"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!
For those who want to try it quickly
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.
Store contact information registered in Hubspot into the Notion database.
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!
Store Contact Information Registered in HubSpot into a Notion Database
This flow is recommended for cases where you manage customer information in HubSpot while sharing internal information in Notion.
Store contact information registered in Hubspot into the Notion database.
Retrieve Notion Information at a Specified Time and Send Emails via Outlook
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.
Let's Create a HubSpot and Notion Integration Flow
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:
Integrate HubSpot and Notion with My Apps
Copy the template
Set up triggers in HubSpot and actions in Notion
Turn on the trigger and check the operation
Store contact information registered in Hubspot into the Notion database.
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.
Step 2: Copy the Template
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.
Store contact information registered in Hubspot into the Notion database.
When the template is copied to Yoom, the following screen will appear, so press "OK".
Step 3: HubSpot Trigger Settings
(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.
Step 4: Notion Extraction Settings
(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.
Step 5: Turn on the Trigger and Check Operation
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!
If You Want to Integrate HubSpot Data into Notion
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.
Add Customer Information to HubSpot When Added to Notion
This flow is recommended for cases where you manage customer information in both Notion and HubSpot.
When customer information is added to Notion, add it to HubSpot as well.
■Overview The "Workflow to add customer information to Hubspot when it is added to Notion" is a business workflow that enhances the efficiency of customer management. By automatically registering the same information in Hubspot when customer information is added to Notion, automation of work is achieved while maintaining data consistency.
■Recommended for ・Business owners primarily using Notion for customer management ・Sales personnel who want to automate data integration with Hubspot ・IT personnel in companies using multiple customer management tools and wishing to reduce the effort of data entry ・Marketing teams seeking to streamline workflows while maintaining customer information consistency
■Notes ・Please integrate each of Notion and Hubspot with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
Send an email using HubSpot data when the status is changed in Notion
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.
When the status is changed in Notion, send an email using HubSpot's data.
■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, related data is extracted from HubSpot, and an email is automatically sent at the appropriate timing. This allows for smooth information sharing within and outside the team, reducing the need for manual responses. It is a perfect workflow for those who want to proceed with daily tasks more simply and effectively. ■Recommended for ・Business users who are already using Notion and HubSpot and want to strengthen the integration between the two ・Team leaders who want to centralize project management and customer management and automate information sharing ・Sales representatives who want to improve work efficiency without spending time on manual email sending ・Marketing personnel who want to quickly respond to changes in project status and strengthen follow-up with customers ・Business owners who want to automate business workflows using Yoom and streamline daily tasks
■Notes ・Please integrate Yoom with both Notion and HubSpot.
Other Automation Examples Using HubSpot and Notion APIs
By leveraging the APIs of HubSpot and Notion, various automations can be achieved.
Automation Examples Using HubSpot
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!
Create a HubSpot contact based on information from a Google Form
■Overview The "Create a ticket in HubSpot with one click from kintone" flow 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 ・Sales representatives who use both kintone and HubSpot and spend time on data integration ・CRM administrators who want to automatically synchronize ticket management in HubSpot with kintone data ・Team leaders who want to expand data utilization on kintone and streamline operations in HubSpot ・Support staff who want to automate manual ticket creation tasks and reduce operational burden
■Notes ・Please integrate Yoom with both kintone and HubSpot. ・Refer to the following for setting up triggers using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
This is a flow for generating documents in Microsoft Excel when a Hubspot contact reaches a specific status.
■Notes ・Please integrate both HubSpot and Microsoft Excel with Yoom. ・Trigger intervals can be selected at 5, 10, 15, 30, or 60-minute intervals. ・Please note that the shortest trigger interval varies depending on the plan. ・Branching is a feature (operation) available for plans above the Mini Plan. If you are on the Free Plan, any flow bot operations set will result in an error, so please be aware. ・Paid plans like the Mini Plan offer a free 2-week trial. During the free trial, you can use restricted apps and features (operations). ・Microsoft365 (formerly Office365) has plans for both home and business users (Microsoft365 Business). If you have not subscribed to the business plan, authentication may fail.
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.
Add lead information registered in Salesforce to Notion.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■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 avoid missing important updates. ■Recommended for ・Those who manage projects in Notion and want to quickly share information with the team ・Business users who use Microsoft Teams daily and want to strengthen integration with Notion ・Managers who want to reduce the time lag in information sharing and facilitate team communication ・IT personnel who want to automate manual notification tasks in business workflows ■Notes ・Please integrate Yoom with both Notion and Microsoft Teams. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Please refer to the following for how to set triggers using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
■Overview This workflow allows you to automatically reflect the latest file list from Google Drive into Notion, significantly reducing the hassle of manual updates. This automation sets up an environment where you can centrally manage the most up-to-date file information at all times. By using Yoom, you can easily connect apps without the need for programming.
■Recommended for ・Those who use Google Drive regularly and spend time managing files ・Team leaders or project managers who want to streamline database management in Notion ・Business people who want to automate the process of updating file lists and improve productivity ・IT professionals who are using multiple SaaS apps but feel that the integration is not going well ・Executives who want to quickly reflect the latest information in periodic report creation and file organization
■Notes ・It is necessary to link Google Drive and Notion to Yoom. ・Operations between "repeating the same process" are functions available only with the Team Plan or Success Plan. Please note that operations and data connect set in Flow Bots will result in errors under the Free Plan or Mini Plan. ・Paid plans like Team Plan or Success Plan can try a free trial for 2 weeks. During the free trial, you can use the restricted apps and functions (operations).
■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 Those who use Notion and OneDrive but find data integration cumbersome Team leaders or project managers who want to streamline information organization and data management Those who frequently use Notion in their daily work and aim to reduce working time through automation
■Notes ・Please integrate Notion and OneDrive with Yoom. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview This workflow allows seamless integration from form input to creating meeting minutes in Google Docs and further recording them in Notion. This automation reduces the hassle of managing meeting minutes while enabling accurate information management. With Yoom, you can easily connect apps without the need for programming.
■Recommended for ・Business people who spend time creating meeting minutes ・Teams that use Google Docs and Notion on a daily basis ・Managers looking to improve work efficiency ・Administrative staff who find manual data entry cumbersome ・Those who want to automate data collection from forms
■Notes ・Please connect Yoom with both Google Docs and Notion. ・This flow is for generating a Google Doc to record meeting minutes after form responses. If you want to automatically record minutes in Google Docs, please use a different 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.
I have been working as a web writer and director for over two years. I resonate with Yoom's vision and have been entrusted with the responsibility of managing blog production. Leveraging the skills I have developed through various writing tasks, I am committed to delivering content that is easy to understand and meets the needs of all users.
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