HubSpot is a CRM software product that offers templated solutions for Marketing, Sales, Customer Service, Operations, and Content management. Currently, 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 - Workflows
The Workflows feature in HubSpot is similar to our Airtable Automations feature. 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. HubSpot’s Airtable - Workflows feature 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 are wanting certain information housed in HubSpot to be sent over to Airtable. 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 for your particular needs.
This process is one-way, meaning that changes made in Airtable will not update back to HubSpot at this time. However, HubSpot does offer a couple of options for setting up a bi-directional sync as discussed in the next section.
For more information on the setup and technical details of this HubSpot beta feature, visit their guide documentation page.
Airtable - Data sync
Airtable - Data sync 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 (currently available from HubSpot)
- Syncing company information between HubSpot and Airtable (coming soon from HubSpot)
More information about this HubSpot feature as well as setup guidance can be found here.
As a reminder, you will need to find and copy your Airtable API key
in order to successfully set up these and other integrations.