How to Update Airtable Record for Updated HubSpot Deal Using Pabbly Connect

Learn how to seamlessly update Airtable records when HubSpot deals change using Pabbly Connect. Follow our step-by-step tutorial for effective automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start updating your Airtable records for updated HubSpot deals, you first need to access Pabbly Connect. This platform enables seamless integration between HubSpot and Airtable.

Open your browser and navigate to the Pabbly website. You will find options to sign in or sign up for free. If you don’t already have an account, signing up is quick and grants you access to numerous features, including automation capabilities.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Update Airtable Record for Updated HubSpot Deal.’ This will help you identify the workflow later.

• Click on the ‘Create’ button.
• Select ‘HubSpot’ as your trigger application.
• Choose ‘Deal Updated’ as the trigger event.

After setting the trigger, connect your HubSpot account to Pabbly Connect. This allows the platform to receive updates whenever a deal is modified in HubSpot.

3. Configuring the HubSpot Trigger in Pabbly Connect

Now that you have set up the trigger in Pabbly Connect, it’s time to configure the output properties. You need to specify which details you want to retrieve from the updated HubSpot deal.

• Select properties like Deal ID, Deal Name, Deal Stage, Deal Type, Priority, Amount, and Close Date.
• Click ‘Save and Send Test’ to ensure that Pabbly Connect receives the correct data.

After saving, you will see the response from HubSpot containing the updated deal information. This confirms that your trigger is functioning correctly.

4. Setting Up the Airtable Action in Pabbly Connect

With the trigger confirmed, the next step is to set up the action in Pabbly Connect. Choose Airtable as your action application and select the ‘Search Record’ action event.

Connect your Airtable account to Pabbly Connect. Select the base containing your HubSpot deals.

Map the Deal ID from the HubSpot trigger response to search for the corresponding record in Airtable. This ensures that the correct deal is updated automatically.

5. Updating the Airtable Record with New Data

After retrieving the correct record from Airtable, set up another action step to update it. Choose ‘Update Record’ as the action event in Pabbly Connect.

Map the fields from the HubSpot update response to the corresponding fields in Airtable, including the Deal ID, Deal Name, Deal Stage, Deal Type, Priority, Amount, and Close Date. This ensures all updated information is accurately reflected in Airtable.

Finally, click on ‘Save and Send Test’ to confirm that the updates are applied successfully. Check your Airtable to verify that the record has been updated with the new details from HubSpot.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of updating Airtable records for updated HubSpot deals. This integration saves time and ensures that your records remain accurate without manual intervention.