Create HubSpot Records Bot
Save time and grow your business faster by automating record creation with the Create HubSpot Records Bot. No manual data entry and development required.Try automation, it’s free!
What the Bot does
The Bot adds the collected data from a document into the mapped fields in the selected HubSpot record based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically create leads, lead forms, contacts in HubSpot using data from the completed documents such as registration forms, and so on.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 81 Templates
- Used in 63 Workspaces
- Installed 312 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Create HubSpot Records Bot. No coding required.
Map fields in a document to the fields in the HubSpot entity
Configure Bot settings
First, connect to your HubSpot account. Once connected, select a HubSpot entity from the list. Then, specify what information from the document will be used to create the HubSpot record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select fields in the new contact form and tell the Bot to create a corresponding HubSpot record when these fields have been filled out.
View the Bots log or use tags to check if the Bot ran successfully
Get a new HubSpot record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data added to the selected document fields will be used to create a new HubSpot record.
Try pre-built workflows to experience the Create HubSpot Records Bot in action
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
The Vendor Registration Flow is used by procurement departments to automate the process of registering new vendors in a company’s database.
Lead Generation Form Template
The Lead Generation Form Template Flow is used to speed up the process of generating leads and improving customer conversion rates.
Install the Create HubSpot Records Bot to automate your document workflows
Other Bots often used with the Create HubSpot Records Bot
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Automate repetitive tasks without having to code
Employ Create HubSpot Records Bot
Begin a new Flow and import forms or generate templates right on the platform to enable the Bots option. Choose an appropriate software robot from the list.
Set it up
Open up the Bot setup menu. Complete all of the required fields to personalize general and advanced options. Consider indicating activation conditions in order to avoid false activations (you can add several conditions).
Figure out how it operates
Execute the workflow and discover the outcomes. Make sure the software robots are operating appropriately. If something doesn’t work, look into the Bots log to fix the mistakes and execute your Flow once more.
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