An automated workflow using zapier
Connects HubSpot + Airtable
Create Airtable records for new contacts in HubSpot
About this workflow template
This automation scenario allows you to connect HubSpot and Airtable
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
HubSpot and Airtable can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in HubSpot
New Contact in HubSpot
Triggers when new contact is available.
Then this action happens in Airtable
Create Record in Airtable
Creates a new record with auto-populating fields.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Airtable records for new contacts in HubSpot.
Part I
Configure Applications
First, we need to connect HubSpot and Airtable to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Airtable to Zapier.
Give Zapier access to your Airtable account, using Airtable credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Contact (Triggers when new contact is available.).
Then set up an Action for Airtable
Choose this action: Create Record (Creates a new record with auto-populating fields.).
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 HubSpot and Airtable.
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 Create Airtable records for new contacts in HubSpot!
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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.
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actionbypipedreamCreate multiple records
Create multiple records
actionbypipedreamList records
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Apps you need
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
