Export to HubSpot Bot
Eliminate issues of manual data entry and ensure the accuracy and auditability of your business data. Automatically transfer documents to the HubSpot record of your choice with the Export to HubSpot Bot.Try automation, it’s free!
What the Bot does
The Bot uploads documents to 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 attach completed documents such as sales quotes or sales orders to the HubSpot record of your choice.
- Author airSlate Inc.
- Setup duration 7-13 min.
- Used in 75 Templates
- Used in 48 Workspaces
- Installed 352 times in the last 30 days
- 98% success rate
Get your automated workflows up and running in minutes with the Export to HubSpot Bot. No coding required.
Map fields in a document to data in the HubSpot entity
Configure Bot settings
First, connect to your HubSpot account. Once connected, pick the HubSpot entity from the list. Then, add search conditions for the Bot to find the HubSpot record where your document will be exported to.
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 a sales quotation form and tell the Bot to export the form when these fields have been filled out.
View the Bots log or use tags to check if the Bot ran successfully
Get your document exported to a HubSpot record 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 document will be attached to the HubSpot record you’ve selected.
Try pre-built workflows to experience the Export to HubSpot Bot in action
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns.
Install the Export to HubSpot Bot to automate your document workflows
Other Bots often used with the Export to HubSpot Bot
Create HubSpot Records Bot Pre-fill from HubSpot Records Update HubSpot Records Rename Flow on Documents Completion Bot Forbid Discarding Changes Bot Lock Documents Editing Bot
Eliminate repetitive tasks without a single line of write code
Implement Export to HubSpot Bot
Begin a new Flow and transfer samples or create documents right on the platform to initialize the Bots option. Find and choose a wanted software robot from the list.
Open the Bot configuration. Fill out all the required fields to personalize general and advanced options. Consider determining activation circumstances to protect yourself from false activations (you can include several circumstances).
See the way it works
Execute the workflow and explore the outcomes. Make sure the software robots work correctly. If something fails, look into the Bots log to correct the mistakes and execute your Flow once more.
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