Connect Airtable to HubSpot
Ideas
What you can do with Airtable and HubSpot
Turn people in your Airtable engagement table into HubSpot contacts
People added to your Airtable engagement table, such as those who comment on your LinkedIn posts, become HubSpot contacts and are marked as synced.
See how it worksCopy new HubSpot deals into Airtable
Every new HubSpot deal appears in your Airtable Deals table within 15 minutes, with a heads-up in Slack.
See how it worksStart an Airtable onboarding record when a HubSpot deal is won
When a deal is won, an onboarding record is created in your Airtable tracker and the contact becomes a Customer in HubSpot.
See how it worksScore new leads and assign them to a rep from your Airtable team table
Each inbound lead is scored by AI and created in HubSpot with the right owner, chosen from your Airtable sales team table.
See how it worksKeep contacts in sync between Airtable and HubSpot
Contacts stay the same in Airtable and HubSpot whichever side you edit, with the most recent change winning.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Airtable and HubSpot, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Airtable and HubSpot automation you can describe
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
For example, ask your assistant
Only create Airtable projects for HubSpot deals over 10,000 in the Enterprise pipeline, and copy the deal's line items into a linked Airtable table.
Every week, find companies whose Airtable onboarding record has been in the same status for 14 days and create a HubSpot task for the owner.
Use cases
Why people connect Airtable and HubSpot
How the two apps work together
- ClickRuntime checks HubSpot every few minutes for deals or contacts that changed and writes them to Airtable.
- Airtable is checked on a schedule for new or updated records that should create or update HubSpot records.
- Each Airtable record stores the HubSpot ID, so both sides stay matched.
Ops records linked to CRM deals
Delivery teams track projects in Airtable while sales uses HubSpot. When a deal closes, an Airtable project record is created with the client and amount.
Partner or event leads into HubSpot
Event and partner teams collect leads in Airtable. New records become HubSpot contacts with the source property set.
Customer data back to the CRM
Customer success logs onboarding progress in Airtable. Status changes update a HubSpot property so sales can see it.
Reporting for finance and ops
Finance wants deal amounts and close dates next to invoicing data in Airtable. A synced table with deal name, stage and amount covers that.
More apps
Airtable, HubSpot and other apps in one automation
Closed deals become Airtable projects
When a HubSpot deal moves to Closed won, create an Airtable project record and post the kickoff details in #delivery on Slack.
Client folders for new projects
When an Airtable project is created from a HubSpot deal, make a Google Drive folder for the client and add the link to both records.
Onboarding emails from Airtable status
When an Airtable onboarding record moves to Kickoff scheduled, email the HubSpot contact a welcome note through Gmail.
Setup
Connect Airtable and HubSpot once
Airtable
Database / No-code
- In Airtable, go to airtable.com/create/tokens and create a new token with a name you'll recognise.
- Add the scopes the automation needs, such as
data.records:read,data.records:writeandschema.bases:read. - Add the bases or workspaces the token may use.
- Copy the token. Airtable only shows it once.
- In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Airtable.
HubSpot
CRM / Marketing
- In HubSpot, go to Development, then Keys, then Service keys, and create a service key. Or go to Development, then Legacy apps, and create a private legacy app.
- Add the scopes your automations need, such as
crm.objects.contacts.read,crm.objects.contacts.writeandcrm.objects.deals.read. - Copy the key, or for a private app open the Auth tab, choose Show token and copy it.
- In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for HubSpot. It is sent as a Bearer token.
FAQ
Questions about connecting Airtable and HubSpot
Which Airtable bases and tables can it use?
Will it create duplicate contacts?
Do my Airtable field names need to match HubSpot?
Can my operations team see deals without a HubSpot seat?
Is the sync two-way?
Can it handle HubSpot associations?
What happens to existing records at setup?
Related pages
Keep exploring
Tell your assistant what Airtable and HubSpot should do together
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