Let's improve customer management efficiency and strengthen relationships with customers by integrating Airtable and HubSpot!

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

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 automation workflows.

Automatic Data Sharing

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

For example, when customer inquiries or requests are registered in Airtable, the content can be reflected in HubSpot tickets.
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 strengthen relationships with customers.

Workflow Efficiency

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 individual lead information reflected in HubSpot and start their respective activities.

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

Integration and Automation with Yoom is Recommended!

For those interested in integrating Airtable and HubSpot from the benefits and automation examples introduced so far, here’s good news!
With Yoom, you can automate integration and business workflows 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 user experience.

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

Click "Try it" 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 in My Apps
　※ Reference 2: How to Register HubSpot in My Apps

‍

‍Step 2: Set Up 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 the Flowbot.

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

4. Configure the API connection settings 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.
Detailed explanation in Pattern 2 of How to Retrieve Output Using JSON PATH.

6. Click "Save".

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

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

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

3. Configure the API connection settings.
Refer to the notes at the bottom of the field for inputting each item.
* Ticket Name and Pipeline Stage are required fields.
* You can refer to the information 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.

With this, the flow to Create a Ticket in HubSpot When a Record is Registered in Airtable is complete.

Advanced Integration Flow of Airtable and HubSpot

We introduce 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.
When a pre-specified schedule is reached, 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 yet 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 who manage tasks for each customer in Airtable and managers responsible for project progress management.

Create a HubSpot Contact Based on Google Form Information

This is a template for an automated flow integrating Google Forms and 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 prospective 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 in 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 still many more workflows that can be automated using Yoom.
We recommend advancing integration and automation for improved 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

Integration between Airtable and HubSpot enables centralized data management of 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 can also 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 tasks can be easily automated, so please try the templates introduced!