Create HubSpot Records Bot

Create HubSpot Records Bot

Conserve time and accelerate your business growth by automating record generation with the Create HubSpot Records Bot. No manual data input or development needed.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create HubSpot Records 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 the Create HubSpot Records Bot
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.
Export Custom Values to Create HubSpot Records Bot

Get your automated workflows up and running in minutes. No coding required.

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 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.
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.
Create HubSpot Records Bot

Install the Create HubSpot Records Bot to automate your document workflows

Start for free

Automate repetitive tasks without having to code

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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.
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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).
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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.