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

Learn how to update your Airtable record for an updated HubSpot deal using Pabbly Connect. Step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To update your Airtable record for an updated HubSpot deal, you first need to access Pabbly Connect. This powerful integration tool allows you to automate workflows between HubSpot and Airtable seamlessly. Start by visiting the Pabbly Connect website and either sign in or create a free account.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create new workflows that will handle the integration process. This initial setup is crucial for ensuring that your HubSpot deals are accurately reflected in your Airtable records.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow according to your objective, such as ‘Update Airtable Record for Updated HubSpot Deal.’ This naming convention helps in identifying the workflow later.

• Click on the ‘Create’ button to proceed.
• Select the appropriate folder for organizing your workflow.

Once your workflow is created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. In this case, your trigger will be an updated deal in HubSpot.

3. Set Up the Trigger for HubSpot Deal Updates

In this step, you will configure the trigger in Pabbly Connect. Select HubSpot as your trigger application and choose the event labeled ‘Deal Updated.’ This event will activate whenever a deal is modified in your HubSpot account.

Next, connect your HubSpot account by clicking the ‘Connect’ button. This will require you to log in and authorize Pabbly Connect to access your HubSpot data. After successfully connecting, you will need to specify the output properties you want from the updated deal. Select properties such as Deal ID, Deal Name, Stage, Deal Type, Priority, Amount, and Close Date.

4. Set Up the Action to Update Airtable

With the trigger set, it’s time to configure the action in Pabbly Connect. Choose Airtable as your action application. You will then select the action event as ‘Update Record.’ This step is crucial as it determines how the updated data from HubSpot will be reflected in Airtable.

• Connect your Airtable account similarly as you did with HubSpot.
• Select the base and table where the deal records are stored.

Map the fields from the HubSpot trigger response to the corresponding fields in Airtable. This mapping ensures that when a deal is updated in HubSpot, the same updates are reflected in the Airtable records automatically.

5. Test the Integration and Confirm Updates

After configuring the trigger and action, it’s essential to test the integration in Pabbly Connect. Save your settings and click the ‘Send Test’ button. This will simulate an update in HubSpot and check if the changes are accurately reflected in Airtable.

Once the test is successful, you can verify in your Airtable account that the record has been updated with the new deal information. This automation will save you time and ensure that your records are always current, eliminating manual updates.

Conclusion

This tutorial demonstrated how to update your Airtable record for an updated HubSpot deal using Pabbly Connect. By following these steps, you can automate the integration process, ensuring that your records remain accurate and up to date with minimal effort.