With the Create or Update Company HubSpot action, maintaining accurate and up-to-date company data in HubSpot becomes effortless. This automation leverages HubSpot’s search and mapping functionalities to either create new company profiles or update existing ones, ensuring that your company information is always aligned with your latest data. Whether you're tracking leads, managing customer relationships, or organizing account information, this action saves you time by automating data synchronization.
The action first checks for an existing company in HubSpot using the provided hubspot_company_id or, if that’s unavailable, by matching the company domain. If no match is found, a new company profile is created instantly, keeping your HubSpot data consistently up-to-date. By enabling data entry for fields like tagline, description, revenue, employee count, and more, this action adapts to your data needs seamlessly. Simply input the required fields, including the company domain, to ensure smooth updating and creation.
From enriching company profiles with LinkedIn links to including key financial data and even custom mapping fields, the Create or Update Company HubSpot action is designed to support targeted and precise data entry in just a few clicks. This automation will help you:
- Streamline company profile updates or creations based on your custom field mapping.
- Easily populate crucial company information fields within HubSpot, improving data consistency.
- Ensure that even custom or industry-specific data fields align with HubSpot’s internal properties.
How does this action work?
This action simplifies creating or updating company data in HubSpot with a quick setup. Here’s how it works:
- Create a Free Captain Data Account: Start by signing up here.
- Prepare Your Company Data: Input details like hubspot_company_id or domain to target the right company in HubSpot, or to create a new one if no match is found.
- Map HubSpot Fields: Using the platform’s mapping feature, link each data point you want to sync with HubSpot, such as company name, location, annual revenue, or LinkedIn profile. Refer to HubSpot's internal names by navigating to Settings > Data Management > Properties to ensure accurate mapping.
- Set Custom Fields if Needed: Add any additional fields, including custom ones like industry_linkedin, to capture specific data points that aren’t directly available in HubSpot.
- Configure and Launch Workflow: Set up the workflow to update or create the company data in HubSpot and decide whether to launch it immediately or schedule it for a later time.
- You're All Set! The action will handle the rest, automatically syncing your company data with HubSpot according to the mapped fields.
Using this streamlined workflow, you can update existing company information or add new entries with ease, saving valuable time on manual data entry.
How to leverage this action’s output?
With the Create or Update Company HubSpot action, you can transform how you manage and leverage company data in HubSpot. This action enables you to keep critical information up-to-date and enrich company profiles to support effective targeting, lead management, and customer insights. Here’s how to get the most out of it:
When updating or creating company profiles in HubSpot, having accurate and comprehensive data is essential. This action lets you populate key fields, including industry details, revenue, employee count, and more, providing a solid foundation for your sales and marketing strategies. If you’re tracking high-value accounts, for instance, you can enhance company profiles with fields like LinkedIn profile links or industry descriptions, allowing your team to build connections and engage prospects based on detailed, relevant data.
Additionally, HubSpot’s field mapping capabilities make it easy to align imported data with HubSpot’s internal fields, helping you avoid common issues like duplicate entries or misaligned data points. For example, using fields like hubspot_company_id or domain as identifiers ensures that existing profiles are updated without errors, while new profiles are only created when absolutely necessary. This level of data control ensures your CRM remains accurate and your team works from reliable information.
For businesses in tech or B2B SaaS, this action is especially powerful when you want to target specific industry segments. Say your team is reaching out to companies in specific tech verticals—you can customize your HubSpot fields to include LinkedIn industry tags or funding data, so that each profile is enriched with the context your team needs. This customization goes beyond HubSpot’s basic fields, allowing for precise alignment with your data strategy.
Moreover, by automating this data update process, you save time and reduce the workload on team members who would otherwise handle these tasks manually. This action ensures that each new company entry or update is handled without delays, allowing your sales team to act on fresh information in real time. For instance, they’ll be able to see recent funding data or size adjustments, providing them with current data to personalize outreach or prioritize leads.
Using the Create or Update Company HubSpot action, you can establish a CRM that’s not only organized but also aligned with your most strategic data needs. Consistent, high-quality data improves overall decision-making and enables your team to focus on building relationships and generating revenue.
