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Coda + HubSpot

Create rows in Coda when new companies are added to HubSpot

If you're a salesperson and want to forecast your book of business in a place other than HubSpot, it can be helpful to automatically export the information from HubSpot to Coda to analyze, sort, and pivot the data as you see fit. Once this information is in a Coda doc, you can group, sort, and create views from the data for your sales manager or team to keep track of as well.

If you're a salesperson and want to forecast your book of business in a place other than HubSpot, it can be helpful to automatically export the information from HubSpot to Coda to analyze, sort, and pivot the data as you see fit. Once this information is in a Coda doc, you can group, sort, and create views from the data for your sales manager or team to keep track of as well.

  1. When this happens...
    HubSpotHubSpot
    New Company

    Triggers when new company is available.

    TriggerScheduled
  2. automatically do this!
    CodaCoda
    Create Row

    Creates a new row in the selected table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Event Type

    Trigger
    Scheduled
    Try It
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About Coda

Coda is a new type of document that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas.
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HubSpot is your all-in-one stop for all of your marketing software needs.

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