Create a record in Airtable when a deal moves to a stage in HubSpot

What each client fills in

Airtable: Base ID

From the base’s URL: airtable.com/appXXXX/…

Airtable: Table

For example Leads

HubSpot: Stage ID

Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number).

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

• Airtable

  airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s HubSpot, for “A deal moves to a stage”
2. Connect the client’s Airtable, for “Create a record”
3. Fill in HubSpot: Stage ID (Settings → Objects → Deals → Pipelines: the stage’s internal ID (closedwon, appointmentscheduled, or a number))
4. Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
5. Fill in Airtable: Table (For example Leads)
6. Match Airtable’s fields to the client’s own: Deal, Amount, Stage, Pipeline