Integrating HubSpot with Airtable

Note

• While these articles are meant to serve as helpful guides for our customers, 1:1 support for integrations with 3rd party tools is limited in support interactions

• If you are experiencing setup issues or need help troubleshooting this integration, we recommend you search threads in the Community first

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HubSpot is a CRM software product that offers templated solutions for Marketing, Sales, Customer Service, Operations, and Content management. They offer two tools, Workflows and Data Sync, that connect with Airtable via our API. In HubSpot, Workflows help to automate processes based on certain conditions that you set, whereas their Data sync beta feature allows for certain information to be seamlessly matched on both platforms.

Airtable and HubSpot Workflows

The Workflows feature in HubSpot is similar to Airtable Automations. Workflows allow you to set up a trigger and action, or actions, so that when a certain condition is met it causes something else to occur. In this way, you can connect with Airtable so that when something happens in HubSpot (trigger) a record is created in Airtable (action).

• This feature is particularly useful if you want certain information housed in HubSpot to be sent over to Airtable in an automated way. Once the record has been created in Airtable, you are able to use that information in any of the ways that you would otherwise use records in Airtable for your particular needs.

• This process is one-way, meaning that changes made in Airtable will not update back to HubSpot. However, HubSpot does offer a couple of options for setting up a bi-directional sync via their Data sync feature.

Consult HubSpot’s workflow documentation specific to Airtable here.

Airtable - Data sync

Hubspot's Data sync feature offers a two-way synchronization solution between the information stored in a HubSpot hub and an Airtable base. This helps to eliminate more manual processes of keeping your data uniform across the two platforms. There are two overarching use cases available:

• Syncing contacts between HubSpot and Airtable

• Syncing company information between HubSpot and Airtable

Find the Airtable-HubSpot data sync app installation page here.