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Every 15 minutes

Copy new HubSpot deals into Airtable

Every new HubSpot deal appears in your Airtable Deals table within 15 minutes, with a heads-up in Slack.

Runs
Every 15 minutes
Apps
Airtable, HubSpot
AI
Not needed
Access
crm.objects.deals.read; Airtable write

Send this to your assistant

Create a ClickRuntime automation: every 15 minutes, copy new HubSpot deals into my Airtable 'Deals' table and post each one to Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Sales lives in HubSpot, but delivery, finance and operations plan their work in Airtable. They need to know what's coming before it closes, so someone regularly copies new deals across, or the ops team asks for HubSpot seats they'll barely use.

This adds each new HubSpot deal to an Airtable table with its name, amount, stage and close date, and posts a short note to Slack. The people planning capacity see the pipeline in the tool they already use.

What you get out of it

  • Ops sees the pipeline early

    Delivery and finance can plan around deals as soon as they're created.

  • No extra HubSpot seats

    People who only need to see deals can read them in Airtable.

  • Each deal copied once

    Deals already copied are remembered, so the table doesn't fill with duplicates.

  • The team hears about new deals

    A one-line Slack post marks each new deal as it arrives.

How it works

What happens, step by step

  1. Every 15 minutes, ClickRuntime asks HubSpot for deals created since the last check.

  2. It skips any deal it has already copied.

  3. Each new deal is added to your Airtable Deals table with its name, amount, stage and close date.

  4. A short message about each new deal is posted to your Slack channel.

Before it runs live

  • Connect Airtable
  • Connect HubSpot

What you get

RunsEvery 15 minutes
Copy new HubSpot deals into Airtabletoday, 9:00Succeeded
Airtable · DealsNorthwind Traders annual licence: 12,500, stage Qualified to buy, close date 30 Nov.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • 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.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Airtable and HubSpot steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
copy_new_hubspot_deals_to_airtable.pyexample
import time
from clickruntime import on_trigger, credentials, http, state, notify, report_fetched
BASE_ID = "appXXXXXXXXXXXXXX"
def hs(method, path, **kw):
    r = http.request(method, f"https://api.hubapi.com{path}", headers={"Authorization": f"Bearer {credentials.connection('hubspot', 'work')}"}, **kw)
    return r.raise_for_status() or (r.json() if r.content else {})
def at(method, path="", **kw):
    r = http.request(method, f"https://api.airtable.com/v0/{BASE_ID}/{path}", headers={"Authorization": f"Bearer {credentials.connection('airtable', 'work')}"}, **kw)
    return r.raise_for_status() or r.json()

@on_trigger
def run(event):
    since = state.get("since") or int((time.time() - 3600) * 1000)
    now = int(time.time() * 1000)
    deals = hs("POST", "/crm/v3/objects/deals/search", json={"filterGroups": [{"filters": [{"propertyName": "createdate", "operator": "GTE", "value": str(since)}]}],
               "properties": ["dealname", "amount", "dealstage", "closedate"], "limit": 100})["results"]
    copied = set(state.get("copied") or [])
    deals = [d for d in deals if d["id"] not in copied]
    report_fetched(len(deals))
    if not deals:
        return {"copied": 0}
    for d in deals:
        p = d["properties"]
        at("POST", "Deals", json={"typecast": True, "records": [{"fields": {"Deal": p["dealname"], "Amount": float(p.get("amount") or 0),
           "Stage": p["dealstage"], "Close date": (p.get("closedate") or "")[:10] or None, "HubSpot ID": d["id"]}}]})
        notify.slack(f"New deal: {p['dealname']} ({p.get('amount') or 'no amount'})", channel="#deals")
        copied.add(d["id"])
    state.set("copied", list(copied)[-1000:])
    state.set("since", now)
    return {"copied": len(deals)}

FAQ

Common questions

Which deal details are copied?
Deal name, amount, stage, close date, owner and the HubSpot deal ID. You can add other properties if your Airtable table has fields for them.
Does it update the Airtable record when the deal changes?
This one copies new deals only. If you also want stage and amount changes reflected, ask your AI assistant to extend it to update existing records.
Can I skip the Slack message?
Yes. The Slack post is optional and can be turned off, or sent to a different channel.
What permissions does it need?
crm.objects.deals.read; Airtable write. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it checks. Checks that find nothing new and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Copy new HubSpot deals into Airtable” from your assistant

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