・
"It's a hassle to manually enter HubSpot data into Notion every time..."
"I want to share the latest customer information within the company, but manual work leads to omissions..."
Are you facing such issues? By integrating HubSpot and Notion via API, you can automatically reflect customer information and transaction data in Notion. This not only saves the trouble of manually transferring information but also allows for automatic data sharing, making it possible to improve work efficiency.
For example, when a new contact is registered in HubSpot, that information can be automatically stored in Notion's database. Alternatively, by reflecting transaction updates in Notion, you can immediately check the latest progress within the company.
In this article, we will introduce specific methods to integrate HubSpot and Notion for effortless data management. The setup can be done in just a few steps, so please give it a try!
By using Yoom, you can easily integrate HubSpot and Notion without any coding.
Yoom provides templates for integrating HubSpot and Notion, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
Automatically retrieve contact information registered in Hubspot and store it in a Notion database.
The information to be retrieved includes name, email address, phone number, company name, and job title, and it is possible to automatically register this information in the Notion database.
■Setup Instructions
・Please connect each of the Hubspot and Notion apps with Yoom. (My App Integration)
・In Notion's "Add Record" operation, set the target database and property information based on the information obtained from Hubspot.
・Once the setup is complete, change the trigger to ON.
■Notes
・Integration settings with the Hubspot account are required.
・Integration settings with the Notion account are required.
・Please replace the Notion operation settings information with any desired values for use.
By integrating the APIs of HubSpot and Notion, you can automatically transfer data from HubSpot to Notion!
You can experience the integration of HubSpot and Notion immediately by simply clicking "Try it out" on the automation example you're interested in and registering an account.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for cases where you manage customer information in HubSpot while sharing internal information in Notion.
■Overview
Automatically retrieve contact information registered in Hubspot and store it in a Notion database.
The information to be retrieved includes name, email address, phone number, company name, and job title, and it is possible to automatically register this information in the Notion database.
■Setup Instructions
・Please connect each of the Hubspot and Notion apps with Yoom. (My App Integration)
・In Notion's "Add Record" operation, set the target database and property information based on the information obtained from Hubspot.
・Once the setup is complete, change the trigger to ON.
■Notes
・Integration settings with the Hubspot account are required.
・Integration settings with the Notion account are required.
・Please replace the Notion operation settings information with any desired values for use.
This flow is recommended for cases where you use HubSpot as a deal management tool and share internal information via Notion.
■Overview
This is a flow where transaction information is stored in a Notion database when a new deal is updated in HubSpot.
By integrating HubSpot and Notion, you can save the hassle of operating individual apps and repeatedly entering data, allowing you to proceed with your work smoothly. The process is automated until it is stored in the Notion database, eliminating any gaps or omissions in information management.
You can freely set the content to be stored in Notion.
■Notes
・Please integrate HubSpot and Notion with Yoom respectively.
You can regularly retrieve information registered in Notion and send emails.
This seems useful when you need to send a large number of emails, such as for event hosting.
Now, let's create a flow that integrates HubSpot and Notion! We'll use Yoom to proceed with the integration without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
This time, we will create a flow to integrate data obtained from HubSpot into Notion!
The creation process is broadly divided into the following steps:
■Overview
Automatically retrieve contact information registered in Hubspot and store it in a Notion database.
The information to be retrieved includes name, email address, phone number, company name, and job title, and it is possible to automatically register this information in the Notion database.
■Setup Instructions
・Please connect each of the Hubspot and Notion apps with Yoom. (My App Integration)
・In Notion's "Add Record" operation, set the target database and property information based on the information obtained from Hubspot.
・Once the setup is complete, change the trigger to ON.
■Notes
・Integration settings with the Hubspot account are required.
・Integration settings with the Notion account are required.
・Please replace the Notion operation settings information with any desired values for use.
First, let's connect HubSpot and Notion with My Apps.
After logging into Yoom, click "Add" from "My Apps" in the left menu.
[For HubSpot]
1. Search for "HubSpot" and select HubSpot from the list of apps.
2. The connection screen between Yoom and HubSpot will be displayed.
If you already have an account, click "Sign in to your HubSpot account".
3. Enter the email address of the HubSpot account you want to connect with Yoom.
4. Enter your password and click login.
5. Enter the verification code sent to the email address you provided to complete identity verification, and the next screen will be displayed.
Select the HubSpot account to connect with Yoom and click "Select Account".
This completes the My Apps connection for HubSpot.
[For Notion]
1. Search for "Notion" and select Notion from the list of apps.
2. Log in to the Notion account you want to connect with Yoom.
Here, log in with your email address.
Enter the email address of your Notion account and click "Continue".
3. Enter your password and click "Log in".
4. A screen confirming the access request by Yoom will be displayed, so click "Select pages".
5. Select the page to allow access to Yoom and click "Allow access".
This completes the My Apps connection for Notion.
