Update HubSpot Records
Keep HubSpot data up-to-date and accurate with no manual data entry or coding. With the Update HubSpot Records Bot, you can automatically apply changes to the HubSpot record of your choice based on the information added to the document.Try automation, it’s free!
What the Bot does
The Bot pre-fills the fields of an existing HubSpot record with data from a document based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot when you need to automatically update customer information or order details in a HubSpot record based on changes in a sales order or contact form.
- Author airSlate Inc.
- Setup duration 7-13 min.
- Used in 76 Templates
- Used in 57 Workspaces
- Installed 326 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Update HubSpot Records. 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 up the HubSpot entity and the related entity if any. Next, select a starting record by adding search fields. Then, specify what information from the document will be used to update 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 range from a specific date, document data, user roles, email, or name. E.g., select a total price field in a sales order and tell the Bot to export data to a HubSpot deal record when this field has been filled out.
View the Bots log or use tags to check if the Bot ran successfully
Get your HubSpot record updated 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 HubSpot record will be updated with data from the selected document fields.
Try pre-built workflows to experience the Update HubSpot Records in action
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
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.
Install the Update HubSpot Records to automate your document workflows
Other Bots often used with the Update HubSpot Records
Create HubSpot Records Bot Pre-fill from HubSpot Records Export to HubSpot Bot Add Tags Bot Forbid Saving as Draft Bot Redirect Recipients to Website
Speed up repetitive tasks without a single line of write code
Utilize Update HubSpot Records Bot
Begin a new Flow and transfer samples or create documents right in the system to enable the Bots option. Choose an appropriate Bot from the list.
Set it up
Open the Bot setup menu. Fill out all the required fields to define general and advanced settings. Consider determining activation conditions to protect yourself from false activations (you can add a couple of conditions).
See the way it works
Implement the workflow and discover the outcomes. Make sure the software robots operate appropriately. If something goes wrong, look into the Bots log to correct the mistakes and run your Flow once again.
Create Shopify Records Bot Set Expiration of Step Assignment Bot Prefill from Microsoft Dynamics 365 via FetchXML Bot Invoke MS Dynamics 365 Workflow on Completion Forbid Discarding Changes Bot Forbid Saving as Draft Bot Perdoo Bot Profit.co Bot Tability Bot Leapsome Bot Lifesize Bot BlueJeans Rooms Bot