Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Update HubSpot Records 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 the Update HubSpot Records
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.
Export Custom Values to Update HubSpot Records
Get your automated workflows up and running in minutes. No coding required.
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 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.
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
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
New Contact
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Learn more
Other Bots often used with the Update HubSpot Records
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.