Once the My Apps connection is complete, let's set up the template right away.
Click "Try it" on the banner below to copy the template.
■Overview
Automatically retrieve contact information registered in Hubspot and store it in a Notion database.
The information to be retrieved includes name, email address, phone number, company name, and job title, and it is possible to automatically register this information in the Notion database.
■Setup Instructions
・Please connect each of the Hubspot and Notion apps with Yoom. (My App Integration)
・In Notion's "Add Record" operation, set the target database and property information based on the information obtained from Hubspot.
・Once the setup is complete, change the trigger to ON.
■Notes
・Integration settings with the Hubspot account are required.
・Integration settings with the Notion account are required.
・Please replace the Notion operation settings information with any desired values for use.
When the template is copied to Yoom, the following screen will appear, so press "OK".
(1) Click on "When a new contact is created" at the top of the template.
(2) Select the HubSpot account information you want to integrate and click "Next".
The information of the pre-integrated account is automatically entered.
(3) Select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the trigger interval varies depending on the plan.
(4) Once the settings are complete, try running a "Test".
Check if the information from HubSpot is correctly extracted in the "Retrieved value".
If there are no issues, click "Save" to complete the setup.
(1) Click "Operate the database" in the template.
(2) Select the account information to integrate with Notion.
(3) Enter the database ID where you want to store the information extracted from HubSpot in "Database Integration".
Clicking the input box will display a list of databases within the integrated Notion account under "Options".
If there is a relevant database, select it.
(4) After entering the database ID, click "Next" to move to the following screen.
In each frame, set the items you want to register in the Notion database as desired.
You can directly quote the information extracted from HubSpot from "When a new contact is created" in the "Retrieved value".
(5) Set other items in the same way as (4).
Note: In this case, the contact owner isn't registered in HubSpot, so the obtained value in the contact owner fame isn't displayed.
(6) Once the settings are complete, click "Test" to run a test.
After a successful test, the content of the records actually added to Notion will be displayed.
Make sure that the contact information from HubSpot is reflected correctly.
If there are no issues, click "Save" to complete the setup.
With this, all settings are complete.
After completing the setup, a pop-up like the one below will appear, so turn on the trigger.
Check if the flow operates correctly!
This time, we introduced how to integrate data from HubSpot to Notion, but if you want to perform data integration from Notion to HubSpot, please also use the following template.
This flow is recommended for cases where you manage customer information in both Notion and HubSpot.
■Overview
The workflow "Add customer information to Hubspot when it is added to Notion" is a business workflow that achieves efficiency in customer management.
By automatically registering the same information in Hubspot when customer information is added to Notion, the workflow achieves automation while maintaining data consistency.
■Recommended for
■Benefits of using this template
By simply entering customer information into Notion, it is automatically reflected in Hubspot, eliminating the need for duplicate entry.
Additionally, by automating the manual data migration process, you can make effective use of your time and focus on other important tasks.
This reduces human error and improves the accuracy of information management.
It may also help prevent potential business opportunities from being lost due to input errors.
This flow sends an email using HubSpot data when a specific status is changed in Notion.
Emails are automatically sent upon status changes, allowing for smooth information sharing.
■Overview
The workflow "Send an email using HubSpot data when the status is changed in Notion" is an automation that efficiently integrates project management and CRM.
When the progress of a task changes in Notion, relevant data is pulled from HubSpot and an email is automatically sent at the appropriate timing.
This allows for smooth information sharing both inside and outside the team, reducing the need for manual responses.
It's a perfect workflow for those who want to streamline and enhance their daily operations.
■Recommended for
■Benefits of using this template
By leveraging the APIs of HubSpot and Notion, various automations can be achieved.
It is possible to automatically create folders based on the information registered in HubSpot or automatically issue documents by referring to the status in HubSpot!
■Overview
This is a flow to create a contact in HubSpot based on information from Google Forms.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to collect lead information via Google Forms and automatically register it as a contact in HubSpot
・Those who want to reduce the hassle of manual data entry and streamline lead management
・Those who want to centrally manage information such as webinar participants and material requesters in HubSpot
2. Sales professionals using HubSpot
・Those who want to automatically import prospect information obtained from Google Forms into HubSpot and utilize it in sales activities
・Those who want to centrally manage customer information in HubSpot and share it with the team
■Benefits of using this template
・By automatically registering the responses from Google Forms as contacts in HubSpot, you can eliminate the hassle of manual entry and greatly improve work efficiency.
・By automatically importing lead information obtained from Google Forms into HubSpot, you can centralize lead management and enable efficient follow-up.
■Notes
・Please integrate both HubSpot and Google Forms with Yoom.
