Store new HubSpot deals in NotionDB when updated
This flow is recommended for cases where you use HubSpot as a deal management tool and share internal information via Notion.
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"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.
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.
This flow is recommended for cases where you use HubSpot as a deal management tool and share internal information via Notion.
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:
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.
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.
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.
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!
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.
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!
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