An automated workflow using integromat
Connects Airtable + HubSpot
Update a record in HubSpot CRM by records from Airtable form
About this workflow template
This automation scenario allows you to connect Airtable and HubSpot
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Airtable and HubSpot can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Airtable
Watch Records in Airtable
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
Then this action happens in HubSpot
Update a Record in HubSpot
Updates a contact, a company, or a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Update a record in HubSpot CRM by records from Airtable form.
Part I
Configure Applications
First, we need to connect Airtable and HubSpot to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Airtable to Make.com.
Give Make.com access to your Airtable account, using Airtable credentials.
Connect HubSpot to Make.com.
Give Make.com access to your HubSpot account, using HubSpot credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Airtable
Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).
Then set up an Action for HubSpot
Choose this action: Update a Record (Updates a contact, a company, or a deal.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Airtable and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Update a record in HubSpot CRM by records from Airtable form!
Related Automation Templates
Supported triggers and actions
New form submission
Triggers when a form is submitted.
triggerbyzapierpipedreamNew contact
Triggers when new contact is available.
triggerbyzapierautomateioNew contact in list
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
triggerbyzapierautomateiopipedreamNew deal
Triggers when new deal is available.
triggerbyzapieralbatoNew contact property change
Triggers when a specified property is provided or updated on a contact.
triggerbyzapierpipedreamUpdated deal stage
Triggers when a deal enters a specified stage.
triggerbyzapier
Update record
Update the values of specific cells in an Airtable record.
actionbyzapierintegratelypabbly-connectpipedreamGet record
Get a specific record
actionbypabbly-connectpipedreamDelete record
Delete specific record by ID.
actionbypabbly-connectpipedreamCreate single record
Create single record
actionbypipedreamCreate multiple records
Create multiple records
actionbypipedreamList records
List records
actionbypipedream
Apps you need
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
