triggers
When a new Company is created
When a new Company is created
Trigger
Find notes in HubSpot
Find notes in HubSpot
Action
Find tasks in HubSpot
Find tasks in HubSpot
Action
Get HubSpot Company
Get HubSpot Company
Action
Delete note in HubSpot
Delete note in HubSpot
Action
Create task in HubSpot
Create task in HubSpot
Action
When a new Deal is created
When a new Deal is created
Trigger
Add or update a lead to a campaign in Smartlead
Add or update a lead to a campaign in Smartlead
Action
Create note in HubSpot
Create note in HubSpot
Action
Delete a task in HubSpot
Delete a task in HubSpot
Action
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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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Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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