Guide

How to add new HubSpot messages to a SmartSuite table

Learn how to set up a Relay playbook that automatically creates a record in SmartSuite whenever a new message is received in HubSpot
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically whenever a new message received in HubSpot.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the HubSpot trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New message received" under HubSpot. Then, select Inbox. If this is your first time using a HubSpot integration in Relay, you'll be prompted to connect your HubSpot account.

Now, every time new message received in HubSpot, your playbook will run automatically.

3

Add the SmartSuite "Create record" automation

Now you can create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the necessary details. You can reference fields from HubSpot to automatically pass along the right data.

4

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever New message received in HubSpot. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay

Sign up now and get started with your playbook today