・For information on how to obtain response content when using Google Forms as a trigger, please refer to the following: https://intercom.help/yoom/ja/articles/6807133
■Overview
The "Create a ticket in HubSpot with one click from kintone" flow is a business workflow that leverages the integration between kintone and HubSpot to automatically generate tickets in HubSpot with a single click operation on kintone. By implementing this workflow, you can utilize data within kintone to manage tickets in HubSpot quickly and accurately. This integration using Yoom enhances operational efficiency and data consistency, supporting improved team productivity.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that notifies Slack when a form is submitted to Hubspot.
■Recommended for
1. Marketing personnel using HubSpot
・Those who want to grasp form submissions in real-time and respond quickly to leads
・Those who want to share form submission information with the team and strengthen collaboration
2. Sales personnel using HubSpot
・Those who want to respond quickly to inquiries from prospects
・Those who want to create business opportunities based on form submission information
■Benefits of using this template
・By sharing form submission information on Slack, information coordination among team members becomes smoother, leading to efficient lead nurturing.
・Since notifications are sent to Slack immediately after a form is submitted in HubSpot, it enables a quick response to leads.
■Notes
・Please integrate Yoom with both HubSpot and Slack.
■Overview
This is a flow where a document is issued in Microsoft Excel when a Hubspot contact reaches a specific status.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Hubspot for customer management and sales activities
・Those who utilize Hubspot's contact management features but often miss changes in specific statuses
・Those who want to respond quickly every time a customer's status changes and improve the efficiency of their sales activities
2. Those who use Microsoft Excel in their daily work
・Those who want to automatically create standardized documents to reduce work time and improve operational efficiency
■Benefits of using this template
By implementing a flow that automatically issues documents in Microsoft Excel when a Hubspot contact reaches a specific status, you can eliminate the hassle of manual document creation.
This leads to improved operational efficiency and is expected to save time and costs.
Additionally, manual errors are reduced, and the accuracy of documents is improved.
Automation allows employees to focus on more valuable tasks, leading to increased productivity.
This enables faster and more effective business operations.
■Overview
This is a flow that creates a folder with the company name in a specified location on Google Drive when a new company is registered in HubSpot.
■Recommended for
1. Companies that store data for each company in Google Drive
・Sales assistants or department heads
・Administrative staff overseeing company-wide information
・Accounting staff issuing forms for each company
2. Companies managing related company information in HubSpot
・Sales staff managing business cards and company information
・Marketing staff
3. Those who want to reduce manual input and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff who want to improve data accuracy
■Benefits of using this template
・The entire process is completed automatically, eliminating the need for manual work and improving business efficiency.
・The flow bot is automatically activated based on the registered content, helping to prevent omissions in operations.
■Notes
・Please integrate Yoom with both HubSpot and Google Drive.
It is possible to send notifications to Microsoft Teams with one click from Notion, or to reflect a list of files from Google Drive into a Notion database every month.
■Overview
The workflow "Add lead information registered in Salesforce to Notion" can automate the task of transferring information.
Since tasks that are done manually are automated, it helps avoid human errors.
■Recommended for
■Benefits of using this template
By linking Salesforce and Notion, there is an advantage of being able to quickly share lead information.
This enables quick responses to leads.
By maintaining high interest in leads and conducting appropriate follow-ups, customer experience is improved, which can ultimately lead to increased sales.
Additionally, by centrally managing lead information on Notion, information sharing and collaboration among team members can be carried out smoothly.
This will likely lead to improved efficiency and effective teamwork.
■Overview
The "Notify Microsoft Teams with One Click from Notion" workflow is a business workflow that quickly shares updates from Notion to Microsoft Teams.
It is useful when you want to smoothly share information within the team or ensure that important updates are not missed.
■Recommended for
■Benefits of using this template
■Overview
This workflow allows you to automatically reflect the latest list of files from Google Drive in Notion, significantly reducing the manual effort required for updates. This automation creates an environment where you can centrally manage the latest file information at all times.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
The flow "When a new page is created in Notion, create a Microsoft Excel file in OneDrive" is a business workflow that streamlines information organization and data management.
When a new page is created in Notion, a corresponding Microsoft Excel file is automatically generated in OneDrive.
This eliminates the need for manual data entry and file creation, enabling smooth business operations.
■Recommended for
■Benefits of using this template
■Overview
This workflow allows seamless integration from form input to creating meeting minutes in Google Docs and further recording them in Notion. This automation enables accurate information management while reducing the hassle of managing meeting minutes.
With Yoom, you can easily integrate apps without the need for programming.
■Recommended for
■Benefits of using this template
How was it? By integrating HubSpot and Notion, you can easily solve challenges such as "reducing manual data entry," "smoothly sharing the latest customer information with the team," and "improving work efficiency."
With the no-code tool Yoom, you can easily integrate HubSpot and Notion without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Implement the best automation for your business and achieve a smarter way of working!
