How to integrate Airtable with HubSpot to create a ticket in HubSpot when a record is added to Airtable

Benefits and Automation Examples of Integrating Airtable with HubSpot

By integrating the database tool Airtable with the CRM platform HubSpot, centralized information management and business automation become possible.
The benefits of integration include the following, along with related business automation flows.

Automatic data sharing

Integration between Airtable and HubSpot allows for automatic synchronization of customer data, including leads. By quickly sharing the latest information, sales, marketing, and customer support teams can align their responses.

For example, when a customer inquiry or request is registered in Airtable, it can be reflected in a HubSpot ticket.
Administrators can manage overall information in Airtable, while customer support and sales representatives can promptly provide individual responses and follow-ups in HubSpot. This unified internal response can also strengthen relationships with customers.

Workflow efficiency improvement

Automatic synchronization of information through Airtable and HubSpot integration leads to efficiency in related tasks.

For instance, when lead information is added to Airtable, it can be registered as customer information in HubSpot.
Automatic registration reduces human error and saves working time.
Sales and marketing representatives can check the individual lead information reflected in HubSpot and start their respective activities.

Integrating Airtable with HubSpot enables strengthening customer relationships and improving overall business efficiency. By automatically synchronizing data through integration, not only can individual tasks proceed smoothly, but team and company productivity can also be enhanced.

Integration and Automation with Yoom is Recommended!

Good news for those interested in integrating Airtable with HubSpot from the benefits and automation examples introduced so far!
With Yoom, you can automate integration and business flows without programming skills or knowledge, using a no-code approach.

If you haven't registered with Yoom, please issue an account from here.
You can start with a free plan or try a paid plan. If you're unsure about implementation, start by checking the usability.

Once registered, try creating integration and automation flows using Yoom.
This time, we will explain the procedure for creating a business flow to create a ticket in HubSpot when a record is registered in Airtable, using a convenient template.

Click "Try it out" below to copy the template.

How to Create a Ticket in HubSpot When a Record is Registered in Airtable

‍※If you have already completed the app integration, please proceed to Step 2.

Step 1: Integrate Airtable and HubSpot with My Apps

1. After logging into Yoom, select "My Apps" from the left menu and click "+New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Airtable and HubSpot respectively, and integrate the apps.
　※Reference 1: How to Register Airtable with My Apps
　※Reference 2: How to Register HubSpot with My Apps

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Step 2: Set a Trigger to Activate When a New Record is Added to Airtable

1. Open the copied template. (If you want to change the title, modify the red-framed part in the image below.)
*To open the template manually, select the relevant template from My Projects and click "Edit" in the upper right corner of the screen.

2. Click "App Trigger When a New Record is Added" from Flowbot.

3. Set "Select Linked Account and Action".
Change the "App Trigger Title" as needed and click "Next".

4. Set the API connection for the app trigger.
・Trigger Activation Interval: Set an appropriate time according to your business needs.
・Base ID, Table Name: Refer to the red-framed part in the image below for input.

5. Conduct a test and confirm success.
*For additional information you want to use in the next step, select from "Add Values to Retrieve" in the output.
There is a detailed explanation in Pattern 2 of How to Retrieve Output Using JSON PATH.

6. Click "Save".

Step 3: Set an Action to Create a Ticket in HubSpot

1. Click "Integrate with App Create Ticket" from Flowbot.

2. Set "Select Linked Account and Action".
Change the title as needed and click "Next".

3. Set the API connection.
Refer to the notes at the bottom of the field for input.
*Ticket Name and Pipeline Stage are required fields.
*Information can be referenced from the output obtained in Step 2.

4. Conduct a test and if successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of creating a ticket in HubSpot when a record is registered in Airtable.

Advanced Integration Flow of Airtable and HubSpot

Here are two templates for other automation flows related to the integration of Airtable and HubSpot.

Search Airtable records on a specified schedule and send emails via Gmail

This is a template for a flow that automates the integration of Airtable and Gmail.
At a pre-specified schedule, you can search for records with specific content in Airtable and send an email regarding the search results via Gmail.
The template is set to retrieve information on tasks that are not started in Airtable every Monday at 9 AM and send a confirmation email via Gmail.

This allows for automatic task management and customer response status management, preventing omissions in work and improving the efficiency of progress management.
It is recommended for sales representatives managing tasks for each customer in Airtable or managers responsible for project progress management.

Create a HubSpot Contact Based on Google Form Information

This is a template for an automated flow that integrates Google Forms with HubSpot.
You can automatically register lead information collected from Google Forms as contacts in HubSpot. If you are using HubSpot for marketing or sales activities, this is recommended as it ensures that you capture and reflect potential customer information without missing any.

Additionally, when feedback information is submitted via the form from customers, it can be registered as a ticket in HubSpot using the same flow. If you are consolidating inquiries or customer information on Airtable, you can add records to the Airtable database before and after registering the information in HubSpot.

There are many more workflows that can be automated using Yoom.
We recommend advancing integration and automation for business efficiency, not only with Airtable and HubSpot but also with other apps and services!

Please check the details on the pages you are interested in.

Summary

Integrating Airtable and HubSpot enables centralized data management, such as customer information, and improves business efficiency. By synchronizing information and automating workflows, it leads to quick and consistent responses from each person in charge based on the shared latest information, and it is also expected to strengthen relationships with customers.

Automation through integration is beneficial for the entire team or company, from sales, marketing, and customer support personnel to project management leaders.
With Yoom, related business automation can be easily achieved, so please try the templates introduced!